CRM

Hello everyone, we are try to push the HubSpot system to other countries, and we want to know the usage of HubSpot. so i check the data in audit log--login history. but the data is not correct. it seems couldn't track the login history in APP. so...

Hello everyone in community! hope you all have a nice day and this spring be nice with u. i have a question about the asociation lables. in the creat form, when the object have the association with company, i can fill out the company informat...

I have a Wordpress site with the HubSpot plugin. I created a HubSpot form (new client application) that I embedded on one of my site's pages. That works fine. When the client submits their application form, I want it to create a Wordpress accoun...

Hello HubSpot Community, This is Naz from HubSpot's product team with an intriguing question: Have you ever wished you could view and manage associations to records in bulk? We're on a mission to make it easier to handle associated records, and ...

I have a field from a custom property that I want to copy into the contact object to personalize a template. In some cases, multiple records would populate that singular field. How do I do this? I have a list that has that data that I want to im...

Hi All, I was just wondering is there an easy way to trigger a workflow when someone is un-responsive in a sequence? It seems quite hard, I've seen on sequences the details section, but can't seem to find Details on workflows. Otherwise I would ...

Hello, I recently switched to the newest version of Hubspot and bought sales pro and service pro seats. After having already setup quote approval workflows, I can no longer see the option to ask for approval before publishing quotes in the setting...

Hello community, Hope you are doing well. I have cloned the default Product Module and begun customizing it in the Design Manager. I'm excited because I was able to change the default values of the fields so it styles depending on our brand ...

One of my sales reps merged 2 deals accidentally. Can I reverse it?

I have a setup where there are quite a few associations and association labels between Companies and Contacts. I am trying to build a workflow that would let me trigger notifications to a Company owner when a few different situations arise. I ...

Can anyone highlight the pain points?

Hello Community, i wnant to know someting about dashboard. the same dashboad, can different permission set will have different data range? for example, the boss can see all companies(100), and sales can only see their own company(20). so the chart...