CRM

Hi everyone, I’d like to build a workflow that automatically creates a task 3 months before a deal's close date . The purpose is to remind the sales rep to schedule a meeting with the prospect if one hasn’t already been booked. So essentially: ...

It was working perfectly until it suddenly stopped for no reason. I was able to make it work with Zapier but the lead source is not right via this method. It's not a pop-up form, any help is much appreciated.

My company does direct mail marketing; we mail a physical letter to each of our prospects on the list for that week. Until 3/23/2025 I was able to export my active list and download an excel table with my Contact Properties First and Last Name, and ...

We have 4 people that are users in our HS CRM. However, the activity for one of the users hasn't been tracking in the Activity Timeline for the best 2 weeks. It looks like she hasn't done anything, but I am recieving emails from HS notifying me tha ...

For clarification: we are a third party that developed native integration with HubSpot using API v3/v4. Before creating a contact in the customer's CRM, we normally try to find it using some queries with the Search API, because we would otherwi...

Hallo miteinander, ich will aus den Datensätzen in Hubspot 2 Worddokumente erzeugen. Im Endeffekt werden nur Name und Adresse in einen Brief eingefügt. Weiß jemand ob das funtkioniert? Beste Grüße Christian

Hi, New tro Hubspot. Is there a way to see how many of our prospects have been contacted by sales staff? We have underaken an email campaign and then they should be following up with calls and its that that i need to see. They add notes each...

I'm increasingly coming across B2B companies with no website domain (and no intention to ever have one). Is this something HubSpot is monitoring - as many online businesses are becoming solely social-based. Given HubSpot's reliance on domain name fo...

Hello all. Am on free, and starting, so a newbie question on associating Deals with Companies and contacts through export. I have imported companies and contacts, and want to create deals for a subset of these companies. I downloaded the Deals ...

Hi everyone, I'm currently managing a sales pipeline where the process goes as follows: The BDR owns the deal up until the demo , and then the AE takes over after the demo . The issue: when we change the deal owner from BDR to AE , we lose the ...

Hi, due to a mistake we need to exchange the value „deal amount“ in most deals. We have an excel file with the correct deal amount and the unique value „deal name“. I’ve tried to find a description on how to proceed, but did not find a fitting one. ...

I need advice / help please. We have a huge global partner, with thousands of Sellers. These SELLERS are in HubSpot and are often involved with DEALS for multiple COMPANIES. Therefore, we want to track (at CONTACT level – but relating to ...