CRM

Hello, Its me with another formula field question, I need to create properties that calculate the number of days a deal is in each quarter. So our projects can last anywhere from 1 month to a year or more, so we would like to calculate how many ...

Hello, I'm having an issue with formula fields. I want a field that tracks funding we get from partners to help with deals. So what I need is if a partner gives 20k on a deal worth a 100k for the client portion field be populated automatically with...

Hello Everyone, I'm using zapier to get line items but facing a problem that Zapier's line item could not fetch the Line items at once and if I take the line items one by one, it is generating separate invoice for each line item. Is there any API ...

Hello, I am checking the visibility rules for marketing consents. I have set the rule so that a specific consent is displayed to specific clients. Unfortunately, when checking the preview on a given client, all consents are displayed. What am I doi...

Hello all, We are using the started version of Hubspot and currently need to update fields such as Lifecycle Stage and Lead Status based on another custom field. Is this possible? For instance, we have a custom field LemlistStatus, and if it is 'Un...

Hi We have a custom field called Margin as our reps are paid on Margin not evenue. Amount is calculated using a workflow based on the Margin and product type. If Margin is $0 the Amount is also $0. Essentially I want to marke my Margin field man...

HI all, i want to know how i have custom properties in hubspot contact and when i integrate the calendly with hubspot the i want the custom property is Filled in with value i fill before hand is there a way to do it?

Hello. I have a property that is a "Multiple checkboxes" property. I need the number of the values selected, rather than the actual value. Ex. Property called "Product" Deal #1 - Product A (selected) - Product B (...

Hello Folks, As simple as I believe it was to sign-up and create a contact with it's info... I have been unable to. All options are grayed out. I even went through the hazzle of trying to upload an excel template. I was told it seems that the Ad...

Hello everyone. We have merged all existing data from the last 8 years of business. This means cleaning and adding a lot of deals, with different data sets. So far so good. From 2017-2019 we didnt track a create date, just manually addin...

Hi, I want to sell services (ecommerce/products) and connect this to a deal. The price should be calculated based on the number of individuals who are inside a deal. Example: a couple of 2 persons want to buy service 1,2 and 3. Each service ...

I have several records exhibiting this behavior - 1)Searching for a Contact using valid recordID via the API sometimes returns "record not found". 2) in the UI, search for the contact by name or email (record found) 3) copy the recordI...