CRM

Why doesn't a last action get updated when I manually log a LinkedIn action?

Hello everyone! I have a question regarding [Record ID] values. We have a long spreadsheet list (near 1,000) of only [Record ID] numbers and need to pull a list of all of these. Per a previous recommendation, I entered these all with a semi-colon af...

Hey all, I wonder if there is a way to send order forms to deals that are about to close from Hubspot, then let them e-sign it and document the entire process so that everybody on the team will know what the terms of this deal are during and aft...

Hi, I wanted to send a meeting invite via hubspot. My contact got the mail correctly but I did not. I have signed in with a google mail but have but in another alias. To this alias I want the invite to go to. I did not find any possibility ...

Using the HS mobile app I can send a meeting link once I have connected the HS keyboard. Note: This was not the obvious way to allow me to include/access my meeting link; I found out in another forum. There were loads of users as far back as 2...

It there a way to set the default task viewing filter? I have saved a vew but cannot figure out how to make it a default view. Prior to today I was able to simply go back to tasks and it had the view saved. Did something change? Thanks...

I've set up a number of companies. Some for now with just the company name. I've added a number of named contacts - some with just first and last name. I've tried to use a bulk edit to associate a number of these contacts with company names. When...

Hi, it looks like that links url changed within the email when I send it out. The link get somehow changed when I send it. As you can see here the link, when I send to a list or doing a preview the link goes to https://www.videoslotmachineonline.i...

Would temporarily removing someone from a paid sales seat affect the one-to-one communication sequences, documents, and templates they have created and uploaded? We have limited paid sales seats and one of our power users is on temporary leave, ...

For one of my targets, I mainly do telephone prospecting. We have many prospects. We have decided that after the 3rd call without an answer, the prospect is considered lost. My problem: with Hubspot, I can't count unanswered calls. I had to creat...

Hello I hope someone can help me. I accidentally deleted our main account which contains multiple accounts. I already submitted the form but I haven't got any response. We urgently need the account be restored.

I am looking for a way to be able to identify on mass who has changed a lifecycle stage in a specific month, without the need to go into each record individually. Does anyone know how to potentially work this out using either a report or filter...