CRM

Hi HS community, My team and I are tyring to report on which Partners are associated to the Deals we are working with them on. I see a TON of posts related to partner<> deal associations (what B2B company does not have partners?!)...

Hello, We would like to customize the notifications sent to the Slack channel associated with a specific Deal. For example, we may want to avoid notifying the channel about a Call if its description contains "nrp", or alternatively, send the conte...

I have an automation that's part of an inqurity form, and in that automation I'm creating a contact from the name and email fields. I also am assigning that contact to a member of the team. I went to test the form and found that a contact is being c...

Hi there. This is 100% a hail mary, but I'll try anything rather than what I'm looking at.... So, we now have Country neatly created as a dropdown field in our records, and we have the same for country code. I'm looking for a way to "pair" t...

I have a workflow I'm trying to build out involving a few steps, curious for feedback on it and whether there's a better way. I want to build a form for a primary contact at a company to share with their staff to register for training sessions. ...

If I limit my sales reps' permissions so they can only view their own deals, how will the summary at the top of the deal board view behave? Will it only reflect their own deals, or all deals in the pipeline? I'm encouraging them to actively use tha...

Hi everyone, I'm testing HubSpot and have run into a persistent issue with email forwarding. Here’s the setup: I successfully connected my main Gmail account to HubSpot. Forwarding emails from that Gmail account to my HubSpot forwarding addr...

When contacts in HubSpot have no first or last name, we normally see a "--" displayed. However, we've recently noticed that some empty names appear as a complete blank. Crucially, when this occurs, we are unable to click on these blank names to go d...

Im using the free a account and there are two properties created by me and i can not at all delet them ( the deletion icon is not there!!! only the save ) Please assist!

Currently experimental. This is a critical thing to have for building anything nice in the UI. Is there an ETA. The majority of the components that make these cards functional are still in experimental phases (Grid, Iframe, ...) there ar...

Hi HubSpot team, When someone books a meeting through the HubSpot Meetings tool, the contact owner is automatically set to the meeting host. I understand this may be expected behavior, but I’m wondering: Is there a way to disable this automatic ...

Hi Team, I’m trying to find a way to generate a list of companies assigned to me in the CRM that I have personally never contacted, neither by email nor phone. Some of these companies may have been contacted by other teammates in the past,...