CRM

Hi, Due to an internal error, we had like 3000 contacts moved from Status MQL to Converted/SQL incorrectly. We have fixed this and reverted back to the correct stage, but the problem is that this has broken our Customer Journey reports, since we...

Hi, I am trying to build a deal-based workflow with a follow-up email for first-time buyers of Product A and Product B. Since we have several forms, and some of them are not HubSpot forms, the workflow cannot be contact-based or built around form ...

Los campos progresivos de los formularios solo tienen la opción para modificar el orden entre ellos, pero estos aparecen debajo del formulario. Sería de valorar poder recolocarlos arriba, junto al resto de campos.

I want to save google calendar event link as hs_meeting_external_URL when creating a meeting event through Engagement API and I get following error: Invalid input JSON on line 1, column 695: Names for properties should be lowercase and have less...

New to hubspot and designing our first form which requires quite a lot of information. Sure I should be able to design the form to include a 'next' or 'continue' button to prevent information overload, but I can't see how to do this. One of the ac...

Hello experts! Is it possible to create a Contact Property that automatically fills out as the Contact Owner Email ? I would need to have the Contact Owner Email without opening / looking up that with a second step. Thanks!

Hi Community, I hope you are all well. I am trying to build a schedule based workflow that should run every 3 months, but the options I can see are once, daily, weekly monthly, annually. what is the best way you can propose that external c...

Hi, We have a form which updates url properties of the single company. We want to be able to copy these urls to every company in an active list. Currently i have a workflow which is triggered by the submission of the form. This updates the si...

I am trying to send a slack notification to the company owner each time a note has been added to the company that contains "note created by", but notes cannot be used as a re-enrollment trigger... Can anyone tell me if this solution would work? ...

Hello, I'm trying to set up a sync between HubSpot Deals and Salesforce Opportunities, where I can associate a contact as the "Primary Contact" within a Deal. Our Sales team currently creates an Opportunity in Salesforce and marks a contact a...

I recently added a new user, with exact setup as other users. For some reason this user cannot see some of the activities on customers' tickets (e.g. meetings that were scheduled by Calendly), and when he sends an email from HubSpot it will not show...

Hello Team, As we prepare to launch our mobile app, I’m exploring ways to automate the creation and management of contacts in HubSpot CRM. Specifically, I’m interested in automating the following processes: Creation of Contacts: When someone dow...