CRM

I wanted to make my HubSpot form simple and fast by using only the phone number and removing the email field to capture data more easily. However, now I’m facing issues with data not syncing properly to the CRM. Are there any recommended solutions o...

When will OrgChart Hub be available? I see they were acquired by HubSpot and are not taking on new customers.

Hey everyone - first post New to HubSpot CRM. During an event we recently had we ran a 'campaign' where participants had to use a QR code linked to a HubSpot native form (form sits on a HubSpot landing page via Content Hub). We ran into the iss...

Hi I'm trying to enforce a validation rule where sales users cannot change the Lead Status from 'Potential' to 'Interested' unless the associated Company VAT Number is filled in. This is critical for us to ensure proper data quality and avoi...

Well, I will summarize the bug. 1 - The IP country/ city changed for my colleague's city/country. 2 - The contact email on HubSpot is our client's email and not my colleague's email. 3 - I picked an example that changed on 06/16, and looking at pro...

We are currently in discussions with the HubSpot helpdesk on this issue, but as it has been ongoing for months, wanted to post here to see if anyone else is experiencing this. We use workflows to issue internal notifications for our users, durin...

How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes?

Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check ...

I have created many tasks across several regions that we serve to follow up with clients. I've been instructed to focus on following up with clients in one particular region. I would love to filter down tasks to that region but there is no option to...

Ok, in Leads, I have been trying to use the priority field as built. I'm a little confused about how to use it beyond advanced filtering. When I go into the leads object and try to sort it, it doesn't seem to make sense on the order it sorts. It's...

Hi, i am looking for a posibility to clone a pipeline. I have one, with a lot of configuration. I need a second one with the same configuration just a other name. Thanks

Hi all, I'm creating a workflow so that a task can be created when a deal reaches a certain stage. Then I want to use "Edit Record" to mark this task as completed after a certain period of time. Question : When Edit Record updates the task...