CRM

Hello, I want to use workflows to copy a deal property "License Type" to a company property also called "License Type." I will use workflows to keep both properties current. For several of our customers we have several deals. Some of the deals ...

Hi, I am wondering if there is a fix to this issue. Whenever a call comes into our Sales Rep Line, whoever picks up is automatically assigned as the new owner of the contact. I would like to disable this if possible, as not every call coming in is ...

Hey! What I want to do: I want to build a workflow that automatically marks manually created contacts as marketing contacts. So not including imports, or any other input method. Just a one-off add directly into the contact object. I w...

Hi there - does anyone have already set up a count of digits in a property? the use case is that i would like to know how many numbers a zip code has and use it for a workflow to create more follow up actions. I tried to get this with company calc...

I have a custom object (Location) that represents distinct locations that one of our HubSpot clients operate. Some companies represent vendors that provide goods and services to locations. Other companies are the clients that the location is opera...

hi is any function to work for this job? : [multi check box property(data sets as a number) ] + [numberal property] = number i need this result to make a dataset (table) my multi check box property are numbers but they detect strings and the su...

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Why cant we track or link emails to deals not just contacts?

When working with integrations or detailed reporting or where conversions could happen in the space of a day, I need to know when things are happening down to the second if possible. I know Hubspot is capturing the time because the time of the pro...

Hi there! I would like to move the HubSpot Visualforce page from the main page layout over to a tab of a page layout. In order to do that, I need to make it so the Visualforce page is available for a lightning component. I've been able to do so ...

Is it possible to have a list view of all meetings like the Call View? With filter options of logged; future; outcome type?

Is there a way to sort duplicates or search for them? Sometimes when I'm in contacts and see a duplicate I can't easily go in and merge because I have a ton of duplicates (personal emails vs employee emails) and sometimes have to sort through pages ...