CRM

Hi, I am trying to delete 2 properties that are under deals. But it says I need to remove all the records where the properties are set. Is there any way to remove it without the records?

Hey gang, Wanted to get some opinions on this. I've been working with a client for several months now, helping to untangle a messy Marketing Hub workspace that includes a mostly working Salesforce integration. We identified some issues with Cont...

I want to create 2 workflows - To display total count of deals based on their sub-criterias i.e. in-person, virtual etc where I only want to know how much in-person deals are completed. Based on the above workflow's number, I want to trigger an e...

Hello, I have the following issue: We are building a campaign with 2 branches that depend on the specific link click from the first email. The first email has 2 options for click (X and Y). If the user clicks X, we want to send him to the fi...

How can a custom CRM development solution improve customer lifecycle management and automate sales?

I have a client who want to sync contact info i mapped all the fields but when i map the shipping address field it fails to map to a custom property with the same name and the error mentioned is that all the fields incompatible. I tried all the fiel...

Hi! I'm facing a weird behaviour that i can't understanding. I can access a company directly, but when I search same company name in All companies view, it not shows up. I tried to apply a filter by record ID and it not works too. I noticed it w...

We are currently having an API data sync being created to have data migrate from our HubSpot CRM to a mortgage tracking software, but it is not finished being built yet. In the interim, we are using CSV exports from HubSpot and importing those into ...

Hello, We have created a custom object called Sales Play which we need to be able to capture the most recent note in case its captured in the note section. We have a similar workflow built for deals and contacts where if a note is left a workflow c...

Hello, am I supposed to get email notifications when users message us through the live chat box on the website? because I am not getting any even though the notification settings are all on and I tried to filter the email in my inbox and there was n...

Hi HubSpot team, How do I make "About this company" -field visible under company dashboard? I do get to fill out the properties whenever I set up a new company. However, after creating it the properties are not visible anymore for the company. ...

Hey HubSpot Community, we have the issue, that eMails stop beeing logged automatically on the deal view of an associated company. It is very strange, as for example one day before everything worked normally and the next day the mails are just s...