CRM

I didn't set this up initially because all our clients are consumers and we did not want to add companies associated with their email addressess (most aren't company ones anyway). But our contact database also contains many of our Partners that ...

How can we add project photo attachements to a deal profile from the HubSpot phone app? Want to add as an attachment, not in notes.

when i'm on a Contact record composing an email, I can use the font "Lexend Deca". But when I'm composing an Email Template, "Lexend Deca" isn't available. How can I use the font "Lexend Deca" in an email template?

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Dear readers, When adding a domain name https://www.enaex.com/cl/es/ its not working. When adding the www.enaex.com version it allows me to fill in the field however it does not load all the company information anymore. the functionalit...

Hi everyone! I’m working with a client in the housing industry who uses the Listing and Deal objects to manage their properties and sales. Here's the scenario: When a contact is associated with a listing and a deal , ...

I have a workflow to copy Lead Source Detail from a Contact Record and append it to Lead Source Detail in an associated Deal Record. I am trying to figure out a way to only have it append to open deals. Right now if I associate a contact with an op...

When a new Deal is created , I want it to automatically inherit a value from the associated Contact record. For example, there's a field called IED on the Contact. Instead of manually copying and pasting this value into the Deal, I’d like to ...

Hi everyone 😃 I’m new to HubSpot. I’m uploading a test CSV file, mapping the columns, and handling the errors (there are none left now), but the “next” button doesn’t appear—something is blocking it. Here’s a screenshot attached. For those...

Goal - Auto-populate the "Company Name" field on the Contact Record > "About this contact" section when the "Company Record" is known and has the Company Name present. I've created this workflow but having run it, it's not updated the contact...

I'm finishing my bachelor thesis on data analysis in CRM systems, I'm looking for people who would take part in a short online survey (3-5 minutes via Google Forms). I need around 100 responses. Please dm me/comment if you want to help. Every compl...

How should a very small company (with fewer than 10 people) get started using HubSpot properly?