CRM

I have a workflow I'm trying to build out involving a few steps, curious for feedback on it and whether there's a better way. I want to build a form for a primary contact at a company to share with their staff to register for training sessions. ...

If I limit my sales reps' permissions so they can only view their own deals, how will the summary at the top of the deal board view behave? Will it only reflect their own deals, or all deals in the pipeline? I'm encouraging them to actively use tha...

Hi everyone, I'm testing HubSpot and have run into a persistent issue with email forwarding. Here’s the setup: I successfully connected my main Gmail account to HubSpot. Forwarding emails from that Gmail account to my HubSpot forwarding addr...

When contacts in HubSpot have no first or last name, we normally see a "--" displayed. However, we've recently noticed that some empty names appear as a complete blank. Crucially, when this occurs, we are unable to click on these blank names to go d...

Im using the free a account and there are two properties created by me and i can not at all delet them ( the deletion icon is not there!!! only the save ) Please assist!

Currently experimental. This is a critical thing to have for building anything nice in the UI. Is there an ETA. The majority of the components that make these cards functional are still in experimental phases (Grid, Iframe, ...) there ar...

Hi HubSpot team, When someone books a meeting through the HubSpot Meetings tool, the contact owner is automatically set to the meeting host. I understand this may be expected behavior, but I’m wondering: Is there a way to disable this automatic ...

Hi Team, I’m trying to find a way to generate a list of companies assigned to me in the CRM that I have personally never contacted, neither by email nor phone. Some of these companies may have been contacted by other teammates in the past,...

Hello! I am curious if there is a way to have separate association cards on company records based on the association label. Example: We work in healthcare IT. We have a current set up of the following association labels. - Facility (child) - Net...

Hello! I am wondering how I can move a contact from one list to another without losing any data that has been assoicated with that contact. I will be using different lists for different marketing innitiatives. If a prospective client ends up sig...

When creating a new deal, I'd like to have the deal name automatically created from the names of the products/line items added to the deal. There used to be a Default Values option in for deal names, but i'm no longer seeing it. Is this still possi...

I have a custom code where I want to capture only the "time" of a created date field (set to date and time picker) and place the text into a new property that is set to single-line-text. If I use custom mode, I can get the date and time to populate...