CRM

A user of my company owns the ticket, the deal and the contact. Nevertheless he cannot see any email sent by this contact and already associated with the contact, deal and ticket. Only I (as super admin) am able to see the email. Can you help? t...

Hi all, I'm looking into the possibilities to have a workflow that automatically creates a task for the contact owner that is due 1 hour after a meeting end time. Example: I book a meeting (via de scheduler or just manually via hubspot) for...

Hi, We have a mobile app that captures data using the sensors within a mobile device. Based on that data during a monthly time frame a customer may or may not qualify for incentives/discounts/credits. Additionally, there is some really ...

We had a workflow that was opting out disengaged contacts. I'd like to see how many contacts were opted out from that workflow vs the contact opting themselves out. How can I do that?

Hi everyone, I need to extract large amounts of data (thousands/millions of records) from HubSpot for our BI system. Using the API seems inefficient for this scale due to rate limits and performance concerns. We typically use ODBC or direct d...

Hi Community! I am creating a custom object by the name shipments and this essentially has quote details and product details. Now as products adn quotes are exactly "Objects" in Hubspot, I cannot create associations. I've tried 20 ways to do ...

Hello! I have an interesting dilema. When a deal is closed I want to send automation of an internal email with a table showing all the line items - the functionality available for surfacing line item information in an internal email is mos...

Is there a way to divide the base company object, and all of its associations, into grouped custom objects? We have several distinctly different and hierarchal customer types, often related to one another with a parent <> child relationship, w...

Posting to see if anyone could provide advice on a particular sales operation challenge. Note: we have Marketing Hub Enterprise but Sales Hub Pro, so enrolling to sequences by workflows are unavailable. Our company hosts large business events ac...

If I set a task for a contact, the lead portal is not reading it and says that the lead has no upcoming activity. Why? I also find it difficult to manage tasks in leads, deals, where would it be better to assign them, or in which view they are be...

Hi, Ia m trying to create a Custom Object call Shipment. Everytime a new shipment is created, the name of the shipment should be unique autoincrement Number. Also, name is the primary display property in this object( I made it, coz i want name ...

Hi together, I am looking for explanation, what are the advantages of hiding a conversation-email in Helpdesk: Does it mean, that customer does not see this one in our customer portal? However, just me, as a user (or Admin), can unhide...