CRM

Hello people! I need urgent help with company ownership settings. I have some contacts from a company that are 'protected' and I'm the company owner. But when another user uploaded the contacts from the same company, the company ownership was re-wri...

When I access a contact and edit the name, title and phone number fields. Afte hitting save the 3 fields are updated . When I exit the contact screen and go back to it it reverts back to the previous information. Thoughts/solutions?

We have a situation where a sales rep has left the company so we deactivated and removed them from HubSpot. The issue we are having is that all of our reporting is organized by Teams. When we removed that user, his Closed Won Revenue (while he was s...

Hi, I have a big problem deleting the views created from contacts that are now deleted from our team. I am the super admin but it seems I cannot do it. Can you please help? Thanks

Hello, Context: We set up a chatbot to help guide users through our website. The chatbot will send users to pages on our website according to their needs. On mobile, when the user clicks on a link sent by the chatbot (opening in a new tab), ...

Dear whom can help, I am trying to link our contacts who provide their company name with companies in the Hubspot company database automatically to get their company details. Is there a way to do this automatically? Thanks Tamara

Why the date picker on forms doesn't allow to be typed in? We must ask our customers to place in their year of birth, and now on computer they have to scroll back month-by-month! This has been asked elsewhere but hasn't been solved.

I would like to have a follow up every two months on certain deals. Therefore I would like to be able to change the suggested dates on the task reminder in order to have a suggested 2 months as one of the options. Is that possible yet? A similar qu...

Hello, One of our clients is considering moving to Marketing Enterprise in order to manage 3 different companies of the group on the same platform. Around 50% of the contacts in the CRM belong to 2 of the companies so there are different sales p...

How to avoid text to format differently when copying and pasting text into the email window? I copy prewritten text into the email window and this will result in additional paragraphs (line spacing) in the text, see below. If I p...

I have try to solve this error but could n't solved it by myself. I have checked all scopes. Scopes in url and scopes selected both are same. Here is url which i m using. https://app.hubspot.com/oauth/authorize?client_id=[client_id...

Hubspot won't let me download the CRM list template. Anyone know how I can fix this or gain access? I have some names that I need to upload and would love to sort this out.