CRM

Is there a way to Filter a Tickets View by Associated Deal? I see options to filter by, "Associated Company", "Associated Contact", and "Associated Record", and I am able to create a column (in the "List View") but I am not able to Filter Tickets by...

Hello everyone, I'm a newbie and sought help from Co-Pilot and Hubspot sales staff. No suggestions have worked. Problem: I did not activate Shopify when setting up the account so it is not an activated Integration. The Shopify Overview card is simpl...

We are suddenly experiencing an issue with our inbox not delivering emails. Our settings have now changed; this was an abrupt disruption. The inbox is tied to a Gmail account, which is functional.

On the contact views, there's a view called All Contacts which is default created by HubSpot. I have an user in one team only, but if he adds that view, he can see all of the other teams contacts. His permission sets allow him to only view his...

Hallo miteinander, ich möchte, dass Hubspot automatisch bei einer Neuanlage eines Kontakts, Unternehmens oder Deals erkennt, dass es z.B. der eingegebene Name, die eingegebene E-Mail oder die Anschrift (Straße) schon existiert. Eine Art Warnmeldung...

Hi HS community, My team and I are tyring to report on which Partners are associated to the Deals we are working with them on. I see a TON of posts related to partner<> deal associations (what B2B company does not have partners?!)...

Hello, We would like to customize the notifications sent to the Slack channel associated with a specific Deal. For example, we may want to avoid notifying the channel about a Call if its description contains "nrp", or alternatively, send the conte...

I have an automation that's part of an inqurity form, and in that automation I'm creating a contact from the name and email fields. I also am assigning that contact to a member of the team. I went to test the form and found that a contact is being c...

Hi there. This is 100% a hail mary, but I'll try anything rather than what I'm looking at.... So, we now have Country neatly created as a dropdown field in our records, and we have the same for country code. I'm looking for a way to "pair" t...

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...