CRM

So I know you can obviously customize the default sidebar properties for every user and that each user can further customize their own layouts. What I'm struggling with is how to customize the properties within a custom section on a per-user bas...

Hi all 👋 I have a medium-sized issue that I need help with. We've been using HubSpot for just under a year, utilizing the Gmail Sales Extension so that everyone on our team is able to connect emails to contact records. The trouble I'm having as a...

Hello, Why has HubSpot changed the 'Deal ID' field to 'Record ID' without notification. Given this is in effect the primary key for records this change has broken many of the data queries we have set up. A bit more warning would be good customer s...

Hi everyone, I am wondering if it is possible to alter the Contact Object to show a different Contact property (such as a phone number) instead of the usual First, Last, etc. as shown in the circled section? Thanks, Herman

Hi folks, I wondered if I could ask for your help When somebody registers for one of our conferences, they fill-in some delegate information that is stored in a text field under their contact record. I want to be able to pull up all of these...

Hello HubSpot Community! I am new to the HS world and trying to set up a workflow where if a deal is closed lost the ARR property on the company level will be set to $0. The issue is that if a sales rep has 2 deals for that company and one is l...

We have activated the Cookie Consent Banner on our website. Is there a way to keep records/anonymous records or track the users that have accepted or declined the cookies?

Hi, EDIT - according to another post, "Looking at the information available in the Changelog , these changes are part of a larger project to bring consistency in naming conventions across all objects. " https://community.hubspot.com/t5/APIs-...

Hi, I am wanting to receive an email alert when it is a contact's birthday. I have a birthdate field in the contacts side bar. I don't have access to workflows. How can I have these alerts set up?

Hi! I have a need for copy custom property from company to the associated contacts. This is working now when there is a new contact but it seems that property is not copied to the current contacts. I really don't know should this happened automatic...

Hello! I have been on hubspot for a while now and just recently began having meetings that are being auto cancelling. An email is being sent to my customers that I have canceled the meeting (which I did not). I have O365 calendar and email integr...

Hello! Has anyone found a workaround to connect Zoom activity to the HubSpot CRM? We are trying to trigger an email/task generation when a contact views an older zoom recording for example. A workflow would work however I cannot figure out how to c...