CRM

A ordem dos dados dos clientes feita pelo site da Hubspot, no desktop, não é aplicada da mesma forma no app mobile. Isso não foi contado antes. Acredito que tenha havido alguma atualização que tenha deixado assim. Os campos personalizados ...

What is the best way to make certain fields on the Company required. If someone opens up a company record and any of those fields are NOT required, how would be the best way to have the user fill out those fields? The main requirement to trigger t...

Using this community, I've been able to solve the first part of my problem. Thank you! Now, I'm looking for answers to help solve the second half. Our current process has a user submit an inquiry form (a Gravity Form), that then fires off an au...

Hey folks, I'm doing some data clean up and need to merge some company records. We have a custom property that is bringing in data from a Wordpress site and when I merge two companies together, it keeps the primary record's information for that pro...

I'm trying to create a new column called Unit Discount for each item listed in a quote template. This value should be calculated by multiplying the unit price by the discount percentage for that specific item. I set up a workflow to pull the unit ...

Hello, I recently added the Calendly plugin to my HubSpot account. My Calendly form is simple, just Name, Email and a box for notes. I have set myself up as a dummy account and tested this. Confirmed it is working and shows up in my contact p...

I'm trying to embed a chat button over on https://spectralwebservices.com . I'm on the free plan for hubspot, at least for the moment. I've got the embed code added. (Confirmed by inspecting source.) I have the chat activated in hubspot...

Hey everybody, so I am using Sakari SMS and this is what my enrollment trigger looks like: Trigger enrollment for contacts Only enroll contacts that meet these conditions Group 1 Date of last meeti...

Hello everyone, i have a question about dashboard. i create a dashbaord which X-axis is country, Y-axis is quantity. when i set the chart, i choose 13 countries, but the X-axis just have 7, i don't know why? DAU and IT also didn't have a number, bu...

Hello, I am trying to choose sort descending so I can create a column where the highest turnover value is on top but it seems that it doesn't work. What am I doing wrong? Thank you in advance for your help!

Hi HubSpot Community, I’m currently exploring a way to ensure that our sales team updates the Lifecycle Stage of a contact immediately after completing a call . From what I’ve gathered so far, HubSpot doesn’t natively support making a fie...

Hi All, I am trying to set up a workflow to copy over a custom property I made for a contact, to when creating a deal with that contact. We made a specific custom property for Google Drive Links as we work through stuff with them. After looking thr...