CRM

Hi Community, Hope everyone is well and getting ready for some well deserved breaks! Anyways heres my issue: I'm currently sat and scratching my head as I thought that logging a meeting and actually attending the meeting would be the same th...

Hi, Is there a way to build a custom report that shows you all of the deals and contacts created by owner? I am trying to create a master Sales rep. report that shows their different activity types (which include either creating deals or cr...

One of our team member by mistake connected his outlook to the sandbox account of our Hubspot Instance and has been sending out emails. We didn't realise this untill yesterday and now want to import all the communication from Sandbox to the main ...

Is it possible to create a Task list or a Contacts filter that combines criteria from scheduled Tasks with Property values in Contacts? For instance, all Calls scheduled for today combined with all Contacts with a given Property (time zone, proj...

Scheduling calls: - Is there no way to avoid having a time entry in the Time field? - Is there no way to specify "Must be at this exact time" vs "Within a few hours of this time" vs "Today" vs "Within a few days of this date?" (This seems to...

I have made some edits to the lifecycle stages but I'm not very happy with them. How can I reset the lifecycle stage settings to the default?

Hey guys, is it possible to add a tracking code for a specific landing page? thx!

How can I complete a task from the Task/Upcoming task module in the Contact page? Having to go to the main tasks area and fish it out is frustrating. Is it not possible?

Hi all, I am not getting the code to imbed the chatbot in Hubspot. Here is a loom video showing you what I mean: https://www.loom.com/share/c70b93259b724b25be716bc9be3c2e1b What am I missing? Thank you for the help! Joel

When using the CRM API to create a number property, it seems they are always created with no limit to the number of decimal places. However in the UI, I see that the number of decimal places can be limited. Is there a way to specify this limit in AP...

When using the CRM API to create a number property, it seems they are always created with a default format of "Formatted number". In the UI, I see that other options available, such as "Unformatted number", "Currency", and "Percentage". Is there a w...

With the new same object association why is there not a way to filter our contacts by "number of associated contacts". It's not very useful to see how well this feature is being utilized if we can even build a report or list to show all contacts th...