CRM

Not sure if this is the correct board, but will ask here. I am trying to setup up the following process: Visitor completes an embeded form with their email requesting an update to their details (working) A workflow checks if they are an exisi...

When I press the schedule button, the time I selected changes. For example, if I schedule an email for Friday at 7:00 AM, it ends up being scheduled for Friday at 11:00 AM instead. It seems to schedule the email based on my current time rather than ...

Hi, Is it possible to schedule a meeting automatically through workflow? What i want to achieve is to schedule a meeting between person in Lead Generation Team and Sales team when the lead/deal reaches specific stage in pipeline. Is it possible? ...

Hi everyone, Hoping someone can help us out! One of my colleagues isn’t receiving any email notifications from HubSpot (like mentions, task assignments, etc.), even though: Notifications are turned on in their HubSpot settings Their email ad...

Hello everyone, for the display of dashboard. X-ais of them will are the same report, just country is different. both of the CAN quantity in X-aisx are zero, but one report coudn't display the CAN, one report can display it. Why did this sit...

Hi HubSpot Community, I'm looking for a solution to set up conditional logic between deal and contact properties. Specifically, when creating a deal via the CRM UI, we use a dropdown field called Deal Source . I want the value of this field to...

How can I change or add specific information fields for contacts (people) and companies in HubSpot?

Hi all, We are dealing with a problem in which we have a lead where there is no record of when responds to our email. Could it come due to a problem of Hubspot -Salesforce Sync? This also has no impact on the score, and I do believe it...

This is specific to our use case. We do not use whatsapp API for any marketing nor transactional messaging. Our sales rep either use standard Whatsapp or business whatsapp. We are into B2C high ticket industry. Our conversations on whatsapp should b...

Hi All, Perhaps I am just overly sensitive about these sorts of things. It is possible that I am overreacting....but I don't think so. For the past 4+ years, merging companies together involved selecting a primary company and a company to ...

Is there a way to remove all the language variations on the contact side? I know there are ways to remove them from landing pages ( https://community.hubspot.com/t5/CMS-Development/How-to-Hide-Language-Variations-from-Different-Countries-on-Your...

Hey all, our sales team is often asked for quotes from multiple contractors who are all bidding against each other for the same end project. Ultimately, I need to be able to track each quote separately. It's tedious for the sales team to create ...