CRM

Hi I have imported data from an Excel Spreadsheet that has UK County such as Lancashire. It imports to the correct field "State/Region" but displays as a date? The format is text. Example 03/12/23 in HubSpot Yet my data format is Dumfi...

I need a feature similar to the Parent / Child relationship. The purpose is to easily relate our partners and their customers, so we can de which Customers is "owned" by which partner and ect.

I'd like to create a custom calculated property that sums the total revenue fiscal year to date. However, it doesn't seem possible to filter the calculation by date. How can I achieve this in HubSpot?

Hey guys! We are trying to create target specific communication based on a specific property within our contacts. Is there a way to create a property with a drop down option that would be auto populated the same way "Job Title" will sometimes a...

Hi all, We have a customer that wants to check, inside the company, how many Departments have associated contacts. To understand their progress in covering the account - sales wise. I can easly reach the count of contacts per departmen...

Hi, I'm facing the challenge of duplicated deals in a specific pipeline. We identified the technical cause but cannot act on this within the time we need. To bring agility to operation, I need to create a workflow that identifies if the enrolled...

My company is expanding and adding users. We found that HubSpot was logging emails that were private and wanted to see how to block or mark those emails so that not everyone had access. Has anyone found a way to allow a sender to keep an email pri...

My team and I are attempting to use contact lead scoring (Hubspot Score) to see highly engaged contacts (similar to the view in sequence analytics) that aren't current customers for outreach via different channels. We are currently assigning 2 point...

Does anyone have experience setting up partners/distributors in HubSpot -meaning the distributor would use our HubSpot and enter their data (customers, deals, etc.). We have Sales Pro. What are the pros/cons of doing so? Were you able to set ...

Under user settings you can limit what they can view, edit and delete for contacts and companies. I need to make sure these limited users cannot delete emails associated to contacts that were not theirs. Doesn't seem realistic to limit a user when...

Hei! So a colleague of mine has asked me if it's possile to organise a list by company. There doesn't seem to be the option to organise using the arrows with the Primary or Associated Company columns like the others (see image). Am I missing ...

Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as...