CRM

Hi Team, I’d like to clarify how we can connect the newly created Company Type property (under Company properties) to both Contacts and Companies , ensuring synchronized updates. Current Setup: We’ve added Company Type...

Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Becau...

We currently require sales to create a Lead before creating a Deal for a new customer. Users are prompted to create a Deal when the lead reaches SQL stage. I would like to prevent the deal being created unless a property has a specificed value - n...

Hi HubSpot Community! I'm wanting to use the new OpenAI/Anthropic steps in a workflow to analyse a call summary to specify the sentiment of that call. I'm comfortable with the AI steps. But I'm trying to figure out the properties I would use. M...

I'm trying to always have availability for demos - we have 4 people who can do demos. (meetings) 2 users should be 100% - all demos should be allocated evenly between them. 2 user should only get demos when the first 2 100% users are both unav...

Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter.

Hello - we started using the SMS Add-on to communicate with our customers. However, when a customer replies, it gets routed to our HubSpot Inbox, but the contact shows up as "Unknown Visitor", so we don't know who it is until we search the CRM for t...

Hello, I need help building a workflow. We have a project ID field on the deal level, in some situations multiple deals are attached to the same project and sometimes its the only deal for the project. We want a workflow that will look at this fiel...

I recently used the 'Last marketing email send date' property in a workflow as a more dynamic delay, but only a few hours after found out none of our contacts had this field actually filled. Now, I thought I was being stupid for not checking first, ...

1. Managing Duplicate Leads per Company Due to previously faulty workflows, we now have multiple Leads associated with the same company for what is essentially the same opportunity. Here's what I've done so far: Created a rollup property o...

How does HubSpot show a timeline of all activities (like emails, calls, meetings, notes) for each contact or company?

Hello Community, in the Company Object , one Company can related to many other companies through the lable. i just wang to know how to obtain the number of associated companies basd on Company Object. for example, big Company A is related t...