CRM

Hi I have uploaded data from an Excel Spreadsheet, I want ot make sure every record has uploaded. The only way I figured I could do that, is to create a filter by the "Original Source Drill Down 2" column that states "Prospects V2" My spreadsh...

Hi, I have created a calculated property with a custom equation. For all but 9 deals the calculated value is correct. However, for no explicable reason, for the other 9 the value is completely off. I have tried refreshing several times, to no avail...

Hi all, We are setting up a form for our website where people can submit their resume. We want to block those contacts so only their "contact owner" can see them and the resume they submitted. How can I do this? Thanks

Hi everyone! I am looking for a way to calculate specific Products that show up as line items in a custom deal property. We are trying to find a way to create a subtotal of our "Professional Services" versus other revenue, but when I have cr...

I'm new to HubSpot. How can I create a custom list of discovery type questions that can be displayed in the company overview section in a company profile?

i went through each of the quote templates, and i have not found a successful way (yet) to build a quote template to be used for just contacts - no companies - the issue is that its not pulling the address over from the contact itself. has anyone s...

I am new here and don't have files or lists of customers, but will be creating a list of contacts as I go. I want to use HubSpot, but need an "Old School" way to populate my contacts

Hi there! Hope everyone is fine. I'm sharing with you a problem we have rotating the companies that haven't presented activity in the last 15 days between our sales represntatives. For a better understanding of the problem, it will be important ...

Hi, Having trouble with the Zapier 'Updated Deal Stage' trigger. On one pipeline it is reading all deals and then on another it is only reading deals that I create? My account is a Super Admin and I'll need it to be able to read everyone...

Hello, I've encountered the following issue. Whilst doing an contact and company import HubSpot creates duplicates from the companies. I know that when you do not add the company domain name and/or company ID that HubSpot will create a dupli...

Can you remove all my contacts and imports?

We work projectbased. Is there an idea or a plan from Hubspot to create some calender tool where you could have an overview and when you click on a project the deal opens up? That would be so much easier for everyone and everything! Or does some...