CRM

Most of our forms create contacts. I have created a WF that creates a related Company when the association does not exist. How could I modify the workflow so if a company exists by domain, that the company is associated with the contact rather than ...

Does anyone know if there is a way to set up a property that is the same for every user? I am looking to have a property that is essentially a "count" of all companies that fit a certain criteria. My thinking is that I can create a property tha...

Pretty basic question, but I'm new to this CRM and can't figure out how to get company info into the Contact lead list. The leads in our CRM don't have addresses populating the record although they are associated with company's that do have address...

I have created CRM Card in which I have added custom action for IFrame. Actually, I want to load data from my site in the HubSpot iFrame. Whenever I open my site in the iFrame it redirects to my site's login page. I think this is happening because H...

We've limited the admin rights of our users so that they can't delete companies. That way we can make sure that nobody's messing up the database. However, we still want them to have the ability to edit and input information. So they can edi...

Is it possible to create a chart with the Weighted Pipeline Value over time so we can visualise the dynamics of the health of the pipe? Intention being to filter by Probabilty < 1 so we have a view of active deals / opportunities. Having ...

Hi, any recommendation as to what needs to be done on my situation below please? Basic troubleshooting has been done. I can't proceed as the next button is greyedout. Thank you.

I am trying to create a Deal using v3 API and according to documentation I could set up associations while creating a Deal. In this case I would like to associate the deal to a Contact and a Company. The body of the request looks like this ...

I have a use case where I will have to pull all the owners belonging to a particular portalId and keep listening to any owner events (creation, updation, and deletion). Looking into the webhook documentation doesn't suggest a way to do it: https://...

Hi, Want to test different permission sets for teams and users to create a customize presets for each team and group of users. Prior to that, want to test it within the Sandbox, but it seems, Sandbox doesn´t follow the same rules as the pro...

Ive setup some deal reports but am having some issues with filtering by HubSpot Team? Is it possible to use Hubspot Team property with Deal Records?

Is there a way from a workflow to fix the typos for email addresses. We have a lot of "gmai.com" in our database and the data checker suggests removing (counter-productive) and support recommended export/fix/reimport but this isn't a live option. ...