CRM

Hi there, We have a link that we share to 1 contact at a company to book in their onboarding call. Since the meeting tool only allows 1 email address to be added, we ask the 'booker' to forward the onboarding meeting invite to their colleagues w...

Hello, Our on the road sales team produce call reports/meeting notes for each of their sales visits. They currently use MS Word and send to releavant team members. I would like to use Hubspot in this process so that each of the meeting notes a...

Hi Community, I wonder, what are the best practices when deactivating users in HubSpot? What are some things to do or remember? What are the tips & tricks? Here's my list to check off before deactivating users in HubSpot: Remov...

Bonjour, Nous avons synchronisé hubspot avec outlook. Quand nous envoyons des emails depuis outlook ils arrivent en spam si nous sommes synchronisés/connectés à Hubspot sur outlook. Nous ne comprennons pas ce problème car avant cela fonctio...

How do you upload client contacts with retrospective dates? If I have some clients I've been working on since July 2022, can I put a date and action per client (there are up to 9 on some of them), or do I have to start with today's date as if they'r...

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.