CRM

Hello, I need to create a workflow that will populate the company won date on a company record. Essentailly this field should only be populated with the date the company won their first deal. How would I create a workflow that would populate the...

Hi there, we have teams set in HS. BUT, I am looking at "Summary - > Team availability" and do not see all members there. I can not modify this section. So my question is, why I do not see all members? I checked, if there ...

Hi! - I am brand new here, and whether short-term or long-term will depend on you all... I am the head of a very small non-profit ministry (in fact, I only do this part-time), and we provide training and reference resources to church pastors and lea...

Hello! Trying to tie SMS associated contact to the internal contact activity feed. The logged SMS is only tying to the external contact. How do I add the internal contact as an additional associated contact and tie it to their activity count?

Currently the total revenue field on contacts and company is calculated by closed deals only- leaving revenue associated orphaned and not captured under that calculated field. All revenue inside of orders and deals that are closed should be include...

We have the Ringcentral integration installed, and users sending SMS from Ringcentral. A user has an option to manually log those SMS messages, so that they appear in the Activity feed. But when we log those SMS messages Inbound - the Last Eng...

I am creating a Drop Down List for a form as a Field Type (i.e., including labels) of a custom proeperty. If I select the Clear All options link, will it delete the custom name of the labels along with the 'internal names'

Hello all, from my understanding you can use Hubspot as the domain to send emails. So we would like to do that and leave Gmail. How do we do that? Context: Our Gmail account is connected to Hubspot. We use the Gmail domain to receive email...

Unless I'm completely oblivious to how to do so, it seems like within the "overdue tasks" tab, you cannot select all and add these contacts into a list. Please HubSpot, I need to be able to do this!!!

We need to be able to have greater control over the Record Page than just team-specific record page views. For example, our BDR team has a Company record page view that includes custom tabs in the center section. This is great when they're view...

Hey there, my goal is to put all the information from Salesforce to HubSpot (Companies, Accounts, Opportunities...). HubSpot already syncs with Salesforce, but only specific data. If I import all the data from Salesforce to HubSpot with the inte...

In CRM section Sales Inbox > Messenger (Facebook Messenger integration) For roughly one month, we have been unable to reply to Facebook Messenger messages through HubSpot. We receive the response with an exclamation mark sign in a triangle ...