CRM

Do you want your CRM to store and organize all your customer information in one place?

Hello, I have two questions : 1. Sync properties values between two associated deals I created an association between two deals, with the labels : 1. Master Transaction 2. POC (Proof of Concept) Therefore, the POC is linked to the MT with the...

Hello developers, I'm encountering an issue with the V3 CRM Search API where the associations object is not being returned, even when explicitly requested. I'm hoping someone in the community might have some insight. The Goal: I'm trying to fetch ...

I wanted to make my HubSpot form simple and fast by using only the phone number and removing the email field to capture data more easily. However, now I’m facing issues with data not syncing properly to the CRM. Are there any recommended solutions o...

When will OrgChart Hub be available? I see they were acquired by HubSpot and are not taking on new customers.

Hey everyone - first post New to HubSpot CRM. During an event we recently had we ran a 'campaign' where participants had to use a QR code linked to a HubSpot native form (form sits on a HubSpot landing page via Content Hub). We ran into the iss...

Hi I'm trying to enforce a validation rule where sales users cannot change the Lead Status from 'Potential' to 'Interested' unless the associated Company VAT Number is filled in. This is critical for us to ensure proper data quality and avoi...

Well, I will summarize the bug. 1 - The IP country/ city changed for my colleague's city/country. 2 - The contact email on HubSpot is our client's email and not my colleague's email. 3 - I picked an example that changed on 06/16, and looking at pro...

We are currently in discussions with the HubSpot helpdesk on this issue, but as it has been ongoing for months, wanted to post here to see if anyone else is experiencing this. We use workflows to issue internal notifications for our users, durin...

How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes?

Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check ...

I have created many tasks across several regions that we serve to follow up with clients. I've been instructed to focus on following up with clients in one particular region. I would love to filter down tasks to that region but there is no option to...