CRM

Hi all! It appears there has been some changes with some features on HubSpot, when we used to move deals between stages the close date wouldn't change unless you placed it in to 'closed won' it would automatically change the close date to the d...

As written in title. I use the HubSpot "Scan business card" feature to create new contacts. After scanning business cards and creating contacts, the phone numbers are not being saved. This issue has been happening for the past few weeks. ...

A really valuable feature would be being able to create a rule within a property value that allows Deals to be automatically assigned to specific pipelines based on their dollar value. We want to set up two seprate Customer Onboarding pipelines,...

Hi, I need help regarding engagement API, My use-case is that i need to return the call, email, note and form activity of a contact. Any help would be appreciated. I am willing to use v3 API for these. Thankyou

how to create a hubspot list from sequence error contacts by the step where they dropped off? This should be doable (maybe not) all we want to is to reenroll contacts who dropped off a squence due to reaching the send limit (Wouldn't HS be able to ...

If you go to "Accounting & Billing" and then go to "Usage and Limits" what does the number under the "Contact Tier" label in the center refer to? Is that the number of marketing contacts a subscription has?

A PDF document saved in Libraries will download and place "+" symbols in every space within the name. In Example. A file saved as Test File for Contacts will download as Test+File+for+Contacts . This makes it possible to download a docume...

how to easily duplicate a form built in new editor? when is functionality to be released?

Hi, I tried to schedule a meeting to myself, contact added as me but with my personal email adress. I don't receive instantly the confirmation email that a meeting has been scheduled, I only receive the meeting reminder while after. I wan...

Hello, I am new to Hubspot and previously in another company I used its Free version where we had an unlimited number of Core Seats (with trial). I now start a new company that uses Starter package and it only has 1 core seat and 1 view only. How d...

I've a requirement to create tasks from a template (spreadsheet) when a deal is created or updated. Screenshot - Types of tasks. How can we use hubspot workflows to create these tasks dynamically?

Hi, I'm new to both Hubspot and Phantombuster. I tried sending over some leads from Phantombuster by clicking on "Send to Hubspot". It showed that it was successfully sent from Phantombuster. However, the contacts that appeared on Hubspot CR...