CRM

Olá pessoal! Tudo bem? Importei alguns contatos, como negócios. Mas eles não foram direcionados para o meu funil de vendas. Como faço isso?

Hi, EDIT - according to another post, "Looking at the information available in the Changelog , these changes are part of a larger project to bring consistency in naming conventions across all objects. " https://community.hubspot.com/t5/APIs-...

Hi, I am wanting to receive an email alert when it is a contact's birthday. I have a birthdate field in the contacts side bar. I don't have access to workflows. How can I have these alerts set up?

Hi! I have a need for copy custom property from company to the associated contacts. This is working now when there is a new contact but it seems that property is not copied to the current contacts. I really don't know should this happened automatic...

Hello! I have been on hubspot for a while now and just recently began having meetings that are being auto cancelling. An email is being sent to my customers that I have canceled the meeting (which I did not). I have O365 calendar and email integr...

Hello! Has anyone found a workaround to connect Zoom activity to the HubSpot CRM? We are trying to trigger an email/task generation when a contact views an older zoom recording for example. A workflow would work however I cannot figure out how to c...

Hi Everyone! I created a workflow that is being triggered by a form submission on our website. The contact should make their way through the workflow and then receive an email at the end. This is a success until we try to submit the form again u...

Hi When I reacive an email with an attachment ie in excell or word can I save this into the seeperete job folders I have on the projects I am working on in sales. Hope that makes sense

Hi, I wonder how the change of a contact affects the deal history and company history? I.e. I want to keep the historical records of the contact to the company they were previously associated with, do I have to create two separate contacts (with two...

Hi! I want to create a list that automatically searches companies that doesn't have an previously owner now but had an owner X for example. Example: Jakub was owner of the company Intel before Jakub, Tomek was owner of Intel after Jaku...

We have hundreds of products and need to delete them 20 at a time if we want to delete them - this is driving me insane. There's an option to "Select all products" but then the "Delete" option disappears. Why would you hide that button? Or ...

I would like to see a table of all created line items, similar to everything else under Data Management -> Objects. Is this possible? At this stage I have not yet made associations, so I do not want to go via deals.