CRM

Hi I'm trying to collect information on when the first meeting is booked by a contact on a contact record field. I have createdmy custom field and I am trying to create a workflow to ppolutae this field. I need the workflow to populate this field by...

Hello, We have a minor issue that I would like to know if its a fix or a reason behind. The deal collaborator field has been on our deals for quite some time but for some reason on some deals users have a highlighted add button but on other deal...

I have created several custom Cards for Deals, but the only card that shows is the one that does not have conditional display logic (also a custom card). I have done the same for Companies, and it works great on the mobile app. Is this a kno...

I have 1 rep that needs 2 booking links I need to have 1 that is only for 2 specific dates I need another one to be any weekday over the next 2 weeks, EXCEPT those 2 specific dates Any ideas on how I can do this?

we are a small team of 3, we are all superadmins, but we can't see a full list of contacts. We can only see our own contacts and not other peoples. Why is this? We have basic hubspot and their sales team don't seem to know why we can't see each o...

Hello, is it possible to create a Reporting Property on Company Level that looks into deals to count specific line items + their amounts? Lets say I have 2 deals for one company and of Line Item A both deals have the amount 2 in them. Is i...

I have sales hub professional plan & I now wanted to integrated my Zohobooks & Quickbooks online with hubspot. As I sync customers from both platforms with contacts in hubspot, will the user with access to contact properties and no access to...

Hi Team, I have created a project using HubSpot CLI and when I tried to upload to my account, I'm getting the following errorr [ERROR] Couldn't create a React extension with your file `/app/extensions/iframe-modal-example-card.json` because you...

  Hi everyone, I’m trying to set a property that I created in HubSpot to the earliest date when a contact completes any of a list of activities. The activities include: • Meetings (with ‘Completed’ outcome) • Calls (with ‘Co...

Hi Team, We need to add another entity to our HubSpot account that operates in a similar business domain as our current entity. Currently, we are using Company, Contact, Lead, Deal, and Quote records in HubSpot. For reporting purposes, we require ...

Unsure how to best describe my situation but I am a little bit confused with Hubspot meeting configurations... I want to set up a workflow that captures and send a task to company owners if Internal Notes/Team Notes are missing in meetings crea...

I have just downloaded the HubSpot mobile app and can't find Appointments anywhere. Is this object type not available on the app? I would really like our sales team to be able to create Appointments on the go, since we have set up reporting based on...