CRM

Hello Experts, I have encountered one issue recently with the mentioned topic while testing new workflow for internal lead routing. Background we used 2 key criteria based on 2 custom properties which were set up as follow (for form subm...

I'm trying to creste a filter a list so that only names that have not received an email in the past several months. I have tried this filter to no success: Last contacted is not between 05/01/2023 (EDT) and 10/06/2023 (EDT) or is empty ...

Launched Contact Properties page as part of the setup procedure and the page doesn't load

How do you create a field in Hubspot whose value is equal to the concatenation of several values specific to the customer file (for example, year created + month created + incremented number) ? I would like this field to be automatically created...

Hello, started working with playbooks recently and have a discovery call and rediscovery call playbook. One automatically associates with the company. But the other does not assoicate with the company when done on the contact. The associatio...

Dear Community, I'm experiencing strange behaviour when it comes to using Company Properties in email templates. Since a few weeks, it happens that the Company properties are not populated with the values of the associated company of a deal when...

For any business generating revenue from referrals, it is important to be able to track the customers and deals referred to and from you. I searched the forums and could not find a way to effectively link and track referrals (for both parties: t...

Hi How can I use Deal Name to be the unique key for Deals?

Spanish: Hola, ¿quisiera saber si se puede crear un pipeline de contactos? Pues, busco crear un “protecting pipeline”. La idea sería manejar los contactos de “Dormant”, dividirlos y segmentarlos para saber cuándo gestionarlos. En esta idea, no...

Hi! Here's the situation: Our sales outreach approach is aimed at top-level managers—who will then very often refer us down to the right person we should be talking to. In a regular email client (e.g., Gmail), we would keep the same email th...

I have leads come in as a contact and then ownership is created via round robin. Once the ownership is created, I want to measure how quickly we call the lead. I want to be able to measure this during business hours. This would require a calculation...

I am trying to sort my contacts based on those who have sent a deal but have never closed a deal. I have created a list with the following specifications as outlined in the photo attached. When doing this it is pulling contacts that meet my requirem...