CRM

How do I have the Deal Amount automatically filled out or referencing another field. This Amount is used in many of the built-in CRM features, like pipeline value so that's why I want to use this property. Since this is a default Hubspot property on...

I'm having issues when going to the CRM - Contact - Preview. When i previously done this It would display tasks and emails sent. Now it says the following: ALL IS NOT LOST somethings gone wrong. please refresh the page and contact support if the p...

Hello, Can I customize the RECORD ID for a specific property such as DEALS? I want to use the the Record ID to idintify each deal I'm working on and use it for the company internal use such as quoting... Thank you, Karim

Hi there, Was curious if permissions settings can be changed for individual lists in HubSpot? Can you make a list hidden?

It would be very helpful if we had an option to bulk add deal splits to deals.

Is there a way to send notifications to ticket owner and other designated users when a ticket has been stuck in a stage for longer than a certain amount of time?

Hi - we need to use the API to create and associate notes to tickets. Inside the body of the note, we need to @ tag specific users so they are notified of the note. How should the user ID be embedded in the note body in the API data so that Hub...

Hi everyone, I'm facing an issue with logging emails and contacts related to a customer in our system. Here’s the setup: Emails are being sent from an employee’s account that is not connected to hubspot (for confidential reasons). The employe...

Hallo Team, ich überarbeite aktuell unsere Onboarding Pipeline. Tickets werden automatisch nach dem Ausfüllen eines Formulars erstellt und landen in der Phase 1 Open. Dabei wird ein Workflows getriggert und die Tickets in der Onboarding Pipelin...

In a workflow, when rotating a record and using the Team option - does it rotate between users on that team? So it behaves the same as rotating to specific users, just that the specifics users are members of the team?

I have created a custom association to associate Contact and Company apart from using the default primary association defined by Hubspot. However, I have some concerns about that. Hubspot will automatically associate Contact and Company using email...

Good morning, Does anyone have an idea what the display problem in the CRM card could be? I consult my Card logs and it says “Request expired” and then all of a sudden “Success” Thanks for those who respond