CRM

Is there a way from a workflow to fix the typos for email addresses. We have a lot of "gmai.com" in our database and the data checker suggests removing (counter-productive) and support recommended export/fix/reimport but this isn't a live option. ...

Hi Folks, CRM newbie here, doing customer discovery for my startup. I don't use the email clients for which there are plugins, though I do use gmail. I've linked my gmail account to hubspot. Will hubspot now automatically scan my emails for conv...

Hello! Is there a way we can restrict Deal Stage to a specific stage at the time of Deal Creation. Is there also a way to restrict Deal movementin the pipeline to move linearly, i.e. they can't skip a specific stage? Appreciate support f...

I'm looking for an integretation of a local number into HS. I know HS has the ability to get a HS number, but not in my country Belgium unfortunantly. My goal: 1) I need to send letter by mail to over 1000 people where I need to get the c...

Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o...

Hi - I need to know who moved a Deal to the Lost stage which isn't always done by the Deal Owner. It seems that the functionality is there, but it's not accessible (I can see in the Property History who has updated the Deal, but I can't use tha...

Did anyone get notified that Hubspot Quotes now require customers to agree to Dropbox T&Cs after they acquired HelloSign? Hubspot says they always have required agreement to HelloSign T&Cs, but I don't ever remember seeing this.

Hi everyone! I need to create some Hubspot rules for our Sales pipeline. We have 6 differnt stages in Hubspot's Deal section, what I want is: everytime I move a deal from one stage to a particulary stage, some mandatory fields should be filled, ...

Hi folks! I'm not sure HubSpot currently supports what I'm looking to do, but I thought I'd bring it here in case anyone has run into this. In our CRM we have specific association labels for contacts. Is there a way to set up a workflow or repo...

Hi there, I am curious if someone else is facing this problem when importing numbers: Our account is set to the German, so our decimal separator is a comma. When I import a excel file with numbers using the comma as separator, I still have to...

I have converted an active list (based on filters, such as properties) to a static list. Now I'm trying to archive a property from a Contact object that was used in the initial definition of the active list. This is however not possible, as the stat...

Hi, I am trying to create a list that pulls through those contacts that do not contain any data. For example a list that will pull through all Contacts that do not have a postcode? In other words that field is empty