CRM

Hello, New hubspot user here. I have Hubspot integrated with Salesforce and all seems to be working. We limit what syncs to salesforce to form completopms only. We have an exlusion on our "Salesforce Sync" list to not include people who complete...

Hello! I am looking for help with getting files/photos that are submitted via a form to show up on a contact's page, in a way that you can at a glance see the photo that was submitted. Ideally, these photos could show up in the activity fie...

I have a workflow set, that is triggered when a contact submits a form on our website. Part of this workflow is that the contact is given the lifecycle stage "Active Contact" (similar to subscriber). However, what do I do when the contact is already...

We are looking to implement a process that allows us to reassign leads if they are not communicated with quickly enough. To do so, we would need to be able to rotate to a new owner in the same team or group. As far as I can tell, using the standar...

Hi I do not receive the form submission email to my Gmail. WHY?

Dear HubSpot, dear community, I am a little lost on who to reach out to. The deal score is a massively heplful tool , for example for enabling complex re-enrollment rules for deals that otherwise aren't available: The rule " deal is as...

I have created a contact property to allow our instructors to select the date of their lesson. I want to use a simple date picker that brings up a calendar with today's date when selected. Despite selecting this option, when the form is published th...

Hi All, My current workflow creates a note attached to a company record. The note body contains specific text. In this example, let's assume the text is "link:" and this note is automatically created through a Zapier integration. Some compa...

Hi, I have two custom objects: Estimates and Handover. In the object Estimate we capture multiple fields that I want to sync with the corresponding fields in the Handover object. Property sync doesn;t work between two custom objects. How could I do...

Hey everyone, I’m in the process of importing 230 companies into HubSpot using an Excel spreadsheet, and I want to ensure a seamless migration...especially for companies that fall under a larger parent group. Above is a screenshot of my current...

Hello Folks, When I launch HubSpot in the AMs, I do not have to login. But I noticed about 1 week ago, when I go to login, I see this HubSpot login page and message: 'your authentication has expired' Has there been a system change where ...

Hi all, I am working through the integration between NetSuite Opps and HubSpot Deals. For one deal I was able to integrate from HubSpot into NetSuite, I notice it created the Opportunity in NetSuite using the "Standard Opportunity" form and not ...