CRM

It will not let me publish a quote for a project. I have published 3 of the four that I need and the forth will not publish. I have tried to make copies and it still won't publish. I have switch browsers.. is there a limit on the # of published...

Hi there, I want to update the discount of a line item(using ` crm/v3/objects/line_items/batch/update`) . But I'm getting the below error. { "status" : "error" , "message" : "Cannot set discount without clearing discountPercen...

Hello! I made a workflow to our pipeline and i enrolled existiing contacts who meet the trigger criteria as os now. And i would like to unenroll that that stage beacuse it gives us false data is that possible?

Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d...

Hi We have three types of customers We have customers that purchase through our online shop for merchandise this can be the public, customer or a dealer We have customers that have bought our products (machinery) via our dealer netw...

I currently have a workflow set up to automatically move a New/Uncontacted lead to Attempted To Contact when an agent initiates any kind of Sales Activity, which is working fine. I'd like to add a step that automatically assigns the Contact Owne...

Hi everyone, I really like the ability to create custom "create deal" form based on pipeline logic. When I create the custom deal form for a specific pipeline, HubSpot adds the additional properties for that pipeline to the bottom of the form....

Hi, We would like to set a new associations label to a Deal x Custom Object in a workflow but it doesn't seem possible. Is there a way to it? Thanks,

Hi there, We have a link that we share to 1 contact at a company to book in their onboarding call. Since the meeting tool only allows 1 email address to be added, we ask the 'booker' to forward the onboarding meeting invite to their colleagues w...

Hello, Our on the road sales team produce call reports/meeting notes for each of their sales visits. They currently use MS Word and send to releavant team members. I would like to use Hubspot in this process so that each of the meeting notes a...

Hi Community, I wonder, what are the best practices when deactivating users in HubSpot? What are some things to do or remember? What are the tips & tricks? Here's my list to check off before deactivating users in HubSpot: Remov...

How do you upload client contacts with retrospective dates? If I have some clients I've been working on since July 2022, can I put a date and action per client (there are up to 9 on some of them), or do I have to start with today's date as if they'r...