CRM

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 ...

Hi smart people, How to drag and drop attachments from a Form to Dropbox (or else where)? We are recieving photos and a lot documents in HubSpot Forms when we are hiring people. We need to copy (move) those attachments to Dropbox. However w...

We're unable to update the Summary Properties (like "Total amount") in HubSpot's Customize board and card view. Instead of Total Amount we want to show different amount property over here, is that possible to do in Sales Pipeline?

Hi I am not sure whether our setup is unique, and therefore there is close to no chance that Hubspot has this feature, or if I am just missing something here. We have cases, where companies have registered with multiple accounts (for valid re...

The scenario: We are a medical practice that gets patients sent to us from other medical practices (partners). We want to allow partners to submit patients to us online via Hubspot Forms. Why? 1. We want form submissions (new patients) t...

A few posts are about this but none really get a specific answer to the problem. We have a newish free account, with 1592 imported contacts. At the top of the page there's a banner: You've reached your 1,000 contact limit. Most peop...

Unless I'm missing it, I don't get how this isn't a thing. I want to filter contacts that we've met at tradeshows this year that work for companies with 200+ employees. I can find the employee number in the company filters, but company data can't be...

Where is the option to delete a single contact? The page is so busy I can't find it, but I'm sure it's in front of me. ( https://app-na2.hubspot.com/contacts/241963209/record/0-1/99410515643) I keep forgetting the Outlool add-on automatically c...