CRM

Is it possible to create a chart with the Weighted Pipeline Value over time so we can visualise the dynamics of the health of the pipe? Intention being to filter by Probabilty < 1 so we have a view of active deals / opportunities. Having ...

I am trying to create a Deal using v3 API and according to documentation I could set up associations while creating a Deal. In this case I would like to associate the deal to a Contact and a Company. The body of the request looks like this ...

I have a use case where I will have to pull all the owners belonging to a particular portalId and keep listening to any owner events (creation, updation, and deletion). Looking into the webhook documentation doesn't suggest a way to do it: https://...

Hi, Want to test different permission sets for teams and users to create a customize presets for each team and group of users. Prior to that, want to test it within the Sandbox, but it seems, Sandbox doesn´t follow the same rules as the pro...

Ive setup some deal reports but am having some issues with filtering by HubSpot Team? Is it possible to use Hubspot Team property with Deal Records?

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.