CRM

I use the HubSpot integration with PandaDocs. There is a bug that exists, but I am not sure if it should be resolved by PandaDocs or HubSpot. PandaDocs can be linked to a Deal within HubSpot. Each deal has a Deal ID. HubSpot has a deduplicat...

If I were to delete the final contact record associated with a company, would this also delete the company record?

Good morning I have been tasked to primarily produce a form in Hubspot, that we can use , via the HubSpot App. This is for our sales team to complete the form, whilst out of the office. The form will detail when our Sales Team have delivere...

My website has several forms (using NinjaForms with a Hubspot Add On), each designed to add a unique piece of data to the database for a lead. It seems however that Hubspot won't update an existing record. This error resulted after filling out a fo...

how do you pull backend data field names for activities (in deals)?

We serve both people (contacts) and businesses (companies): let's call them clients. A client can have more than one "account": as if we were a bank, the same client can have multiple "accounts", can have a joined "account" with one o more other...

Hi Team, Looking for a best practice on how to notify the team on calling leads. We have company SLA for 1st, the 2nd, and 3rd attempted contacts and want to automate these notifications for the team. What is the best way to get this done,...

Hello, how could it happen that I got two companies on one ticket?

Hi everyone. I have noticed only in the past week that when I am in a company and create a contact, if the contact email doesn't match the company name (which happens in some businesses) then Hubspot automatically creates a company under the email d...

Hi. Is it possible to copy an Activity>Meeting> (specific meeting type)? scheduled date to a custom deal date property? I havent been able to access the scheduled date of the meeting. I see it as a trigger in a workflow, but HS does not s...

Hi, I'd like to search for accounts that have changed owner from one person to me. Please help.

Hi all, We are importing data from an architecture where companies and contacts have many-to-many a relationship joined by a pivot table with pivot fields. For example, Joe Bloggs is a single contact associated with two companies and has a u...