CRM

Hi, We have automations that would create new tasks when certain criteria is met. Normally, our team would click on the Start tasks button and work through them. What I want to know is, how to add new tasks that gets created into this alrea...

The problem: We have HubSpot and people would book meetings from Calendy and other options they can to book a meeting with us. Howevery, once booked. We have Zapier to supposedly automate everything for us yet it doesn't work for meetings that...

Hi Community, I have enabled a one-way Sync from Pipedrive to HubSpot for Companies and Contacts. After realizing that my data was incorrect, I deleted all the data in HS, reworked my data in Pipedrive and re-synced everything. The problem is that ...

Hello, I accidentally made a contact opt out of emails. How to change the property "Unsubscribed from all email" from True to False in a HubSpot contact? Thank you

We are an educational institution and I have activated the course object. I have already spent quite some time converting our working method in Hubspot because this add-on seemed promising, but I am now running into 2 important things that do not ...

Hey All! My boss has asked me to create a workflow for when a contact (and associated Lead) from an event finish a sequence and if they haven't responded, we set their lead stage to disqualified and disqualification reason to 'Unresponsive'. I...

How to trigger a Workflow when a Contact property was added/created? I found only instructions how to trigger on an existing property value change, but not when the Contact schema itself changed (someone added a new property on the Contact object). ...

Hi, We host our main sales@ email address within Hubspot which customers and prospects can send emails to. We assign emails as they come in but often they are getting missed as the cycle is never ending and this is leading to the odd email n...

hi , I want ask a question Why does HubSpot's contacts view permission not work for /crm/v3/objects/contacts in the open API? For example, if I set contacts view permission for a user to create contacts for myself, but if this user authorizes an ...

Hi, I've tried either looking at custom code or through the new association labels in worflows but I can't associate a deal to the primary company of the associated contact. Eg: Mr A working for company C made a Deal B. Currently the deal i...

Hello, I want to create a card in the company record view that shows only the "main contacts" of a company. I tried to achieve this by creating a new association between contact <> company and I labelled main contacts as such. ...

Under Contacts > Manage Duplicates How is your experience using this feature? I have used it en masse out of necessity but sometimes when I scroll through the suggested merges manually I see things that make me wonder if it's that accurat...