CRM

We have 2 pipelines with identical pipelines for different areas of the business, and from time to time, we have to move deals between these pipelines. Despite having identical stages when a deal moves between pipelines, it automatically reverts to ...

Dear all, When setting up Hubspot sales, we weren't happy with the Lifecycle Field, and just changed it to be customers/partners/investors. Then we managed our sales lifecycle through Lead Status instead. But now we are now worried that ...

Hi, I have been recently reviewing/cleaning our data and found that 500 companies have been created from contacts being added to our system. The domain has been added to the record, but the company name is missing, which is leading to data errors ...

When entering a log, the consonants are displayed twice and the conversion is not successful.

One of our users is not receiving any HubSpot system emails , including password reset, task notifications, and user invites . Details: User email: [leslie.mark@softtechgroup.net] Other users on the same Google Workspace domain are rec...

We currently use MS365, and each user has their email and calendars linked to HubSpot. My CRO wants to use Meeting Scheduler to book prospect meetings, but the one caveat is that he ALWAYS wants prospects, who are trying to create a meeting via the ...

We need a persistent way of reffering to a deal, and we thought "Record ID" would be a good fit. We have a deal that has changed the "Record ID" and we are not sure why. We think it might be when the "Deal Name" is changed, but it doesn't seem t...

I manage two HubSpot portals that I need some help with. One is for an independent sales rep agency and one for a manufacturer they represent. The agency sells multiple product lines to the same contacts and we currently use a middleware solution...

Hi Has anyone done any intergration or API between Hubspot CRM and Onlet, a equipment rental order and logistics system? Would like to check in if anyone can support us.

After installing HubSpot All-In-One Marketing - Forms, Popups, Live Chat version 11.3.33 and MWB HubSpot for WooCommerce version 1.6.4, I successfully connected my HubSpot account to WordPress. However, whenever I select HubSpot in the left Wo...

Hi everyone, We’re creating personalized letters in Microsoft Word for a select group of contacts. The goal is to have each contact’s personal letter easily accessible directly on their contact record, so our sales rep can quickly open and rea...

So thanks to the new updates to the Hubspot features, I now cannot access activities older than 30 days on my customers. This renders Hubpot nearly useless alongside the new contact limits. We are limited on how many customers we can log, and now we...