CRM

Hello, I am looking to create a report of Deals that have a certain type of attachment (the use case is questionnaires). We are happy to do this by using a standard naming convention so that we can filter by any attachment that contains the word...

Hello, We have a custom property on the contact level of that is unique for each contact. Is it possible for this field to be used as the unique identifier when we do imports? this field will be included in all imports and is our source of truth. W...

Why is there no way to ensure that a company or contact is associated with a deal? How can I ensure accurate data when any user can create a deal without an associated company or contact? I thought I made this a requirement in the set up for deal cr...

This morning I've been shocked when opening HubSpot: Our Leads Pipeline is not in the menu anymore... According the answers of the AI of HubSpot, it's been a decission of HubSpot itself to make this change with no previous advice to users. So, how c...

https://api.hubapi.com/api-catalog-public/v1/apis/crm/v3/objects has been replaced with the new endpoint: https://api.hubapi.com/public/api/spec/v1/specs . From our observation, the new endpoint returns a response like: https://api.hubapi.com/p...

Email is clickable and it makes copying it difficult, and if I click it goes no where. you just made the change and I don't understand why:

Will the existing CRM Objects API (v3) continue to be supported as part of the module, or is it planned for deprecation?

Hello all! We currently work with both HubSpot and ConnectWise as our two CRMs of record. When we initially onboarding with ConnectWise, we attempted to directly integrate the two with no success. I have been on the search for a 3rd party th...

Hi. We have contacts with more than one email and use the additional emails field (hs_additional_emails via the API). When adding a secondary email and looking at the communication subscriptions popup UI on the contact page, all non-default subs...

Hi everyone, I am trying to set up an automated follow-up email that gets sent after someone submits an application through our form. I know this is supported when using Saleshub or higher-tier plans, but we are currently not using Saleshub or the ...

We sync Pipedrive data to Hubspot and I've noticed a recent change that I can't seem to fix with workflows. Previously we could assign the Pipedrive value "Owner" to a custom field "Sales Owner from Pipedrive," but now Hubspot is limiting that value...

Hi All, I have set up a team-level permission structure with a hierarchy. For example, Team Europe and Team Asia are at the first level, while Team FR and Team IT are second-level teams under Team Europe . Now I have a scenario where cer...