CRM

I am solving a rather new kind of query for one of my clients: Their requirement: They want to calculate the revenue starting from the close date of the deal, rather than the actual contract start - contract end dates. E.g: Contract Durati...

Hey! We have a scenario on our deals board where at certain deal stage an automatic email is triggered via an automation, which prompts a reply. If the contact that replies has multiple deals associated, the association to that email appears in al...

I have been having a hard time associating my contacts with deals and it seems that will have to be done manually. Please does anyone have any idea about how to go about this please? I am looking out for your responses.

In any way is it possible to create a time sheet or TTM flow to record the deal's pipeline travel in single field? I know we have fields like Date entered "deal Stage", Date exited "Deal Stage" & cumulative time spend "deal stage" to check t...

Previously, we had set up a workflow that sent Microsoft Teams notifications. However, someone deleted the workflows in HubSpot. Despite this, Microsoft Teams is still receiving real-time notifications. Has this ever happened to you? What can I...

I have a property "A" of type Text Field that can receive text in two formats: either 14-digit numbers or 18-digit strings containing numbers, dots, dashes, and slashes. perationally, I cannot change how this property is populated. I...

I have a custom object and a form for creating this object but I want to populate some of the fields on the form with existing data when the user is filling out the form - for example say my object is a change request form and I want to submit a req...

I am trying to import a spreadsheet with the company name and address but we do not have a contact name, it is not letting me do so. Is first name and last name required in order to import contacts

I recently activated the Course object and we also use Hubspot Websites. I know this is a new object but is there a way I can display courses on my website that pull and filter from the Course listings in the object? I feels like this would be a nat...

Hi I'm trying to collect information on when the first meeting is booked by a contact on a contact record field. I have createdmy custom field and I am trying to create a workflow to ppolutae this field. I need the workflow to populate this field by...

Hello, We have a minor issue that I would like to know if its a fix or a reason behind. The deal collaborator field has been on our deals for quite some time but for some reason on some deals users have a highlighted add button but on other deal...

I have created several custom Cards for Deals, but the only card that shows is the one that does not have conditional display logic (also a custom card). I have done the same for Companies, and it works great on the mobile app. Is this a kno...