CRM

in Marketing Hub Professional & Content Hub Professional, is there a way to successfull create a WF that when a form comes in, to equally distribute amongst users? as i dont have the rotate record to owner available, trying to find another.....

How do we go about editing the scheduled reminder emails within the contact record meeting tool. Also is there a way to do a mass edit on users meeting scheduler links for the automated email reminders? The only way I have been able to find to edit ...

Hi Ok I have a sold e-mail that goes out to customers and we bcc trustpilot who then send a 2nd e-mail 1 day later. That way if a customer leaves a review it's a verified review on Trustpilot. Can i do this in HubSpot? If so where can't seem...

Does anyone know how to get a view on Notes/Activities across entire company including contacts? I might have 5 contacts under the company - each has its own notes. I would want to pull up a company view and see all notes on one page instead to ...

I am building a workflow for the company score by giving them star ratings. However, I am looking for a solution where I want to give 1 point per deal in the company. If there is a workflow or any custom property that can help to achieve this will ...

Our company has saas offerings that include membership to different working groups. We have different initiatives, cadences, etc. We need to be able to pull up a working group and then update all company records when there has been a workshop or wh...

It seems that regardless of the font and font size I put in the one-one CRM email signature, it always comes out as Arial size 12 when received in MS Outlook. Can I fix this? I have changed the HTML code - but it always seems to flick back t...

I downgraded to the free tier recently and I am seeing a warning saying " You've used 16 out of 10 custom properties. Unlock the ability to create more custom properties with Starter Customer Platform." I have gone through every object one by o...

Hello HubSpot Users, I’ve recently taken over managing our account managers, who each handle approximately 20 accounts. Currently, they conduct weekly, bi-weekly, monthly, quarterly, and annual reviews. However, not every account requires each ...

I'm having trouble capturing that count. Any help would be appreciated.

Hi all, I have setup my emial signature in Hubspot and the color scheme of the font and the logo is missing. It also doesn't seem to appear automaticlaly unless I select HTML. Any help would be appreciated. It just shows a little camera where t...

Hallo Team, ich baue gerade eine neu Version unserer Onboarding Pipeline auf und will dabei mit Ticket Tags arbeiten. Ich öffne ein neues Ticket in der Onboarding Pipeline. Dieses ist einem Unternehmen zugeordnet. Dem Unternehmen ist nun ein...