CRM

Hi, Is it possible to create a trigger for the routing functionality in Hubspot based on a specific pipeline and status? Right now, we can only trigger the routing when a new ticket enters our helpdesk. Ideally, we want to evaluate the ticket m...

Hi, colleagues, I created a workflow that allows me to create a Lead in Attempting status in Sales Workspace once a LinkedIn invitation (we use Hublead for sync) from my colleague's LinkedIn account is sent. The lead will be assigned to me ...

Hello everyone, I am looking to add a contact card (the little view on the left hand side when you view a contact), which would only be displayed if the contact's associated deal is in a certain pipeline. Use case is I am building a pipeline...

I made a workflow and mark some of my contacts as non marketing. however when I check their contact properties, I couldn't understand they will be mark as non marketing or not?

I'm trying to run campaigns targeting contacts with low sales activity, but I'm running into an issue with filtering. In the “Number of sales activities” contact field, some contacts show 0 , while others show a dash (–) . I understand that 0 ...

Hi everyone, We’ve recently encountered a situation in HubSpot's Buyer Intent feature that I wanted to ask the community about. We’re seeing intent signals from a company that is not in our HubSpot database, and we don’t have any known c...

Hi I have uploaded a landscape excel spreadsheet in to Hubspot as a means to link emails to documents. As opposed to an actual attachment. When I click on the link it is all in Portrait? How can I change this format

Hallo, wir müssen künftig für eine Zertifizierung alle Daten wöchentlich/monatlich exportieren. Leider finde ich keine Möglichkeit die Notizen, die beim Deal hinterlegt sind zu exportieren. Ich kann zwar die Spalte einfügen, sehe dann dort auch di...

Hi everyone, Is there a way to create a workflow that sends a notification when my contact database reaches a certain threshold (e.g., 10,000 contacts or 80%)? I'm looking to monitor the overall volume and trigger internal alerts once we hit spec...

Why has the merge contacts view changed? This is a great feature of HubSpot, but now it is unusable to me. When I access the Manage Duplicates section, select review I cannot read the date let alone the data for the two contacts that I am comparing....

 wont let me click on Facebook and move to the next step. I've changed permissions on Facebook to full control. Not sure how to fix. Thanks!

Hello, We created a custom object that is similiar to a deal. However we want a way to capture the most recent note on this object. We have a workflow built on the deal object that captures the most recent note activity on the deal. When I tried...