CRM

Hi, We have a form which updates url properties of the single company. We want to be able to copy these urls to every company in an active list. Currently i have a workflow which is triggered by the submission of the form. This updates the si...

I am trying to send a slack notification to the company owner each time a note has been added to the company that contains "note created by", but notes cannot be used as a re-enrollment trigger... Can anyone tell me if this solution would work? ...

Hello, I'm trying to set up a sync between HubSpot Deals and Salesforce Opportunities, where I can associate a contact as the "Primary Contact" within a Deal. Our Sales team currently creates an Opportunity in Salesforce and marks a contact a...

I recently added a new user, with exact setup as other users. For some reason this user cannot see some of the activities on customers' tickets (e.g. meetings that were scheduled by Calendly), and when he sends an email from HubSpot it will not show...

Hello Team, As we prepare to launch our mobile app, I’m exploring ways to automate the creation and management of contacts in HubSpot CRM. Specifically, I’m interested in automating the following processes: Creation of Contacts: When someone dow...

I noticed that there are some contacts getting reassigned to a different salesperson when the contact unworked? property is set to True. Both these actiones being done automatically by HubSpot. 1. We do not want to check this Contact unworke...

Team, I have a situation where, at the beginning of every month, I need an object line created if a property is equal to the field type (this is created), BUT with the condition that the current date (1st of the month when the workflow is sched...

Hello! I need help creating a workflow. I have created a property called "Last Connected Date" on the Contact Object. I would like for this date property to automatically update when an Activity with the call type of "Call" is marked with an o...

As it stands now, I do not see any way to add multiple lead pipelines, yet the user must click the "Lead Pipeline" dropdown and choose the only option there. Am I missing something or is there a way to remove that field from the form (or set the d...

Hi team! I hope you can help - I have created some custom properties for companies as I'm gathering registered and trading data into the CRM for companies so we can complete credit checks. I'm looking to add some validation to custom fields such a...

Hello, I need to send an email to a list of contacts. It is not a marketing email, hence I would like to not have the "unsubscribe" feature at the bottom. I added manually all these contacts on my CRM because I need to ask them something. It is ...

Olá, Estou enfrentando problemas na conta ID (8170995), ao tentar exportar informações. Já testei em outras contas e consigo exportar normal, porem nesta, não consigo exportar nada. Sempre apresenta o erro como o em anexo: