CRM

I want to save google calendar event link as hs_meeting_external_URL when creating a meeting event through Engagement API and I get following error: Invalid input JSON on line 1, column 695: Names for properties should be lowercase and have less...

New to hubspot and designing our first form which requires quite a lot of information. Sure I should be able to design the form to include a 'next' or 'continue' button to prevent information overload, but I can't see how to do this. One of the ac...

Hello experts! Is it possible to create a Contact Property that automatically fills out as the Contact Owner Email ? I would need to have the Contact Owner Email without opening / looking up that with a second step. Thanks!

Hi Community, I hope you are all well. I am trying to build a schedule based workflow that should run every 3 months, but the options I can see are once, daily, weekly monthly, annually. what is the best way you can propose that external c...

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...