CRM

The steps to achieve this, a basic sketch, goes like this: Send Data to the Webhook: When creating the company in HubSpot, make sure to send all necessary data to the webhook endpoint. Receive JSON Response: Capture the JSON response returned by th...

Can I create a report based on leads in hubspot. We have sales professional

I'm setting up a Hubspot instance for the first time. I have two types of contacts: those with email addresses and those which only have LinkedIn URLs for messaging. Is it possible to set up contacts that don't have emails, where the primary ID is a...

I think this was an error since I signed up with my company domain. The email said to reach out to comminuty to resolve this. Please fix this error, I'm in the early stages of choosing a CRM for my business and would like to continue with Hu...

Hello Community! We are a marketplace company that it is currently reviewing all the internal processes in the CRM. I wanted to know if you have some suggestion on how to manage lead status Churn for customers who churned and then re-negotiate w...

Has anyone used Customer Success Management? If so, please share your experience and feedback. Thanks!

I'm trying to generate a report showing the top Contact (i.e. highest HubSpot Score) per Company, e.g. so that I could run a sequence on them. I've set up the scoring correctly, but I can't see how to generate a report that only shows the top 1 ...

Hello Community i am Trying to solve a use case where the Sales don't have to calculate the discount % rather can give the amount of the line item directly in the Deal line item custom field and directly get the percentage of the discount applied t...

Hi Everyone, In my business, revenue is quite unpredictable, but we came up with estimates based on the size of the client team. E.g.: - 0 to 5 employees, 100$ monthly revenue - 6 to 10 employees, 200$ monthly revenue Etc. I wanted to...

My domain was originally hosted in Godaddy, I tried to connect the domain to Hubspot and something went wrong in the automated process [I did not select any option to change the hosting provider, I just wanted to connect the domain to the CRM to sen...

Dear Community, it seems there is an error when anyone in my office tries to update an E-Mail address from a contact directly from the Contacts sheet. It doesn't seem to crash if you update the E-Mail directly pressing in the contact. I attach a ...

Hello, we are currently doing a property clean up and we want to delete all properties that are not necessary. We noticed that some properties that were created by HubSpot can be deleted and some can not be deleted. What is the difference be...