CRM

We have clients that need to receive order confirmations (order confirmations are email templates) based on email addresses found on a company. These order confirmations need to be sent out when a deal is in a specific stage and in a specific pipeli...

I am using the `/settings/v3/users/' endpoint. I am using this to build custom code for an activty tracker that triggers when certain activites have occured, such as Emails, Calls, Meetings, and Deals. I have set up Teams in HubSpot based on the ...

hi, i want to add primary company label for contacts whose has only one company associated. i tried to import the file with record id, company id and priamry company id but it doesn't work, please cna you help tahnk you

HubSpot is new to my organization and we are slowly migrating towards it being the CRM source of truth. The integration is set up between our old CRM (NetSuite) and HubSpot, but the team is still working primarily out of NetSuite. While we work some...

Hello everyone, Recently I imported some new companies into Hubspot: after the import, the app returned some records as failed imports. Now, the import was an update-only type, so "Update only import" errors were expected since I knew some recor...

I would like to sort two columns, in Contact view. One by Company name (bespoke property) and then by surname. Like you can do this in Excel, can you do it in Hubspot

Hi everyone, I need help. I already have a dashboard in HubSpot that’s based on a list — specifically, it tracks contacts who have registered for an upcoming webinar. What I’d like to do is add a target or goal to this dashboard so I can...

I have Ent full suite and thought I'd know this basic - but I can't figure it! How do I stop HubSpot creating new contacts from my regular email client? I had sales extention on in the background - I've just turned it off to see if that'll work...

Since we use Shopify as our selling platform (both for online and POS), it seemed like a boon to be able to link Orders to our accounts. But Hubspot seems to use Deals for... well... anything useful. If I want to rank customers by their overall valu...

Hello community, I am a bit stucked with this. We are in the finnancial industry, so it's common that custoers close deals on a daily basis (Clients operating daily). I am trying to create a property that shows how hot / cold companies are bas...

Hi, I was wondering if it's possible to exclude weekends and after hour periods from the Lead Response Time report? Having these none operational periods contributed to the response time calculation is causing innacuracies in the data. Thank you.

As the title states, I'm currently trying to create a workflow that will send an internal email to a few users whenever a new list is created. These are the steps I'm taking: 1. Create workflow > Property based workflow 2. Choose the property: ...