Hi, I'm new to Hubspot, so far the platform is great and I am using Hubspot mainly as CRM. Bumped into a few obstacles: from what I have been reading in this community is possible to use custom unique properties instead of email, for when you have ...
I'm consulting for a startup and their customer base in now large enough where tracking/reporting/acting on key indicators of churn (e.g. no logins in the product) is becoming really important. The CS team just can't "know" who might need attention...
We primarily use the Outlook/Office 365 add ins for scheduling meetings. We want to be able to track meetings with contacts that have not yet been built in HubSpot. By default, I know that the Calendar Sync function will only attach meetings sent fr...
Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ...
I'm importing a contact list, when it completes the initial scan, it reports zero errors but is having problems with mapping the email column. I have it title "email", I can't figure out any other way to map it. When the import completes, it does so...
Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any o...
Since April 9th we have a problem when creating deals via API. The close date is no longer applied correctly, instead of the close date the created_at or updated_at date is applied. Object: SimplePublicObject Object
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Hey guys, I am struggling to find a logical way to do the following: There are 3 types of objects in our system - contact-based, company-based, website-based. I have a list with some website URLs already existing in our database and I am try...
Hi, We have 4,000+ duplicated companies - some were created by our MS Dynamics integration, some by Seamles.ai integration, others by the "Create and associate companies with contacts" setting in HubSpot. The deals are attached to the Com...
Hi everyone, When I am adding the filter 'Rotate contact owner' in a workflow, I see that there is a possibility to tick this box: If I tick it, the rotation will overwrite the current contact owner, correct? So, if I want to keep th...
Hello all! I'm trying to see if I can setup a workflow to catch something that gets missed here and there if someone is manually entering a contact into HubSpot: The associated Business Unit. I'd like to make a workflow to check if a Contact ...