CRM

How can I find the source of creation of contact? I have 4K+ data to analyse, is there a way to find out the source of creation.

Is possible to create dependency between custom properties? For example, I created two properties as Country and State respectively. If I select, India as country, only the Indian states should appear in State drop-down.

Hi, I have an existing property that is used in 1000s of entries that really should have been made unique from the onset. Is there a way I can circumvet this? Any recommendations on how to migrate data for example to make the change? It ...

Hello everyone. I'm trying to figure out how to identify ex-customers. We have customers who have active investments with us, those who have some active and some inactive investments, and those who no longer have any active investments. The inve...

Hello, I would like to know, when we delete an user account through a workflow, If the same user create a account with same email, will the same hubspot id will be retried or it will create a whole new account?

is there a way to use Ai to Automatically populate contact properties with HubSpot during excel import

Hello HubSpot Community, I am in the process of streamlining my CRM by consolidating three redundant pipelines, each of which houses valuable historical data. My goal is to retain essential details like the original pipeline name and their deal ...

I want to export all the fields in Company, and I tick the box to include all records, however Custom Properties which I've created in the Company aren't included? I can export them individually by going into Settings - Properties - Company - se...

when we update property views for contacts and deals they are not viewable as the default view across our team & we need them to be. Any suggestions?

I've noticed something quite strange. Due to the limitations on the number of lists that can be created when uploading lists to create List memberships, I was hoping to use a multiple-option property to work around this. I initially intended to crea...

Hi there, Wondering if there might be a workaround for this issue. We have the sales extension installed for Outlook. We're finding that we'll delete a contact in HubSpot, but then we may have further emails with them and the contact gets cr...

Hello I created a custom object and now I want to add 3 properties to my custom object; the 3 properties already exist in my contacts object and they have data. The 3 properties are Campaign: It has a value of numbers and letters Salesforc...