CRM

Hi I'm trying to enforce a validation rule where sales users cannot change the Lead Status from 'Potential' to 'Interested' unless the associated Company VAT Number is filled in. This is critical for us to ensure proper data quality and avoi...

Well, I will summarize the bug. 1 - The IP country/ city changed for my colleague's city/country. 2 - The contact email on HubSpot is our client's email and not my colleague's email. 3 - I picked an example that changed on 06/16, and looking at pro...

We are currently in discussions with the HubSpot helpdesk on this issue, but as it has been ongoing for months, wanted to post here to see if anyone else is experiencing this. We use workflows to issue internal notifications for our users, durin...

How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes?

Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check ...

I have created many tasks across several regions that we serve to follow up with clients. I've been instructed to focus on following up with clients in one particular region. I would love to filter down tasks to that region but there is no option to...

Ok, in Leads, I have been trying to use the priority field as built. I'm a little confused about how to use it beyond advanced filtering. When I go into the leads object and try to sort it, it doesn't seem to make sense on the order it sorts. It's...

Hi, i am looking for a posibility to clone a pipeline. I have one, with a lot of configuration. I need a second one with the same configuration just a other name. Thanks

Hi all, I'm creating a workflow so that a task can be created when a deal reaches a certain stage. Then I want to use "Edit Record" to mark this task as completed after a certain period of time. Question : When Edit Record updates the task...

If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use?

We are using a free version of HubSpot. I have full admin privileges. I can't add any new Properties because it says we are using 10 out of 10 of our custom Properties. However, when I filter our Properties, I only see 8 listed: 4 were created by ...

Hey there, I want to set up an SMS reminder for a meeting that is sent 15 minutes prior using Sakari SMS, how can I go about this? Thanks!