CRM

Is it possible to include a “relationship score” at the contact / company level. Is it possible to create a multiple select dropdown menu that is ticked, for example if a client attended an event in 2013 or applied to an award in 2016, spok...

Hi All, We would like to calculate profit´s from our Deal Line Items. We have two Product SKU we use. HW and Service. We have multiple Line Items on deal. As we all know HB is not allowing using native margin fields for reporting or Deal car...

Hi, I've noticed that the inbox is routinely assigning one of my two person sales team around 30% more enquiries than the other. This is causing some tension in the company. Is there a way to more consistently assign conversations in the inbox w...

We're attempting to create a workflow that triggers every time a note is added to an object. The issues we're currently experiencing are: 1) ' Activities ' can only be used to trigger a workflow initially, and cannot be used for re-enrollment. ...

Hi All, Can anyone suggests me to prevent the deal stage to mark as closed won until one of the property for example amount been filled. So how to setup the automation for this deal object.

I have set so-called "classification" for company property. I wonder how to filter calls with the company property in [contacts] -> [calls] tab through advanced filter. Is it possible or is there any other way for this? Thank you

New to HubSpot - and New to Marketing, Sales, Lead Gen, all of the above. Currently getting familiar with Hubspot, and working through developing a Lead Gen/Sales Pipeline in HubSpot. I also use HubSpot for Email Marketing (NewsLetter). ...

Hi everyone! I manage our CRM and am having trouble tracking the dollar amount of increased revenue from an existing customer over their lifetime with us. For example, Client X signed a 1 year contract paying $10,000 per month. After the contrac...

Hi Everyone For anyone working in the coworking or flexible space sector looking to connect OfficeRND into HubSpot, you need to think about the following if you want to use the native integration: 1) You can only update contacts in HubSpot f...

Hi everyone, I'd like to start an outreach email campaign to a group of companies that we imported to CRM. Each company currently has 1-3 contacts but I don't want to overwhelm these people and burn bridges. So I'd like to send the emails to...

Hello - what do I do for the "contact that bounces globally" to receive marketing emails coming from HubSpot?

Hello, I'm trying to update a text property depending on today's date. I have three properties : Date1, Date2 and Status (Date2 is always after Date1). Status needs to change depending on today's date. Here's an example : - Let's say Date1 i...