CRM

Hi everyone! I tried looking for a while now, but it seems no discussions on this questions exist. How to properly manage relationships between our users and contacts? What we want to achieve is for our sales teams to be able to create ...

Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on dow...

Is there a way to create workflow for creating automated tasks, the criteria is that the contact has not been reached in a certain amount of time, for example 5 days. If that customer has not been reached out to on the 6th day, an automatic task is ...

Hello there , I trust that you are well. I am wanting to please import a file and keep getting this error message - Invalid enumeration option Please view my file type here Please can I ask you to please have a look at t...

We recently integrated Zoom into Hubspot. Our CRM consists of both agents (organization owners,) and associates. It seems when an associate clicks the Zoom webinar link intended for their organization's owner Zoom's data synch updates the contact re...

Hi Community, This is to follow up on https://community.hubspot.com/t5/CRM/Emails-not-attached-to-contact/m-p/848049 Following the suggestion in this thread and as described here https://knowledge.hubspot.com/settings/log-email-in-you...

It would be great if we could have an aggregate (roll-up) of the internal communications that are being posted to @users on things like notes, tasks, etc. Currently, the user gets an email or MANY emails for these. Also, when they complete them ...

Hi all, First post here, please be gentle 🙂 I created a simple form for the receptionist to create a contact when she picks up the phone. These leads are non-marketable yet we want their informations in the CRM for the next time they call (HubSp...

Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on dow...

The option " Always create contact for new email address" in Form Submit is only applicable to "Contacts" object. If this is turned off, it will only update existing details based on email address. I want to add and update Custom Object with ...

Hi , We need to flow data from a deal created in sales pipeline to deal in implementation pipeline , also need to connect or link both if possible to have a view in on both record pages . Is there away to achieve this. Thanks Amit

Can anyone explain why Lifecycle Stage is a company object property but tied/configured to the contact object? This is really confusing in managing B2B and account-based marketing/sales motions. I cannot seem to find a way to create separate lif...