CRM

This is specific to our use case. We do not use whatsapp API for any marketing nor transactional messaging. Our sales rep either use standard Whatsapp or business whatsapp. We are into B2C high ticket industry. Our conversations on whatsapp should b...

Hi All, Perhaps I am just overly sensitive about these sorts of things. It is possible that I am overreacting....but I don't think so. For the past 4+ years, merging companies together involved selecting a primary company and a company to ...

Is there a way to remove all the language variations on the contact side? I know there are ways to remove them from landing pages ( https://community.hubspot.com/t5/CMS-Development/How-to-Hide-Language-Variations-from-Different-Countries-on-Your...

Hey all, our sales team is often asked for quotes from multiple contractors who are all bidding against each other for the same end project. Ultimately, I need to be able to track each quote separately. It's tedious for the sales team to create ...

Hi Team, I’d like to clarify how we can connect the newly created Company Type property (under Company properties) to both Contacts and Companies , ensuring synchronized updates. Current Setup: We’ve added Company Type...

Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Becau...

We currently require sales to create a Lead before creating a Deal for a new customer. Users are prompted to create a Deal when the lead reaches SQL stage. I would like to prevent the deal being created unless a property has a specificed value - n...

Hi HubSpot Community! I'm wanting to use the new OpenAI/Anthropic steps in a workflow to analyse a call summary to specify the sentiment of that call. I'm comfortable with the AI steps. But I'm trying to figure out the properties I would use. M...

I'm trying to always have availability for demos - we have 4 people who can do demos. (meetings) 2 users should be 100% - all demos should be allocated evenly between them. 2 user should only get demos when the first 2 100% users are both unav...

Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter.

Hello - we started using the SMS Add-on to communicate with our customers. However, when a customer replies, it gets routed to our HubSpot Inbox, but the contact shows up as "Unknown Visitor", so we don't know who it is until we search the CRM for t...

Hello, I need help building a workflow. We have a project ID field on the deal level, in some situations multiple deals are attached to the same project and sometimes its the only deal for the project. We want a workflow that will look at this fiel...