CRM

Client have an inbox that uses their whatsapp account, but when a conversation initiates with a created contact (whatsapp phone number, phone number and mobile properties filled) the conversation is not being associated to the contact automaticly. I...

Hi Community I'm using the free version of Hubspot. I can't log in to my primary user account as the authentication emails (access code) are not arriving. They are not being filtered out by our server either. I have created a secondary user ...

Hello! I am using a file upload property in Forms that appears as a link on a company record. Is there a way I can transfer these files into Files folders (in Marketing Hub) in bulk so I can use the logos provided from forms directly on my website? ...

Object A and B are associated. A is Mother and B is Child. When Property X of A is updated Property X in B will also be Updated This can be easly done by using the "onchange" trigger on Object A and copy value. However when I create object B ...

We are looking to set up our CRM and website/online forms to accept gift aid. We would then be required to store gift aid declarations on HS CRM. Has anyone set up this process before, would appreciate some guidance

Hello! Our company has a Company Property which automatically marks the customer's active units (i.e. units that the customer has purchased and is currently using). However, using workflows in HubSpot, it is not possible to track the reduction of t...

Hi all, I need a little advice. We are a B2B business, selling services to product manufacturers and suppliers. We are currently making the move from an internally-built CRM to HubSpot. HubSpot will continue be synced with our internal datab...

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.