CRM

In our Hubspot setup, we tie most contacts to their associated company. I am looking for a way to section off contacts that are no longer with this company so they don't appear to be an active contact but are still associated so we can keep the ema...

As a new user, it is so easy to enter and track information on the mobile app version of HS. On the other hand, it is so cumbersome with multiple log ins as well as slow to work with HS in a desktop environment. Is there a way to work in a d...

When trying to connect Zapier to my Hubspot (something I've done many many times before) I get the following error in the pop-up window: "An invalid redirect_uri was provided. Please contact the app developer" Any of the knowledge base solut...

As of now, whenever I close a client, the close date attribute gets updated. So far so good. However, when one of this clients churns, the same date attribute gets updated and I no longer have access to the date the deal entered the "Won" stage. The...

the new dashboard in it's beta phase hasn't been a great experience. Its a lot less user friendly. The previous dashboard and its filters were incredibly easy to changed, edit, update, etc. When will this beta phase be complete so that we may h...

I'm sure someone has run into this problem before. I have looked around for solutions, but nothing seems to address exactly what my problem is. If someone can link me to a resource that does solve this, that would be great. Currently, I have imp...

How can you upload deals into Hubspot? I keep getting a Record ID error. I have the correct Record ID associated to each deal, but then Hubspot keeps giving me an error saying " "Record ID" is a read-only property, so no data can be imported to it."...

I am helping an organisation who wants to import members. However, the majority are children and using the email adress of the parent. The issue is with parents with more than 1 child. The system sees the email and thinks of it as a duplicate. How...

Hello Experts, I have encountered one issue recently with the mentioned topic while testing new workflow for internal lead routing. Background we used 2 key criteria based on 2 custom properties which were set up as follow (for form subm...

I'm trying to creste a filter a list so that only names that have not received an email in the past several months. I have tried this filter to no success: Last contacted is not between 05/01/2023 (EDT) and 10/06/2023 (EDT) or is empty ...

Launched Contact Properties page as part of the setup procedure and the page doesn't load

How do you create a field in Hubspot whose value is equal to the concatenation of several values specific to the customer file (for example, year created + month created + incremented number) ? I would like this field to be automatically created...