CRM

Trying to see if this is possible to set up in an workflow, I don't seem to see the option. This is just a facetious example: 1) Let's say pat@example.com had a custom property Personally_Seen_Demo set to True (this would be the trigger) 2...

Hi. I have loads of duplett contact due to a linkedin scraping, but many of these contacts have private email addresses that I do not with so use. Can i delete e.g. gmail.com addresses at bulk or set rules for mergings? Example 1 Conta...

Hi folks, this is Antonio and thank you for your time helping me. Basically I was looking for a way to set correctly my hubpost crm since I'm basically stuck. Some global information: Contex : I have a restaurant and I want to know my costum...

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...