CRM

We are using crisp input to createt tiekct. am creatign ticket from api from my node backend. i am successfully creating ticket and associateing that ticket to the user and can see contact details of that use in ticket contact section... i want to...

I want to migrate data from "A" account to "B" account. Below are the data to be migrated; 1. Deals 2. Contacts 3. Companies 4. Users 5. Tasks For users, I want to import all the associated records as well. While I was exporting data from "...

When I have a contact, and he is sales qualified, automatically a lead is created. When the lead is qualified, automatically a deal is created. What surprises me is that my lead is not associated to the deal. Which is totally not logic. At cont...

Hi Team, Is there a way to determine how many form notifications a user is added to? How can I retrieve this data without performing a manual task?

Is there a way to adjust the width of properties or the underlying columns on a card in the CRM? For example on the center card area when I add a card it seems to have an underlying 4 column layout so properties fill those columns and use those ...

Hi, How to remove the 2FA for users as a super admin? Thanks,

I have 2,200 clients without me as a contract owner. Is there a bulk edit option without editing each contact file? David

Hello, Since there are different pipelines, I would like to have a unique view for each pipeline. However, when I customize it, the changes are applied to all pipelines. How can I make it specific to each pipeline?

Question: How can I prevent older records from being enrolled in deal workflows that trigger after X days? Explanation: We have deal workflows in place for Hopkins that trigger actions after a certain number of days. However, I’m concerned abou...

Hi everyone, I’m currently facing an issue when trying to include dynamic tokens in a hyperlink within a one-to-one email in HubSpot (not marketing emails or landing pages). Here’s what I’m trying to achieve: I have a form link that dynamical...

I am trying to create a Run Rate% that estimates a revenue percent based on forecast with the following dataset properties: - Q1 QTD Sum : Sum of revenue numbers from about 100 companies - Days Elapsed in Q1 25 : a calculated dataset property (ve...

Hello, Is there anyway to group contacts? I wish there are tabs that we can create to group different contacts. If not, please let me know the best way to group contacts. Thank you very much!