CRM

When a new Deal is created , I want it to automatically inherit a value from the associated Contact record. For example, there's a field called IED on the Contact. Instead of manually copying and pasting this value into the Deal, I’d like to ...

Hi everyone 😃 I’m new to HubSpot. I’m uploading a test CSV file, mapping the columns, and handling the errors (there are none left now), but the “next” button doesn’t appear—something is blocking it. Here’s a screenshot attached. For those...

Goal - Auto-populate the "Company Name" field on the Contact Record > "About this contact" section when the "Company Record" is known and has the Company Name present. I've created this workflow but having run it, it's not updated the contact...

I'm finishing my bachelor thesis on data analysis in CRM systems, I'm looking for people who would take part in a short online survey (3-5 minutes via Google Forms). I need around 100 responses. Please dm me/comment if you want to help. Every compl...

How should a very small company (with fewer than 10 people) get started using HubSpot properly?

Hi, I am new to Hubspot and lloking at our Salesforce Integreation and have found that account contact relationships from the Account Contact Relationship Object from Salesforce do not match the associated Companies in Hubspot? How to I fix t...

Hello Good Morning everyone in Community, i have a question about setting tickets in Inbox. it will create ticket by Form, and i don't want to assign an owner. when i click edit from [Treating incoming conversations as support tickets ], the ...

It would be very helpful if Copilot could create custom reports for me. One application of this would be to mine my historical Hubspot data and develop a way to prioritize my contacts to predict ordering patterns.

There was a recent change to the "name" of a field on our website form submission contact us page and that information is not syncing to the native HubSpot property "Message" as it was before. The internal name has not changed in HubSpot (HubSpot do...

We have a deal field called "Qualified by BDR" that we use to indicate which BDR qualified a lead, resulting in a new opportunity. Occasionally, our BDRs will do outreach to a lead, but the lead will book via one of our generic demo booking pages ...

Dear support team, Greetings...!! We are currently unable to raise support tickets from a specific email ID, as it appears the address has been disabled. As a result, we’re unable to create or send tickets from that account. Coul...

How can you change or set up these dashboards and reports to show exactly the information you want, in a way that makes sense for your business?