CRM

I am new here and don't have files or lists of customers, but will be creating a list of contacts as I go. I want to use HubSpot, but need an "Old School" way to populate my contacts

Hi there! Hope everyone is fine. I'm sharing with you a problem we have rotating the companies that haven't presented activity in the last 15 days between our sales represntatives. For a better understanding of the problem, it will be important ...

Hi, Having trouble with the Zapier 'Updated Deal Stage' trigger. On one pipeline it is reading all deals and then on another it is only reading deals that I create? My account is a Super Admin and I'll need it to be able to read everyone...

Hello, I've encountered the following issue. Whilst doing an contact and company import HubSpot creates duplicates from the companies. I know that when you do not add the company domain name and/or company ID that HubSpot will create a dupli...

Can you remove all my contacts and imports?

We work projectbased. Is there an idea or a plan from Hubspot to create some calender tool where you could have an overview and when you click on a project the deal opens up? That would be so much easier for everyone and everything! Or does some...

I think I maybe misunderstanding Forms for HubSpot. All the videos I have watched are for creating a form on a website. I don't want to do that. I want to create a form, which I am halfway through doing. Then our sale team can select it, complet...

I use the HubSpot integration with PandaDocs. There is a bug that exists, but I am not sure if it should be resolved by PandaDocs or HubSpot. PandaDocs can be linked to a Deal within HubSpot. Each deal has a Deal ID. HubSpot has a deduplicat...

If I were to delete the final contact record associated with a company, would this also delete the company record?

Good morning I have been tasked to primarily produce a form in Hubspot, that we can use , via the HubSpot App. This is for our sales team to complete the form, whilst out of the office. The form will detail when our Sales Team have delivere...

how do you pull backend data field names for activities (in deals)?

We serve both people (contacts) and businesses (companies): let's call them clients. A client can have more than one "account": as if we were a bank, the same client can have multiple "accounts", can have a joined "account" with one o more other...