CRM

I have several records exhibiting this behavior - 1)Searching for a Contact using valid recordID via the API sometimes returns "record not found". 2) in the UI, search for the contact by name or email (record found) 3) copy the recordI...

Has anyone ever used Redtail and Hubspot? Is Hubspot a viable replacement for Redtail CRM? Will Hubspot match the compliance functionality Redtail gives you?

We are looking for a simple workflow that sends out an email to the primary contact of a deal on day 1 of that deal being generated, day 60 of that deal generated, etc.

Hi, we are a small team migrating from a spreadsheet to a CRM. When following the onboarding instructions I was directed to create custom properties. I did so, but none of them imported the data and I don't know why. I could do it manually but don't...

Hello HubSpot Community members ! As we all know, HubSpot recently released a product update allowing us to add additional "Lead pipelines" to the LEADS object. This is great BUT... how can I control in which leads pipeline a new leads record wi...

I'm trying to create a list of the contacts who finished a specific sequence, it doesn't matter how, just that they finished. I used the create list button and created the list. However, when I look at the list the total contacts do not match the t...

I can not create a custom property. The button in the repective menu is displayed grey (not orange). When hovering on the button it displays: There are issues with property details. These need to be fixed before the property can be saved. ...

What does it mean when it says "This contact was created from Paid Search from Pan"

When completing all the instructions to connect my Google calendar, it appears as if I am done. However, when I go to set up a meeting it transfers me to the Calendar set up and there is a message that says Your Calendar is not connected. (I perfor...

Im trying to measure acceptance of Marketing qualified leads. (using lead object) I have set up that when a contact becomes and MQL it will automatically create a "lead" for that person in the stage of "New". At this point it can be accepted and m...

Hi, Trying to see if / how its possible for HubSpot to help us with the following. We want to send out a general email to our clients, who don't appear to have any activity with us for the last, say 60 days. But the latest activity attri...

Hi there, How do you mass unenroll leads from one company at the same time?