CRM

Hallo Team, ich überarbeite aktuell unsere Onboarding Pipeline. Tickets werden automatisch nach dem Ausfüllen eines Formulars erstellt und landen in der Phase 1 Open. Dabei wird ein Workflows getriggert und die Tickets in der Onboarding Pipelin...

In a workflow, when rotating a record and using the Team option - does it rotate between users on that team? So it behaves the same as rotating to specific users, just that the specifics users are members of the team?

I have created a custom association to associate Contact and Company apart from using the default primary association defined by Hubspot. However, I have some concerns about that. Hubspot will automatically associate Contact and Company using email...

Good morning, Does anyone have an idea what the display problem in the CRM card could be? I consult my Card logs and it says “Request expired” and then all of a sudden “Success” Thanks for those who respond

I want to track who sent the most recent response in our email threads (not marketing campaign emails but email communication sent to actual leads) and update a property accordingly. This would help us track whether our team needs to follow up or if...

I recently got the chat client all set up and working on my web site, or so I thought. One of my employees was testing it and he could not see the chat icon that should appear at the lower right corner of the window. We quickly traced it to the fact...

Hi community! I am currently looking on a process to maintain a date property which store currenty date, at deal level. I have tried to setup the workflow described here: https://community.hubspot.com/t5/CRM/How-to-create-a-Today-s-date-dat...

Problem Statement: A contact has 3 deals associated with it. Each deal has a quote associated with it. Among the 3 quotes, 2 are signed and 1 is unsigned. Now the scenario is that a new quote for a new deal (which is a 4th deal) has been creat...

So for both Companies and Contacts I have set up some conditional logic property cards that appear based on some value. I have them set up so they appear at the top of the left panel in the Record View, this is working fine for Companies but for Con...

When I am Adding or creating a contact in that i change it's company name and country, But when i am checking in company section, it only show the company logo and not the name and country.

Hi community! Due to a strategic decision at my company, we’ve decided to add companies as leads instead of individual contacts. Now, I need to remove the leads associated with a contact from the Lead pipeline, but I’m worried that doing so migh...

Is it possible to set a custom field in Deals based on the users (Deal Owner) Team? If a user is part of Team Europe, can the field SalesTeam in Deals be set to Europe when Deal is closed won?