CRM

Hello, Context: We set up a chatbot to help guide users through our website. The chatbot will send users to pages on our website according to their needs. On mobile, when the user clicks on a link sent by the chatbot (opening in a new tab), ...

Dear whom can help, I am trying to link our contacts who provide their company name with companies in the Hubspot company database automatically to get their company details. Is there a way to do this automatically? Thanks Tamara

Why the date picker on forms doesn't allow to be typed in? We must ask our customers to place in their year of birth, and now on computer they have to scroll back month-by-month! This has been asked elsewhere but hasn't been solved.

I would like to have a follow up every two months on certain deals. Therefore I would like to be able to change the suggested dates on the task reminder in order to have a suggested 2 months as one of the options. Is that possible yet? A similar qu...

Hello, One of our clients is considering moving to Marketing Enterprise in order to manage 3 different companies of the group on the same platform. Around 50% of the contacts in the CRM belong to 2 of the companies so there are different sales p...

How to avoid text to format differently when copying and pasting text into the email window? I copy prewritten text into the email window and this will result in additional paragraphs (line spacing) in the text, see below. If I p...

I have try to solve this error but could n't solved it by myself. I have checked all scopes. Scopes in url and scopes selected both are same. Here is url which i m using. https://app.hubspot.com/oauth/authorize?client_id=[client_id...

Hubspot won't let me download the CRM list template. Anyone know how I can fix this or gain access? I have some names that I need to upload and would love to sort this out.

I trying to import a new email list and the next button does not appear on my page. I have tried refreshing, importing a different list, but nothing seems to show the "next" button. I use hubspot on my iPad (latest version) and I've never had a prob...

Hi all, I'm trying to Sign in Hubspot CRM from Azure Logic App and I receive this error: "This install link is no longer valid. Please visit HubSpot's App Marketplace to install this app." I'm aware that there are a lot of topics abo...

Has anyone gone about creating a printable version of the about section of a deal record so a sales team member can attend an appointment with a buyer? If so, this is required by my sales team to define a bespoke product offering. I would love to h...

Hello team. In a recent week my account appeared to be that after creating a task and assigning that task to someone else in charge, I no longer see the task on my management page. What do I need to do to be able to keep track of the tasks I have c...