CRM

As the title states, I'm currently trying to create a workflow that will send an internal email to a few users whenever a new list is created. These are the steps I'm taking: 1. Create workflow > Property based workflow 2. Choose the property: ...

Hello, This appears on my Deal Score card : Deal Score Current Score There is no score for this deal because it was previously marked as closed. However, the Deal is not closed (on an early stage of our pipeline), and hasn't been closed ...

Guys and gals, help! I'm brand new here and not sure where is the correct place to post this. It's happened many times that I would set a Task for myself and then later when I'm ready to work on that task, it has already been marked as completed eve...

I am beginning to experiment with the Hubspot / ChatGPT integration to be able to use ChatGPTs deep research tool to analyze Hubspot data. In my first Deep Research tasks I noticed that the results say that the content of emails, call transcripts...

Hi I have a list of Managers and a List of Sales and a list of S ervice people. In a workflow is it possible to add multiple lists of contacts. As an example I create a workflow and add the three lists above?

We're currently in the process of optimizing how we use our CRM system, and as part of that, we’ve decided to replace our outdated sales pipeline with a new, improved one that includes updated deal stages. The first deal stage in this new pipeline ...

I need help in creating these reports: i need the steps (report type,filters,fields,columns,etc) Revenue Booked (vs. Target) → total contract value signed per month/quarter Revenue Realized (Commission Earned) → actual management fee earned...

Hi We will like to create a quote after a form submission. This is for a car insurance company. We have a CSV with 3 elements that would determine the final price: - Type of car - Car value - Payment type (monthly- annual) Is it possible ...

Show the status of pending non-marketing contacts so that they can be identified separately. Currently, they remain as 'Marketing contacts' until they are moved. It would be really helpful if there was another status so we could manage our contacts ...

As mentioned in this documentation , tried giving properties=hs_attachment_ids . Eventhough I have attachment , the value of 'hs_attachment_ids' is null. In a record , I have an attachment . How do I get all the attachments with its parent ...

I'm usin spanish version of HubSpot, so I may be mistaken in the names of the objects involved. I created a dataset with a unique datasource, deals. But meanwile deals have 368 properties, my dataset have only 345, and I have properties that are not...

Hi Hubspot, I understand the free plan allows 10 custom properties per object, however I believe I've encountered an error. When creating custom properties for contacts, I added 6. I went back in and edited one, because I set it up incorrectly....