CRM

Hello, Our organization fell out of using hubspot. As a new employee, I was charged with picking it back up. We have had companies added to our hubspot instance during the time no one was using it. There is no "source information" for these com...

Why is there a lifecycle stage "Other" and how does HubSpot asssign contacts there?

So I have a script that I'm running to create dataframe table visualizations that I want to somehow place in a cloned marketing email draft, whether as images or some sort of table. Is this something that is possible through the marketing email api?...

i have a workflow in place to copy the company's addresses to their contacts, IF there is no known address. Now, what to do if we update the company with its new address, how can i handle updating all its contacts?? any input is greatly apprecia...

TL;DR: can I use/view/see company properties in a Deal Pipeline? I'm building up a cross-/upsell pipeline for my company. Let's say we have 3 business units (BU): AWS, Salesforce, Cisco. When a BU closes a deal, that is defined as the...

Good afternoon everyone! How are you? I'm Julio, Sales Ops at a financial market company in Brazil. I accidentally inserted numerous deals into a workflow , and this has caused a big issue in our CRM. In total, more than 2400 deals went through...

My question can someone help me, we created this property field that we want to have as a standard view for all our users. Is there a way to Edit the properties viewed in contact page so that everyone has similar property columns

I'm told that there's not currently the ability to add tags to a contact. Is that true? Seems odd to me that this wouldn't be an option.

Okay, not sure if this title makes sense, but here is what I'm trying to do. I currently have a property on the Deal called "Next Steps." The sales team adds in the next steps as there is an update, but leaves the previous next step for docu...

Client have an inbox that uses their whatsapp account, but when a conversation initiates with a created contact (whatsapp phone number, phone number and mobile properties filled) the conversation is not being associated to the contact automaticly. I...

Hi Community I'm using the free version of Hubspot. I can't log in to my primary user account as the authentication emails (access code) are not arriving. They are not being filtered out by our server either. I have created a secondary user ...

Hello! I am using a file upload property in Forms that appears as a link on a company record. Is there a way I can transfer these files into Files folders (in Marketing Hub) in bulk so I can use the logos provided from forms directly on my website? ...