CRM

I have a field in Salesforce that is a lookup field for contacts in SF called Referral Source. 1- I need to be able to reference that field in HS and would like to have the same functionality as a lookup field in HS so that it can sync both ways....

I have created a new field in Salesforce on the contact record that is a picklist that will be changed based on a Salesforce Flow. I created the new field 3 days ago and the field is not sycing with Hubspot. When I first started my sync with SF, i...

Hi all, My company is looking to for a way to share files with our clients. Ideally, we could do this using HubSpot with a custom URL. One big plus would be to see when a client viewed the file. Is this something that can be done natively or wou...

Hello community, I'd like to create a workflow that sends an e-mail (or slack) reminder to owners of chat conversations, after the customer has sent his first message and not received an answer within 1/2/3 minutes. Is this possible? I have...

hi, i opted out of all communication a contact by accident. Is there a way to opt them back in again? Thanks David

Hi, I want to move a lead deal to a pipeline stage based on its associated activity. For example, if I set a task for a contact and its due date is today, I want the lead deal associated with that contact to move to a "follow up" stage I define ...

Hi, When I log emails or calls in a contact, they transfer to the associated deal activirty, but not the other way around. Emails and calls logged on a deal don't sync to the associated contact. Is there any way to change this? Thanks

Hi there, How to give/ restrict access to the contact lists for different departments in my company? We don't want some departments to see all the contacts we have in Hubspot while giving access to some. As an example let's say we have...

So I know you can obviously customize the default sidebar properties for every user and that each user can further customize their own layouts. What I'm struggling with is how to customize the properties within a custom section on a per-user bas...

Hi all 👋 I have a medium-sized issue that I need help with. We've been using HubSpot for just under a year, utilizing the Gmail Sales Extension so that everyone on our team is able to connect emails to contact records. The trouble I'm having as a...

Hello, Why has HubSpot changed the 'Deal ID' field to 'Record ID' without notification. Given this is in effect the primary key for records this change has broken many of the data queries we have set up. A bit more warning would be good customer s...

Hi everyone, I am wondering if it is possible to alter the Contact Object to show a different Contact property (such as a phone number) instead of the usual First, Last, etc. as shown in the circled section? Thanks, Herman