CRM

Hello, We are a consulting business. We use Hubspot for marketing, CRM, and recently began using the basic versions of Sales and Services. My question: We want to get better at account management. For example, with our existing customers,...

As a USA-only business, our original records do not have country code but we have a telephony source integrated that includes country code and cannot be changed. The integration results in duplicate records that would normally match the original...

Is there a way to find contacts where the property was once "known" but is now blank? I'd like to use the fact that a property was once filled in, but now blank, in a workflow.

I've tested the "Last modified date" for companies as a trigger within a workflow and enabled the re-enrollment option so after any update on the company, some other properties are updated too. Seems like the re-enrollment is not working as expe...

I am trying to customize the company, contact, and deal views based on team association. It appears that programming the left-side navigation is pretty easy. I got that down. I am trying to customize the right side. The recruiting team doe...

Hi, I'm looking to test a workflow involving the lifecycle stage property on contacts in our sandbox environment. In our prod env we're using several custom lifecycle stages, however, these stages won't sync into the sandbox env and I'm not able...

Hallo, ich möchte die Leistungen des Unternehmens in der Produkt-Bibliothek hinterlegen - über das Formular " Produkt erstellen ". Jede hinterlegte Leistung/hinterlegte Produkt sollen einem " Owner " zugeordnet werden. Die Produktinformation-Prope...

Hello! I would like to know if there is a way to set two prices in the same product. We are a real estate company and there are properties with rent and sales prices. I thought on creating different products for each "Status" but I don't thi...

Good morning all, Last Friday, our team had discovered quite a pressing issue with our Quotes in HubSpot. Those Quotes that were sent out via link to customers (that were far from expiration date and included any stage of the sales process; incl...

Hello community, I'm working in a Saas company where we have different kinds of deals, one aimed to sell the trial, another one to verify the member, and another one to sell the full license from the trial. The problem I'm facing is that whe...

I have a workflow that will send contacts after 48 hours of inactivity to another system, but having that 48-hour delay to run during a weekend is not fair, since a contact could enter the delay Friday afternoon and then be sent sunday afternoon, le...

I need to download/print a list of all the contact of all our users. The list needs to show the contact name, company name, address, email address of the contacts. How do I do this?