CRM

Hi there! I am trying to accomplish a roll up on the company record of closed won deals from a specific pipeline. I am running into trouble becaue you are only allowed to use one condition e.g. closed won OR pipeline ='s if i try to make the rol...

Hi Community! Looking for some advice/workaround to an issue i'm facing in trying to record data of two elements: customers and training results. I'm not sure if I should create an Object or just add Properties. In this case I want to register...

I can not enter contacts. The "button" is not colored and when I hover over it a get a circle with a line through it.

Hello, I am trying to build out a CRM template and imported a excel spreadsheet that is detailed and has headers but the system is denying. Stating every column needs a header? Please assist on how to fix this?

For the all contacts view, it used to save whichever way I had sorted it, but now it's defaulting to sorting by last created. Whenever I refresh the page it will go back to that. Is anyone else having that? I can sort from newest to oldest, but I...

Hi HubSpot Experts, I work in a business that deals with selling a variety of branded products. We're updating how we manage our order information in HubSpot. Our challenge is handling a large product range – over 10,000 SKUs, each with mult...

Hi. I have a external services for streaming Video so I want to implement Video Conference Extension for generating automatic meeting link. But the documents seem outdate and when I tried to call API, it said me ' isn't available for public use'. ...

How can I block HS from creating contacts using our company domains we have 4-5? Now I manually delete those contacts, there are not so many but maybe there is another way? This started happening a few weeks back. I am using premament delete.

On the Dashboard for Deals, they are all displayed as a "tile". What I would like to do is actually see the Contact Name. Which at the moment I cannot. Unless I type in the name of the contact in to the title of the Deal name. How can I display ...

Hello! Is it possible to limit the visibility of Meetings (Activities) within contact/company cards by team?

How can i best track contacts from their source. In the original source field i only can choose stuff from a dropdown. but i would like to add the information, that we got this contact on a dedicated event. And i would like to make a dropdown with a...

Hey! Does anyone have experience with importing multiple-checkbox data from a csv? I have found this post, but when I separate each value in the column (that corresponds to the multiple-checkbox property) by a semicolon, hubspot recognises al...