CRM

A PDF document saved in Libraries will download and place "+" symbols in every space within the name. In Example. A file saved as Test File for Contacts will download as Test+File+for+Contacts . This makes it possible to download a docume...

how to easily duplicate a form built in new editor? when is functionality to be released?

Hi, I tried to schedule a meeting to myself, contact added as me but with my personal email adress. I don't receive instantly the confirmation email that a meeting has been scheduled, I only receive the meeting reminder while after. I wan...

Hello, I am new to Hubspot and previously in another company I used its Free version where we had an unlimited number of Core Seats (with trial). I now start a new company that uses Starter package and it only has 1 core seat and 1 view only. How d...

I've a requirement to create tasks from a template (spreadsheet) when a deal is created or updated. Screenshot - Types of tasks. How can we use hubspot workflows to create these tasks dynamically?

Hi, I'm new to both Hubspot and Phantombuster. I tried sending over some leads from Phantombuster by clicking on "Send to Hubspot". It showed that it was successfully sent from Phantombuster. However, the contacts that appeared on Hubspot CR...

I have two different users who have bounced with hard bounce message unknown user. Both are correct emails and we are receiving messages from these users. The contact record for each shows that the user has bounced but there is no option for us to u...

Hello there, i have encountered some unusual issues on my integration module with Calling app. the integration does not work for specific account, while other account integration seems perfect. What might be the issues

in Marketing Hub Professional & Content Hub Professional, is there a way to successfull create a WF that when a form comes in, to equally distribute amongst users? as i dont have the rotate record to owner available, trying to find another.....

How do we go about editing the scheduled reminder emails within the contact record meeting tool. Also is there a way to do a mass edit on users meeting scheduler links for the automated email reminders? The only way I have been able to find to edit ...

Hi Ok I have a sold e-mail that goes out to customers and we bcc trustpilot who then send a 2nd e-mail 1 day later. That way if a customer leaves a review it's a verified review on Trustpilot. Can i do this in HubSpot? If so where can't seem...

Does anyone know how to get a view on Notes/Activities across entire company including contacts? I might have 5 contacts under the company - each has its own notes. I would want to pull up a company view and see all notes on one page instead to ...