CRM

Hi guys, I have just uploaded a fresh database and am looking to mass assign parent/child company relationships. Is there a way to do this? I can see this has been requested multiple times over the course of the past few years but I cannot see i...

Hi. I have a custom date time field that needs to get updated with the current date time whenever a particular field gets updated. I am trying to use the OOTB workflow byut not sure how to achieve this. Is this is even possible ? Stanley...

Is there any fast way to ensure everybody with a first name in HubSpot database starts with a capital letter? Seems like something that should be simple without crawling 1000's of records?

Hi I hope someone may be able to help with this. We have a support pipeline that automatically sends a satisfaction survey when the ticket is marked as closed. However some of the support doesn't need this ticket to be sent, e.g a routine passwo...

Hello Jenny, can you confirm how you delete a single email from hubspot?

Hello community! Quick question regarding the OOO replies, we used to send campaigns through Send in blue and we never had any OOO replies bouncing back. Is there a way to not receive those OOO replies? Imagine there are 50 OOO replies (say rig...

I'm trying to create a list of companies that are not enrolled in a sequence , but when I use the filter of the company's associated contacts - number of sequences enrolled: is unknown , the list presents "at least one associated contact" has neve...

Is there a way to manually mark a quote as signed? This is important as we're sending some quotes for e-signature and some with a place for signature. Would be great if we can mark a quote as signed and upload it, so on the Quotes landing page it di...

Hello Community, My org is not really using the lead status property insted they are completely relying on deal stages alone, I am trying to get the best usage of lead status property but I don't really have a strong reason to convence my superv...

Hey everyone, Trying to build a lead score based no list membership and marketing activities. What I'd like to do is that 1) I'd like to create a trigger with 2 or more list memberships. When a contact is a member of at least 2 lists, the l...

Hi - I am new to Hubspot, so sorry if this is very obvious. Two tasks are missing from my list of tasks at app.hubspot.com/tasks. I can still find the tasks by looking at the contacts, but their titles have been crossed out with a strikethough...

Hello Everyone, My company has recently signed up for Hubspot and we are in the process of developing our CRM. We manufacturer Rodeo event equipment and both retail and wholesale. We are trying to set up a follow up schedule that is reoccur...