CRM

Bonjour, J'ai échangé sur le chat avec un expert qui me conseille d'écrire ici. J'ai réalisé par 1ère campagne (étapes de configuration ok + adresse email connectée). Ci-joint des captures montrant un nom d'expéditeur bizarre et qui fait "pub". D'o...

How can I prevent users from manually removing associations? For example: A Sales Deal is associated with a Primary Contact, Primary Company, and an Onboarding Ticket. How can we ensure the Onboarding Ticket cannot be disassociated by the rep?

Hi all, I’m leading a HubSpot migration from an in-house CRM to HubSpot (Professional) for a payment company (B2C + B2B). Historically, HubSpot was used inconsistently: - One-off data imports via API - No lifecycle automation -...

Hi everyone, A customer needs to bulk disassociate contacts from a company that is currently set as their primary associated company. The company has gone bankrupt, but we want to keep both the contact and company records intact, only remove the ...

My Outlook and Calendar are integrated with HubSpot. I sent an MS Teams meeting invite from Outlook to two email IDs, both of which exist as contacts in HubSpot: [email 1] and [email 2]. I added both email addresses in the To field (direct recipient...

Hello, This has just been brought to my attention today. A contact in our database, which was originally created back on 12 November 2017, is showing some strange behaviour and I cannot figure out what teh issue is. Please see the screenshot...

We want to treat every location at a company as a seperate branch with seperate contacts working at each location. We’re importing 677 companies from ZoomInfo, many of which have multiple branches across the UK. Our aim is to treat each branch ...

Hello ! I am trying to edit my Lead creation form, in order to add associations directly in the creation form. I go to "Edit lead form" and the "Associations" In associations, they tell me "Enable associations for Leads here.". When...

Hi there, Looking for solutions to hard block the creation of deals in a pipeline if the associated contact already has an open deal in that same pipeline. The only solution that comes to mind is a validation workflow post creation, but id...

We have 2 pipelines with identical pipelines for different areas of the business, and from time to time, we have to move deals between these pipelines. Despite having identical stages when a deal moves between pipelines, it automatically reverts to ...

Dear all, When setting up Hubspot sales, we weren't happy with the Lifecycle Field, and just changed it to be customers/partners/investors. Then we managed our sales lifecycle through Lead Status instead. But now we are now worried that ...

Hi, I have been recently reviewing/cleaning our data and found that 500 companies have been created from contacts being added to our system. The domain has been added to the record, but the company name is missing, which is leading to data errors ...