CRM

Dear HubSpot, dear community, I am a little lost on who to reach out to. The deal score is a massively heplful tool , for example for enabling complex re-enrollment rules for deals that otherwise aren't available: The rule " deal is as...

I have created a contact property to allow our instructors to select the date of their lesson. I want to use a simple date picker that brings up a calendar with today's date when selected. Despite selecting this option, when the form is published th...

Hi All, My current workflow creates a note attached to a company record. The note body contains specific text. In this example, let's assume the text is "link:" and this note is automatically created through a Zapier integration. Some compa...

Hi, I have two custom objects: Estimates and Handover. In the object Estimate we capture multiple fields that I want to sync with the corresponding fields in the Handover object. Property sync doesn;t work between two custom objects. How could I do...

Hey everyone, I’m in the process of importing 230 companies into HubSpot using an Excel spreadsheet, and I want to ensure a seamless migration...especially for companies that fall under a larger parent group. Above is a screenshot of my current...

Hello Folks, When I launch HubSpot in the AMs, I do not have to login. But I noticed about 1 week ago, when I go to login, I see this HubSpot login page and message: 'your authentication has expired' Has there been a system change where ...

Hi all, I am working through the integration between NetSuite Opps and HubSpot Deals. For one deal I was able to integrate from HubSpot into NetSuite, I notice it created the Opportunity in NetSuite using the "Standard Opportunity" form and not ...

Hi smart people, How to drag and drop attachments from a Form to Dropbox (or else where)? We are recieving photos and a lot documents in HubSpot Forms when we are hiring people. We need to copy (move) those attachments to Dropbox. However w...

We're unable to update the Summary Properties (like "Total amount") in HubSpot's Customize board and card view. Instead of Total Amount we want to show different amount property over here, is that possible to do in Sales Pipeline?

Hi I am not sure whether our setup is unique, and therefore there is close to no chance that Hubspot has this feature, or if I am just missing something here. We have cases, where companies have registered with multiple accounts (for valid re...

The scenario: We are a medical practice that gets patients sent to us from other medical practices (partners). We want to allow partners to submit patients to us online via Hubspot Forms. Why? 1. We want form submissions (new patients) t...

A few posts are about this but none really get a specific answer to the problem. We have a newish free account, with 1592 imported contacts. At the top of the page there's a banner: You've reached your 1,000 contact limit. Most peop...