CRM

Hello, One of our clients is considering moving to Marketing Enterprise in order to manage 3 different companies of the group on the same platform. Around 50% of the contacts in the CRM belong to 2 of the companies so there are different sales p...

How to avoid text to format differently when copying and pasting text into the email window? I copy prewritten text into the email window and this will result in additional paragraphs (line spacing) in the text, see below. If I p...

I have try to solve this error but could n't solved it by myself. I have checked all scopes. Scopes in url and scopes selected both are same. Here is url which i m using. https://app.hubspot.com/oauth/authorize?client_id=[client_id...

Hubspot won't let me download the CRM list template. Anyone know how I can fix this or gain access? I have some names that I need to upload and would love to sort this out.

I trying to import a new email list and the next button does not appear on my page. I have tried refreshing, importing a different list, but nothing seems to show the "next" button. I use hubspot on my iPad (latest version) and I've never had a prob...

Hi all, I'm trying to Sign in Hubspot CRM from Azure Logic App and I receive this error: "This install link is no longer valid. Please visit HubSpot's App Marketplace to install this app." I'm aware that there are a lot of topics abo...

Has anyone gone about creating a printable version of the about section of a deal record so a sales team member can attend an appointment with a buyer? If so, this is required by my sales team to define a bespoke product offering. I would love to h...

Hello team. In a recent week my account appeared to be that after creating a task and assigning that task to someone else in charge, I no longer see the task on my management page. What do I need to do to be able to keep track of the tasks I have c...

I'm trying to create a workflow that triggers a re-engagement email with a link to the subscription mangement page. If someone clicks the link, nothing happens. If they don't, they get removed from our marketing contacts. My question is, is the...

Is there a way for me to hide marketing and sales link? on the landing page of hubspot? wanted to see if that's possible before I start paying for subscription.

Hi - i have just set up a new sequence on hubspot but want to target the same list with another sequence. is there a way i can target this list and send them a new sequence?

We recently changed the name of a product EX: XYZ to ZYX. Is there a way to mass update the line items in all Deals to reflect this change? I changed the name inside products but the line items did not update so they contain the old name which is s...