CRM

Hi, colleagues, I need to build 2 reports for 23 and 24 to see the conversion rates we had and we have to compare. Conversion rate for me is number of Deals we Won (Acquired)/ overal number of Deals we had in the pipeline 2023, doesn't matt...

Hi, I have a Multiple checkbox property and would like to create a calculated property to count the number of checked option. The output should be the number of checked otions. Anyone knows how it is done?

Hello, I have a question concering the re-enrollment of a workflow. I want a contact based workflow to re-enroll every 30 days. Somehow I can not change the setting of re-enrollment for one of the enrollment filters (see attached picture)....

Hello, I have a question concerning the sections in the left side bar. It appears, that for each User the order of the sections change at random. Important: It is not about the properties within the sections, but the conditional sections themse...

Hi, colleagues, How can we see in HubSpot using Sales Analytics, I believe, the conversion rate of the Deals from 2023 till now from the 1st stage to Won or Lost? Thanks

Is there a way to import an excel file to mass update labels. Here's my scenario: I have companies and contacts with several specific labels to indicate what sort of general job and communication within the company they have. Some contacts are the...

My team is tracking our 'relationship touchpoints' as a custom object. I am working on a report comparing touchpoints to goals for each client. I want to include companies that have a goal but zero touchpoints. I have tried applying '#count of relat...

We have created a workflow where an email is triggered when a deal is moved from one state to another. Conditional state properties have been set for a file to be attached when moved from one state to another. The attachment is reflected as a numbe...

Hi, colleagues, We are trying to create one more additional lead stage in Prospecting, but I see preset stages limit us: Any options to add a lead stage like Nurturing? Thanks

Can't log into my account and this is the response. Anyone dealt with anything similar?    

Hi Community, Someone under my HubSpot recently changed a snippet it seems as 9 days ago there was an adjustment and it does not reflect what it should be. Does anyone know where and how I can view this change and who made it? I don't see i...

Hey All! Wondering if there is a way to associate the Contact records with a Custom Object record that I have created. I've heard it may be possible without custom coding and via workflows but not sure. May I ask is anyone aware of a way we can ...