CRM

We have recently integrated automated emails into our sales team procedures as a way to increase efficiency. This increase in efficiency however came at the cost of reduced visibility. We automated emails to our customers to alert them of stage...

I am trying to import from Filogix CRM to Hubspot. It is saying Ready to import contacts, 65 rows scanned, 0 issues found. Then says Notes can't be created. Required properties not mapped. So I have mapped everything but I cannot click Next as ...

Hi, colleagues, I am trying to create a workflow for a contact for the "nurturing purpose" - I want to set a task by workflow once I sent a LinkedIn message to the contact the task will be automatically created that will remind me in 2 months t...

Can anyone tell me what is the difference between Last meetings book , Last meeting booked in tool and Next Activity date hubspot article says its different while support team says its the same i have three different values for these. i have my goog...

Hi everyone, I'm experiencing an issue in HubSpot where the lead status of some contacts updates automatically , even though I haven't made any changes myself. This behavior is causing a lot of confusion and making it difficult to keep track of ...

Hello i create a dashboard, there are 5 reports on it. 4 of them are good, but one is error, you can see the detailed error below. how can i fix it?

Hi all, I need some help regarding lead creation with a Hubspot x Salesforce sync. Currently if someone already exists as a lead or contact in Salesforce, if they were to fill out our contact us form, it simply updates that contact in Hubspot a...

Hello, We have some deals that we recently changed companies for on the deal. These deals now show 2 companies attached, is it a way within Hubspot that will allow you to do a mass removal of these secondary companies that do not have the primary la...

Good evening We hold a separate data warehouse from HubSpot, and occasionally import contacts from it into HubSpot. I noticed recently that there has been a change to imports, with a disclaimer stating to agree that all contacts are expecting to...

I had some Estimates I created, but now I do not see a menu item for Estimates. I do see Quotes, but the estimates I created seem to have disappered. Is there some way to retrive the estimates I previously created?

Hi, I am trying to delete 2 properties that are under deals. But it says I need to remove all the records where the properties are set. Is there any way to remove it without the records?

Hey gang, Wanted to get some opinions on this. I've been working with a client for several months now, helping to untangle a messy Marketing Hub workspace that includes a mostly working Salesforce integration. We identified some issues with Cont...