CRM

I have converted an active list (based on filters, such as properties) to a static list. Now I'm trying to archive a property from a Contact object that was used in the initial definition of the active list. This is however not possible, as the stat...

Hi, I am trying to create a list that pulls through those contacts that do not contain any data. For example a list that will pull through all Contacts that do not have a postcode? In other words that field is empty

I got an email to say my HubSpot profile will be deleted in 7 days . When I try to login it accepts my login details and sends me a 2FA code but then get an error message “Can’t find an account matching those details. Contact your account admi...

I have discovered the feature to use forms, how great! Is there a possibility to send a form with the information that is already in Hubspot and request to update/add the missing information? So instead of sending a blank form where the pers...

I have a contract, only 1 or 2 pages in Word (.docx) format and I would like to add fields from Hubspot into this document, like name, price of deal,... Another option would be to recreate the document in Hubspot, I would like to email the docum...

Hello community I need help to know how I can see the exact keywords when an organic lead enters, is there an integration or application to obtain that information? Thanks for your support

I'm a new user. About a week ago, I added a few items to the Sales Lead property to customize it to my business. But now, it is not letting me modify what I had added. What am I doing wrong? It allows me to start to make the change (such as delete a...

Hi I noticed that an email address is against the wrong Contact. I copied and paste the email address. Deleted from Contact "1". I then went in to contact "2" and added the email address. When I click save it states it alread exists. How ca...

I have a scenario where we sometimes get leads that come in really hot and essentially result in a closed deal after the first call we make with them (I wish they were all that easy but they are not). This happens before the lead is even validated b...

Hello, Recently we realised that some of the close date of the deals are earlier than deal create date. Is there a way to get an error when they select the earlier date? Or notify the deal owner so they can fix it manually. Thanks,

We created a workflow for our Sales staff to assign them a task when a contact hasn't been worked (no activity, no engagement) in 45 days or more. As the flow works now, if there is still no activity or engagement on the contact or the task isn't in...

Hi I have imported data from an Excel Spreadsheet that has UK County such as Lancashire. It imports to the correct field "State/Region" but displays as a date? The format is text. Example 03/12/23 in HubSpot Yet my data format is Dumfi...