CRM

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

One of the requirements of submitting a hubspot app is: An app must have at least three installs to be listed in the App Marketplace. It's quite a strange constraint to put on app submission, before it has even taken off. But anyway, how ca...

This is a big issue and flaw (honestly) in the HubSpot design. HubSpot allows different users to upload images that have the same name. Because of this design, we now have to go back through our 100+ marketing emails and change the header to the ori...

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...

I've read about the two new Hubspot AI tools that are in beta - Content Assistant and ChatSpot AI. They are interesting and we'll be looking into them. I work more on the CRM side of Hubspot (our Marketing Manager and her team handles the Mar...

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...

I need a feature similar to the Parent / Child relationship. The purpose is to easily relate our partners and their customers, so we can de which Customers is "owned" by which partner and ect.

I'd like to create a custom calculated property that sums the total revenue fiscal year to date. However, it doesn't seem possible to filter the calculation by date. How can I achieve this in HubSpot?