CRM

the main thing that will require some work is getting “meetings booked by rep” right in the report. for this we will need to make adjustments on how we add a call on the deals. I want to see in my deals that who booked a call .I want a ch...

I hope I'm in the right place. I am trying to integrate my ninja forms with HubSpot. I downloaded the plugin and installed it. I went to my settings and turned on the non-Hubspot forms tab. I went and added the tracking code in my footer php. I hav...

Hi I would like to add the Company Number to a company, but I cannot see a relevant field? I understand that if youadd the company number, HubSpot pulls through data such as number of employees, turnover etc? I am waiting for our company li...

How to connect a respective form to single pipeline? Any contact who submits Form A(suppose), the ticket should be generated under Pipeline A(suppose).

It will not let me publish a quote for a project. I have published 3 of the four that I need and the forth will not publish. I have tried to make copies and it still won't publish. I have switch browsers.. is there a limit on the # of published...

Hi there, I want to update the discount of a line item(using ` crm/v3/objects/line_items/batch/update`) . But I'm getting the below error. { "status" : "error" , "message" : "Cannot set discount without clearing discountPercen...

Hello! I made a workflow to our pipeline and i enrolled existiing contacts who meet the trigger criteria as os now. And i would like to unenroll that that stage beacuse it gives us false data is that possible?

Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d...

Hi We have three types of customers We have customers that purchase through our online shop for merchandise this can be the public, customer or a dealer We have customers that have bought our products (machinery) via our dealer netw...

I currently have a workflow set up to automatically move a New/Uncontacted lead to Attempted To Contact when an agent initiates any kind of Sales Activity, which is working fine. I'd like to add a step that automatically assigns the Contact Owne...

Hi everyone, I really like the ability to create custom "create deal" form based on pipeline logic. When I create the custom deal form for a specific pipeline, HubSpot adds the additional properties for that pipeline to the bottom of the form....

Hi, We would like to set a new associations label to a Deal x Custom Object in a workflow but it doesn't seem possible. Is there a way to it? Thanks,