CRM

I am trying to set up a notification when a client has sent an email (logged to a deal), and we have not replied to that email in more than 24 hours. I used these filters but it seems to be still pulling in deals where we have replied to the cli...

When someone signs up for my tool, we onboard them by sending an email with the access link. However, when someone signs up outside of business hours, we can't send them the email immediately. I want to automate the email sent by HubSpot...

We are a group of 5 using the "daily digest" feature available through the Hubspot CRM. Two of us get the email every day saying what the tasks for the day are, one gets sporadic notifications whilst the final two receive nothing. We've done the s...

Hi all, I am trying to update the Lifecycle Stage based on another property's value. Is this possible with Free or Starter version? Also is it possible to change one property value of a contact based on a property of their associated Deal or Comp...

Hi all - I am trying to build a dashboard that reflects net new activities of sales reps (calls, emails, etc. that are sent to contacts that are NOT related to any deals and are NOT customers). Any way to do this?

Hello, My team is using HubSpot to track companies, deals, contacts, and related tasks. When I leave a comment on a Task, I cannot see who left the comment and the exact timestamp of when the comment was created. I have to manually type in the d...

Hello everyone! The "date entered" deal properties created by default in HubSpot are populated automatically. We have revamped our process with a new pipeline and moved legacy deals to the new pipeline. However, we’ve found that we cannot populate ...

I am trying to edit the preview that displays when associating an object with a company. I have already edited the preview that displays once you have associated an object with a company, but I am unable to get that preview to display when creating ...

Bonjour, J'utilse l'application Samrtphone, notamment pour scanner des cartes de visite. Mais tous les champs de la carte ne sont pas représentés, en particulier le nom de l'entreprise. Je souhaiterais savoir s'il est possible de configurer ce cham...

Hi, I'm so confused. Previously when on the free version of hubspot I sent an email out to 1,384 recipients with no problem. Now on the starter plan I'm trying to send a follow up email to the same list but I'm being told "1,384 of the recipien...

Hi, I'm planning to create a lead generation form that would create a contact in Hubspot when a visitor scans a QR code at our booth. I would like to know what kind of consent information is necessary in that case? The form would have a ...

Hello HubSpot Community, We are facing a challenge with how we manage visibility for different sales teams and their activities in HubSpot and would appreciate some advice. We have three types of sales reps: 1. Team A : Handles regular c...