CRM

When we have new contacts created by emails sent, we get this message. This contact was created from Offline Sources from Sales extension. This also provides us with the State/Region as initials. How do we change it so that what is imported is...

Hi community! Looking for some help here! Context. We have an integration with other CRM where all sales activity happens at account and deal level there (we have activity related and contact level in HS because we use sales hub, but once ...

Hello, I want to create a weekday based on the create day. Can this be done by a workflow or any other solution? Thanks, Magnus

Hi Experts, Currently, we've encountered the mentioned issue on HubSpot and noticed that, once we made calls from the Company and Deal view, the call activities were logged in the associated-Contact activities properly. We are using LeadDesk T...

Trying to see if this is possible to set up in an workflow, I don't seem to see the option. This is just a facetious example: 1) Let's say pat@example.com had a custom property Personally_Seen_Demo set to True (this would be the trigger) 2...

Hi. I have loads of duplett contact due to a linkedin scraping, but many of these contacts have private email addresses that I do not with so use. Can i delete e.g. gmail.com addresses at bulk or set rules for mergings? Example 1 Conta...

Hi folks, this is Antonio and thank you for your time helping me. Basically I was looking for a way to set correctly my hubpost crm since I'm basically stuck. Some global information: Contex : I have a restaurant and I want to know my costum...

Hi everyone! I tried looking for a while now, but it seems no discussions on this questions exist. How to properly manage relationships between our users and contacts? What we want to achieve is for our sales teams to be able to create ...

Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on dow...

Is there a way to create workflow for creating automated tasks, the criteria is that the contact has not been reached in a certain amount of time, for example 5 days. If that customer has not been reached out to on the 6th day, an automatic task is ...

Hello there , I trust that you are well. I am wanting to please import a file and keep getting this error message - Invalid enumeration option Please view my file type here Please can I ask you to please have a look at t...

We recently integrated Zoom into Hubspot. Our CRM consists of both agents (organization owners,) and associates. It seems when an associate clicks the Zoom webinar link intended for their organization's owner Zoom's data synch updates the contact re...