CRM

Hello everyone. I'm trying to figure out how to identify ex-customers. We have customers who have active investments with us, those who have some active and some inactive investments, and those who no longer have any active investments. The inve...

Hello, I would like to know, when we delete an user account through a workflow, If the same user create a account with same email, will the same hubspot id will be retried or it will create a whole new account?

is there a way to use Ai to Automatically populate contact properties with HubSpot during excel import

Hello HubSpot Community, I am in the process of streamlining my CRM by consolidating three redundant pipelines, each of which houses valuable historical data. My goal is to retain essential details like the original pipeline name and their deal ...

I want to export all the fields in Company, and I tick the box to include all records, however Custom Properties which I've created in the Company aren't included? I can export them individually by going into Settings - Properties - Company - se...

when we update property views for contacts and deals they are not viewable as the default view across our team & we need them to be. Any suggestions?

I've noticed something quite strange. Due to the limitations on the number of lists that can be created when uploading lists to create List memberships, I was hoping to use a multiple-option property to work around this. I initially intended to crea...

Hi there, Wondering if there might be a workaround for this issue. We have the sales extension installed for Outlook. We're finding that we'll delete a contact in HubSpot, but then we may have further emails with them and the contact gets cr...

Hello I created a custom object and now I want to add 3 properties to my custom object; the 3 properties already exist in my contacts object and they have data. The 3 properties are Campaign: It has a value of numbers and letters Salesforc...

How do I query email information about a contact through Owner ? Which API should I call? I only know the owner's email address

We have the hubspot salesforce integration turned on. Is it possible to change what happens when we "create/update/delete companies" in either system? On the contacts tab - there is a dropdown to select what happens for but companies and deals, ther...

Currently helping a friend of mine clean up their CRM, I noticed that there is a fair amount of aol.coms and yahoo.coms, and in my past expierience I have noticed these emails domains to be either unengaged or just inactive. Based on this past, is t...