CRM

What's the purpose of the "Edit CMS template" button on the Custom Quote template Settings page? 1. If you click it, you're taken to the @hubspot >cms-quotes-theme and given a message that you can't change it, but you can create a child theme, ...

Hi - I have a field (let's call it Field X) in each Deal and I have multiple Deals related to one Contact. I want to aggregate the data from the Field Xs and concatenate them into Field Y. Is this possible?

In your Deal pipeline, do you allow deals to move backward in the process? Trying to set rules for my team and deciding between two options: 1. If it has to move backwards, mark as closed lost and open a new deal when appropriate. 2. Let them mov...

Hi! Ran into my first problem - How does one create a custom field that is visible on the right sidebar that allows for a pdf file upload? Would also like to make this file/ link to a pdf file visible when viewing contacts (next to name, company, u...

We receive many contacts by API, and they have Contact Owner - Unassigned. A team of agents then open the contacts one-by-one to work on them. Is there a way to prevent two people working on a contact at the same time? Or at least flag that someone...

Currently cleaning up many, many duplicates caused by imports by users. I suspect the answer is no but is there any way to prioritize a specific contact owner when merging? I know that it's based upon the most recently updated value; however, I wan...

Hello, We are having a problem, when a Prospect that has previously been disqualified by our Sales users in Salesforce comes back later and fills out another form, it is not re-opening the Lead in Salesforce so they are getting dropped. Is there a...

Hi there, I would like to have different landing pages according to what the reply is in a Registration form. Can I do that? Thanks in advance! Consuelo

Hi all, we were trying to sync a custom object from Salesforce to HubSpot one way sync. I was able to go till the last stage when one turns the sync on and was receiving the error with the message "An unexpected error occurred while creating you...

I created a workflow that updated all the Ticket Name into the following format "Ticket #TicketID-TicketCategory". This also updated all the older ticket names as well. Is there any way to update the tickets back to their ticket names as added by cu...

I've used the connected odoo app to sync Hubspot and Odoo, syncing contacts, companies, and deals. I do want to map the Hubspot deal attachment with the PDF of the Odoo invoice, though. How can I display a PDF of an Odoo invoice in a Hubspot deal?

Hi I am logging linked in mesaages against my contact but would like to see these on the conatct ribbon next to emails tab so that I can see my contact history quickly for a conatct. Does anyone know how I add the linked in messages as a tab ...