CRM

Hi! We use ZoomInfo to export contacts to HubSpot. Today, I exported 400 contacts (320 new, 80 updates to existing contacts in the CRM). I'd like to be able to take those 400 contacts and put them directly in a list. It's easy for me to find the 320...

Hi, I have a contact form on my website that I submit to Hubspot using the API POST request https://api.hsforms.com/submissions/v3/integration/secure/submit/[apikey ] Somehow a conversation is started in my CRM Inbox, however I can't find ...

Hi, We’re working with a company that has reached the email associations limit, and HubSpot support suggested creating a new company record and converting the current one into an “archive” company. Here’s what we’re thinking could be the potential...

Hello everyone, I want to ask everyone: How do I change access to attachments?

Hi there, I've set up a quote template with a partial payment (installment). But I can't test if it works ok, because to use the test Credit Cards you need a payment link and change it to "testing" mode. The partial payment in the quote does no...

Hello, I have not spotted a similar topic in the forums so I am asking this specific question. I like a lot the new feature of writing a +1 Blog post and automate it with an auto email to the subscribers. Sadly when I execute this automation t...

Boa tarde, tudo bem? Tenho um cadastro pelo meu email corporativo wilson.alves@rinohub.com.br que não recebe sob nenhuma hipótese o código de verificação. Tentei todas as alternativas sugeridas pelas LP's de ajuda frequente como adicionar ...

Hi there, I'd like to restrict who can be a Contact Owner and who cannot. At the moment, any Hubspot user can be assigned as Contact Owner. I'd like to only show certain users as options for "Contact Owner". Is this possible? Thank you! ...

Hello HubSpot Community! Has anyone tried the HubSpot to Seamless connector? Is the contact retrieval integration fairly clean? Also can you select which contacts you want to integrate to HubSpot or will it pull all? Thanks!

Hi Folks, I am looking for some directions regarding my career upskill. My Experience Summary: I've worked with Salesforce for over two years in my current workplace. My role is mainly admin-related, where I troubleshoot and implement...

I am setting the Close date of a Deal manaully via Workflow. The Workflow is doing the job, but HubSpot is still setting to the Date the Deal is closed Won. When looking at the Close date property audit, the date was set by HubSpot Processing. In...

Hi Team I have a client who is on SHP. They want to ensure that the deal amount cannot be manually updated i.e. it should always equal Total Contract Value. I have created a workfow that will work once that essentially sets the amount value to e...