CRM

Hi HubSpot Community! I’m facing a challenge with our sales team workflow. We have several sales agents who need to modify lead stages after leads are qualified, but I noticed that only admins can edit lead stages post-qualification. Importa...

Hi all, wanted to know if anyone had encountered a way to bulk enrich company data in Hubspot with the UK company house number?

Dear Community, I’d like to know if there’s any way to include a physical meeting address in the meeting tool. Ideally, it would be the company’s address or any other relevant location we might need for on-site gatherings. If anyone has insights or...

Hi, I'm using Crisp to create tickets in HubSpot via the API. I can successfully create a ticket and associate it with the correct contact, and the contact details appear in the ticket's contact section. However, I'm unable to associate the specifi...

I want to migrate data from "A" account to "B" account. Below are the data to be migrated; 1. Deals 2. Contacts 3. Companies 4. Users 5. Tasks For users, I want to import all the associated records as well. While I was exporting data from "...

When I have a contact, and he is sales qualified, automatically a lead is created. When the lead is qualified, automatically a deal is created. What surprises me is that my lead is not associated to the deal. Which is totally not logic. At cont...

Hi Team, Is there a way to determine how many form notifications a user is added to? How can I retrieve this data without performing a manual task?

Is there a way to adjust the width of properties or the underlying columns on a card in the CRM? For example on the center card area when I add a card it seems to have an underlying 4 column layout so properties fill those columns and use those ...

Hi, How to remove the 2FA for users as a super admin? Thanks,

I have 2,200 clients without me as a contract owner. Is there a bulk edit option without editing each contact file? David

Hello, Since there are different pipelines, I would like to have a unique view for each pipeline. However, when I customize it, the changes are applied to all pipelines. How can I make it specific to each pipeline?

Question: How can I prevent older records from being enrolled in deal workflows that trigger after X days? Explanation: We have deal workflows in place for Hopkins that trigger actions after a certain number of days. However, I’m concerned abou...