CRM

Is there a way to import an excel file to mass update labels. Here's my scenario: I have companies and contacts with several specific labels to indicate what sort of general job and communication within the company they have. Some contacts are the...

My team is tracking our 'relationship touchpoints' as a custom object. I am working on a report comparing touchpoints to goals for each client. I want to include companies that have a goal but zero touchpoints. I have tried applying '#count of relat...

We have created a workflow where an email is triggered when a deal is moved from one state to another. Conditional state properties have been set for a file to be attached when moved from one state to another. The attachment is reflected as a numbe...

Hi, colleagues, We are trying to create one more additional lead stage in Prospecting, but I see preset stages limit us: Any options to add a lead stage like Nurturing? Thanks

Can't log into my account and this is the response. Anyone dealt with anything similar?    

Hi Community, Someone under my HubSpot recently changed a snippet it seems as 9 days ago there was an adjustment and it does not reflect what it should be. Does anyone know where and how I can view this change and who made it? I don't see i...

Hey All! Wondering if there is a way to associate the Contact records with a Custom Object record that I have created. I've heard it may be possible without custom coding and via workflows but not sure. May I ask is anyone aware of a way we can ...

Hi All Is it possible to remove Contacts from a Static List as part of an upload? I have a number of changes to make to about 120 Contacts so would prefer not to have to go through each one manually. One of the changes is to remove them from a S...

I would like to sync de lifecycle stage from contacts to the associated company. For instance: if Contact Jack submits a demo request he becomes a SQL. I would like the associated company to become a SQL as well. I know I can fix that with a workf...

Does anyone know how one can differentiate between contacts created via the import UI and those created via the import API endpoint? Their record source is "Import" for both.

We are having a seemingly-isolated issue passing over UTMs from our account sign-up page, but only when using Chrome. When new contacts use a link with UTMs and create a new account with us, the UTMs pass over but the Original Traffic Source in ...

I've been trying to turn on deal insights for the deal dashboard, but can't seem to find the settings for it or even the toggle to turn on the capability for it. Any suggestions?