CRM

Hello HubSpot Community, I have we are migrating our data from salesforce to HubSpot but we are facing issues while mapping salesforce properties to Hubspot as these are not the deafault properties in HubSpot can you guide us how can we cr...

Hi All, Please could someone help me understand this error? I am wanting to Property Sync my Contact Country property with a Deal Country property.

Hi, Our HubSpot account previously had a paid subscription with multicurrency enabled. Now we are on the free tools. We’re experiencing the following issue: we cannot create a new product in the Product Library , because the creation form conta...

Our SDRs do research on a prospect and gather information. They updated fields on the Leads. When a lead is qualified and it becomes a Deal, we want/need these fields to copy over to the Deal, but there doesn't seem to be an option to do so. Is t...

Hi everyone, We’re seeing a strange issue with drag‑and‑drop in HubSpot board views and I’m wondering if anyone else has run into this with managed browsers / corporate environments. Issue In deals (and other board views), when we drag a card ...

I’ve been working on a few funnel design projects at Funnelsflex.io, and one pattern keeps showing up when funnels connect properly with the CRM: lead quality improves more than lead volume. When the funnel is designed with clear intent stages (awa...

Hello, I’m experiencing unexpected behavior with the “Fill contact details from emails with HubSpot AI” feature for contact properties. Context: Connected personal email address The “Fill contact details from emails with HubSpot AI” setting ...

I'd like to see, directly from a contact's record, which (static) segments they are in. Ideally, I'd also like to be able to add a contact to a (static) segment right from the contact's record view. I'm on the Starter plan. @Victor_Bec...

Hello experts, we’re looking to automatically generate and assign a sequential Deal ID every time a new deal is created. For example: First deal: 000001 Second deal: 000002 Third deal: 000003, and so on. Is there a way to execute this internall...

Bonjour à tous, Je rencontre une problématique assez bloquante concernant la gestion des montants HT dans HubSpot, et je voulais savoir si certains d’entre vous ont trouvé une solution. Aujourd’hui, je ne comprends pas pourquoi il n’est pas ...

Hello, when we imported our user data, the phone numbers were in a variety of formats (we are in the US): 800-123-4567 (800)-123-4567 8001234567 etc is there any easy way to standardize this - either with AI credits or a tool? We are re...

Hello, I am a hubspot newbie, and have the hubspot starter pack subscription. I was working very well with email/message templates and contacting my leads using these templates. I got off hubspot for a month but resubscribed. I switched to the new...