CRM

I have Ent full suite and thought I'd know this basic - but I can't figure it! How do I stop HubSpot creating new contacts from my regular email client? I had sales extention on in the background - I've just turned it off to see if that'll work...

Since we use Shopify as our selling platform (both for online and POS), it seemed like a boon to be able to link Orders to our accounts. But Hubspot seems to use Deals for... well... anything useful. If I want to rank customers by their overall valu...

Hello community, I am a bit stucked with this. We are in the finnancial industry, so it's common that custoers close deals on a daily basis (Clients operating daily). I am trying to create a property that shows how hot / cold companies are bas...

Hi, I was wondering if it's possible to exclude weekends and after hour periods from the Lead Response Time report? Having these none operational periods contributed to the response time calculation is causing innacuracies in the data. Thank you.

As the title states, I'm currently trying to create a workflow that will send an internal email to a few users whenever a new list is created. These are the steps I'm taking: 1. Create workflow > Property based workflow 2. Choose the property: ...

Hello, This appears on my Deal Score card : Deal Score Current Score There is no score for this deal because it was previously marked as closed. However, the Deal is not closed (on an early stage of our pipeline), and hasn't been closed ...

Guys and gals, help! I'm brand new here and not sure where is the correct place to post this. It's happened many times that I would set a Task for myself and then later when I'm ready to work on that task, it has already been marked as completed eve...

I am beginning to experiment with the Hubspot / ChatGPT integration to be able to use ChatGPTs deep research tool to analyze Hubspot data. In my first Deep Research tasks I noticed that the results say that the content of emails, call transcripts...

Hi I have a list of Managers and a List of Sales and a list of S ervice people. In a workflow is it possible to add multiple lists of contacts. As an example I create a workflow and add the three lists above?

We're currently in the process of optimizing how we use our CRM system, and as part of that, we’ve decided to replace our outdated sales pipeline with a new, improved one that includes updated deal stages. The first deal stage in this new pipeline ...

I need help in creating these reports: i need the steps (report type,filters,fields,columns,etc) Revenue Booked (vs. Target) → total contract value signed per month/quarter Revenue Realized (Commission Earned) → actual management fee earned...

Hi We will like to create a quote after a form submission. This is for a car insurance company. We have a CSV with 3 elements that would determine the final price: - Type of car - Car value - Payment type (monthly- annual) Is it possible ...