CRM

I was wondering, is there a field or place I can enter general overview information on an account so it is readily available when I look at that account. This field I have circled would be an ideal spot for it, but I would be fine having it anywhere...

Dear Community, I would like to gather some assistance with using Hubspot as an account manager. Here's is the current process of our company: 1. New client is signed, and we call them straight away. 2. 3 Weeks pass, we call the client again. ...

Hello, I would like to get assistance in Synchronizing my old emails with hubspot so I can add the senders as contacts. The company's email server is IMAP (not exchange nor outlook). What is the best way to achieve this. Thank you for your h...

Hi There, One of the team member is sending out email to the client but even though she is selecting her email ID from the drop down the email is going through Help@ email id instead of her own. What could be the possible reason and how can i fi...

Hi Community, I'm struggling with something I'd like to set up with HubSpot. Intention I'm using a drop-down property on Deals that allows the user to select certain options. This triggers a workflow that then creates a new Deal for each ...

Enrollment, enterprises

Hi there, Question for this week 🙂 I recently created some "golden squares" for our team to use when they connect with a prospect, it allows them to capture the data in an easy way. But.... The way I see the data is NOT the way my colleagues...

Hi everyone, I would like to see if there is a way to see total amount of contacts in our HubSPot account from month to month. I am only seeing a way to see the amount of contacts 'created' month to month. We have the Legacy account, so we dont ...

Any ideas?

Hello, I know how to get to properties in where I can edit the lead status options, but when I try to delete them I get the message " You can't delete options that are in use. You're using one or more of these Lead Status options. Remove them from...

Hello, We were recently onboarded using a HubSpot 3rd party that created our html signatures for our users within the platform. However, the twitter social link is still using the old image and "X" is not appearing. How can this be updated? Also...

Is there a third-party app or a way (with zapier) to automate dropdown options from one object to another. Let me give you an example. Lets say i have Car Brands dropdown in Company Object and the same dropdown is available under deal object...