CRM

Hello all, from my understanding you can use Hubspot as the domain to send emails. So we would like to do that and leave Gmail. How do we do that? Context: Our Gmail account is connected to Hubspot. We use the Gmail domain to receive email...

Unless I'm completely oblivious to how to do so, it seems like within the "overdue tasks" tab, you cannot select all and add these contacts into a list. Please HubSpot, I need to be able to do this!!!

We need to be able to have greater control over the Record Page than just team-specific record page views. For example, our BDR team has a Company record page view that includes custom tabs in the center section. This is great when they're view...

Hallo zusammen, Ich habe folgende Aufgabenstellung: Ich habe eine Eigenschaft "Vertragsbeginn" als Datumsfeld und eine Eigenschaft "Laufzeit in Monaten" als Zahlenfeld. Nun möchte ich in einer weiteren Eigenschaft das Vertragsende berechnet ha...

Hey there, my goal is to put all the information from Salesforce to HubSpot (Companies, Accounts, Opportunities...). HubSpot already syncs with Salesforce, but only specific data. If I import all the data from Salesforce to HubSpot with the inte...

In CRM section Sales Inbox > Messenger (Facebook Messenger integration) For roughly one month, we have been unable to reply to Facebook Messenger messages through HubSpot. We receive the response with an exclamation mark sign in a triangle ...

Hi All, We issue quotes to customers with a lenght of term for the contract (not subscription based) and I want to take that term and automatically populate that into a custom property within the deal. At the moment, the Values in the quote d...

Is there a way to send a deal owner and manager an internal email when a new deal is created (regardlessof stage). That way when sales support enters the deal, the rep knows it is ready automatically

Hello, We Are working on a solution to identify our dormany accounts. We want to build a workflow that will look at every deal a company has and select the latest deal end date and paste this on the company level. So for example if Google(client) h...

I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: Th...

Hi All, Wondering if anyone had a workaround where you can make another property mandatory when a single line text field 'is known'. Trying to get the sales team to have to fill in a 'Date ARR Changes' field when there is a value in the 'Schedul...

Hi guys, I'm trying to create a list that only features people that I haven't emailed or contacted. The purpose is to streamline my workflow so that I can just add a load of contacts in a day then mass email them with an introductory sales email rat...