CRM

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?

Hi community! We currently use a custom property to track the source of our contacts, but it was set manually in the past, leading to some inconsistencies due to poor selection. To address this, I’m considering creating a new property and build...

Hello, Dear colleagues, We want to create the space (property) in HubSpot related to the 1st Deal Stage—Discovery in our Land pipeline with several questions (10 with either checkboxes or text boxes that must be filled in) that are all considere...

I can't add new contacts to my account. it stopped at 226

Hi Everyone, I am syncing contacts from Salesforce to HubSpot. In Salesforce, we have a custom field called "Main Vertical," which is defined as a picklist under Account object. In HubSpot, this field is set up as a dropdown list. ...

The use case that I'm experiencing is that I have a sales team who instead of following a round-robin lead assignment process, assign leads to their reps based on what rep is available that day. For example, on Mondays and Wednesdays, leads coming i...

Hi, I am wanting to compare two properties on the same object to set another property on the same object. The three properties are on the Deal object: 1. Deal owner 2. Company owner 3. Is a match This is the scenario: Deal owner = Ja...

Hello, I'm wondering if there's a way to create a round robin task assignment within a workflow? For example, we have an onboarding workflow and would like call tasks to be generated and assigned to our sales reps equally - is there a way to do thi...

Hello, I've spent an hour or so trying to research and solve this issue myself, without success. The problem is that the task we set up as part of a sequence is marked as 'set to repeat.' This is not an option when setting up the task, nor is it...