CRM

Hi Folks, I am looking for some directions regarding my career upskill. My Experience Summary: I've worked with Salesforce for over two years in my current workplace. My role is mainly admin-related, where I troubleshoot and implement...

I am setting the Close date of a Deal manaully via Workflow. The Workflow is doing the job, but HubSpot is still setting to the Date the Deal is closed Won. When looking at the Close date property audit, the date was set by HubSpot Processing. In...

Hi Team I have a client who is on SHP. They want to ensure that the deal amount cannot be manually updated i.e. it should always equal Total Contract Value. I have created a workfow that will work once that essentially sets the amount value to e...

We have a professional sales hub plan, and we need to create a task at the end of each day for contacts in a certain value. Is there a way to do this through workflows? the status should be checked at this certain time. because it might chang...

Hi There, I would like to sync or copy data that is included in a contacts activity feed into their contact properties. I have a response from a SurveyMonkey survey within the activity feed of a contact. I then want to save the response into th...

I would like to standardise for everyone in the team the properties they see when they open All Contacts. Is that a possibility? So if I click on CRM > Contacts how can I edit the columns to have them appear in the view set by default for all...

Hi, I tried to delete a custom property to replace one as we maxed out at 10. It said it's being used with 30 different views. I went through the views and removed the propery - I went back and it said the same and they never got removed when I...

Hello lovely HubSpot support community - I've enjoyed reading lots of threads so far, seems like some really helpful support is offered here 🙂 I have another set of issues I'm experiencing recently... I'm doing some test imports before doing ...

Hi, Due to an internal error, we had like 3000 contacts moved from Status MQL to Converted/SQL incorrectly. We have fixed this and reverted back to the correct stage, but the problem is that this has broken our Customer Journey reports, since we...

Hi, I am trying to build a deal-based workflow with a follow-up email for first-time buyers of Product A and Product B. Since we have several forms, and some of them are not HubSpot forms, the workflow cannot be contact-based or built around form ...

I want to save google calendar event link as hs_meeting_external_URL when creating a meeting event through Engagement API and I get following error: Invalid input JSON on line 1, column 695: Names for properties should be lowercase and have less...

New to hubspot and designing our first form which requires quite a lot of information. Sure I should be able to design the form to include a 'next' or 'continue' button to prevent information overload, but I can't see how to do this. One of the ac...