CRM

Hi everyone, I'm currently managing a sales pipeline where the process goes as follows: The BDR owns the deal up until the demo , and then the AE takes over after the demo . The issue: when we change the deal owner from BDR to AE , we lose the ...

Hi, due to a mistake we need to exchange the value „deal amount“ in most deals. We have an excel file with the correct deal amount and the unique value „deal name“. I’ve tried to find a description on how to proceed, but did not find a fitting one. ...

I need advice / help please. We have a huge global partner, with thousands of Sellers. These SELLERS are in HubSpot and are often involved with DEALS for multiple COMPANIES. Therefore, we want to track (at CONTACT level – but relating to ...

Hey Team, I am getting 403 error with the message message : "This app-cookie does not have proper permissions! (requires all of [calling-access])" while I am creating a workflow. The api called is https://app.hubspot.com/api/calling-orchestrati...

I have created a pop up post on our website to display after 50% scroll to capture the users email address. However, the popup never actually appears on the website. Do I need to do anything on the website end to enable this? It's a Wordpress in...

It looks like I can change ticket record views based on teams, but is there a way to do it based on the pipeline the ticket is in? We have multiple teams with overlap between pipelines. I feel like this is obvious and I'm just missing it.

Does anyone know the maximum number of records that can be created by a workflow within a given period? I.e. If we had a workflow creating records consistently, nonstop, would there be a point where we could not have anymore records created? Add...

Looking for alternatives to the native HubSpot meeting scheduler. Calendly is an obvious choice, but expensive at the lowest tier that allows integration. How does cal.com compare? Are there any alternative calendar integrations that provide a ro...

Hello, we have our settings so that everyone can view all companies but can only edit their own companies however if we want to restrict one company from being viewed by anyone but the management team is that at all possible or woud you have to chan...

Hi I'm trying to associate a ticket created through a workflow. However, my ticket properties has to direct matching values with my custom object - only indirectly through Contacts or Companies. I've tried modelling it in the screenshot appended he...

Hello! I have been able to have new Invoices successfully auto-increment their numbers with each new one. Recently, I had to go back and delete all of my invoices, paid and unpaid, because I wanted to change them. Now when I create Invoi...

Good afternoon team, I am reaching out for support regarding the automatic synchronization of my contacts between HubSpot and Brevo. Despite multiple attempts, I keep encountering error messages when trying to set up the sync—both from HubSpot and ...