CRM

I'm trying to create a list of the contacts who finished a specific sequence, it doesn't matter how, just that they finished. I used the create list button and created the list. However, when I look at the list the total contacts do not match the t...

I can not create a custom property. The button in the repective menu is displayed grey (not orange). When hovering on the button it displays: There are issues with property details. These need to be fixed before the property can be saved. ...

What does it mean when it says "This contact was created from Paid Search from Pan"

When completing all the instructions to connect my Google calendar, it appears as if I am done. However, when I go to set up a meeting it transfers me to the Calendar set up and there is a message that says Your Calendar is not connected. (I perfor...

Im trying to measure acceptance of Marketing qualified leads. (using lead object) I have set up that when a contact becomes and MQL it will automatically create a "lead" for that person in the stage of "New". At this point it can be accepted and m...

Hi, Trying to see if / how its possible for HubSpot to help us with the following. We want to send out a general email to our clients, who don't appear to have any activity with us for the last, say 60 days. But the latest activity attri...

For some reason, I no longer get reminders in my inbox when a task is due even though I have specified to recieve them and I used to get them but now it suddenly stopped working. My email account is connected to HubSpot as well, nothing has changed....

Is there a way to mass fix contacts who have missing time zones? I have a client who wants to do localized time sends but like 65% of their database is missing time zones.

I have gone through all of the proper steps and am showing that my Outlook and HubSpot are synced. However, my contacts are not populating into Outlook, and the CSV file that I exported from HubSpot, in an attempt to upload contacts manually, is not...

Hey everyone, This started with a request to build a report that shows closed revenue totals split up by Line Item Asset Type. We quickly realized a lof of our revenue was listed as "no value". So we got all of our Product Asset Types updated in...

Hi, I want to create several "Subjects" in the CRM and link my related contacts with particular subject. For example, there will be A-B-C, three subjects. Now, I want to link Subject A with a particular contact, say Mr. Xyz. Is it possible that if ...

Hello! Want to see if I am missing a Custom Object setup feature or if this is just a gap in Custom Object workflow functionality. I am trying to set up a workflow so that when a certain meeting type is associated with my custom object (Implementati...