CRM

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...

I am stuck in creating a workflow. We have 3 properties - Deal Stage - Current Deal Stage (Custom) - Previous Deal Stage (Custom) If the Deal Stage / Current Deal Stage updated, I want the previous value to be copy and input in the "Previous...

Hi, First time I've tried to setup chat. I've gone throught the knowledgebase article and still cant find a problem. https://www.campusclothing.co.uk/ I've set the target to allow all pages so not URL dependant. I've put it at the botttom o...

I am trying to set up a notification when a client has sent an email (logged to a deal), and we have not replied to that email in more than 24 hours. I used these filters but it seems to be still pulling in deals where we have replied to the cli...

When someone signs up for my tool, we onboard them by sending an email with the access link. However, when someone signs up outside of business hours, we can't send them the email immediately. I want to automate the email sent by HubSpot...

We are a group of 5 using the "daily digest" feature available through the Hubspot CRM. Two of us get the email every day saying what the tasks for the day are, one gets sporadic notifications whilst the final two receive nothing. We've done the s...

Hi all, I am trying to update the Lifecycle Stage based on another property's value. Is this possible with Free or Starter version? Also is it possible to change one property value of a contact based on a property of their associated Deal or Comp...

Hi all - I am trying to build a dashboard that reflects net new activities of sales reps (calls, emails, etc. that are sent to contacts that are NOT related to any deals and are NOT customers). Any way to do this?

Hello, My team is using HubSpot to track companies, deals, contacts, and related tasks. When I leave a comment on a Task, I cannot see who left the comment and the exact timestamp of when the comment was created. I have to manually type in the d...

Hello everyone! The "date entered" deal properties created by default in HubSpot are populated automatically. We have revamped our process with a new pipeline and moved legacy deals to the new pipeline. However, we’ve found that we cannot populate ...