CRM

Hi, I modified the dashboard access for some of my dashboards to "Owner only" (which is me). However, people are still able to access the dashboards (and they are not admins). I made the changes a few days ago and its still not working. Has ...

Hi all See attachment, is this a bug?

Hello! I have a question regarding an automation of a custom property. We have created a custom property on contact level called “Discovery call date”. The idea is that we have the first call date logged in this property. We have done this mostl...

Hi, I need help with a process in HubSpot where I want to create multiple deals at once, each assigned to a specific stage in the pipeline. I’ve tried using a multicheckbox property (5+ options) to select departments, but I’m encountering an issue ...

We are looking to sync the two systems in order to track marketing activity but I am seeing some limitations. My company uses "NetSuite Leads" to track information and convert to customers. HubSpot only allows for "NetSuite Contacts" to integra...

Hello! I'm trying to create a system where hubspot would calculate the risk based on overdue tasks. We have an automated system that notifies the my sales team when a task is overdue. But I want to add another layer to the risk factor and that ...

It seems like a breaking change has been silently made to the behavior of the 'copy property' logic in HubSpot. Historically, and per the published documentation (last update June 2024), if an enumerated property is copied to a text property in, fo...

Why does my hubspot account no longer have spell check? It used to work grand but now I have to type my drafts poutside hubspot and copy and paste emails. I have nopt changed browsers - and, spell check works fine with other programs. Please advi...

Is there a way to have line item's be a mandatory field for verification as a deal moves through the pipeline? I have certain properties trigger data entry or verification during different parts of the pipeline stages but since "Line Item" does not ...

I’ve been receiving unusual leads with strange inputs for the past two and a half months, but there are no active campaigns that could be generating them. What steps can I take to identify the source and resolve this issue?

Hello all, So we have this workflow, where after a form is submitted after a couple hours a "welcome email" is sent to the newly created lead. To make this, we created a simple Sequence with a email template and appended the sequence as an actio...

We are using Craft CMS and Freeform plugin. Everything was fine before we updated it, now we are moving from API v1 to v3 and an error occurs. When user submits form, he created/updated contact. Now it only updates existing contacts and for new ones...