CRM

How should a very small company (with fewer than 10 people) get started using HubSpot properly?

Hi, I am new to Hubspot and lloking at our Salesforce Integreation and have found that account contact relationships from the Account Contact Relationship Object from Salesforce do not match the associated Companies in Hubspot? How to I fix t...

Hello Good Morning everyone in Community, i have a question about setting tickets in Inbox. it will create ticket by Form, and i don't want to assign an owner. when i click edit from [Treating incoming conversations as support tickets ], the ...

It would be very helpful if Copilot could create custom reports for me. One application of this would be to mine my historical Hubspot data and develop a way to prioritize my contacts to predict ordering patterns.

There was a recent change to the "name" of a field on our website form submission contact us page and that information is not syncing to the native HubSpot property "Message" as it was before. The internal name has not changed in HubSpot (HubSpot do...

We have a deal field called "Qualified by BDR" that we use to indicate which BDR qualified a lead, resulting in a new opportunity. Occasionally, our BDRs will do outreach to a lead, but the lead will book via one of our generic demo booking pages ...

Dear support team, Greetings...!! We are currently unable to raise support tickets from a specific email ID, as it appears the address has been disabled. As a result, we’re unable to create or send tickets from that account. Coul...

How can you change or set up these dashboards and reports to show exactly the information you want, in a way that makes sense for your business?

Hello Good morning, i created a workflow to send the eamil to cantact. some of them are failed because of the low engagemnet. if i want to resend this email to those failed contact, how can i realise it?

Hello everyone, hope you have a nice wednesday. we have several deal stage. one of them is close won. when someone move the stage to close won, it's better to show differnt properties for different teams. for example, when deal stage is moved t...

I have a csv file that has a "column" that contains many lines of text destined for the Contact's "Membership Notes" property. (yes the data in that column is surrounded by quotes) I am importing 30 contacts but when I go to import the page tel...

Hi, I have a couple of questions regarding the 'Manage Duplicates' option within HubSpot. What properties do they use to define a duplicate contact, and can this be changed? We have some duplicates where it seems only based on name, which isn't...