CRM

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...

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...

Hi HubSpot Community! I’m facing a challenge with our sales team workflow. We have several sales agents who need to modify lead stages after leads are qualified, but I noticed that only admins can edit lead stages post-qualification. Importa...

Hi all, wanted to know if anyone had encountered a way to bulk enrich company data in Hubspot with the UK company house number?

Dear Community, I’d like to know if there’s any way to include a physical meeting address in the meeting tool. Ideally, it would be the company’s address or any other relevant location we might need for on-site gatherings. If anyone has insights or...

I want to migrate data from "A" account to "B" account. Below are the data to be migrated; 1. Deals 2. Contacts 3. Companies 4. Users 5. Tasks For users, I want to import all the associated records as well. While I was exporting data from "...

When I have a contact, and he is sales qualified, automatically a lead is created. When the lead is qualified, automatically a deal is created. What surprises me is that my lead is not associated to the deal. Which is totally not logic. At cont...

Hi Team, Is there a way to determine how many form notifications a user is added to? How can I retrieve this data without performing a manual task?

Is there a way to adjust the width of properties or the underlying columns on a card in the CRM? For example on the center card area when I add a card it seems to have an underlying 4 column layout so properties fill those columns and use those ...