CRM

Hi community! Due to a strategic decision at my company, we’ve decided to add companies as leads instead of individual contacts. Now, I need to remove the leads associated with a contact from the Lead pipeline, but I’m worried that doing so migh...

Is it possible to set a custom field in Deals based on the users (Deal Owner) Team? If a user is part of Team Europe, can the field SalesTeam in Deals be set to Europe when Deal is closed won?

Good day, colleagues, We are considering changing the naming convention for some stages of the Deals in our Land pipeline. If we change or even remove it, how will it affect the historical data and reports? What is going to happen? Than...

I have DealAssociations, CompanyAssociations and ContactAssociations. All of them have columns: Id, AssociationId, Type, TypeId, TypeName. Is there a way to extract all of the rows that I have but only columns Id and AssociationId? Currently I'm try...

Hi, colleagues, What is the way, except for workflows, to automate the syncing of all activities associated with contacts? Let it be associated with everything that this contact is associated with, such as companies and deals. It's very unco...

Hallo zusammen, wie kann ich in der globalen HubSpot Suche einstellen, dass HubSpot mir bei einer Suche nach Thomas Müller nicht alle Thomas und alle Müller ausgibt, sondern nur die Ergebnisse die exkat meiner Suche nach den zusammengehörend...

Hi, We have automations that would create new tasks when certain criteria is met. Normally, our team would click on the Start tasks button and work through them. What I want to know is, how to add new tasks that gets created into this alrea...

The problem: We have HubSpot and people would book meetings from Calendy and other options they can to book a meeting with us. Howevery, once booked. We have Zapier to supposedly automate everything for us yet it doesn't work for meetings that...

Hi Community, I have enabled a one-way Sync from Pipedrive to HubSpot for Companies and Contacts. After realizing that my data was incorrect, I deleted all the data in HS, reworked my data in Pipedrive and re-synced everything. The problem is that ...

Hello, I accidentally made a contact opt out of emails. How to change the property "Unsubscribed from all email" from True to False in a HubSpot contact? Thank you

We are an educational institution and I have activated the course object. I have already spent quite some time converting our working method in Hubspot because this add-on seemed promising, but I am now running into 2 important things that do not ...

Hey All! My boss has asked me to create a workflow for when a contact (and associated Lead) from an event finish a sequence and if they haven't responded, we set their lead stage to disqualified and disqualification reason to 'Unresponsive'. I...