CRM

Hi everyone, I’m trying to integrate my data registration form into pre-set templates or text blocks for email sending. The idea is to reference a specific contact and, by selecting the email and the template, send an email asking them to update the...

Hi. I am trying to add "listings" into my CRM menu on the left, so I can navigate to listings as I can contacts and companies etc. But I cant see how. Any help appreciated

How do I have the Deal Amount automatically filled out or referencing another field. This Amount is used in many of the built-in CRM features, like pipeline value so that's why I want to use this property. Since this is a default Hubspot property on...

I'm having issues when going to the CRM - Contact - Preview. When i previously done this It would display tasks and emails sent. Now it says the following: ALL IS NOT LOST somethings gone wrong. please refresh the page and contact support if the p...

Hello, Can I customize the RECORD ID for a specific property such as DEALS? I want to use the the Record ID to idintify each deal I'm working on and use it for the company internal use such as quoting... Thank you, Karim

Hi there, Was curious if permissions settings can be changed for individual lists in HubSpot? Can you make a list hidden?

It would be very helpful if we had an option to bulk add deal splits to deals.

Is there a way to send notifications to ticket owner and other designated users when a ticket has been stuck in a stage for longer than a certain amount of time?

Hi - we need to use the API to create and associate notes to tickets. Inside the body of the note, we need to @ tag specific users so they are notified of the note. How should the user ID be embedded in the note body in the API data so that Hub...

Hi everyone, I'm facing an issue with logging emails and contacts related to a customer in our system. Here’s the setup: Emails are being sent from an employee’s account that is not connected to hubspot (for confidential reasons). The employe...

Hallo Team, ich überarbeite aktuell unsere Onboarding Pipeline. Tickets werden automatisch nach dem Ausfüllen eines Formulars erstellt und landen in der Phase 1 Open. Dabei wird ein Workflows getriggert und die Tickets in der Onboarding Pipelin...

In a workflow, when rotating a record and using the Team option - does it rotate between users on that team? So it behaves the same as rotating to specific users, just that the specifics users are members of the team?