CRM

Hello everyone, SOSSSSSSS, I've encountered some obstacles. when i creat a report about deal stage. the X-axis is deal stage, the Y-axis are count of deals and rate of deals for example deal stages are A\B\C\D. X-axis=A\B\C\D. Y1-...

Is anyone able to assist in the best way to set up a workflow to send deal data from HubSpot to a Google sheet line by line? ie. Not just a list of deals and their value but also their line items and values? Our finance team are currently exporting ...

How do I check what the last modification was? Or the last activity? Right now, the only properties offered are last activity date and last mdification date but how do I see what the last activity or modification actually was? Especially since ...

This was working for a year and then stopped: - Notification is enabled - e-mail address is a user - disabled, updated and enabled notifications - form submission works - no e-mails in junk or spam I checked all the recommended actions and read ...

We started using Breeze Enrichment and have found the results dissapointing. There is little data for Contacts despite the statements that the enrichments are for both Contacts and Companies. We've also found the data on Companies suspect and innacu...

How can i make the brand filter criteria a specific dropdown answer that is part of my form? I want to change lifecycle stage based on the 4 different answers to a form field.

Hello! We are using the feature to prevent deals moving backwards, and it is great! When deals are in Lost stage we allow users to move them back into the active pipeline, but we would like to restrict this to a specific stage (Sales Qualified Lead...

Hello! We would like to limit users permisions to move deals from one pipeline to another. For example, w e have noticed that some deals are incorrectly moved from the Sales pipeline to others, such as Outbound , when they are disqualif...

How a customized CRM can deliver the same benefits as HubSpot but with more flexibility to meet specific business needs.

Hello everyone, we are try to push the HubSpot system to other countries, and we want to know the usage of HubSpot. so i check the data in audit log--login history. but the data is not correct. it seems couldn't track the login history in APP. so...

Hello everyone in community! hope you all have a nice day and this spring be nice with u. i have a question about the asociation lables. in the creat form, when the object have the association with company, i can fill out the company informat...

I have a Wordpress site with the HubSpot plugin. I created a HubSpot form (new client application) that I embedded on one of my site's pages. That works fine. When the client submits their application form, I want it to create a Wordpress accoun...