CRM

What is CRM for Travel Agencies? CRM is how businesses use technology to manage customer interactions better. CRM systems store and process customer data, automate internal tasks, and improve client communications, leading to happier customers a...

We have implemented an initiative wherein our sales team needs to make contact with a certain number of Companies per quarter. We've just realized that the 'Last Engagement' property only applies to Contacts. This seems silly because if a Contact ha...

I created a 1:1 Company:Contact custom associated label Primary Contact, here is the association in Company and Contact objects My goal is to get a list of companies that have an associated primary contact and their info (associated...

I'm currently building a list to understand how many contacts are submitting forms over 5 times - what I'm curious about is there a way to refine my filters so that I track specifically contacts that have filled out 5 or more forms within a specific...

Hi! I recently started to use TL;DV for all my meetings. As a meeting ins completed it will automatically create a meeting in HubSpot with the notes created by the smart summary in HubSpot. Here is my challenge. As of today, HubSpot has a meeting...

I noticed that there's a default property in HubSpot for deals called MRR (Monthly Recurring Revenue). However, in our case, this field is appearing empty and doesn't allow manual editing. Could someone please clarify how the MRR value is calculated...

Hi Is it possible to set the null value back on the property that has a value? Property is a multiple checkbox type with 2 options. I know that we can set the empty value there, but my question is if we could set the null there.

Hello everyone, I have the Marketing - Advertising report in HubSpot, but it’s empty. HubSpot is not associating conversions with campaigns, nor is it linking page views and sessions. •The Google Ads accounts are correctly synced with H...

Hello HubSpot Community, I would like to suggest an enhancement for the CRM Inbox feature. It would be incredibly helpful if my team could have the ability to delete or unsend messages sent to clients or leads. This feature would allow us to add...

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I'm trying to figure out if there is a way to capture last Zoom Webinar registartion and/or attendance date on a contact record? I know you are able to see Zoom metrics in the Contact Activity, but it doesn't seem like you can surface these metrics...

Hello All, Subject : Trying to send out a reminder email notification to a group of contacts who did not open the email communication in a workflow. Scenario : 1. Created a workflow where on monthly bases we target our users with a email 2. Would...