CRM

The scenario: We are a medical practice that gets patients sent to us from other medical practices (partners). We want to allow partners to submit patients to us online via Hubspot Forms. Why? 1. We want form submissions (new patients) t...

A few posts are about this but none really get a specific answer to the problem. We have a newish free account, with 1592 imported contacts. At the top of the page there's a banner: You've reached your 1,000 contact limit. Most peop...

Unless I'm missing it, I don't get how this isn't a thing. I want to filter contacts that we've met at tradeshows this year that work for companies with 200+ employees. I can find the employee number in the company filters, but company data can't be...

Where is the option to delete a single contact? The page is so busy I can't find it, but I'm sure it's in front of me. ( https://app-na2.hubspot.com/contacts/241963209/record/0-1/99410515643) I keep forgetting the Outlool add-on automatically c...

Hey, if I want to write something in the purchase terms section, why does it not apprear on the quota template ? It previsouly did appear above the "12 month subs terms" but now it doesn't anymore, I did not disable it, is anyone else experi...

Olá, pessoal. Gostaria de saber se alguém já viveu uma situação em que o produto e/ou serviço tem um valor de entrada e depois é feito o pagamento total da negociação. Isso precisaria estar sinalizado diferente, para criar dashboards paralelos....

I contact staff members at high schools across my state and have been building my contact list in Hubspot for a year now. Yesterday, I clicked the "Create and Associate Companies with Contacts" button and didn't realize that it would damage my enti...

as a sales, i need to visit the bis customers, so i will have a plan, for example i need to visit 2 companies tomorrow, and i need to ① collect their feedback and ② introduce the new product to them. after finished the visiting, i will check thes...

Hi everyone, I’d like to build a workflow that automatically creates a task 3 months before a deal's close date . The purpose is to remind the sales rep to schedule a meeting with the prospect if one hasn’t already been booked. So essentially: ...

It was working perfectly until it suddenly stopped for no reason. I was able to make it work with Zapier but the lead source is not right via this method. It's not a pop-up form, any help is much appreciated.

My company does direct mail marketing; we mail a physical letter to each of our prospects on the list for that week. Until 3/23/2025 I was able to export my active list and download an excel table with my Contact Properties First and Last Name, and ...

We have 4 people that are users in our HS CRM. However, the activity for one of the users hasn't been tracking in the Activity Timeline for the best 2 weeks. It looks like she hasn't done anything, but I am recieving emails from HS notifying me tha ...