CRM

Hi, I would like a way to delete a task in a customer's profile without having to go through "tasks". For example, if we have a customer in a movable sequence (where I do not have to complete the last task in order for the next email to send), it st...

I just did a mass delete of a very large import, but my contact count is still showing an unusually high number. I exported my contacts, and I should only have 26K, but my count shows 97K. When I try to search those records, I get an error, so I ass...

I have a big problem here, I created a custom object when I assign the owner the hubspot team property does not automatically mirror the owner's team. I need help because this is getting in my way even in the dashboard filtering. exemple: ...

Greetings all, Hoping someone might have some ideas. I'm a member organization represented by multiple companies who collaborate on marketing efforts and lead generation. In addition we all have one common company that resells our produc...

Hi, We are currently unable to access Workflows from the Deal Stage within the Pipeline editor. Previously when creating a new Pipeline we were able to click on the + icon in the deal stage to create a new workflow and with this step the e...

Hey everyone I'm a Noob, never thought i'd say it, but it's true. I am, and I need help. I'm in the middle of a big fundraising campaign with 6 weeks to go. I had been advised to move over to Hubspot but I haven't had a chance to. I had a fe...

Hi, I have set up a workflow so that our SDR's get an email notification for every new MQL that we convert on our webpage. However, this results in several emails being sent to them on a daily basis. Do you know if it's possible to set this up s...

Hello, our company schedules physical meetings for our sales representatives and customers. We have Google calendar connected to Hubspot. Unfortunately, when I schedule a meeting from the Contact Record with the address, time and date and conf...

Does anyone have any experience or idea on how to integrate Webex Calling into HubSpot? They're using Teams for meetings but do dialing with Webex Calling.

Hi community, over the years a huge amount of workflows was added to our HubSpot. Some of them might be redundant, others might in worst case even counteract. For cleaning our workflow landscape I want to make a 360 degree view on our workflows, e...

Hi! This is urgent need? As I created HS form to get request or information frrom customer - one thing for needed is customer job title. HS internal Job title cannot work because it is free text field which creates huge problems. I managed this to...

Hi there, Is there a way to disable users to create a deal directly in the Closed Won stage? Or any workaround perhaps with a workflow to disable this possibility? Thanks!