CRM

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...

Hello HubSpot Community, This is Naz from HubSpot's product team with an intriguing question: Have you ever wished you could view and manage associations to records in bulk? We're on a mission to make it easier to handle associated records, and ...

I have a field from a custom property that I want to copy into the contact object to personalize a template. In some cases, multiple records would populate that singular field. How do I do this? I have a list that has that data that I want to im...

Hi All, I was just wondering is there an easy way to trigger a workflow when someone is un-responsive in a sequence? It seems quite hard, I've seen on sequences the details section, but can't seem to find Details on workflows. Otherwise I would ...