CRM

Hi all, I need some help regarding lead creation with a Hubspot x Salesforce sync. Currently if someone already exists as a lead or contact in Salesforce, if they were to fill out our contact us form, it simply updates that contact in Hubspot a...

Hello, We have some deals that we recently changed companies for on the deal. These deals now show 2 companies attached, is it a way within Hubspot that will allow you to do a mass removal of these secondary companies that do not have the primary la...

Good evening We hold a separate data warehouse from HubSpot, and occasionally import contacts from it into HubSpot. I noticed recently that there has been a change to imports, with a disclaimer stating to agree that all contacts are expecting to...

I had some Estimates I created, but now I do not see a menu item for Estimates. I do see Quotes, but the estimates I created seem to have disappered. Is there some way to retrive the estimates I previously created?

Hi, I am trying to delete 2 properties that are under deals. But it says I need to remove all the records where the properties are set. Is there any way to remove it without the records?

Hey gang, Wanted to get some opinions on this. I've been working with a client for several months now, helping to untangle a messy Marketing Hub workspace that includes a mostly working Salesforce integration. We identified some issues with Cont...

I want to create 2 workflows - To display total count of deals based on their sub-criterias i.e. in-person, virtual etc where I only want to know how much in-person deals are completed. Based on the above workflow's number, I want to trigger an e...

Hello, I have the following issue: We are building a campaign with 2 branches that depend on the specific link click from the first email. The first email has 2 options for click (X and Y). If the user clicks X, we want to send him to the fi...

How can a custom CRM development solution improve customer lifecycle management and automate sales?

I have a client who want to sync contact info i mapped all the fields but when i map the shipping address field it fails to map to a custom property with the same name and the error mentioned is that all the fields incompatible. I tried all the fiel...

Hi! I'm facing a weird behaviour that i can't understanding. I can access a company directly, but when I search same company name in All companies view, it not shows up. I tried to apply a filter by record ID and it not works too. I noticed it w...

We are currently having an API data sync being created to have data migrate from our HubSpot CRM to a mortgage tracking software, but it is not finished being built yet. In the interim, we are using CSV exports from HubSpot and importing those into ...