CRM

hi when we have created a meeting and we have to define the actions to be carried out, we create tasks, and we want to associate these tasks to the meeting for follow-up. unlike the rest of associations, it does not allow to configure (objects/acti...

Recently, our sales team starting using Salesforce engagement platform, Groove by Clari. As a result of this recent integration, we are noticing Groove is creating duplicates in Salesforce. The duplicate always has the wrong contact owner and cont...

I'm looking for a way to tag people in my networking group, so that I can filter them to add them to certain emails and exclude them from leads. From my understanding there is no native tagging feature, and the third-party option HubTags stopped...

Hi there, we are in the process of onboarding a new business unit onto HubSpot, this BU will have it's own pipeline and the information collected against deals is also different. We've received an internal request to add additional fields to repre...

Hello HubSpot Community, I'm experiencing a significant issue with spam submissions through my HubSpot form, and it's starting to cause major disruptions. The form in question is: Form Name: Pallet Shuttle Contact Form (Contact Page) Page URL:...

Hello everyone, SOSSSSSSS, I've encountered some obstacles. when i creat a report about deal stage. the X-axis is deal stage, the Y-axis are count of deals and rate of deals for example deal stages are A\B\C\D. X-axis=A\B\C\D. Y1-...

Is anyone able to assist in the best way to set up a workflow to send deal data from HubSpot to a Google sheet line by line? ie. Not just a list of deals and their value but also their line items and values? Our finance team are currently exporting ...

How do I check what the last modification was? Or the last activity? Right now, the only properties offered are last activity date and last mdification date but how do I see what the last activity or modification actually was? Especially since ...

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...