CRM

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 ...

Hello, I recently switched to the newest version of Hubspot and bought sales pro and service pro seats. After having already setup quote approval workflows, I can no longer see the option to ask for approval before publishing quotes in the setting...

Hello community, Hope you are doing well. I have cloned the default Product Module and begun customizing it in the Design Manager. I'm excited because I was able to change the default values of the fields so it styles depending on our brand ...

One of my sales reps merged 2 deals accidentally. Can I reverse it?

I have a setup where there are quite a few associations and association labels between Companies and Contacts. I am trying to build a workflow that would let me trigger notifications to a Company owner when a few different situations arise. I ...

Can anyone highlight the pain points?

Hello Community, i wnant to know someting about dashboard. the same dashboad, can different permission set will have different data range? for example, the boss can see all companies(100), and sales can only see their own company(20). so the chart...

Hello everyone, good morning/afternoon/evening. i have a lot of tickets in HubSpot, when i export in bulk, the information of attachment couldn't be downloaded, how can i export all acctacnments in bulk? it's very important to me.

Hi all, I'm working with someone that needs access to create colored tags, and I find it insane that they need to have super admin acess to the account to do that. Let's get this set up so that these permissions can be granted without super ...

Hello all, I have Hubspot synchronized with Salesforce, and I am detecting that some leads have been created without owner. Could you give me a clue or a possible solution why could this be happening? Thanks for your help. Best rega...

sometimes it is lagging what can be the possible solution?