CRM

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?

hello i have a question about company, there is a lifecycle in compamny, i wang to know entry and exit times of each lifecycle. i found thoes properties in Contact Dataset, but there is no property in Company Dataset, does someone know about it? ...

How can I add a custom tab to the Deals section in HubSpot CRM to store custom data?

How can we clone a deal without using integrations?

Hi everyone, I encountered a problem when using CRM. After I exported the contacts and downloaded them locally, my "CONTACT -> NOTES" field became the "Associated Note IDs" field. And my NOTES became numbers. Before, NOTES would not change after ...

I tried to change field type in Company but receiving below error This property's field type can't be changed because it is used in 2 assets. I have removed the 2 unused Forms but the error message persists. Have anyone experienced this a...

A ordem dos dados dos clientes feita pelo site da Hubspot, no desktop, não é aplicada da mesma forma no app mobile. Isso não foi contado antes. Acredito que tenha havido alguma atualização que tenha deixado assim. Os campos personalizados ...

What is the best way to make certain fields on the Company required. If someone opens up a company record and any of those fields are NOT required, how would be the best way to have the user fill out those fields? The main requirement to trigger t...

Using this community, I've been able to solve the first part of my problem. Thank you! Now, I'm looking for answers to help solve the second half. Our current process has a user submit an inquiry form (a Gravity Form), that then fires off an au...

Hey folks, I'm doing some data clean up and need to merge some company records. We have a custom property that is bringing in data from a Wordpress site and when I merge two companies together, it keeps the primary record's information for that pro...