CRM

Hello Team, I hope you are doing well. How can we give an add attachment option in the card anyone have any suggestion please let me know. can anybody have the same issue please let me know. Thank you in advance for your help and support. ...

Hi team, I am currently using HubSpot for our business partners. I would also like to use it to collect contacts from our freelancers. Yet I dont want the two groups to get mixed. I didnt find anything on how to create 2 independent CRMs in one...

Hello, colleagues, I do not see an option to add several Contacts to a Lead from the Lead entity. You can add a contact to a Lead once you create it and have a warning sign next to it with something like "Add a contact." Once you add a...

We can add custom industry fields. But we can't remove the default industry fields. In our case, there are at least 90% of the fields that aren't matching our ICP or partners profile. ==> For simplicity and ease of use, we'd love to be able to...

Hi I would like to be able to record competitor machinery that is already purchased and is on site at a potential customer. This allows the Sales Team to be prepared for what is on site and what we can offer as an alternative. I do not want to...

Hi all, I have a multiple checkboxes property say 'Interest' with different values, now I have some values that are outdated so I want all the contacts with value A to have value B instead. So let's say instead of "Sports" I want to transfer it...

Hi all I'm experimenting with how importing works at the moment for a potential CRM migration. I've imported a number of companies into the CRM. I've also created a custom object called Facilities. I have a spreadsheet with all the facilities th...

Hi All! I have a lot of Workflows that creates tasks and I'm thinking some might be repetitive but I don't have full memory of the exact workflows that creates tasks, is there any way I can apply a filter to have better visibility of those? ...

The new property sync is great. However, if I want to copy a property from contact to associated company property AND at the same time making the company property visible and usable in the Create company form and Company record view it's no good. ...

Hi everyone! We use Whatsapp via Whatsapp API, natively integrated with Hubspot. I am looking for solutions that will allow the creation and management of a bot , commonly used in the Whatsapp ecosystem. From my understanding there is no w...

Im trying to create a workflow for a ticket. I want to send an email to a specific user when a ticket status is changed to 'passed on'. I created a test ticket to do this but the workflow did not work what am I doing wrong?

Hi smart people Right now we have a primitive word document we use for making employee contracts. In there we insert name, email and all info to the word document manually. Lets say we have all the data on the new employee in HubSpot, is there a...