CRM

Hi Team, I’m trying to find a way to generate a list of companies assigned to me in the CRM that I have personally never contacted, neither by email nor phone. Some of these companies may have been contacted by other teammates in the past,...

Hello! I am curious if there is a way to have separate association cards on company records based on the association label. Example: We work in healthcare IT. We have a current set up of the following association labels. - Facility (child) - Net...

Hello! I am wondering how I can move a contact from one list to another without losing any data that has been assoicated with that contact. I will be using different lists for different marketing innitiatives. If a prospective client ends up sig...

If you're a business looking to send messages, automate chats, or offer real-time support on WhatsApp – you need the WhatsApp Business API , not just the app. 🔍 Why Choose a WhatsApp Business API Provider Like BOL7 ? ✅ Direct API Access ...

When creating a new deal, I'd like to have the deal name automatically created from the names of the products/line items added to the deal. There used to be a Default Values option in for deal names, but i'm no longer seeing it. Is this still possi...

I have a custom code where I want to capture only the "time" of a created date field (set to date and time picker) and place the text into a new property that is set to single-line-text. If I use custom mode, I can get the date and time to populate...

When I hit the API endpoint https://api.hubapi.com/marketing/v3/forms/ , I receive a list of all HubSpot forms. Could anyone please let me know how to distinguish between legacy and non-legacy forms from this API response?

Can I show contact information (like name, email, phone) stored in HubSpot, inside my React app — and update it live (dynamically)?

I created a workflow to change the date format of a DatePicker property to YYYY-MM-DD. I used the Format Data option under Data Ops within the workflow builder. However, the output is producing an extra digit on the end of the day. So instead of out...

Hi Is it possible to clone products in the Product Library in to another "price Book". I currently have 22/23, 23/24 and 24/25 all with the same products but the price is different. So far I have had to retype them all out for each year (labor...

How can I send a series of automatic emails to my leads or customers in HubSpot, over time?

Hallo liebe Community, ich habe mir die Frage gestellt, ob es möglich ist, einen Hauptansprechpartner einem Unternehmen zu zuweisen. Es ist ja möglich viele Kontakte einem Unternehmen zuweisen, aber diese noch unterteilen, damit nur eine Perso...