CRM

We recently implemented HubSpot in our company and are having significant difficulty setting user visibility permissions for companies, contacts, and deals due to the complex structure of our organization. Our situation: There are over 30 teams i...

Hi, I work with a UK study consultant agency , there are tons of leads and queries that comes from the website, we are using some custom made CRM which was working fine untill now, I was thinking whether HubSpot will be a good choice for us. We...

We created a custom multiple choice property and we want to capture in a separate field the last selection added to that property and the date that the selection was made.

Hi HubSpot Community, Previously, HubSpot had a feature that allowed us to track a website visitor’s full journey on a connected website. In the contact record, it showed: Pages the user visited before submitting a form The exact page where t...

Hello HubSpot Community, I have we are migrating our data from salesforce to HubSpot but we are facing issues while mapping salesforce properties to Hubspot as these are not the deafault properties in HubSpot can you guide us how can we cr...

Hi All, Please could someone help me understand this error? I am wanting to Property Sync my Contact Country property with a Deal Country property.

Hi, Our HubSpot account previously had a paid subscription with multicurrency enabled. Now we are on the free tools. We’re experiencing the following issue: we cannot create a new product in the Product Library , because the creation form conta...

Our SDRs do research on a prospect and gather information. They updated fields on the Leads. When a lead is qualified and it becomes a Deal, we want/need these fields to copy over to the Deal, but there doesn't seem to be an option to do so. Is t...

Hi everyone, We’re seeing a strange issue with drag‑and‑drop in HubSpot board views and I’m wondering if anyone else has run into this with managed browsers / corporate environments. Issue In deals (and other board views), when we drag a card ...

I’ve been working on a few funnel design projects at Funnelsflex.io, and one pattern keeps showing up when funnels connect properly with the CRM: lead quality improves more than lead volume. When the funnel is designed with clear intent stages (awa...

Hello, I’m experiencing unexpected behavior with the “Fill contact details from emails with HubSpot AI” feature for contact properties. Context: Connected personal email address The “Fill contact details from emails with HubSpot AI” setting ...

I'd like to see, directly from a contact's record, which (static) segments they are in. Ideally, I'd also like to be able to add a contact to a (static) segment right from the contact's record view. I'm on the Starter plan. @Victor_Bec...