CRM

Hello, I noticed the label or ribbon on the top left of my primary contact is now gone? My IT team checked and our permissions have not changed. Any other ideas? This is what it looked like before, but now the grey primary label is gone

Hi guys, I am setting up my CRM and I have three different email inboxes that I want to link to my Hubspot. These three inboxes use the email service of my domain and are therefore not linked to an Outlook/Google workspace. In the inboxes ta...

Hello Is it possible somehow to display the tickets associated with the Company or Contact at the Deal card. I see that it is possible to create a new association Deal-Ticket but I don't want to do like this, because in fact the exact ticket can n...

Hello, I want to narrow down the form submission trigger with one of the following: URL domain, base URL or URL path. The problem is that I can't understand which one. Can you help me understand the difference? I have to narrow the trigg...

How do I set up a form submission workflow to create a new contact besides the contact that submitted the form?

Would there be an easy way to have a report of companies where there are contacts that have no phone numbers, versus companies that do? Im running into an issue where the same company appears on both reports if they have one contact without a nu...

Hello, I’m facing an issue with lead distribution in HubSpot workflows. Currently, HubSpot assigns leads randomly between multiple sales reps based on probability (e.g., 50% chance for one, 50% for the other). The problem is that this method do...

Hi there I have some static lists I want to delete that I can't becuase it says the list is in use on a workflow - but I can't see the workflows and from what I can see there are non active in any emails (which is what the workflow was, create a...

A user of my company owns the ticket, the deal and the contact. Nevertheless he cannot see any email sent by this contact and already associated with the contact, deal and ticket. Only I (as super admin) am able to see the email. Can you help? t...

Hi all, I'm looking into the possibilities to have a workflow that automatically creates a task for the contact owner that is due 1 hour after a meeting end time. Example: I book a meeting (via de scheduler or just manually via hubspot) for...

Hi, We have a mobile app that captures data using the sensors within a mobile device. Based on that data during a monthly time frame a customer may or may not qualify for incentives/discounts/credits. Additionally, there is some really ...

We had a workflow that was opting out disengaged contacts. I'd like to see how many contacts were opted out from that workflow vs the contact opting themselves out. How can I do that?