CRM

Hello, I am building a workflow and I am wondering if I can include the contact information (primary contact email and phone number) in an automated internal email? An email is sent to other staff notifying them of the new deal and I am wond...

Hi, I am having sa problem within my HubSpot instance. When I add a new contact, normally a new company is created using the domain of the contact's email address. Using this domain, the new company is created and the companies name is automatical...

Hello, I am wondering what the recommendation is for managing expired contacts? So if a contact has moved onto another company how do you manage this? I dont wish to delete the contact as A). they will have notes related to the company the...

Hello! I have all the companies created in my CRM. I am now using Record ID's to associate Parent labels to some of the companies. However, when I choose to "map my record ID", the mapping guide shows my company as ready to import. BUT when I "assoc...

Hello! Is it possible to display a different set of custom fields for deals based on the persona (e.g., finance vs. marketing personas) without using conditional logic in HubSpot? I’d like to have relevant fields appear depending on the persona ...

We found a weird incident when organizing our Hubspot account. 17 companies were simultaneously added as “no owner.” The create date for all 17 companies is the same to the minute at 9/23/2024 at 2:22 PM GMT+8. The Source is CRM UI by use...

I trying to get my signature to match my email templates but I'm unable to adjust the font, font color, or font size of my email signature in HubSpot. 😶 This makes my emails look unprofessional and I was trying to find a way to resolve. When ...

Last week, we sent individual emails to our contacts from the CRM. The emails were all scheduled for the future. Previously, Hubspot reported that no more emails could be sent after approx. 10-15 emails had been assigned to a specific scheduled time...

Hi all! It appears there has been some changes with some features on HubSpot, when we used to move deals between stages the close date wouldn't change unless you placed it in to 'closed won' it would automatically change the close date to the d...

As written in title. I use the HubSpot "Scan business card" feature to create new contacts. After scanning business cards and creating contacts, the phone numbers are not being saved. This issue has been happening for the past few weeks. ...

A really valuable feature would be being able to create a rule within a property value that allows Deals to be automatically assigned to specific pipelines based on their dollar value. We want to set up two seprate Customer Onboarding pipelines,...

Hi, I need help regarding engagement API, My use-case is that i need to return the call, email, note and form activity of a contact. Any help would be appreciated. I am willing to use v3 API for these. Thankyou