CRM

hi, need a filter to check if 2 date properties have same values, i want to apply a workflow trigger where if a contacts' two date properties have same values then that contact should enroll in that workflow -- how can i achieve this?

hi, how can i count number of emails received in a deal , how to count number of emails received for a deal in a deal-based workflow?

Hi, I'm trying to add a product property to the 'Edit Line Item' Form. As seen below, it has been done in the past. I've read through the other posts, it's not through the product library (changed that, no change in the line item). I dont want to...

Hello, We have decieded to delete a deal stage from our pipeline in HubSpot. We already moved all deals that were in that stage into another stage. Now that we are ready to delete the stage, we are faced with an issue. That deal stage is "used i...

Hi, I want to add 3 fields to this preview but unable to do so from settings and deal card preview settings. Any other idea how to do it?

I have a custom object, Purchase, with a field, Order Pipeline Stage, which was provided by HubSpot. It's a drop-down select field. When I change the value in this field for the first time, a message tells me that 2 fields have been updated. Subsequ...

I want to send out a list to our installer to capture materials used on a job. This could be multiple line items per job. What's the best way to send this out?

Calls made on contacts cannot be automatically assoicated to open leads, but can be auto-assocaited to companies and deals. This is a huge miss of the lead feature on Hubspot. You cannot track how many calls have been made on open leads or time...

HubSpot is asking me to get admin approval for connecting my Outlook 365 mailbox but wont allow me to connect it.

I've used Hubspot for many years. Just started using it recently. It's almost unusable. I have a Macbook Pro, Intel 3.0 Ghz, Quad Core i7 with 16GB. Runs plenty fast for everything I do. The moment I open up https://app.hubspot.com/contac...

Hi, if I send or answer to an email via the shared inbox, the email only associates with the contact and not with the company, although the contact is associated with a company and I activated the auto-association feature.

Hi everyone, Several leads were lost because the email address field in one of our HubSpot forms wasn’t marked as required. As a result, some visitors submitted the form without entering their email address. Is there any way to retrieve the data f...