CRM

Hello HubSpot Community 👋 This is Sabrina from HubSpot’s product team. I’m wondering if you’ve ever had trouble finding the right record to associate while you’re already on a record page - for example, when you’re on a deal , click “Ad...

Our firm needs to differentiate and further classify contacts into segments. The situation: 1. Our firm attends multiple conferences and events each year. 2. We separate contacts from each event into two types: a. Existing contacts: already re...

Hi All, I cannot get my Hubspot account to sync with my Xero account. The error message says to make sure I have 2FA set up, which I do - so I don't know why it is failing. Has anyone found a solution to this before? Thanks so much for a...

I’m trying to implement a meeting assignment logic for my sales team (10 reps) based on the company size that prospects self-report in the meeting scheduling form. My routing rules should look roughly like this: For big clients: If reps...

Hi All, Got a niche case, where I use multi text fields as a variable in emails in for AI emails. For example a sequence email will be {Ai Clay Email} Issue I am getting is when I manually enroll people in sequences, the formatting from th...

Urgent HubSpot Question: I’m working with an agency that currently has a HubSpot account with a significant outstanding payment. The company is considering leaving this account and moving to a new HubSpot account because the pending balance is ...

I'm pretty sure I used to have it added, but now I'm unable to figure out how to add it back. You can see what I'm referring to in this video https://www.youtube.com/watch?v=CNKeHTe1lYk at 3:17. Any help is much appreciated.

As you can see, in the screenshot above, I am past the point of where the system won't let me delete the Custom Object due to associations/usages in other places. However, I still can't delete it and am getting the error in the screenshot above...

I have a workflow titled "Create Lead upon contact LCS update." I need to delete it. It isn't showing up in my workflows or in the lead pipeline in automations. It's a system created workflow. I need to delete this in order to also delete a ...

One of our users cannot load 'companies' home page, instead they are getting the 'all who wander are not lost' error. Contacts etc are fine and we can access the individual companies page just not the conpanies list view. Anyone else experienci...

This has been a very frustrating situation. We work off of users with different team build outs. I, as a Super Admin am able to see a report which pings off associations using property sync properties. Propery sync being used between Contact an...

Hello, I'm trying to build out a webhook in Hubspot that will work between airtable and Hubspot.For context, users will submit a form in Airtable that will create a ticket in Hubspot. Once ticket is created in Hubspot we need the webhook to pull th...