CRM

Hello all! We currently work with both HubSpot and ConnectWise as our two CRMs of record. When we initially onboarding with ConnectWise, we attempted to directly integrate the two with no success. I have been on the search for a 3rd party th...

Hi. We have contacts with more than one email and use the additional emails field (hs_additional_emails via the API). When adding a secondary email and looking at the communication subscriptions popup UI on the contact page, all non-default subs...

Hi everyone, I am trying to set up an automated follow-up email that gets sent after someone submits an application through our form. I know this is supported when using Saleshub or higher-tier plans, but we are currently not using Saleshub or the ...

We sync Pipedrive data to Hubspot and I've noticed a recent change that I can't seem to fix with workflows. Previously we could assign the Pipedrive value "Owner" to a custom field "Sales Owner from Pipedrive," but now Hubspot is limiting that value...

Hi All, I have set up a team-level permission structure with a hierarchy. For example, Team Europe and Team Asia are at the first level, while Team FR and Team IT are second-level teams under Team Europe . Now I have a scenario where cer...

The 'companies' page is not loading for one of the team. She is able to search for a company and view the data that way as well as see and complete tasks, view contacts etc (she is a super admin). The only think that doesn't work is the companies pa...

The contacts page is just showing as loading. The company page is fine. I have followed Hubspot support and updated Chrome and cleared the cache. I have also tried it in the Edge browser and it does the same. Please help!

Hi, I’ve stopped receiving notifications when users open emails, even though I haven’t reached the 200 notification limit. This issue started recently, and I’d like to understand why it’s happening and how to fix it. Could you please check my acco...

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...