CRM

Hi all, I am not getting the code to imbed the chatbot in Hubspot. Here is a loom video showing you what I mean: https://www.loom.com/share/c70b93259b724b25be716bc9be3c2e1b What am I missing? Thank you for the help! Joel

When using the CRM API to create a number property, it seems they are always created with no limit to the number of decimal places. However in the UI, I see that the number of decimal places can be limited. Is there a way to specify this limit in AP...

When using the CRM API to create a number property, it seems they are always created with a default format of "Formatted number". In the UI, I see that other options available, such as "Unformatted number", "Currency", and "Percentage". Is there a w...

With the new same object association why is there not a way to filter our contacts by "number of associated contacts". It's not very useful to see how well this feature is being utilized if we can even build a report or list to show all contacts th...

Hello, How can I get a display of all contacts or companies that are related to deals that have a specific attribute (like broker 1 = noam). Basically I am trying to do a join. Thanks.

Hello, I am trying to implement the contact creation API using a fluent form to capture leads. I have created the API key by creating the private app in my hubspot account. But when i am using that particular API key to integrate with fluent form ...

We use Helpscout to reply to customer care issues and have entered our BCC and forward address in the BCC field of Helpscout but the replies just don't get attached to the contact in Hubspot. The two addresses are XXX @bcc.eu1.hubspot.com, XXX@f...

Hello HubSpot Community, I'm looking for insights or guidance on creating more efficient reports within HubSpot. My goal is to develop a system where I can create a single report that dynamically adjusts its content based on the sales representa...

Hi there, I am trying to create this workflow: Sales person is in contact record, calls contact and contact wants a sample sent to them: Sales person creates task or sends email to the warehouse indicting what samples and (here is the issue)...

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How do I find the "A record?"

Hi All First post here, I hope I've picked the right place for it! We're on the Free version so after a chat with a sales guy I'm still completely stuck. This page was updated yesterday (6th Dec), I'm unsure whether there has been a system ...