can we configure the association of a call logged on a transaction so that by default it is only on the contact and the transaction (currently the default is transaction + company)?

Hello! All of our Sales Reps use the Hubspot gmail extension. We also use Sales Documents for all of our client-facing materials. It would be great if the extension would pay attention to the text in the email and auto-suggest a relevant documen read more

Hi, I want suggest 2 improvement ideas : -Make phone number search possible -Show you a view of what the reporting would look like when you import contacts or transactions For both, it would be really helpfull Thank you

I'm setting up calling for my sales team - we're currently prepping for onboarding - and I'm running into some small inconveniences. For example, when they receive an inbound to their mobile device from their HubSpot assigned number, they don't see read more

We have a workflow set to move CONTACTS to different client statuses. Contact has associated deals less than 1 or empty =lead Contact is associated in 1+ deal = Prospect Contact is associated in 1+ deal and deal is in WON column = Client None of read more

I would like to automate our sales emails. We have various customer segments, each requiring different references to be displayed in their emails. These references are already set up as snippets. I'm looking to create a sequence that sends out the read more