Can anyone tell me what makes some properties unavailable in the Additional Condition filter of a rollup property? I created a calculation field on the deal record to indicate if it is an active deal or not, and it returns true/false. I'm trying to read more

hello, I created a unique property [unformatted_phone] as a unic value to handle the duplications in my data base. Currently, I only have the phone number with +33 etc completed. I would like to import a data base but make sure duplications are h read more

Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited read more

Hi All, Has anyone come across a way to lock the editing of line items (quantities, prices, discounts etc) or adding or removing of line items from a deal once the deal has a signed quote attached? I.e. Deal created > Line items added with read more

I need to copy a date property value under the company into the deal's date property value. Cannot copy through workflow and cannot edit through export edit on excel and upload (since don't figure it out how to match companies and deals) any idea? read more

Looking for tips on how to create a report that shows full months of data only. Specifically, I want to see data plotted for last 12 months but don't want to view any partial months and can't work out how to do that. ie, if viewing on 12 Feb, o read more

We turned on this button to see how it works for one month and it didnt go well for our company. Is there any way to revert contacts that were effected by the sync? Thank you for help any any good advices.

Hi, is it possible to create Leads and Deals when adding a new Contact to HubSpot's CRM database? The idea is that when creating a Contact, you'll immediately have the option to create a Deal or Lead associated with that Contact.

Hi, I have a question - is it possible to automatically create Leads when importing Contacts to HubSpot's CRM database?

How to create a workflow that will copy a name of the primary company that is associated to a contact to the property called "company name" on the contact card?

Hi everyone! I’m running into a snag with Brave while working in HubSpot. Whenever I’m in a deal record, the inbound call recording from RingCentral won’t play—there’s not even a play button. Oddly enough, the same recording does play perfectl read more

Hi, I am trying to trigger a workflow that will fire when an email is received but only from a contact that has an assoicated deal. Is this possible? Thanks