# \#crm **URL:** https://community.hubspot.com/tag/crm/3.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Lead Status triggering Sequnce Unenrollment](https://community.hubspot.com/t/lead-status-triggering-sequnce-unenrollment/164437)
**Author:** [@Rose.Dufresne](https://community.hubspot.com/u/Rose.Dufresne)\ **Replies:** 6\ **Last updated:** [November 10, 2026, 8:43am UTC](https://community.hubspot.com/t/lead-status-triggering-sequnce-unenrollment/164437 "2026-11-10T08:43:12Z")
Hi, we are trying to build out a workflow that unenrolls contacts from a sequence if the lead status changes, a deal gets cre… --- ## [CRM Challenges Are Not Technological, They're About Adoption](https://community.hubspot.com/t/crm-challenges-are-not-technological-theyre-about-adoption/150933)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [November 8, 2026, 3:27am UTC](https://community.hubspot.com/t/crm-challenges-are-not-technological-theyre-about-adoption/150933 "2026-11-08T03:27:43Z")
Almost all companies realize the importance of a CRM tool. They put efforts into selecting the appropriate software, install … --- ## [Lessons from the biggest compliance fines: what to check on your CRM contacts](https://community.hubspot.com/t/lessons-from-the-biggest-compliance-fines-what-to-check-on-your-crm-contacts/163917)
**Author:** [@Unicornprivate](https://community.hubspot.com/u/Unicornprivate)\ **Replies:** 0\ **Last updated:** [November 4, 2026, 3:53am UTC](https://community.hubspot.com/t/lessons-from-the-biggest-compliance-fines-what-to-check-on-your-crm-contacts/163917 "2026-11-04T03:53:27Z")
I recently went through the official press releases (US Department of Justice, US Treasury, Dutch Public Prosecution Service)… --- ## [Marketing events: display Contact properties and edit registration/attendance status](https://community.hubspot.com/t/marketing-events-display-contact-properties-and-edit-registration-attendance-status/163670)
**Author:** [@SFeast](https://community.hubspot.com/u/SFeast)\ **Replies:** 0\ **Last updated:** [November 2, 2026, 11:10am UTC](https://community.hubspot.com/t/marketing-events-display-contact-properties-and-edit-registration-attendance-status/163670 "2026-11-02T11:10:48Z")
Current behaviour: The overview page of a marketing event shows numbers of Event Registrations (total registrations, current … --- ## [Multi-year deal with price escalation](https://community.hubspot.com/t/multi-year-deal-with-price-escalation/118123)
**Author:** [@BeckaD](https://community.hubspot.com/u/BeckaD)\ **Replies:** 13\ **Last updated:** [October 30, 2026, 7:58pm UTC](https://community.hubspot.com/t/multi-year-deal-with-price-escalation/118123 "2026-10-30T19:58:06Z")
I have a multi-year deal that I am trying to enter with Line Items. The problem is, instead of scheduling out the second year… --- ## [How to stop auto-opening action box from Tasks view](https://community.hubspot.com/t/how-to-stop-auto-opening-action-box-from-tasks-view/115896)
**Author:** [@AAdmin7](https://community.hubspot.com/u/AAdmin7)\ **Replies:** 17\ **Last updated:** [October 29, 2026, 11:13am UTC](https://community.hubspot.com/t/how-to-stop-auto-opening-action-box-from-tasks-view/115896 "2026-10-29T11:13:32Z")
Since today, we’re experiencing this call box automatically opening when we click on a call task from tasks view. Which is an… --- ## [How can we integrate Indiamart and Hubspot?](https://community.hubspot.com/t/how-can-we-integrate-indiamart-and-hubspot/76984)
**Author:** [@RishabJain4](https://community.hubspot.com/u/RishabJain4)\ **Replies:** 2\ **Last updated:** [October 27, 2026, 4:12pm UTC](https://community.hubspot.com/t/how-can-we-integrate-indiamart-and-hubspot/76984 "2026-10-27T16:12:20Z")
Hello everyone, I am trying to integrate Indiamart and Hubspot and I was wondering if anyone has any experience with this or… --- ## [Duplicate Lead Management](https://community.hubspot.com/t/duplicate-lead-management/145044)
**Author:** [@Stacks42](https://community.hubspot.com/u/Stacks42)\ **Replies:** 3\ **Last updated:** [October 27, 2026, 3:56pm UTC](https://community.hubspot.com/t/duplicate-lead-management/145044 "2026-10-27T15:56:55Z")
I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead r… --- ## [Error in HubSpot Academy Sales Software Certification grading](https://community.hubspot.com/t/error-en-la-calificacion-de-la-certificacion-del-software-de-ventas-de-hubspot/160646)
**Author:** [@Luzelenagilb](https://community.hubspot.com/u/Luzelenagilb)\ **Replies:** 4\ **Last updated:** [October 26, 2026, 4:23pm UTC](https://community.hubspot.com/t/error-en-la-calificacion-de-la-certificacion-del-software-de-ventas-de-hubspot/160646 "2026-10-26T16:23:34Z")
Hello, HubSopt support team I would like to request assistance in reviewing the results of my exam for the S… Certification --- ## [Standalone permission for memberships group invitations, password resets etc](https://community.hubspot.com/t/standalone-permission-for-memberships-group-invitations-password-resets-etc/163045)
**Author:** [@alliel](https://community.hubspot.com/u/alliel)\ **Replies:** 0\ **Last updated:** [October 26, 2026, 4:08pm UTC](https://community.hubspot.com/t/standalone-permission-for-memberships-group-invitations-password-resets-etc/163045 "2026-10-26T16:08:49Z")
Feature request: Standalone permission for membership invitations, password resets and resend communications The request Plea… --- ## [Tag Contacts Beta](https://community.hubspot.com/t/tag-contacts-beta/24827)
**Author:** [@GuyTaylor](https://community.hubspot.com/u/GuyTaylor)\ **Replies:** 110\ **Last updated:** [October 26, 2026, 1:35pm UTC](https://community.hubspot.com/t/tag-contacts-beta/24827 "2026-10-26T13:35:20Z")
HubTags is a companion product for HubSpot CRM that allows you to tag contacts and consequently filter your contacts via tags… --- ## [Tracking Where a Property is used within our CRM - Need for Specifics](https://community.hubspot.com/t/tracking-where-a-property-is-used-within-our-crm-need-for-specifics/140081)
**Author:** [@CGretler](https://community.hubspot.com/u/CGretler)\ **Replies:** 3\ **Last updated:** [October 24, 2026, 6:12pm UTC](https://community.hubspot.com/t/tracking-where-a-property-is-used-within-our-crm-need-for-specifics/140081 "2026-10-24T18:12:35Z")
Hi Community! I have a specific contact property in our CRM that I can see is used in a certain number of places (lists, wor… --- ## [Travel Agency - how to show a trip?](https://community.hubspot.com/t/travel-agency-how-to-show-a-trip/113652)
**Author:** [@BelgiumSun](https://community.hubspot.com/u/BelgiumSun)\ **Replies:** 7\ **Last updated:** [October 21, 2026, 6:00pm UTC](https://community.hubspot.com/t/travel-agency-how-to-show-a-trip/113652 "2026-10-21T18:00:54Z")
We are an international travel agency, and promote several trips a year to our customers. Currently we ask each customer to … --- ## [How Can I Integrate WhatsApp with HubSpot for Better Customer Communication?](https://community.hubspot.com/t/how-can-i-integrate-whatsapp-with-hubspot-for-better-customer-communication/121690)
**Author:** [@JoharRobert](https://community.hubspot.com/u/JoharRobert)\ **Replies:** 6\ **Last updated:** [October 19, 2026, 4:10pm UTC](https://community.hubspot.com/t/how-can-i-integrate-whatsapp-with-hubspot-for-better-customer-communication/121690 "2026-10-19T16:10:01Z")
Hi everyone, I’m looking to integrate WhatsApp Plus with HubSpot to improve communication with my customers. Specifically, I… --- ## [Third-party app Date manager](https://community.hubspot.com/t/third-party-app-date-manager/161902)
**Author:** [@dinesh-pinetco](https://community.hubspot.com/u/dinesh-pinetco)\ **Replies:** 1\ **Last updated:** [October 14, 2026, 11:36am UTC](https://community.hubspot.com/t/third-party-app-date-manager/161902 "2026-10-14T11:36:51Z")
Hi HubSpot Community :waving\_hand: I recently came across a workflow scenario where a new date needed to be calculated autom… --- ## [Campaign response data](https://community.hubspot.com/t/campaign-response-data/159012)
**Author:** [@tiffaliprandi](https://community.hubspot.com/u/tiffaliprandi)\ **Replies:** 3\ **Last updated:** [October 12, 2026, 8:17am UTC](https://community.hubspot.com/t/campaign-response-data/159012 "2026-10-12T08:17:37Z")
Hello, I wanted to see if any fellow HubSpot admins/users have ever built a campaign response history object or something si… --- ## [Third-party Phone number formatter - OpsAgent](https://community.hubspot.com/t/third-party-phone-number-formatter-opsagent/161027)
**Author:** [@dinesh-pinetco](https://community.hubspot.com/u/dinesh-pinetco)\ **Replies:** 2\ **Last updated:** [October 9, 2026, 7:31am UTC](https://community.hubspot.com/t/third-party-phone-number-formatter-opsagent/161027 "2026-10-09T07:31:29Z")
Hi HubSpot Community :waving\_hand: I’m curious how others are handling phone numbers stored in different formats in HubSpot. … --- ## [One Recipient Not Receiving Form Notifications – Possible Suppression on HubSpot Backend](https://community.hubspot.com/t/one-recipient-not-receiving-form-notifications-possible-suppression-on-hubspot-backend/134684)
**Author:** [@Prioocare](https://community.hubspot.com/u/Prioocare)\ **Replies:** 7\ **Last updated:** [October 8, 2026, 6:29pm UTC](https://community.hubspot.com/t/one-recipient-not-receiving-form-notifications-possible-suppression-on-hubspot-backend/134684 "2026-10-08T18:29:21Z")
Hi HubSpot Community Support, We’re experiencing an issue with HubSpot Marketing Form submission notifications. Since May 2… --- ## [Customising the Quote](https://community.hubspot.com/t/customising-the-quote/148543)
**Author:** [@NCampbell76](https://community.hubspot.com/u/NCampbell76)\ **Replies:** 3\ **Last updated:** [October 5, 2026, 5:08pm UTC](https://community.hubspot.com/t/customising-the-quote/148543 "2026-10-05T17:08:49Z")
Hi How far can you go with customising the quote. We have a scenerio where we take trade ins, and would like to be able to l… --- ## [How do y'all handle texting your clients and opportunity prospects and have them auto tracked in Hub](https://community.hubspot.com/t/how-do-yall-handle-texting-your-clients-and-opportunity-prospects-and-have-them-auto-tracked-in-hub/160908)
**Author:** [@samcarolibarth](https://community.hubspot.com/u/samcarolibarth)\ **Replies:** 1\ **Last updated:** [October 5, 2026, 12:13pm UTC](https://community.hubspot.com/t/how-do-yall-handle-texting-your-clients-and-opportunity-prospects-and-have-them-auto-tracked-in-hub/160908 "2026-10-05T12:13:48Z")
This has always been a question of buying a hubspot number, porting a number, or getting a third party app Not sure if there… --- ## [Managing Object/Record IDs When Using HubSpot Sandbox Between Evironments (both ways)](https://community.hubspot.com/t/managing-object-record-ids-when-using-hubspot-sandbox-between-evironments-both-ways/147144)
**Author:** [@TErickson\_OW](https://community.hubspot.com/u/TErickson_OW)\ **Replies:** 4\ **Last updated:** [October 2, 2026, 5:04pm UTC](https://community.hubspot.com/t/managing-object-record-ids-when-using-hubspot-sandbox-between-evironments-both-ways/147144 "2026-10-02T17:04:53Z")
Good Morning/Afternoon/Evening all, I have a question regarding Sandbox/Prod and Prod/Sandbox migrations. Hoping you all migh… --- ## [Restore changes in properties generated by a workflow](https://community.hubspot.com/t/restore-changes-in-properties-generated-by-a-workflow/119480)
**Author:** [@MVallhonesta](https://community.hubspot.com/u/MVallhonesta)\ **Replies:** 5\ **Last updated:** [October 2, 2026, 1:09pm UTC](https://community.hubspot.com/t/restore-changes-in-properties-generated-by-a-workflow/119480 "2026-10-02T13:09:34Z")
Hello! By mistake, I changed a workflow that enrolled many businesses and changed massively 2 business properties: “value” a… --- ## [Playbook questions — workarounds for Sales Pro (no Enterprise)?](https://community.hubspot.com/t/playbook-questions-workarounds-for-sales-pro-no-enterprise/147932)
**Author:** [@PSingh68](https://community.hubspot.com/u/PSingh68)\ **Replies:** 2\ **Last updated:** [October 2, 2026, 11:20am UTC](https://community.hubspot.com/t/playbook-questions-workarounds-for-sales-pro-no-enterprise/147932 "2026-10-02T11:20:31Z")
Hi community, We’re on Sales Hub Professional and building a discovery call playbook for our sales team. The playbook needs … --- ## [What if CRM cleaning could be done locally, without sending your data?](https://community.hubspot.com/t/et-si-le-nettoyage-crm-pouvait-se-faire-localement-sans-envoyer-vos-donnees/160519)
**Author:** [@Baseclair](https://community.hubspot.com/u/Baseclair)\ **Replies:** 0\ **Last updated:** [September 30, 2026, 8:33pm UTC](https://community.hubspot.com/t/et-si-le-nettoyage-crm-pouvait-se-faire-localement-sans-envoyer-vos-donnees/160519 "2026-09-30T20:33:40Z")
Hello everyone, I am currently working on a personal project called BaseClair and I am looking for HubSpot users pr… --- ## [Hubspot login - always asking to re-login](https://community.hubspot.com/t/hubspot-login-always-asking-to-re-login/88505)
**Author:** [@cec3](https://community.hubspot.com/u/cec3)\ **Replies:** 21\ **Last updated:** [September 29, 2026, 1:20pm UTC](https://community.hubspot.com/t/hubspot-login-always-asking-to-re-login/88505 "2026-09-29T13:20:15Z")
Hi, i’m having this same issue, reported it to support and they gave me the usual bs that because im a free account they cann… --- ## [Searching for Company Properties in Contacts](https://community.hubspot.com/t/searching-for-company-properties-in-contacts/129251)
**Author:** [@NPizzo](https://community.hubspot.com/u/NPizzo)\ **Replies:** 4\ **Last updated:** [September 29, 2026, 3:47am UTC](https://community.hubspot.com/t/searching-for-company-properties-in-contacts/129251 "2026-09-29T03:47:59Z")
I am looking for a solution to searching company prroperties while in the “contacts” view on the CRM. For some context, my or… --- ## [Embed an EDM on webpage](https://community.hubspot.com/t/embed-an-edm-on-webpage/125912)
**Author:** [@JLP18](https://community.hubspot.com/u/JLP18)\ **Replies:** 4\ **Last updated:** [September 28, 2026, 1:50pm UTC](https://community.hubspot.com/t/embed-an-edm-on-webpage/125912 "2026-09-28T13:50:21Z")
Hello. I’ve been sharing EDM for each product update to our subscribed user base. I want to add links to previous EDMs on a "… --- ## [Company name personalization token not populating in meeting title for new contacts](https://community.hubspot.com/t/company-name-personalization-token-not-populating-in-meeting-title-for-new-contacts/159811)
**Author:** [@Iscrisvesu](https://community.hubspot.com/u/Iscrisvesu)\ **Replies:** 4\ **Last updated:** [September 25, 2026, 8:35pm UTC](https://community.hubspot.com/t/company-name-personalization-token-not-populating-in-meeting-title-for-new-contacts/159811 "2026-09-25T20:35:53Z")
Hi HubSpot Community, I am using the Company name personalization token in the event title of a HubSpot meeting scheduling p… --- ## [We need more fonts on Email templates for one to one emails](https://community.hubspot.com/t/we-need-more-fonts-on-email-templates-for-one-to-one-emails/65075)
**Author:** [@SupportSystony](https://community.hubspot.com/u/SupportSystony)\ **Replies:** 8\ **Last updated:** [September 23, 2026, 12:40pm UTC](https://community.hubspot.com/t/we-need-more-fonts-on-email-templates-for-one-to-one-emails/65075 "2026-09-23T12:40:24Z")
Hi, Simple request. We need more fonts on email templates which are used for one-to-one email. users now have to change the… --- ## [Sync Properties](https://community.hubspot.com/t/sync-properties/103987)
**Author:** [@DAguiar1](https://community.hubspot.com/u/DAguiar1)\ **Replies:** 2\ **Last updated:** [April 5, 2024, 11:06pm UTC](https://community.hubspot.com/t/sync-properties/103987 "2024-04-05T23:06:00Z")
When it comes to synchronizing HubSpot Properties, maintaining consistency across various HubSpot objects can often be a manu… [Next page](https://community.hubspot.com/tag/crm/3.md?match_all_tags=true&page=1&tags%5B%5D=crm)