Hello, Our business intelligence team needs to add a dynamic table for each company in our Hubspot CRM, the table has 3 columns with different number of rows according to the need, and the 3 columns are as follows: Column 1 > Name: Pro...
Hi All, Apologies if this is a repeat question I have looked through some but they don't necessarily answer my exact question. I was wondering if you have multiple companies with same domain name and for example an inbound lead comes in via ...
Please create the ability to merge contacts or companies from the search page. It is very cumbersome to manage the way it is setup now. See pic attached for reference. I should be able to select these two companies and merge right from this screen....
I want to create a report (table) with contacts and related companies. As column I need a list (comma separated) with the names of the association labels (if any). I tried the following: Create a report based on contact and companies wit...
When it comes to synchronizing HubSpot Properties, maintaining consistency across various HubSpot objects can often be a manual process, leading to confusion. That's where the PocketKnife steps in; you can use the " Sync Properties " feature. ...
When in the activities view for a Company (or any other record history), you can go to the list of associated records (to notes, emails, etc.), but there is no direct way to go from that list to the associated record itself. If you would click on th...
Hi, This post is for everyone who is looking for data sync integration between HubSpot and Salesforce. So, if you are using Salesforce as a CRM and want to integrate with HubSpot to seamlessly sync the data (customer, deals) in any dir...
Hello, My company is using an Enterprise subscriprion and I was requested to find a way to associate multiple Companies to some Deals, because sometimes in the deal there are involved 2 or more companies (partners). I looked at this article he...
I tried importing a CSV with my contacts, but the company name only stays under 'company name'. It doesn't integrate with the 'contact-company (primary)' column so it will later appear on the Companies CRM. How can I solve this? Can I migrate the d...
In our CRM we defined some association labels (e.g. 'Invoice' | 'Sales') for the contact - company association. A company can have some contacts with or without labels. A contact can be associated with multiple companies with or without labels. ...
I was wondering if there is a way you can have YTD revenue per year based on deals when you are looking at a company profile. Also once that YTD revenue is set up the sales for the current year would reflect what "tier" that customer is. On the com...
Hi All, I have just been given a list of Account names that may or may not be in our Hubspot. I was wondering if anyone knows a quick way to to set these all to target accounts in Hubspot. I saw that to import and update existing accounts you ne...