Are you looking to take your HubSpot CRM knowledge to the next level? We are here to help!
We are Serena and David and we work as Customer Training Specialists on the Classroom Training team at HubSpot. We deliver face-to-face training courses on different topics to HubSpot customers.
For the next two weeks, we’ll be collecting questions about our CRM Management training and we’ll be posting the answers on June 12 from 2 to 3 pm GMT. The questions we’ll be answering can be about our course agenda, the tools we cover, the format of the training… you name it. Some great question examples are:
- ‘How does HubSpot CRM help me remain GDPR-compliant?’
- ‘How can I use HubSpot CRM to map my sales cycle?’
- ‘What is the difference between lifecycle stages and lead status? How can they be used effectively?’
- ‘What is the value of joining this in-person CRM training?’
We want for our responses to be helpful to as many users as possible, so if you have more technical questions about your CRM set up, we suggest that you open a Technical Support Ticket or start a thread in the community.
You can post your questions on the comment section from June 3 to June 12, and we’ll be posting the answers on June 12 from 2 to 3 pm GMT.
We look forward to hearing from you!
Serena & David,
Customer Training Specialists at HubSpot
This AMA is now closed. If you have any questions, please post them in the Community.
Hey Serena & David, thanks for the AMA.
Will you guys speak to HubSpot’s recent removal of the IP address property and IP anonymization? We’re sure there’s more to know than the handful of properties might imply.
- see image
HubSpot IP Address Properties (anonymized)
Thanks in advance.
I too would like some clarification on why this was removed. We happen to use this information, along with the other information that is captured when the customer is on our site, for those instances where there is a credit card dispute (sell directly to consumers). The banks and credit card issuers require an IP address, among other things, as proof of the customers purchase.
Thank you.
Scott
I too would like some clarification on why this was removed. We happen to use this information, along with the other information that is captured when the customer is on our site, for those instances where there is a credit card dispute (sell directly to consumers). The banks and credit card issuers require an IP address, among other things, as proof of the customers purchase.
Thank you.
Scott
Hi @KeyWestScott ,
If you look at our reply to Frank’s question in this thread, the IP address is considered personally identifiable information (PII) and is governed by data privacy laws and for this reason it has been deleted from HubSpot.
As regards your specific question about proof of customers’ purchase, I would suggest consulting your developers and Integrators about other options to collect this information. More updates have been posted in the HubSpot API Changelog and in this conversation thread.
Best,
Serena
This is no more “personally identifiable info”, than a name, address and email, which ARE part of the contact record.
Thanks.
Scott
Hey Serena & David, thanks for the AMA.
Will you guys speak to HubSpot’s recent removal of the IP address property and IP anonymization? We’re sure there’s more to know than the handful of properties might imply.
Hi @MFrankJohnson,
On May 29th, 2019, the IP address was removed as a contact property and the data was deleted from HubSpot due to data privacy regulations. With this, customers can continue to leverage approximate location information, while not storing sensitive personal information on end users. The location information will continue to be populated on contact records (IP country, IP city, etc.). However, the IP address itself will not be persisted.
Hello,
Can you please tell me Hubspot provides the functionality like record a call log same like other CRM doing? I need to REST API to register call log action in Hubspot.
Also, I needed to retrieve the log call base on user’s phone number or email using REST API.
Hello,
Can you please tell me Hubspot provides the functionality like record a call log same like other CRM doing? I need to REST API to register call log action in Hubspot.
Also, I needed to retrieve the log call base on user’s phone number or email using REST API.
Hi @kheni1001 ,
It is possible to create an engagemnet to store data from CRM actions, including calls, across different objects. You can find more information about how to create Engagements APIs on this HubSpot Developer’s Page.
For more in-depth technical advice on this, we suggest that you bring up this discussion in the HubSpot Developer’s Forum.
Best,
Serena
Hey guys,
I want to bring this AMA to your attention in case you have any other question related to this topic.
@ErinKas @johnelmer @LaurenSH @diller @CorbinAssembla @BrookeHarper1 @Bettinarf @melissacord
Thank you
Sharon
This is great that we can add team members to our customer list for them to view. I was asking to see if there is a way for each team member to see the entire list of customers but not any contact info? This helps to make sure we are not contacting the same customer, or potential new customer but also need them to be able view their own customers to make updates on contact, address, and any notes. I was told there was not an option now but maybe in the future.
This is great that we can add team members to our customer list for them to view. I was asking to see if there is a way for each team member to see the entire list of customers but not any contact info? This helps to make sure we are not contacting the same customer, or potential new customer but also need them to be able view their own customers to make updates on contact, address, and any notes. I was told there was not an option now but maybe in the future.
Hi @DinaRingel,
You can edit the permissions of your users so they can view, edit, and contact their owned contacts only. This would be done through your Settings > Users & Teams, and from there you can set the permissions under “Contacts Access” (see screenshot below).
This is correct however, I need the team to see all the company names but none of the notes or contact info but I need them to see the notes and contact info for the companies they enter into the system. This helps to see who is working with what customer but they can not contact them or see any contact info or notes. Hope this makes sense. I was told this was not something that could be done right now.
For small, scaling businesses who don’t use a CRM striclty, can you provide links to the fundamentals of using a CRM? Why must we have it? Also, a plan on how to take next steps. As a small business, we are juggling several functions and time is limited. But we have the desire to scale. What are the building blocks as it pertains to CRM, Sales and Profitability? I think just knowing what are the next 3 to 5 steps in our process could prove to be amazing.
For small, scaling businesses who don’t use a CRM striclty, can you provide links to the fundamentals of using a CRM? Why must we have it? Also, a plan on how to take next steps. As a small business, we are juggling several functions and time is limited. But we have the desire to scale. What are the building blocks as it pertains to CRM, Sales and Profitability? I think just knowing what are the next 3 to 5 steps in our process could prove to be amazing.
Hi @relaycreative,
Using a CRM - even in a small-medium business - will make it easy to organise, track and grow your pipeline. Below you can find a few resources to assess whether using a CRM system could be the right move for your scaling business:
And of course if you’re looking for an easy way to get started with HubSpot CRM and leverage its full potential for your business you can join us in our in-person CRM Management training.
For small, scaling businesses who don’t use a CRM striclty, can you provide links to the fundamentals of using a CRM? Why must we have it? Also, a plan on how to take next steps. As a small business, we are juggling several functions and time is limited. But we have the desire to scale. What are the building blocks as it pertains to CRM, Sales and Profitability? I think just knowing what are the next 3 to 5 steps in our process could prove to be amazing.
Hi @relaycreative,
Using a CRM - even in a small-medium business - will make it easy to organise, track and grow your pipeline. Below you can find a few resources to assess whether using a CRM system could be the right move for your scaling business:
Of course, if you’re looking for an easy way to get started with HubSpot CRM and leverage its full potential for your business you can join us in our in-person CRM Management training.
Best,
Serena
what is this all about
Hi @coolnicekid673,
We are members of the Classroom Training team at HubSpot and we offer different in-person group trainings to customers in different regions.
Our CRM Management training is designed for sales reps who are looking to sell more effectively and boost their efficiency through HubSpot CRM, as well as CRM admins who are looking to onboard new users into HubSpot CRM.
You can find more information about the course and save your seat for your preferred location here.
We’ve been using Hubspot to optimize how we can interact with past and potential clients, mostly churches and arts insitutions in our area.
We recently ran into some issues when exporting our contact/companies list to an an .xls file in preparation for sending out a promotional pamphlet. Ideally when exporting the addresses/phone numbers/etc from Companies list, we would also have the ability to include the names of the associated contacts, but the column only shows us the number of contacts, not the names.
We tried creating another .xls from the Contacts tab, but then we are running into the opposite problem, not being able to filter the contatcs by the description column, which is how we had been organizing the contacts.
Is there something obvious I’m missing? Or any way to easily integrate contact names, company names, addresses and phone numbers into a simple spreadsheet?
Thanks!
we ran into the same problem, we solved it by using lists. There you can combine contact properties and company properties.
Nevertheless it would be really desirable to have the possibility to combine contact an company properties throught the entire HS software.
REgards,
Bettina
We ran into the same problem, we solved it by using lists. There you can combine contact properties and company properties. Nevertheless it would be really desirable to have the possibility to combine contact an company properties throught the entire HS software.
Hi @Bettinarf,
That’s correct. You can combine contact and company properties with the list tool in HubSpot. Alternatively, you can also consider the option with saved filters as suggested in our reply to Nzilani.
