CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes? ...read more
    • Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check it was completed it adds the date. This would be super helpful because you would not have to go back into the history and try to figure out what happened when ...read more
    • the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the window. Console errors: error--1750281539672 Unhandled Promise Rejection Error: officeOnReadyWithTimeout timed out Error at console.error (" static.hsappstatic.net/SalesOffice365AddIn/static-2.35502 ...read more
    • Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with playbooks, so I’m also not sure where the data goes if it’s not mapped to a property. Any tips are appreciated! ...read more
    • If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use? ...read more

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CAI6 on July 07, 2025
Hi HubSpot Community, I’m experiencing issues with sending emails from my connected inbox in HubSpot. Although the email address is linked correctly, messages aren’t being delivered – they’re either rejected or end up caught in spam filters. read more
Crystal_Hopper on July 07, 2025
I'm working in a Portal that has Users assigned to Teams. The users themselves have access to Reports. When I clone a Report, I want to assign it as View Only by a certain HubSpot Team. But the Teams are not listed. The users are, but not any read more
GRowe on July 07, 2025
I am trying to build a dynamic probability based on two existing properties, so we can report a more accurate deal probability. Our deals are often very long sales cycle, so we plan to create a matrix of both Deal Stage (project stage based) and Dea read more
0 upvote
1 Reply
Top Contributor | Platinum Partner
July 07, 2025
Hi @GRowe , This is a smart way to think about deal probability, especially with long sales cycles, just relying on deal stage alone often mis...read more
KKelsen on July 07, 2025
This has been an ongoing issue for my team for about a year. For 2 members, the calendar is syncing from Outlook to HS this month, for the rest, there is no data. Last month, it was working for most members and logging most (but not all) Outlook me read more
0 upvote
2 Replies
Top Contributor | Gold Partner
July 07, 2025
Hi @KKelsen , Sorry to hear that this issue has been recurring for over a year. Based on HubSpot's knowledge base, various community discussions,...read more
AJ_Kakrot on July 07, 2025
Hi, In our sales team each of the reps have week off on specific days. During their week off days I don't want the leads or deals getting assigned to them. So is there any turnaround logic that can be implemented through workflows that will each read more
Hall of Famer | Partner
July 07, 2025
Hi @AJ_Kakrot , The easiest option would be to create one workflow per weekday, then use the workflow settings to have that workflow only run ...read more
Solved
TLarson5 on July 07, 2025
Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" read more
Hall of Famer | Partner
July 07, 2025
@TLarson5 that was exactly the point of my previous reply 😉 adjust the data sources to reflect records with the right association labels only. G...read more