CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbound enquiries. Instead of removing an email from the shared inbox for a particular staff member to manage in their own emails, we instead reply "on behalf of" shared inbox, so our own signature is bel ...read more
    • We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who have signed up for a trial in the last 30 days (I have this data) Contacts WITH a free email address (I have filters for this) Contacts WITHOUT a free email address (i.e., more likely to be good le ...read more
    • Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their replacement, but what about the closed stuff, specifically deals? Transferring closed deals, lost or/and won, affect the one who receives it and ruins their performance / history. I can deactivite t ...read more
    • Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain products from being considered recurring? Thanks, Tom ...read more
    • Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willing to share best practices on how to set up your platform for real estate aquisitions . The main thing I'm looking for guidance on is essentially around how to best set up our platform. For cont ...read more

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Member
March 25, 2024
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
124 Replies
Member
March 27, 2024
Hey Everyone. I am excited to get started with Hubspot. I am currently the SR Account Manager for a commercial pool management company. Using the sal...read more
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
12 Replies
Member
March 04, 2024
thanks for sharing us one of the best information like
NicoleO1 on March 28, 2024
I was not logged into Hubspot at the time of sending an email from gmail. I have now logged the emails after logging back into hubspot but I get the notification "chose to log this email but not track it." Is there a way for me to track this email read more
0 upvote
1 Reply
Hall of Famer | Partner
March 28, 2024
Hi @NicoleO1 , Sales email tracking is implemented at the time of sending an email and cannot be added later. This is explained here: https:/...read more
jasir on March 28, 2024
: Best Real Estate Property Management Software 6 Reasons To Use Property Management A complete digital solution designed especially for professionals and companies in the real estate sector is known as real estate software. To simplify ma read more
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jasir on March 28, 2024
Real Estate Property Management Software: Real Estate Property Management Software In the ever-changing world of real estate management, utilizing cutting-edge technology is critical to success. Cloud-based property management software prov read more
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abhiladdha07 on March 28, 2024
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 read more
fans0328 on March 28, 2024
お世話になっております。 先日自身のEメールアドレスを変更しよう変更しようとしたところ 「Eメールアドレス『xxxxxx@xxx』のユーザーが別に存在するようです。」と表示されてしまい変更ができませんでした。それ以前に自分が行った操作は以下の通りです。 誤って『xxxxxx@xxx』宛にチームへの招待を送信 不要なメンバーを削除 削除されたメンバーが届いたメールから『xxxxxx@xxx』宛の招待を開く 3に気づかず、自分のアドレスをxxxxxx@xxxに変更しようとするも read more
abhiladdha07 on March 28, 2024
Hi, This post is for everyone who is looking for data sync integration between HubSpot and Shopify stores. So, if you have e-commerce stores built on Shopify and want to integrate with HubSpot to seamlessly sync the data (customer, order read more