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Top Resources for CRM & Sales Hub

  • Custom 'Create Deal' Form for Different Sales Pipelines

    • Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ." Thank you @DeKoning ...read more

  • CRM Custom Objects

    • Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N ...read more

  • Create a tags or groups

    • Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. ...read more

  • How can you access Associated Companies in Reports or Workflows?

    • We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co ...read more

  • Reporting on Average Time in Lifecycle Stage

    • Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that? ...read more

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CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
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
Reply Discussion Announcement Sales
13 upvotes
90 Replies
EMcGrath
Contributor
September 28, 2023
Hi, All! Emily here. I am a Revenue Operations Manager for a SaaS Startup company. I've been a longtime user and admin of other CRMs. I used Hubspot ...read more
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
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
Reply Discussion Getting Started Sales
12 upvotes
6 Replies
TJones5
Member
March 17, 2023
We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up y...read more
MBurack on September 28, 2023
Onboarding was a waste of money - Frustrated
Wont bore you with my frustating past, only lookign forward!! Struggling with Lead status vs Lifestyle change. We are pretty simple place. We sell new golf carts. We run facebook and google ads and get form leads in with good contract info read more
Reply Discussion Contacts
1 upvote
2 Replies
JigarT
Top Contributor | Partner
September 29, 2023
Hello @MBurack lead status tracks a sales-qualified lead's journey from when they're acquired until there's a close, lifecycle stages track a ...read more
SJobbsprek on September 28, 2023
Super Admin no longer working at our company and we can't use their email
Hey I’ve recently started as a digital marketer at a company. We have three free accounts but unfortunately we don't have access to one of them. The person who's been working in the marketing departement before is the only Super Admin of that accou read more
Reply Discussion Admin
0 upvote
4 Replies
SJobbsprek
Participant
September 28, 2023
Unfortunately we're currently using a free plan so we can't contact support. I've tried to contact them through form submission, so hopefully they ca...read more
RChurch on September 28, 2023
My (free) account was deactivated and unaccessible. Any way to get it reactivate it?
My (free) account was deactivated and unaccessible. Any way to get it reactivate it? The Community remembered my phone number and login or I wouldn't have been able to post this. But my account may be a different matter. It says it was deactivated read more
Reply Discussion Free
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 28, 2023
Hi @RChurch , You can request the recovery of your account by submitting the form at the end of this page: https://knowledge.hubspot.com/acco...read more
JCaliguire on September 28, 2023
Task Automation
I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 28, 2023
Hi @JCaliguire , The best tool for this are sequences: https://knowledge.hubspot.com/sequences/create-and-edit-sequences In short, the...read more
kevinphelps on September 28, 2023
Maintaining Associations Across Objects
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more
Reply Discussion best practices Custom Objects Enterprise
0 upvote
1 Reply
DianaGomez
Community Manager
September 28, 2023
Hi @kevinphelps , Great news! I came across a similar question from another user, and it seems that there is an app available in our Marketp...read more
Solved
RSchiller on September 28, 2023
List Filter
I'm trying to creste a filter a list so that only names that have not received an email in the past several months. I have tried this filter to no success: Last contacted is not between 05/01/2023 (EDT) and 10/06/2023 (EDT) or is empty read more
Reply Discussion Professional
0 upvote
7 Replies
karstenkoehler
Hall of Famer | Partner
September 28, 2023
Hi @RSchiller , This seems like a bug then which I'd recommend flagging with HubSpot support.

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