CRM & Sales Hub

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    • Hi, We are in the process of automating our renewals by using Deals and Workflows. We have come to a stop due to a current problem and I am wondering if you can help with any ideas. We have a workflow that will autocreate deal if marked as "closed won" & another property called "auto-renew" which is basically a trigger to recreate that exact deal and treat it as a renewal. The first instance we do this, the deal is recreated exa ...read more
    • Hello! I have been doing some research and have been having a hard time finding a solution to our problem. We currently are a buisness that has 2 locations, these two locations will not share contacts. On our website we have two different forms based on where the person visits us. I want to be able to have different sequences for each of these two forms. There will be no crossover between these two as they are in much different locations. ...read more
    • We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals as lost. If we then look at lost deals for a given time period we often see a lot of lost deals and a high total lost value for customers we have actually sold our product too, heavily skewing the vi ...read more
    • We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to the prospect from the account executive who closes the deal The logic above is very possible. What does not seem possible is, within a workflow, to have an email come from the account executive withou ...read more
    • Question for the group: We have one service that is completed over six months, and it is billed twice. 1/2 at 3 months and 1/2 at 6 month mark. I don't believe we are utilizing the Deal amount to it's best feature. The team had been creating two deal cards to be able to show the revenue in our reporting. But not associating the two deal cards together. Is there a better best practice? Any way to use one deal card but split out the re ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
9 upvotes
0 Reply
DLansche on June 14, 2024
Hello, I am attempting to transfer my certificates from one hubspot account, by following the steps located here: https://knowledge.hubspot.com/help-and-resources/transfer-certifications-to-another-email-address I believe I have completed al read more
0 upvote
0 Reply
cecilia-smart on June 14, 2024
Hello, I have a custom object and am being requested to create a report that shows activities completed on only these custom object records. I can only seem to get as far as showing all activity and am not certain what I need to do to only s read more
Hall of Famer | Partner
June 14, 2024
Hi @cecilia-smart , In the custom report builder, simply add the custom object as primary data source, activities as an additional source. (Yo...read more
PKhan on June 14, 2024
Why can't I import?
1 upvote
7 Replies
Hall of Famer | Partner
June 14, 2024
@PKhan it's apparently not mapped, otherwise you would be able to proceed. Make sure to map the exactly named fields from each property, paying att...read more
PKhan on June 14, 2024
I'm trying to link my contacts with their respective company names. I've imported Contacts but not all the data was mapped. I am using the templates and have created 2 separate files: one for contacts and one for companies, but I don't know what t read more
0 upvote
1 Reply
Hall of Famer | Partner
June 14, 2024
Hi @PKhan , When you import multiple objects (contacts + companies) in separate files, there must be a shared identifier. You can check out th...read more
PKhan on June 14, 2024
I'm new to Hubspot and am using their CSV templates. I've trying to import a comany list but not all the data was mapped and I have zero errors. What do I need to do to fix this?
0 upvote
1 Reply
Hall of Famer | Partner
June 14, 2024
Hi @PKhan , What do you see when you hover your mouse over the gray Next button? Have you made sure that every single field (correspondi...read more
dmattauch on June 14, 2024
Hi, I want to make a sales activity report that count contacts that were contacted for the first time. including calls, sequences, email, logged meeting. "First engagement date" doesn't seem to include sequence. "last contacted" is great read more
0 upvote
0 Reply