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CRM & Sales Hub

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Emails going to spam
- We have Sales Enterprise and our sales reps are having issues that when they email a client through HubSpot it is going to clients Junk boxes however if they email from their outlook it works. We also had it on a couple of occasions where an email was sent within HubSpot but the client never received it. I have seen some posts on here with similar issues however these seem to be on Marketing bulk emails however we are just sending one email ...read more
Calculated property with all notes on a contact
- Hi, I would like to create a property that add all notes on a contact to one prroperty. Is that possible to do with a calculated property? ...read more
How to create multiple deals and assign each to a different contact with a workflow
- Hi, I need help with a process in HubSpot where I want to create multiple deals at once, each assigned to a specific stage in the pipeline. I’ve tried using a multicheckbox property (5+ options) to select departments, but I’m encountering an issue where only the first selected department is being used to create a deal, rather than creating a deal for each selected department. Please note that I’ve also set up a workflow with the re-enrollment ...read more
Gmail connected and enabled but I cannot see emails on the account in HS
- Hi, I have connected my Gmail and checked that HS has access, however, when I go into an account I cannot see any activity or emails that I have been CC'd on or have been sent from other users. ...read more
Voicemail settings not working
- Hey hey, I believe I have my call settings correctly configured, but for whatever reason whenever when I call my number outside of hours or don't answer during hours - I get the Hubspot default message "The person you've reached isn't available, please try again later." Behind these buttons I have text-to-speech setup, I also recorded voice messages but they didn't work either. I've got the allow call recording checked. ...read more

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

Reply Discussion Announcement

16 upvotes

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Andrew_S on January 24, 2025

Templated automation actions for additional lead pipelines

I've hit a bit of a snag with configuring a new lead pipeline. In HubSpot's default lead pipeline, there are automation templates for advancing the lead stage based on outreach and responses. This is incredibly handy and something we've been ut read more

Reply Discussion Workflows

0 upvote

0 Reply

mikejaime2 on January 24, 2025

Customize Deal Board View by any Dropdown Select Property

Currently Deal Board Views are organized by "Stage" I would love the ability to organize the Deal Board View by a custom dropdown select property. The reason for this is because within each of our deals, we have sub stages/statuses that specific read more

Reply Discussion Best Practices Deals

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

January 24, 2025

Hi @mikejaime2 , The best place for these kinds of requests would be the HubSpot Ideas section of the community: https://community.hubspot.co...read more

Solved

PPob12 on January 24, 2025

Workflow to copy one property to another

I thought this would be straightforward but for some reason it won't work when I test it with one contact. We have two contact properties that are the same: Linkedin Profile URL and Linkedin URL. All I want is to copy any values in Linkedin read more

Reply Discussion Workflows

0 upvote

4 Replies

PPob12

Participant

January 24, 2025

I just looked into it! And I immediately noticed the mistake. I had to turn on re-enrollment due to the fact that I have used the same contact as the...read more

BBoswell on January 24, 2025

Mobile App versus PC call logging

When trying multiple unverified numbers when prospecting, the desktop version shows what number was logged, but that same information is not shown on the mobile app, making it difficult to keep track. Is it possible to see the same information on t read more

Reply Discussion Mobile App

0 upvote

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McBainKD on January 24, 2025

A report to track "time to contact" that takes into account multiple lead sources/factors?

Hey all, sorry for the confusing subject line.. I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the d read more

Reply Discussion Dashboards Enterprise Reports Sales Workflows

0 upvote

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Derreck on January 24, 2025

HubSpot & Stripe Integration via Zapier – Feasibility & Approach

Hi everyone, We’re working with a customer who uses HubSpot and Stripe , and they have the following requirements: Automatically create a deal in HubSpot when a customer starts a free trial. Update the deal with the revenue amount once read more

Reply Discussion CRM Enterprise Payments

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Emails going to spam

Calculated property with all notes on a contact

How to create multiple deals and assign each to a different contact with a workflow

Gmail connected and enabled but I cannot see emails on the account in HS

Voicemail settings not working

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