CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h ...read more
    • Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform. ...read more
    • Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for ...read more
    • Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H ...read more
    • Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

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CFoster5 on March 26, 2025
I have created a contact property to allow our instructors to select the date of their lesson. I want to use a simple date picker that brings up a calendar with today's date when selected. Despite selecting this option, when the form is published th read more
0 upvote
1 Reply
Top Contributor | Platinum Partner
March 26, 2025
Hi @CFoster5 , As far as I know the date picker field doesn't show up as a calendar. While the option is available to use a date picker, the for...read more
SRincon8 on March 26, 2025
Hi everyone! We’re trying to find a way to prevent our reps from selecting certain days of the week for specific products that aren't fulfilled on those days. For example, Product A is never available on Mondays, Wednesdays, or Thursdays , so we read more
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0 Reply
kennysz on March 26, 2025
Hi All, My current workflow creates a note attached to a company record. The note body contains specific text. In this example, let's assume the text is "link:" and this note is automatically created through a Zapier integration. Some compa read more
Top Contributor | Platinum Partner
March 26, 2025
Hey Kenny, This sounds like a tricky one since as far as I know HubSpot doesn’t have a built-in way to track average intervals between notes and t...read more
msoren42 on March 26, 2025
I have a large list of contacts that I want to assign to an open lead pool. They haven't been contacted in over 100 days. I have decided I will assign them to a default contact owner. However, none of them have lead records. Does it make sense to bu read more
0 upvote
4 Replies
Hall of Famer | Partner
March 27, 2025
@msoren42 why let the reps pick at all, why not simply assign/rotate them to sales reps directly? That would seem like the fairest option to me.
StefanSchinkel on March 26, 2025
Hi, I have two custom objects: Estimates and Handover. In the object Estimate we capture multiple fields that I want to sync with the corresponding fields in the Handover object. Property sync doesn;t work between two custom objects. How could I do read more
0 upvote
2 Replies
Member
March 26, 2025
Hey @StefanSchinkel , You’re right, HubSpot’s native property sync doesn’t work between custom objects. However, there are a few ways to achieve a...read more
RMcTough on March 26, 2025
Hey everyone, I’m in the process of importing 230 companies into HubSpot using an Excel spreadsheet, and I want to ensure a seamless migration...especially for companies that fall under a larger parent group. Above is a screenshot of my current read more
Member
March 26, 2025
Hey, This is how I'd do it. I hope you find it useful. Your Excel file should contain the following columns: Company Name - Parent Company Na...read more