CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 ...read more
    • Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When ...read more
    • Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa ...read more
    • I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. ...read more
    • Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? ...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
Community Manager
February 13, 2024
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
TStemmermann on April 23, 2024
I would like to automate our sales emails. We have various customer segments, each requiring different references to be displayed in their emails. These references are already set up as snippets. I'm looking to create a sequence that sends out the read more
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BCockell on April 23, 2024
I want HubSpot to create a contact and company record whenever I send an email to a new email address, and to log and track the email I send. Right now, I have to manually click the HubSpot Sales extension button to add the bcc address, and have read more
0 upvote
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Member
April 23, 2024
Yes I have it set to this:  
SThatcroos on April 23, 2024
We are using the Time Zone drop down provided by Hubspot on our contacts. I wanted to find out how does Hubspot determine what Timezone a contact is in? We have seen some anomalies, for example, we have a UK contact, and their timezone has been read more
1 upvote
4 Replies
Hall of Famer | Partner
April 23, 2024
@SThatcroos the property history suggests that HubSpot uses the IP address to determine the time zone. This can show as incorrect when employ...read more
GGarola on April 23, 2024
Hi Community, I'm looking for a way to allow sales representative to update the status of a lead from outside the HS portal, preferrably from email. The flow would look something like this: - lead is assigned to sales rep - sales rep gets an emai read more
1 upvote
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Thought Leader | Platinum Partner
April 23, 2024
Hey @GGarola there is a lot that can be done, but its not magic, its processes and automation 😁 If every action that the sales rep does i...read more
EBaillie on April 23, 2024
In my HubSpot sequence, the first email is sent manually, and the fourth email is set to automatically reply to this first email, as indicated in the threading settings. Despite being configured to maintain the same email thread and subject line, t read more
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KMadjidi on April 23, 2024
Hello, For our Hubspot Integration with Woddpecker I was wondering which of the following ways of working is better concerning data hygiene, efficient data flow and the least effort: First upload new prospects/leads in Woodpecker and then tr read more
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