CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” The workflow is supposed to work in such a way that if a deal fails, it remains in the failure stage, but a copy is created and moved to another transaction stage in the same pipeline (essential pro ...read more
    • In any way is it possible to create a time sheet or TTM flow to record the deal's pipeline travel in single field? I know we have fields like Date entered "deal Stage", Date exited "Deal Stage" & cumulative time spend "deal stage" to check these. But I want to get all these information in one field. For eg : Deal entered new on say Feb 11th. Deal moved to estimation pendin on feb 12th Deal moved to proposal provided on feb 15hth ...read more
    • We store contract terms for our won deals, and when the term ends, we plan to use a workflow to automatically create a new deal in the pipeline for accurate calculations. Do you think this is the right approach? How do you manage recurring customers in your pipeline? ...read more
    • Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied to bonuses. The challenge: Restricting access via object permissions is not an option because reps still need access to certain shared objects (e.g., contacts) for collaboration. Manually ...read more
    • Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales rep/user and don't assign them a seat, what are their limitations especially around deals? Can they still: Create/close/edit deals? Engage with contacts and log activities? Be affected by workf ...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
16 upvotes
0 Reply
duckbill on February 18, 2025
Hi, When I created new views, it seems to show the default column instead of the current custom cloumns I've set before. Is there a way to make the columns exactly the same as current vies (All Contacts) so I don't have to recreate and rearrange t read more
0 upvote
1 Reply
Hall of Famer | Partner
February 19, 2025
Hi @duckbill , The 'All contacts' should remember your column selection. If you create other views, you need to pay attention to these two but...read more
Daniel_Shin on February 18, 2025
I'd like to setup Slack channel association automatically for sending all deal activity to Slack whenever a new deal is created. I already am aware that there are way to do it manually each deal but not sure if I can set that automatically whenev read more
0 upvote
1 Reply
Participant
February 19, 2025
Hi @Daniel_Shin , Are you looking to automatically create new channels on Slack as soon a deal is created in HubSpot? Not sure if that's possib...read more
msoren42 on February 18, 2025
I have been tasked with cleaning up our files (unfortunately someone dumped in thousands of them and they are not organized in folders). Anyone have an idea how I can speed up cleaning up and archiving the files/images rather than reviewing each one read more
0 upvote
0 Reply
PMA-Nonprofit on February 18, 2025
I have a form set to show a thank-you message, but it instead redirects to an old website. Any thoughts? Thanks. https://www.pmanonprofit.com/newsletter The form on the bottom should say thank-you, not send you to another site.
0 upvote
1 Reply
Hall of Famer | Partner
February 18, 2025
Hi @PMA-Nonprofit , After changing the form to display a thank you message in the form editor, did you republish the form by clicking the butt...read more
Solved
PKleian on February 18, 2025
Some of our forms are completed by our staff and some by clients themselves. When our staff complete forms, we have to go through a rigmarole of using a non-tracking browser and deleting hsitory, otherwise we get duplicate clients and data being add read more
0 upvote
1 Reply
Hall of Famer | Partner
February 18, 2025
Hi @PKleian , In the Options tab of the form editor, enable the 'Always create contact for new email address' option and the accidental over...read more
Solved
CClark3 on February 18, 2025
Hello, I was hoping to find a work around for this issue we are having. We have created a new field for Sales Lead on the deal. Some sales leads have hubspot access and others do not( We are going to get everyone access this week). We want to cr read more
0 upvote
1 Reply
Hall of Famer | Partner
February 18, 2025
Hi @CClark3 , If you have set up the sales field as a 'HubSpot user' property, then you can simply pick this property as a recipient in a work...read more