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Top Resources for CRM & Sales Hub

  • HubSpot Dashboard for Student Admissions Success

    • Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their admissions process. Here’s a breakdown of the dashboard: A gauge chart to visualize target achievement across seasonal admission campaigns, helping schools stay on track with recruitment goals. ...read more

  • Best practice for tracking training/courses as products

    • Our company provides a range of training courses and certifications. We would like to track the status of training within the CRM. Information we need to know would include: Product (course/training) purchased Date of purchase Status (enrolled, certification, abandoned) Date contact was enrolled in course (for each course) Date contact was certified (for each course) Contacts result for each course (%) Date of session (for in-person ...read more

  • How to fill Domain Name when None Exists

    • Hello! My organization works a lot with very small businesses that do not have their own domain name. It's the primary field that HubSpot de-duplicates off of, however---are there any workarounds you've found about this? Thanks, Haley ...read more

  • Meeting not showing option to cancel or reschedule

    • Hello. I noticed that my reminder emails don't contain any reschedule or cancellation options. How do I make sure these are on?   ...read more

  • Microsoft blocking my email account when using sequences

    • Hello - I recently upgraded to sales hub pro and have begun using sequences for emailing prospective customers. I know that HubSpot has had a no cold email policy, but I confirmed with my account rep that as part of the new propsecting functionality, cold emailing was allowed using this feature. I have HubSpot connected to my mailbox, which is hosted on Microsoft 365. My contact list is very small and I only load about 20 addresses into the sequ ...read more

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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
12 upvotes
0 Reply
RGutierrez69 on October 04, 2024
Google Calendar connection
When completing all the instructions to connect my Google calendar, it appears as if I am done. However, when I go to set up a meeting it transfers me to the Calendar set up and there is a message that says Your Calendar is not connected. (I perfor read more
Reply Discussion Free
0 upvote
0 Reply
md2727 on October 04, 2024
HubSpot Score based on Custom Event (Download Button)
Hey everyone, Hope you're all doing well. Quick question: Once a custom event is created (a tracking for download button clicks in my case), how do I add this as a HubSpot Score? For example if the button is clicked, this is 10 HS Score. I've cr read more
Reply Discussion Enterprise
0 upvote
0 Reply
Solved
kdowds on October 04, 2024
Can you use workflow enrollment as a report filter?
I have a set of contacts with very minimal like properties that I can use to group them together, one option is that all contacts have been enrolled in X workflow. Is there a way to use workflow enrollment as a filter to build a report? I see opti read more
Reply Discussion Reports
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
October 04, 2024
Hi @kdowds , The workaround here is building an active contact list - when you add a list filter, you should see a filter group for workflow e...read more
BPlourde on October 04, 2024
Home page for all communications, tasks etc...
I am currently evaluating Hubspot CRM. Is there a page where I can see my emails for all contacts (inbox, sent, deleted etc), along with a task list. I want to see this for all companies/contact. Basically a unified email and to-do list. I use t read more
Reply Discussion Free
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
October 04, 2024
Hi @BPlourde , No, this does not exist. There is no central inbox, HubSpot assumes that you're using an email client (and the HubSpot sales ex...read more
MaxOchoa on October 04, 2024
Measuring MQL acceptance
Im trying to measure acceptance of Marketing qualified leads. (using lead object) I have set up that when a contact becomes and MQL it will automatically create a "lead" for that person in the stage of "New". At this point it can be accepted and m read more
Reply Discussion Enterprise
0 upvote
0 Reply
PJohns on October 04, 2024
Automated emails to clients 60 days after last activity? Is it possible?
Hi, Trying to see if / how its possible for HubSpot to help us with the following. We want to send out a general email to our clients, who don't appear to have any activity with us for the last, say 60 days. But the latest activity attri read more
Reply Discussion CRM Marketing Email Sequences
0 upvote
2 Replies
PJohns
Contributor
October 04, 2024
Hi Karsten, Thanks for the quick reply. Let me see if I can work on that solution, most appreciated! I am only going to be using this process...read more

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