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CRM & Sales Hub

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Advice on Deal and Sub-Deal set up
- Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to then pass that enquiry out to three different partners, when the user formelrly requests a quote, who will each work on the enquiry and compete for the business. Would anyone have advice on whether ...read more
Product property showing as no value in reports
- Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then applied one of these options to each of our products in the product library. However, when I do a line item report and try to categorise my products by this property it shows up as "No value" no ma ...read more
User unable to see data in Salesforce Hubspot Embed
- I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: The HubSpot-Salesforce integration must be installed. To install and ensure of automatic updates for the HubSpot Visualforce window, Salesforce users need the Customize Application profil ...read more
[Ebook] Navigating the FinServ Frontier: Overcoming Challenges for Growth and Innovation
- As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in the UK & Ireland to uncover the latest challenges and opportunities in the industry. Read more for strategic approaches to market trends and gain insights on driving growth and innovation ...read more
Phone numbers not adding to contact properties from form fill
- Hey there, We have several forms that ask for the contact's phone number. However, when filled the phone number does not appear in the contact's properties despite, name, job role, email etc doing so. Any pointers would be greatly appreciated. ...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

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PBarik8 on January 19, 2025

Workflow

Question: How can I prevent older records from being enrolled in deal workflows that trigger after X days? Explanation: We have deal workflows in place for Hopkins that trigger actions after a certain number of days. However, I’m concerned abou read more

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karstenkoehler

Hall of Famer | Partner

January 19, 2025

Hi @PBarik8 , That depends on how you define recency but generally, yes. One approach would for example be to add an additional enrolment trig...read more

mattjohnson068 on January 19, 2025

HubSpot updating LinkedIn Sales Navigator account lists

Hi there, I am trying to find away to update Sales Navigator account lists based on when a company becomes a client in HubSpot, or when a company enters our pipeline. Is this possible - has anyone done this before? I want to do this so that read more

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RGasparetto on January 19, 2025

Issue with Using Tokens in One-to-One Emails for Dynamic Links

Hi everyone, I’m currently facing an issue when trying to include dynamic tokens in a hyperlink within a one-to-one email in HubSpot (not marketing emails or landing pages). Here’s what I’m trying to achieve: I have a form link that dynamical read more

Reply Discussion Contacts Forms How-To

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Filipe_Segmag on January 19, 2025

Iphone APP problem - Caller ID

Good afternoon everybody. I'm relatively new to the community. I'm having the following issue: When a contact calls, the HubSpot mobile app uses the phone number values from the Phone Number and Mobile Number properties to determine which contact read more

Reply Discussion Professional

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TightKnit on January 18, 2025

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 read more

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SColeman9 on January 18, 2025

Dataset issue combining aggregate and non-aggregate properties

I am trying to create a Run Rate% that estimates a revenue percent based on forecast with the following dataset properties: - Q1 QTD Sum : Sum of revenue numbers from about 100 companies - Days Elapsed in Q1 25 : a calculated dataset property (ve read more

Reply Discussion Enterprise Reports

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