CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone calls, ... Our first idea was to create custom properties, though I am not sure if there is a better way. Thanks! ...read more
    • I'm currently setting up a lead scoring system in HubSpot and want to include email engagement (opens, clicks) as a significant factor. I've set up basic lead scoring rules but am unsure how to automate the process for updating scores based on email interactions. I've looked into workflows but am not sure if that's the best approach or how to configure them for this purpose. ...read more
    • We are starting a new account and I am setting up 2 specific workflows: Unsubscribes --> Non-Marketing Hard Bounces --> Non-Marketing Are there other workflows you always set up? ...read more
    • I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created until the contract is signed and this must be divided by sellers. Furthermore, we would also like to analyze the volume of leads and deals that each seller is handling. I've already tried running fil ...read more
    • Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we want to nurture and other which are not worth working on Step 2 - The filtered leads are rotarted between two of the Marketing SDRs Step 3 - We have two AEs that now would receive handover once the mee ...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
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
11 Replies
Member
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
Member
February 26, 2024
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tmoore4 on February 26, 2024
I would like to clarify how the contact property "Company Name" and company property "Name" work together. I know that with the appropriate options selected contacts will automatically be linked to a company based on the email domain. But if one read more
0 upvote
1 Reply
Hall of Famer | Partner
February 27, 2024
Hi @tmoore4 , If your form field is the contact property "Company name", then the company property "Company name" will not be touched. If your...read more
JGrek on February 26, 2024
Hi All, Does anyone know if its possible to trigger a workflow process when someones replied to a sequence. The workflow I'd like to trigger is adding them to an 'active list'. E.g. If someone replies to this sequence then they are added to an a read more
Hall of Famer | Partner
February 27, 2024
Hi @JGrek , It's not possible to filter directly for link clicks within sequences but you can leverage to contact properties for an approximat...read more
MorganSallmen on February 26, 2024
Hello, I created an email signature using HubSpot's free signature generator tool and it looks great on all email platforms except Outlook. When I try to copy and paste it on Outlook, the social icons have a line underneath each one, horizontal read more
XiShen on February 26, 2024
Hi all, I ran into a problem regarding deal property settings. I am trying to mandate a value input rule, requiring different/unique value for two deal properties. E.g. "student email" & "parent email" should have different values. I tried read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
February 26, 2024
Hi @XiShen , In this scenario, I would create a new custom property "Student Email - " (the dash makes the label unique) and configure settin...read more
sgingg on February 26, 2024
I have a product that is often sold in more than one units per deal. I'd like to add multiple units to a deal without having to add a new line item for each unit. Is this possible? Thanks!
0 upvote
1 Reply
Key Advisor | Diamond Partner
February 26, 2024
Hi @sgingg , There should be a quantity field in the Deal Line items here: Will that work, or are you looking for something ...read more