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CRM & Sales Hub

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Avoiding duplicates when importing companies into HubSpot
- Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Because of these small variations, I’m the import will create duplicate company records instead of updating the ones we already have. Could you advise on the best way to: Match the incoming companies t ...read more
Is it possible to send text via contact record?
- I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd party app (I assume we will have to). Does anyone have a suggestion? ...read more
No show workflow?
- Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter. ...read more
Lead being moved back to a previous stage
- Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status? ...read more
Automated Workflows
- How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks ...read more

EYEQ09295 on May 21, 2025

Email ID gets disable.

Dear support team, Greetings...!! We are currently unable to raise support tickets from a specific email ID, as it appears the address has been disabled. As a result, we’re unable to create or send tickets from that account. Coul read more

Reply Discussion Free

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KNaidoo1 on May 21, 2025

Approaching HubSpot's company to email association list - I want to bulk delete email addresses

Good Day, I would like to bulk delete email addresses. I have created a list, then edits the list to the specific ones that need to be deleted. I have that in a excel spreadsheet. I do not want to delete one by one and I want to stay on the free pa read more

Reply Discussion Contacts

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John_Duboyski

Member

May 21, 2025

Hi @KNaidoo1 , I'm curious, what's the purpose of this? On a free Hubspot account, you have limited options. The easiest and cheapest is to use...read more

DShute on May 21, 2025

Sales Workspace - Suggested Associations when scheduling a new activity

Hi, When in the Sales Workspace, is there a way of having suggested associations appear when scheduling a new activity? For example, say I am looking at my Deals within the Sales Workspace. I want to quickly schedule new To-Do Tasks against read more

Reply Discussion Sales Tasks

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Josh

Recognized Expert | Diamond Partner

May 21, 2025

Hi @DShute , This is not possible at this time, but certainly something that you could add to the HubSpot ideas forum . I'm not exactly...read more

EPecorari on May 21, 2025

Data Region

Hi, if my plan would support the choice of the region where I want to store the data, and I would choose a region on Europe, would all my data (including user credentials and profiles) be stored in Europe on not in US?

Reply Discussion GDPR

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karstenkoehler

Hall of Famer | Partner

May 21, 2025

Hi @EPecorari , This page outlines which data would be processed where: https://knowledge.hubspot.com/account-security/hubspot-cloud-infrastr...read more

Adam_W on May 21, 2025

Is there an explicit breakdown of the new Seats anywhere?

Hey folks, We just got migrated to the new Seat functionality yesterday. Unfortunately, it's now blown up my week trying to reconfigure and reassign our teams so they can still function. While I'm pretty sure that we'll end up on the wrong e read more

Reply Discussion Enterprise Knowledge Base Settings

2 upvotes

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EmmaAtKiwi

Top Contributor | Platinum Partner

May 21, 2025

@Adam_W I agree, it's confusing and difficult to explain to clients. It's not perfect, but a good rule of thumb is: Core Seat = Marketing Team,...read more

Her on May 21, 2025

Funnel Deal Progression Report

How can I make a funnel that also accounts for deals that skipped a few stages in the process and not just deals that actually went from each stage to the next? For example, the funnel I currently use accurately accounts for deals that went from read more

Reply Discussion Reports

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