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CRM & Sales Hub

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Workflow - Send email to External email from custom object
- Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 ...read more
Best Practice for populating Contacts and Companies "name"?
- Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When ...read more
When creating a contact, is it mandatory to select a "Legal basis for processing contact's data" ?
- Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa ...read more
"Network" linked to company profiles
- I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. ...read more
Changing deal stage after customer reply
- Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

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

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

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

KMcKenz on April 24, 2024

Compare Multiple Months of Lifecycle Stage Conversions

Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee read more

Reply Discussion Dashboards Professional

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @KMcKenz , For this particular visualization, that's correct and there aren't any ways around that within one report. However, you can crea...read more

MBarnaud on April 24, 2024

Receipt of verification email takes too long

Hello, I'm a new user in this community and I need help with a small issue. When I try to connect to my Hubspot account, I'm asked for a verification code that I receive by email. My problem is that I receive the email with the verification code read more

Reply Discussion Free

0 upvote

0 Reply

THaußmann on April 24, 2024

"remove from account"-button does not exist

Hello, I currently try to remove some users from our account, that doesn't work at our company anymore. I'm a "Super-Admin" myself. There is no "remove from account" option in the top, just the reavtivate or deactivate option. no "remove fr read more

Reply Discussion Workaround

1 upvote

3 Replies

colinwitt

Contributor | Gold Partner

April 24, 2024

Hello Tobias, yes, I would have assumed that it's greyed out as well, but I thought it might be worth a shot. I just tried to remove a deactivated us...read more

RMitchell33 on April 24, 2024

Colour coding deal views as a method of grouping

I was wondering if there could be a way to custom colour code the tabs for different deal views in order to differentiate and group views based on what information they hold. For example, I have a couple views that filter to look for missing infor read more

Reply Discussion CRM

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

This is unfortunately not possible at this stage. However, you can request this here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_I...read more

dmattauch on April 24, 2024

Edit activity property in workflow

Hi, I can't create an "activity" workflow. And i can't have 'activity" in the list of object to edit when selecting "set property value" Even in zapier, i can't select activity as an object to find associations and edit. How can i a read more

Reply Discussion Professional Sales Workflows

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @dmattauch , This is unfortunately not possible. Neither does HubSpot offer activity-based workflows, nor is it possible to use the "Set pr...read more

Fergee01 on April 24, 2024

I would like to add resource to a deal.

We are interested to allocate resource to each deal, so at quote stage we can add in generic resource e.g. Engineer 12 days, Analyst 6 days etc. Then when won we can allocate named resource. This should allow us to forecast resource required and als read more

Reply Discussion Deals

0 upvote

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