CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, how to setup Hubspot, so that when we (executives) can record emails that we sent (so they can be later seen in Hubspot), but they can't be seen by our employees. Is this happening by default if we're admin user and they're standard user? We're running the free version of Hubspot btw. Thanks, ...read more
    • Hi everyone, I’m currently working on optimizing HubSpot for a real estate business, and I’m curious to hear from those with experience in this area. What are some of the best or most appreciated implementations or solutions you’ve used in HubSpot for real estate? Would love to hear your thoughts and any best practices you’ve come across! Thanks in advance! ...read more
    • Hello, I'm a Global System admin in our O365 tenant. I recently received a request from one of our users to integrate HubSpot with his Outlook email account. When the user is trying to stablish the connection from the HubSpot site to his mailbox, he receives a screen showing that he needs to request permissions to the tenant admin (in this case, me). However, I do not see where is this request going, so I can approve it. I alre ...read more
    • Here’s a grammatically corrected version of your text: We are collecting the contract term as a dropdown property. I would like to create a task after the number of months has passed since the deal was won. How do you manage this remaining issue? ...read more
    • How do you manage the list of competitors in the CRM? I am thinking of importing them and marking them as competitors so that I can exclude them from all upcoming marketing events. This would also be beneficial for all CRM stakeholders to be aware of them. How do you manage this? ...read more

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sjudson on December 04, 2023
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
16 upvotes
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NTernowetsky on February 12, 2025
My deals typically have multiple year terms and we use the Edit Global Terms to calculate the total contract value, but the line items on the quote show the term under the line item price (see image below). This is not necessarily a problem for li read more
NRevane7 on February 12, 2025
Hello - So we utilize the CRM in two functions. The first and main is for our sales team to "quote" and sell our products, which are parking spaces. The second and the less used, but will be more in the coming future is for our Real Estate arm. read more
jwinn84 on February 12, 2025
Hello, Longtime HubSpot user totally in need of help. I recently started a new venture, set up a google account, and started the process of connecting it to a free HubSpot account (including connecting the domain). I believe at that time I also read more
0 upvote
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DSnyderEnvoy on February 12, 2025
Hello. Over the past year, I have created "pipeline" in Marketing Hub for hiring 1099 independent contractors. As we didn't have Sales Hub at the time, we created a custom property (Driver Status), in which each value was a "stage" in the hiring pro read more
0 upvote
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Community Manager
February 12, 2025
Hi @DSnyderEnvoy ! Welcome to the Community-- happy to have you here 😊 I understand you have historical data of a custom deal stage prop...read more
Solved
dthomp43 on February 12, 2025
Is there a best practice when it comes to marking a contact at a company as the primary point of contact? This will be helpful for building lists, workflows, email campaigns, etc. I see an option to create a new label, but wanted to see what ot read more
Hall of Famer | Partner
February 12, 2025
Hi @dthomp43 , Association labels are the correct answer here, if they are available to you in your subscription. A custom property mark...read more
TeeterVT on February 12, 2025
I'm fairly new at HubSpot and have been struggling on how to tighten up the relationships between objects and their properties. Here's my situation: We have a basic contact form on our website that uses the Gravity Forms intergration with HubSpo read more
0 upvote
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Hall of Famer | Partner
February 12, 2025
Hi @TeeterVT , This could be achieved with a company-based workflow, requiring a Professional or Enterprise subscription: https://knowledge.h...read more