CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” The workflow is supposed to work in such a way that if a deal fails, it remains in the failure stage, but a copy is created and moved to another transaction stage in the same pipeline (essential pro ...read more
    • In any way is it possible to create a time sheet or TTM flow to record the deal's pipeline travel in single field? I know we have fields like Date entered "deal Stage", Date exited "Deal Stage" & cumulative time spend "deal stage" to check these. But I want to get all these information in one field. For eg : Deal entered new on say Feb 11th. Deal moved to estimation pendin on feb 12th Deal moved to proposal provided on feb 15hth ...read more
    • We store contract terms for our won deals, and when the term ends, we plan to use a workflow to automatically create a new deal in the pipeline for accurate calculations. Do you think this is the right approach? How do you manage recurring customers in your pipeline? ...read more
    • Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied to bonuses. The challenge: Restricting access via object permissions is not an option because reps still need access to certain shared objects (e.g., contacts) for collaboration. Manually ...read more
    • Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales rep/user and don't assign them a seat, what are their limitations especially around deals? Can they still: Create/close/edit deals? Engage with contacts and log activities? Be affected by workf ...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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AMhetre on February 15, 2025
Hi, I have record id, thread id and message id of messages of live-messages. I need a link that just uses any of these to open the respective message. something like app.hubspot.com/...../...../{record id / thread id / message id}. Thank you.
LIncidentalOr on February 15, 2025
One of our accounts has a customised 'About this contact' property list on the right hand side WHEN IN INBOX - CONVERSATIONS. This is not the 'About this contact' default preview that appears on the left, we know how to customise that. I know it's read more
0 upvote
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Silence002 on February 14, 2025
Hello, I have a domain name from godaddy and i just built my first website page on hotspot the free version. I am trying to put my domain name only for people to look me up and i am completely lost. I broke something. Any help ideas.
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CClark3 on February 14, 2025
Hello, We currently have SSO for all our HubSpot users. We are needing to create about an additional 20 users who are needed to be added as HUbspot users to receive emails on deals they are associated with. They don't need to be in Hubspot full tim read more
0 upvote
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Hall of Famer | Partner
February 14, 2025
Hi @CClark3 , During the user creation process, there are also bulk options - the UI is guiding through these steps nicely. Future users will ...read more
Jenn4 on February 14, 2025
My company is currently using the Help Desk and the ticketing system for all of our client communication. Since we are a financial services company, there are times when our clients could be audited. When that happens we need to be able to provide t read more
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Romankoko on February 14, 2025
Per Hubspot: "When mapping HubSpot "Opted out of email" marketing information to Salesforce, it automatically syncs with the Salesforce "Email Opt Out" field on the contact or lead record, ensuring that if a contact is unsubscribed in HubSpot, the read more