CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • 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
    • 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
    • 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
    • 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
    • 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

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acarbonneau on May 21, 2025
We have a deal field called "Qualified by BDR" that we use to indicate which BDR qualified a lead, resulting in a new opportunity. Occasionally, our BDRs will do outreach to a lead, but the lead will book via one of our generic demo booking pages read more
0 upvote
1 Reply
Participant
May 21, 2025
Hey @acarbonneau ! This can be done with a contact event-type workflow. Your trigger needs to be Has completed form submission (choose that generic ...read more
Patti_R on May 21, 2025
Hi all, All of our reps have Teams phone licenses, so all have phone numbers. We would like them to be able to make calls from HubSpot with their Teams number and for calls made to automatically log in the record. Has anyone else done this? When I read more
SBattuello on May 21, 2025
Hello, I'm working on creating a workflow in HubSpot where: When a lead selects their country in a form, they are automatically assigned to the correct Sales Rep as their Contact Owner. The Contact Owner should be determined based on the selecte read more
Hall of Famer | Partner
May 21, 2025
Hi @SBattuello , This would be done with a contact-based workflow: https://knowledge.hubspot.com/workflows/create-workflows?hubs_content=know...read more
SKroll on May 21, 2025
Hallo liebe Community, ich brauche dringend Hilfe, denn ich komme einfach nicht weiter, so sehr ich mich auch bemühe. Ich habe mein Outlook 365 erfolgreich mit Hubsport verknüpft, doch leider landet keine einzige Email im Posteingang. Ich sehe die read more
0 upvote
2 Replies
Recognized Expert
May 21, 2025
Hi @SKroll Zusätzlich zu @karstenkoehler 's wichtigen Punkten, hätte ich noch folgende klärenden Fragen: wenn du sagst " doch leider la...read more
cmdor on May 21, 2025
Some of our team are currently experiencing issues when removing contacts from a list or logging activity on a contact from the list on a seperate tab. If they remove someone from the list, the list automatically refreshes and moves to the contact a read more
0 upvote
4 Replies
Hall of Famer | Partner
May 21, 2025
@cmdor I'm not sure if I have the full context of what you're doing but it sounds like you're manually removing and adding contacts to lists. ...read more
RandyPat on May 21, 2025
Hi everyone, I'm working with deal- based workflows in HubSpot, and I need some help setting up an automation rule. 🔁 Here's what I'm trying to achieve: If a deal is enrolled read more
0 upvote
1 Reply
Hall of Famer | Partner
May 21, 2025
Hi @RandyPat , You're right, goals and workflow enrollment are not supported for deal-based workflows. However, other users have requested thi...read more