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Top Resources for CRM & Sales Hub

  • Workflow enrollment every time a note is added to a company

    • I am trying to send a slack notification to the company owner each time a note has been added to the company that contains "note created by", but notes cannot be used as a re-enrollment trigger... Can anyone tell me if this solution would work? 1. Workflow 1: Create a workflow where a property value updates when a note (with the body containing "note created by" to specify a subsection of our notes) has been created less than a day ago 2. ...read more

  • Best Practices for Company Sync with Salesforce Integration

    • Hi everyone, I hope you're all doing well! I’m reaching out to get some insights from those who have experience with Salesforce-HubSpot integrations, specifically around syncing companies between the two platforms. For contacts, it’s relatively straightforward to use email or phone number as the unique identifier. However, syncing companies seems to present more of a challenge. In my case, many of my Salesforce accounts don’t have associat ...read more

  • Can I send an email to a list of contacts without the email being considered as a Marketing email?

    • Hello, I need to send an email to a list of contacts. It is not a marketing email, hence I would like to not have the "unsubscribe" feature at the bottom. I added manually all these contacts on my CRM because I need to ask them something. It is the same email for all of them, but I would like to personalize it with their first name when saying hello. Can I send an email to a list of contacts without the email being considered as a Marke ...read more

  • Double Conditionals in Pipeline

    • I have a field where I ask about the product being offered and depending on the product offered - we will have different questions at each stage of the business. However, the conditionals in "Pipeline" are the "step entry". When I do the conditional within a property it would ask "all at once". So I wanted help thinking about how I ask separate questions at each step depending on a property's answer. ...read more

  • Using @ sign when importing notes from Excel

    • Hello, So I'm new to Hubspot and have been experimenting with importing data from Excel. As we know, if you create a Note normally and include @johndoe then John Doe will get a notification about the new Note. Is there a way to do this with an Excel import? I've tried including @johndoe in the import and it comes through as plain text without the notification functionality. Is this possible? I'm guessing not, but figured I'd a ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
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
Reply Discussion Announcement
12 upvotes
0 Reply
PHawlader on September 15, 2024
Hubspot to Seamless Connector
Hello HubSpot Community! Has anyone tried the HubSpot to Seamless connector? Is the contact retrieval integration fairly clean? Also can you select which contacts you want to integrate to HubSpot or will it pull all? Thanks!
Reply Discussion Integrations
0 upvote
0 Reply
Solved
Hasan3 on September 15, 2024
Learning Roadmap for HubSpot CRM Admin
Hi Folks, I am looking for some directions regarding my career upskill. My Experience Summary: I've worked with Salesforce for over two years in my current workplace. My role is mainly admin-related, where I troubleshoot and implement read more
Reply Discussion Admin
0 upvote
3 Replies
Jnix284
Hall of Famer
September 15, 2024
you're welcome @Hasan3 , happy to help!
VinceJ on September 15, 2024
Average Signings per Team
Hello hello, I have been wondering if there is a feature or any 3rd party tool which could help me creating a report to visualize not just the distinct count closed deals of a team but also the average per person linked to that team. (Number of read more
Reply Discussion Enterprise Reports
0 upvote
0 Reply
LGlossenger on September 13, 2024
Office 355 Add-in
Hello everyone! Our company has been utilizing the HubSpot Office 365 add-in for a while now, primarily for logging customer interactions and assigning tickets internally using a few hashtag techniques. I'm interested to learn how others are read more
Reply Discussion best practices
0 upvote
0 Reply
LPrivett on September 13, 2024
Report on historic average of property
I have created a Health Score for all of our companies. I can see the history health scores of any individual company. I can report on the *changes* to the health scores of each company. I want to report the *average* health score of all companies, read more
Reply Discussion Analytics Tools Enterprise Reports
0 upvote
1 Reply
JessicaBaskey
Member
September 15, 2024
Hi Louise, May I ask how you report on the changes to the health score of each individual company? Do you have historic values of it saved in an...read more
LPascho on September 13, 2024
Daily Send Limit assigns all contacts in sequences over send limit error
As the title suggests, I wanted to create a sequence with a few hundred contacts. I understand that I can only add contacts one page at a time (50 contacts per page), and I need to repeat this process multiple times. I’ve set my daily send limit read more
Reply Discussion Connected Email Sales Sequences
0 upvote
1 Reply
JessicaBaskey
Member
September 15, 2024
Hi Lars, If I understand it correctly you wonder if there is a way to automate enrolling contacts into your sequence, is that correct? ...read more

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