Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h
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Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform.
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Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for
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Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H
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Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT
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My company does direct mail marketing; we mail a physical letter to each of our prospects on the list for that week. Until 3/23/2025 I was able to export my active list and download an excel table with my Contact Properties First and Last Name, and read more
How can I create a template for sequences where reps can go in and enroll their own contacts to it? I created the sequences I want, would the next step be to just tell them about it and they clone it themselves?
Hello, I am booking meeting for our founder by linking his calendar to Hubspot, but I need to hide his email address from the people who are booking the meeting invite. I was able to change the email address that is listed on the meeting c read more