CRM & Sales Hub

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    • Hello, I have an issue and wonder if there is a solution. For example we have in our customer list cases like this so the companie's name is pandabuy, in our list there is a pandabuy for 7 different cities, so panda buy paris, panda buy tokio etc, and these are registred as different companies or customers. Would it be possible to collect these 7 shops in 1 company account panda buy. In this way the list would be more clean. Thank you in ...read more
    • Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a report that shows involvement per user Sure - I could create multiple reports for each user property so you can see how often someone was assigned in each property BUT that comes with the downside o ...read more
    • Hi all, We're looking for good scheduling software we can integrate with. We schedule estimates but don't assign them to the sales reps till the day before because we assign appointments based off of sales performace over the last two weeks and estimate location distances from each other. Whats the best scheduling software to intigrate with for this? Any pointers on achieving this would be great! ...read more
    • Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a workflow, but not how to say "if NOT opened after 5 days" add this Task. Thanks! ...read more
    • Hi all, I would like to record and track sales rep activities. These activities include:- entertainment, presentations, meetings, roadshows and such. I am not sure where or what property i could create to let sales rep select from an activity dropdown list and record dates for said activities associated to a lead/contact. Additionally, would like a custom report that shows a) all activities of a particular sales rep and b) all activites acro ...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
6 upvotes
0 Reply
Junioreis22 on May 14, 2024
Meu nome é Junior e sou Country Manager na Treble AI, onde oferecemos soluções inovadoras para melhorar a comunicação entre empresas e clientes. Nos últimos 4 anos, tenho ajudado organizações a transformar seus negócios usando o WhatsApp, o ca read more
4 upvotes
4 Replies
Participant
May 15, 2024
@Brenner obrigado por trazer esse ponto! Sim, é possível enviar estes lembretes de reuniões pela integração da treble, e pela solução de WhatsA...read more
Reinout on May 24, 2024
Help! Since integrating my email and Hubspot I've been receiving an endless number of bouncing emails overflooding my emailbox, whilst I didnt even conciously sent an email nor do I see it in my sent items. How can I stop the endless number of ema read more
0 upvote
1 Reply
Key Advisor
May 24, 2024
Hi @Reinout Did you actually sent an email to Gemma@registry.godaddy, or does that email/contact exist in your HubSpot portal? If so, you ...read more
PvanderValk on May 24, 2024
Our organization is just starting to use the new Leads object as a part of our process. As it turns out, HubSpot has been creating Leads for us for a while and 90%+ of them are not considered Leads. How do I mass change these Leads to have Lead Stat read more
0 upvote
2 Replies
Participant
May 24, 2024
Thanks. I will give this a try.
PPenev_1 on May 24, 2024
Hi Everyone, I'm having an issue with exporting Deal information from a HubSpot report in an Excel file. If a deal is linked to multiple companies, its information gets duplicated, based on the Company ID, which forces us to do lots of manual wo read more
Top Contributor | Partner
May 24, 2024
Hi @PPenev_1 , You should be able to fix this by filtering on only the Primary Company association label. This isn't in the most obvious place...read more
Tom_B on May 24, 2024
Hi, In our Sales Department, we've set up Teams per region/language (e.g. French, German, etc) which is their Primary Team , but we're running into issues when someone's account becomes deactivated on how firstly to auto-remove them from the da read more
0 upvote
0 Reply
TSansico on May 24, 2024
Everything is in the title.. As a manager, I want an overview of all leads being worked by my team. By playing with filters I can do that, but I'd like to save a view of them like I do for contacts.. companies...
0 upvote
1 Reply
Top Contributor | Partner
May 24, 2024
Hi @TSansico , Unfortunately, it doesn't seem that it's possible at the moment. I'd suggest that you upvote this post on the Ideas forum...read more
Fabian93 on May 24, 2024
Hi there, We want to use custom objects in our account but I'm struggeling at the moment, because I cannot find a way to automatically create custom objects from a contact or company based workflow. Also the enrollment in another workflow (custom b read more
0 upvote
2 Replies
Participant
May 24, 2024
Hi Karsten, Thanks for your quick reply. I already find my mistake. I have not created a association between contact and custom object records, so I ...read more