CRM & Sales Hub

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    • Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effectively notify or remind sales representatives about necessary next steps. As a result, many times, leads that urgently need attention end up slipping through the cracks of our sales pipeline. ...read more
    • If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for the Perfect Prediction At the begining of Q2 I had a mission - prove that it was possible to make reliable predictions of accounts inside a pipeline. Let's face it, no one on the B2B, SaaS o ...read more
    • Our leads are inbound from multiple sources and I am trying to figure out what times seem to have the most leads so I can nail down better scheduling. Specifically, I want to know what days and hours of the day are busiest based on create date. ...read more
    • Hi everyone, Is there an AI/CGPT type plug-in that will answer questions about my internal Hubspot instance? e.g. can you tell me what the average deal age is for deals under $500? ...read more
    • Hello, I'm looking to create a report that shows the average percent, each day over a 7 day period, of leads who do have not yet become MQLs. For example, we'd be able to see, on average, the percent of total leads that have not yet converted on day 3 or day 5. I tried setting something up with a calculated property between "became a lead date" and a custom "today's date" property but wasn't having any luck. Let me know if this ...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
10 upvotes
0 Reply
DAnderson60 on July 19, 2024
Someone sent me an email and I got that email from my email provider but it did not get logged into my Hubspot. I have IAMP and SMTP enabled. Yes the clients email is stored as a contact. I even created a test client and used one of my old emails read more
Hall of Famer | Partner
July 20, 2024
Hi @DAnderson60 , Was this a net new email (and not a reply)? HubSpot only logs incoming emails to your personal connected email address when ...read more
JFair on July 19, 2024
I am looking to merge two fields we have for contacts, or have one disabled and the data from that one transferred to the other field. We currently have a 'Company Name' field and a 'Primary Company' field. I would like there to be only one field th read more
Hall of Famer | Partner
July 20, 2024
Hi @JFair , Just to confirm, you're not referring to these two, are you? The first is the association between contact and prim...read more
McBainKD on July 19, 2024
Hi there, I'm looking to import a bunch of Contacts from another CRM into HubSpot but assign them to a Company, but also flag their association with that Company using an Association Label. Is there a way to do that in bulk without having to read more
Member
July 20, 2024
Absolutely! You can import both the association and label during your import. Here's how: Include a column for the Company's unique identifier (e...read more
MLeon83 on July 19, 2024
Hola, estoy tratando de instalar la extension de outlook con HubSbpot pero me sale el siguiente error al descargar la extension. Mi computadora usa Outlook 2013, trate descargando la "extension de office 365" y la "Extension de outlook para pc". Tr read more
0 upvote
0 Reply
JDBell7966 on July 19, 2024
When sending emails to multiple recipients, I understand that Hubspot cannot distinguish between who opens the email and just will say "someone opened email." My question would be, is it possible to remove email open tracking from certain email addr read more
Hall of Famer | Partner
July 19, 2024
Hi @JDBell7966 , No, this is not possible, because you're delivering just one email to multiple recipients: https://knowledge.hubspot.com/con...read more
JHolthouse on July 19, 2024
Right now we use an excel document to track reference requests that we solicit from our clients. I am looking for a way to move out of excel and document this in HubSpot.
0 upvote
1 Reply
Hall of Famer | Partner
July 19, 2024
Hi @JHolthouse , You could create a ticket pipeline for reference requests: https://knowledge.hubspot.com/object-settings/customize-ticket-pi...read more