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CRM & Sales Hub

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Best way to do a bulk email without Sequences?
- Hi all, I'm a one-man band, so "Starter" at $15/month is where I'm at. Thus, I don't and won't have access to Sequences or fully featured automation. Marketing email is available, but I have an old 250-name list for which permissions don't exist. (Also, I don't want the look-and-feel of HTML email for this communication, anyway.) But I will definitely use personalization tokens. Templates are a good timesaver, but ... is there any way t ...read more
Fields containing links are not clickable in mobile app
- Hello from a rainy Helsinki! A client of ours has been facing a weird issue as of late. In their HubSpot we have a single-line text properties which host links to their ERP system. These properties are perfectly working on the desktop app. However, some users are facing issues on HubSpot mobile app, both on android and iOS. On desktop they can press the links, but sometimes the links are shown as not-clickable/accessible on HubSpot. We have ch ...read more
Count Number of Options in CheckBoxes
- Hello. I have a property that is a "Multiple checkboxes" property. I need the number of the values selected, rather than the actual value. Ex. Property called "Product" Deal #1 - Product A (selected) - Product B (Not selected) - Product C (selected) Deal #2 - Product A (selected) - Product B (selected) - Product C (selected) Deal #2 - Product A (No ...read more
Best Approach to Learn Sales for Complete Beginners
- i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory course? a lineup of courses from beginner to advanced list would be appreciated. thanks !! ...read more
Export Leads' data from the Prospecting workspace
- I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (first image); joined with the fact that only paid Sales seats can visualize the Prospecting workspace's data, leaves our management team completely blind as to how the Sales team is currently performing ...read more

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

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DaveSchwa on October 15, 2024

Phone view cutting off picture and text

See screenshot, on desktop website looks very nice, but on phone view there is a lot of dead white space in between columns and my picture an dtext is being cut off. How to enlarge or shorten on phone view, picture and text?

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SarahHerbage on October 15, 2024

Expired contacts

Hello, I am wondering what the recommendation is for managing expired contacts? So if a contact has moved onto another company how do you manage this? I dont wish to delete the contact as A). they will have notes related to the company the read more

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SSaunders0 on October 15, 2024

Multiple Signatures

Hi, is there a way to have 2 different email signatures that you can toggle between?

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MPhillips4 on October 15, 2024

Deal Card View Flip Through

I have a client looking to take this deal card view but being able to switch through their deals and its information from this view. Any plugins or ideas? They would like to view and a bonus to edit the information.

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JC04 on October 15, 2024

Importing Companies with Parent Associations

Hello! I have all the companies created in my CRM. I am now using Record ID's to associate Parent labels to some of the companies. However, when I choose to "map my record ID", the mapping guide shows my company as ready to import. BUT when I "assoc read more

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JC04

Member

October 15, 2024

Looks like I need to be able to add a label in the import... When I look it up in the knowledgebase it shows it is available for any package.. I...read more

SAlBayeh on October 15, 2024

Custom Fields for Deals Based on Persona Without Conditional Logic

Hello! Is it possible to display a different set of custom fields for deals based on the persona (e.g., finance vs. marketing personas) without using conditional logic in HubSpot? I’d like to have relevant fields appear depending on the persona read more

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