CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 ...read more
    • Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When ...read more
    • Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa ...read more
    • I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. ...read more
    • Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? ...read more

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Calling
Filter by
  • All labels
  • Account
  • Admin
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • Dashboards
  • Deals
  • Email Deliverability
  • Enterprise
  • Forms
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
RPayne43 on April 23, 2024
We use group schedulnig pages all the time - individual scheduling pages can be cloned, but group ones can't. It's very annoying as it takes ages to remember and update all the details each time.
0 upvote
0 Reply
jonjieviduya on April 23, 2024
Is it possible to require a property when updating company/deal/contact? Upon asking my friend, he said it can only be required upon creation. For example, I want to make the first_name field required when creating contact, but also, when updating c read more
1 upvote
1 Reply
Hall of Famer | Partner
April 23, 2024
Hi @jonjieviduya , That is currently not possible, no. The closest would be conditional logic which lets you define fields that must be filled...read more
KDerby on April 22, 2024
What sort of functionality exists in HubSpot to label and sort accounts by different type?
0 upvote
3 Replies
Hall of Famer | Partner
April 22, 2024
Hi @KDerby , Records in HubSpot (such as contact, companies, deals) are labeled and sorted using properties. Some of these exist out of ...read more
MossbackGus on April 22, 2024
Under Deals, after creating a deal it shows the last activity. How can the last avtivity be removed so it just shows the deal?
0 upvote
2 Replies
Hall of Famer | Partner
April 23, 2024
Hi @MossbackGus , If you're referring to the middle section in the deal record ("Data highlights", "Recent activity" etc), you can remove elem...read more
EHollingworth on April 22, 2024
Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b read more
Hall of Famer | Partner
April 22, 2024
Hi @EHollingworth , A user can be a member of multiple HubSpot portals - and switch easily between them 🙂 https://knowledge.hubspot.com/ac...read more
ETvelia on April 22, 2024
Hello! I am looking to create a folder for each client in my conversations inbox. I know we cannot directly do that - but I am wondering if anyone has a workaround? I need the folks in this inbox to be able to move emails regarding specific clients read more
Hall of Famer | Partner
April 22, 2024
Hi @ETvelia , This is unfortunately not possible at this stage and I'm not aware of any workarounds as the filtered views are too rigid to wor...read more