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CRM & Sales Hub

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How do I track in person events in HubSpot, like conferences?
- 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 ...read more
Cannot change Lead Name
- 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. ...read more
Limit Deal Creation
- 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 ...read more
How to track open and spam rate for 1:1 sales emails?
- 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 ...read more
March 19 | Inherited CRM Chaos: How to Optimise for Success
- Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

ZFiner on March 20, 2025

Company Autopopulation

This week, it seems like the autopopulation feature for creating companies has been discontinued. This is a major hindrance to my workflow efficiency. Does anyone know if this is temporary or why the autopopulation feature is no longer working?

Reply Discussion Companies

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karstenkoehler

Hall of Famer | Partner

March 20, 2025

Hi @ZFiner , If you're referring to HubSpot insights, yes, this is being discontinued, see the red info box in this article: https://knowledg...read more

TheAdminArena on March 20, 2025

CRM Limits

Does anyone know the maximum number of records that can be created by a workflow within a given period? I.e. If we had a workflow creating records consistently, nonstop, would there be a point where we could not have anymore records created? Add read more

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karstenkoehler

Hall of Famer | Partner

March 20, 2025

Hi @TheAdminArena , Generally, you can find subscription limits here: https://legal.hubspot.com/hubspot-product-and-services-catalog I...read more

HubbyTubby on March 20, 2025

Robust 3rd party calendar integrations

Looking for alternatives to the native HubSpot meeting scheduler. Calendly is an obvious choice, but expensive at the lowest tier that allows integration. How does cal.com compare? Are there any alternative calendar integrations that provide a ro read more

Reply Discussion Calendar Professional Sales

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HubbyTubby

Member

March 20, 2025

The unresolvable issue is that HubSpot's scheduling doesn't allow you to add multiple calendars to check for availabile time slots. Calendly does; y...read more

SMarwaha on March 20, 2025

Added product costs after creating lots of deals, can it somehow be pushed through to the line item?

Hi, I've added products and created deals using these products. I've now started adding Unit costs to the product but when I run a report it isn't pulling through to historical deals. I need to add the items again in the deal then delete the ol read more

Reply Discussion Deals

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SKeohan on March 20, 2025

Hiding Emails / Attachments

Hello, we have our settings so that everyone can view all companies but can only edit their own companies however if we want to restrict one company from being viewed by anyone but the management team is that at all possible or woud you have to chan read more

Reply Discussion Enterprise

1 upvote

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SKeohan

Participant

March 20, 2025

Thank you for your messages!, I have decided to create a custom object for these customers so only management can see them

msoren42 on March 20, 2025

Display Ads

Hey all, Does anyone have a good idea how to solve my display ads issue? We run display ads with an outside vendor and it rolls up under Other Campaigns as the Original Traffic Source. How can I break this out in reporting? is it best to just reall read more

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