CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • In our communications with leads, we use a "regular" Round Robin meeting link to showcase the widest range of available time slots to encourage bookings. Leads are then assigned to the sales team member they were booked with. We're facing the following issues/restrictions: Regular Round Robin Scheduler Displays the availability of all team members, providing a broader selection for leads. However, it does not accommodate individual ...read more
    • Hello community! Good evening 🙂 This might be the simplest question I've asked so far, but I can't find any solution with the tools given. I know I must be doing something wrong. My issue is the following. My companies have multiple deals, depending on what service they're purchasing. They might be current customers, with a "ClosedWon" deal, with a secondary deal in a different stage because it's from a product being offered from a d ...read more
    • What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?" ...read more
    • I work with customers daily here at HubSpot and I’ve seen how powerful a well-placed, optimized Call-to-Actions (CTAs) can be in driving conversions and generating leads. The trick is not just to have a CTA, but to create one that’s designed to engage your audience and encourage action. That’s where HubSpot’s CTA tool comes into play. It allows you to create personalized CTAs, test their performance, and ultimately drive more conversions. H ...read more
    • As a customer success manager at HubSpot, I’ve helped many sales teams track and improve their performance. When it comes to developing sales opportunities, tracking your activities is key to identifying what’s working—and what’s not. Today, I’ll share how HubSpot’s tools— Custom Reporting, Funnel Reporting, and Conversation Intelligence —can help you track your sales activities and optimize your pipeline. Custom Reporting: Get Insights ...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
15 upvotes
0 Reply
Upstart on December 12, 2024
I have been a HubSpot user for nearly ten years. During that time I have experienced a constant issue with my (and my users') inbox disconnecting. Every time it happens, HubSpot blames my email host and they blame HubSpot. I spend tens of hours with read more
0 upvote
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Upstart on December 12, 2024
So, now, due to greed, HubSpot has changed it's FREE FOREVER plan to ensure that the free plan is useless. A new user can no longer send and receive emails through the system (connect inbox) unless they are on a paid plan. That is the MAIN FUNCTIONA read more
0 upvote
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SComeau on December 12, 2024
Hello, I need to report on how many days a deal is in the pipeline. Is there a field already created to report on that? Or can someone give me a simple formula? I would need "todays date"-Create Date but can't figure out how to do that. Any help a read more
1 upvote
5 Replies
Top Contributor | Gold Partner
December 12, 2024
Ah, ok. Unfortunately, when creating a calculated property in HubSpot, there's not a today() function like in Excel. The workaround I can think...read more
JesúsJijón23 on December 12, 2024
Hello community, I need to know if you know any app from hubspot apps marketplace, that allows me to work with templates for my sales team. Since I can't offer a sales pro seat to my 80+ salespeople 😞
December 12, 2024
I have Growth Suite Pro and can create templates. However, users without Sales Pro can only view the first five templates I create. Do you know...read more
FBrunelli on December 12, 2024
Hello, I can't seem to find out how to update our company logo, that we changed a few months ago. The company logo on the .com domain is correct ( https://logo.clearbit.com/hotiday.com ) but the company logo on the .it domain is still the old one ( read more
Guide | Platinum Partner
December 12, 2024
Hey @FBrunelli , where do you want to update your logo? Is it on your website, on your HubSpot profile or on Clearbit? Also, why are you linking to...read more
BShockey on December 12, 2024
I recently got the chat client all set up and working on my web site, or so I thought. One of my employees was testing it and he could not see the chat icon that should appear at the lower right corner of the window. We quickly traced it to the fact read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
December 12, 2024
Hi @BShockey , Ad blockers like uBlock Origin may block the chat client icon because they can perceive it as a third-party script associated...read more