CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hello, I have an issue and wonder if there is a solution. For example we have in our customer list cases like this so the companie's name is pandabuy, in our list there is a pandabuy for 7 different cities, so panda buy paris, panda buy tokio etc, and these are registred as different companies or customers. Would it be possible to collect these 7 shops in 1 company account panda buy. In this way the list would be more clean. Thank you in ...read more
    • Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a report that shows involvement per user Sure - I could create multiple reports for each user property so you can see how often someone was assigned in each property BUT that comes with the downside o ...read more
    • Hi all, We're looking for good scheduling software we can integrate with. We schedule estimates but don't assign them to the sales reps till the day before because we assign appointments based off of sales performace over the last two weeks and estimate location distances from each other. Whats the best scheduling software to intigrate with for this? Any pointers on achieving this would be great! ...read more
    • Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a workflow, but not how to say "if NOT opened after 5 days" add this Task. Thanks! ...read more
    • Hi all, I would like to record and track sales rep activities. These activities include:- entertainment, presentations, meetings, roadshows and such. I am not sure where or what property i could create to let sales rep select from an activity dropdown list and record dates for said activities associated to a lead/contact. Additionally, would like a custom report that shows a) all activities of a particular sales rep and b) all activites acro ...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
6 upvotes
0 Reply
Junioreis22 on May 14, 2024
Meu nome é Junior e sou Country Manager na Treble AI, onde oferecemos soluções inovadoras para melhorar a comunicação entre empresas e clientes. Nos últimos 4 anos, tenho ajudado organizações a transformar seus negócios usando o WhatsApp, o ca read more
4 upvotes
4 Replies
Participant
May 15, 2024
@Brenner obrigado por trazer esse ponto! Sim, é possível enviar estes lembretes de reuniões pela integração da treble, e pela solução de WhatsA...read more
AaronClifft on May 25, 2024
Hi, Trying to setup the platform for first time and when trying to reply or send and email from HS, I get the follow error: Your message wasn't delivered because the recipient's email provider rejected it. Remote server returned '550 5.7.708 Ser read more
0 upvote
0 Reply
MFormby on May 25, 2024
Hi my default font for Google keeps changing back to Sans Serif. I've set it in Google mail settings. I also set it in Account Defaults in Hubspot. No matter what I do it switches back to Sans Serif. So annoying!
MikeT77 on May 24, 2024
Is it possible to have two email addresses logging in one hubspot email account? I have have the extensions installed for both email addresses (both gmail). for example, I want both mike@abc.ca and mike@abc.net to log and track sent emails into my m read more
amanda_muv on May 24, 2024
Oi pessoal! Venho novamente com uma dúvida sobre a auditoria e atividades de segurança. Com que frequência o hubspot salva e exibe nossas ações dentro do sistema? Estou perguntando, porque queria um relatório das ações feitas nas últimas 2 s read more
0 upvote
1 Reply
Community Manager
May 24, 2024
Oi @amanda_muv , boa sexta!! Vamos convidar nossos colaboradores, @Brenner , @Tesore e @caiodonald alguma recomendação para @aman...read more
ZEizenberg on May 24, 2024
Is there a way to create automatically an invoice when quote status changes to "Signed"? I tried the workflow tool, but it does not give me the option to create a criteria based on Quote status change.
0 upvote
1 Reply
Recognized Expert | Platinum Partner
May 24, 2024
Hi @ZEizenberg , I've hit this roadblock a few times. I am not aware of a native workaround at this time that fully automates the process. If ...read more
Reinout on May 24, 2024
Help! Since integrating my email and Hubspot I've been receiving an endless number of bouncing emails overflooding my emailbox, whilst I didnt even conciously sent an email nor do I see it in my sent items. How can I stop the endless number of ema read more
0 upvote
1 Reply
Key Advisor
May 24, 2024
Hi @Reinout Did you actually sent an email to Gemma@registry.godaddy, or does that email/contact exist in your HubSpot portal? If so, you ...read more