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CRM & Sales Hub

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Workflow - Send email to External email from custom object
- 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
Best Practice for populating Contacts and Companies "name"?
- 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
When creating a contact, is it mandatory to select a "Legal basis for processing contact's data" ?
- 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
"Network" linked to company profiles
- 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
Changing deal stage after customer reply
- 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

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

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

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

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

BDowding on April 24, 2024

Radio Button

I have created a property and am attempting to use radio buttons for the information to be captured in HS. However, when I go back to the form the radio buttons do not appear and instead the defined answers show up as a pull-down menu. Anyone have i read more

Reply Discussion Companies Lists

0 upvote

0 Reply

KMHelm on April 24, 2024

Quote Workflow for QBO Integration

I need help resolving this error: {"callbackId":"ap-43838246-1010927603059-4-0","outputFields":{"hs_execution_state":"FAIL_CONTINUE","Error":"PortalId : 43838246 | CrmObjectId : 134272074 | No LINE_ITEM associated with QUOTE"}} I have checked read more

Reply Discussion Integrations Workflows

0 upvote

0 Reply

EricDeinoff on April 24, 2024

New Leads Object - Pros and Cons for using for Sales/SDR sourced contacts from admin and end users

We are currently using the new Lead object and Lead automation for Marketing Sourced Contacts (i.e. triggered when the lifecycle stage becomes a MQL). The sales team is finally getting on board with the new processes associated with the leads o read more

Reply Discussion best practices CRM Sales

0 upvote

0 Reply

cp_sk on April 24, 2024

Send email to HubSpot and create deal from it

Hi, is there a way to send an email to HubSpot and create a deal from the content of the mail? I thought that there is an HubSpot email address where you can send emails to. And from that I want to build a workflow to create a deal. Is t read more

Reply Discussion Connected Email Deals Sales

0 upvote

0 Reply

Solved

KMcKenz on April 24, 2024

Compare Multiple Months of Lifecycle Stage Conversions

Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee read more

Reply Discussion Dashboards Professional

0 upvote

2 Replies

KMcKenz

Contributor

April 24, 2024

Okay, that's helpful to know it isn't possible. Side by side it is. Thank you, Karsten!

MBarnaud on April 24, 2024

Receipt of verification email takes too long

Hello, I'm a new user in this community and I need help with a small issue. When I try to connect to my Hubspot account, I'm asked for a verification code that I receive by email. My problem is that I receive the email with the verification code read more

Reply Discussion Free

1 upvote

1 Reply

colinwitt

Contributor | Gold Partner

April 24, 2024

Hi @MBarnaud , is this regarding a 2FA code? And do you need this for every single login? It might depend on your email provider or your (bu...read more