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Top Resources for CRM & Sales Hub

  • What’s the best way to track UTM parameters in HubSpot for campaign performance?

    • How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes? ...read more

  • Property for timeline tracking

    • Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check it was completed it adds the date. This would be super helpful because you would not have to go back into the history and try to figure out what happened when ...read more

  • hubspot sales addin not connecting - console error

    • the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the window. Console errors: error--1750281539672 Unhandled Promise Rejection Error: officeOnReadyWithTimeout timed out Error at console.error (" static.hsappstatic.net/SalesOffice365AddIn/static-2.35502 ...read more

  • Store answers from Playbooks in properties

    • Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with playbooks, so I’m also not sure where the data goes if it’s not mapped to a property. Any tips are appreciated! ...read more

  • How long does it take to develop a fully functional CRM system?

    • If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use? ...read more

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Akhalaf5 on June 21, 2025
Removing Email from HubSpot Form Breaks CRM Data Sync — How to Use Phone Number Only?
I wanted to make my HubSpot form simple and fast by using only the phone number and removing the email field to capture data more easily. However, now I’m facing issues with data not syncing properly to the CRM. Are there any recommended solutions o read more
Reply Discussion CRM Forms
0 upvote
5 Replies
karstenkoehler
Hall of Famer | Partner
June 21, 2025
@Akhalaf5 it will create records, yes, but not update existing records with matching phone numbers.
9mmdigital on June 20, 2025
Unable to Log In – Verification Code Not Received
Hi HubSpot Support, I'm experiencing an issue logging into my HubSpot account associated with the email (google workspace) . I'm not receiving the verification code required to complete the login process. I've already checked my spam and junk f read more
Reply Discussion Starter
0 upvote
0 Reply
SeanGunter on June 20, 2025
Org Chart
When will OrgChart Hub be available? I see they were acquired by HubSpot and are not taking on new customers.
Reply Discussion Sales
0 upvote
3 Replies
ArisudanTiwari
Top Contributor | Gold Partner
June 20, 2025
@SeanGunter , As mentioned in OrgChartHub’s announcement , the tool is currently not available for new customers since their acquisition by Hu...read more
Solved
Bdubs on June 20, 2025
SMS in Sales Hub
Hello, Is it possible to set-up SMS in sales hub or would i need marketing hub? I run a real estate business and need mass SMS campaigns
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 20, 2025
Hi @Bdubs , HubSpot SMS indeed requires at least Marketing Hub Professional: https://knowledge.hubspot.com/sms/create-and-send-sms-messages ...read more
TLarson5 on June 20, 2025
Original Source via Custom Property Best Practice
Hey everyone, Looking for some ideas or best practices around the follwing scenario, specifically how to keep it as "clean" as possible. So my current org uses Wistia for both video management and for webinars. When I look at records created read more
Reply Discussion Best Practices CRM Enterprise Settings
0 upvote
2 Replies
ArisudanTiwari
Top Contributor | Gold Partner
June 20, 2025
Hi @TLarson5 , You’re right, HubSpot’s default Original Source fields are great for broad attribution, but they don’t offer enough detail to s...read more
Solved
Julianam on June 20, 2025
Wrong company name
Hi there, I have one question. Why, when I send the email, does the recipient see the company name, which is a different company name like we have in our account settings?
Reply Discussion Email Deliverability
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 20, 2025
Hi @Julianam , When you're sending a sales email, the sender appears the same way they would as if you sent a regular email from your inbox. T...read more

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