CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes? ...read more
    • 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
    • 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
    • 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
    • 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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HenryJ on June 22, 2025
Hello developers, I'm encountering an issue with the V3 CRM Search API where the associations object is not being returned, even when explicitly requested. I'm hoping someone in the community might have some insight. The Goal: I'm trying to fetch read more
Saassolution on June 22, 2025
Hi, Community memebers can help anyone help me in creating these reports in HubSpot? it will be great if someone can help me guide for step step and consult me on this since iam new to learn HubSpot reporting!
0 upvote
3 Replies
Hall of Famer | Partner
June 22, 2025
@Saassolution what exactly do you mean by "the data is incorrect"? What are you expecting to see instead and how is it different from what you're s...read more
Solved
AMalek8 on June 21, 2025
We want to be able to automatically populate the team's emails with a standard email signature that dynamically inserts sales rep information. The HS tokens that work are {{ user.phoneNumber }}, and {{ user.firstName }} but we also created custom to read more
Participant
June 22, 2025
Hi @karstenkoehler - accessing custom email tokens is through userToken not user. I did your method by selecting from the dropdown then switched ov...read more
QontrolleHQ on June 21, 2025
Hello HubSpot Community, I'm experiencing a persisitent bug with the HubSpot Sales browser extension (version 3.0.0.33481 on Chrome) when using it on LinkedIn. **Expected Behavior:** When I view an individual's personal profile page on LinkedIn, read more
0 upvote
2 Replies
Member
June 22, 2025
Thank you so much, Arisudan! I really appreciate you validating the issue and tagging the community managers. I'll wait to hear from them.
Akhalaf5 on June 21, 2025
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
0 upvote
5 Replies
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
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
0 upvote
1 Reply
Top Contributor | Gold Partner
June 21, 2025
Hi @9mmdigital , If you’re not receiving the HubSpot verification code, even after checking your spam and junk folders, here are a few things to t...read more