CRM & Sales Hub

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    • Hi, how to setup Hubspot, so that when we (executives) can record emails that we sent (so they can be later seen in Hubspot), but they can't be seen by our employees. Is this happening by default if we're admin user and they're standard user? We're running the free version of Hubspot btw. Thanks, ...read more
    • Hi everyone, I’m currently working on optimizing HubSpot for a real estate business, and I’m curious to hear from those with experience in this area. What are some of the best or most appreciated implementations or solutions you’ve used in HubSpot for real estate? Would love to hear your thoughts and any best practices you’ve come across! Thanks in advance! ...read more
    • Hello, I'm a Global System admin in our O365 tenant. I recently received a request from one of our users to integrate HubSpot with his Outlook email account. When the user is trying to stablish the connection from the HubSpot site to his mailbox, he receives a screen showing that he needs to request permissions to the tenant admin (in this case, me). However, I do not see where is this request going, so I can approve it. I alre ...read more
    • Here’s a grammatically corrected version of your text: We are collecting the contract term as a dropdown property. I would like to create a task after the number of months has passed since the deal was won. How do you manage this remaining issue? ...read more
    • How do you manage the list of competitors in the CRM? I am thinking of importing them and marking them as competitors so that I can exclude them from all upcoming marketing events. This would also be beneficial for all CRM stakeholders to be aware of them. How do you manage this? ...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
16 upvotes
0 Reply
santosh_mehta on February 10, 2025
Hi, I hope this email finds you well. I am writing to report a bug in the HubSpot plugin for Outlook mail, which occurs both in browser versions (Chrome & Edge) and the new Outlook (desktop). The issue arises whenever I try to reply read more
SDC2001 on February 09, 2025
Hey Guys, What would be the best way to trigger an automatic follow up task in Hubspot, when a quote is created in MYOB Advanced/Acumatica? We would also like to dictate depending on who creates the quote in Acumatica, determines who gets set read more
0 upvote
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Solved
NKolev on February 08, 2025
Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied read more
0 upvote
4 Replies
Contributor
February 09, 2025
Thanks @karstenkoehler the company owner filter - "Me" would do the job just fine. It will not prevent 100% of people from being able to see their ...read more
Nickthevy on February 07, 2025
Me and my team have been plagued by a reoccuring issue of being logged out of the hubspot add on constantly. What is causing this? Is it new outlook, is my IT security too stringent. Any help would be awesome 🙂
ClandestineLama on February 07, 2025
Hi, I've been added to an old client's HubSpot account, which is now suspended. I don’t have admin access and can’t remove myself. Additionally, this suspended account is blocking my ability to add certain integrations to my own HubSpot account. How read more
0 upvote
1 Reply
Member
February 09, 2025
Hi @ClandestineLama HubSpot Support is the best way to resolve this issue permanently. If you're on a free HubSpot plan, access to direct support ...read more
AFleischman on February 07, 2025
Hello, I noticed the label or ribbon on the top left of my primary contact is now gone? My IT team checked and our permissions have not changed. Any other ideas? This is what it looked like before, but now the grey primary label is gone
0 upvote
2 Replies
Member
February 07, 2025
I can remove the contact as the primary, and then reapply but the ribbon on the top left still does not show primary...