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CRM & Sales Hub

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How do I track in person events in HubSpot, like conferences?
- Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h ...read more
Cannot change Lead Name
- Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform. ...read more
Limit Deal Creation
- Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for ...read more
How to track open and spam rate for 1:1 sales emails?
- Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H ...read more
March 19 | Inherited CRM Chaos: How to Optimise for Success
- Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

AndreasKu on March 26, 2025

Assignment of "responsible employee of contact" automatically to "responsible employee of company"

Dear community, while creating a contact, the responsible employee of that contact is automatically assigned and created. In parallel to the creation of the contact, the company is created as well - but not with a responsible contact. How c read more

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TMessi on March 26, 2025

Link companies together

Hi I am not sure whether our setup is unique, and therefore there is close to no chance that Hubspot has this feature, or if I am just missing something here. We have cases, where companies have registered with multiple accounts (for valid re read more

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karstenkoehler

Hall of Famer | Partner

March 26, 2025

@TMessi if merging is not an option, then yes, associations would be the only way for you to pull aggregated data in whichever of the records you c...read more

Akylai on March 26, 2025

Form Submission Follow Up Workflow not working

Hello! I tried to create a simple workflow that sends a follow up email to contacts who submitted a Contact Us form in our website (specifically to those who indicated that their ticket volume is below 1000). But when I turned on the workflow a read more

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franksteiner79

Recognized Expert

March 26, 2025

Hi @Akylai Just adding to @karstenkoehler 's points, you can check the workflow perofrmance and action logs & issues to see what happen...read more

NHorne99 on March 25, 2025

Suppressing zero values and duplicates on a pie chart

Is it possible for me to make this pie chart not show slivers in it for zero values? Also can I make it not show duplicates just because the deal has two companies listed?

Reply Discussion Analytics Tools Reports

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karstenkoehler

Hall of Famer | Partner

March 26, 2025

Hi @NHorne99 , If you do not want to see the $0.00 slice, in the report filters, specific a filter for "Deal amount is not equal to 0". ...read more

KWeir6 on March 25, 2025

Two Connected Forms Creating Two Contacts But Associated with One Deal

The scenario: We are a medical practice that gets patients sent to us from other medical practices (partners). We want to allow partners to submit patients to us online via Hubspot Forms. Why? 1. We want form submissions (new patients) t read more

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karstenkoehler

Hall of Famer | Partner

March 26, 2025

Hi @KWeir6 , There is a workflow action to establish associations between records: This does however require a shared value in...read more

SHorton4 on March 25, 2025

HELP You've reached your 1,000 contact limit

A few posts are about this but none really get a specific answer to the problem. We have a newish free account, with 1592 imported contacts. At the top of the page there's a banner: You've reached your 1,000 contact limit. Most peop read more

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karstenkoehler

Hall of Famer | Partner

March 26, 2025

Hi @SHorton4 , Sadly, this is not referring to marketing contacts but contact records regardless of their marketing contact status. This was c...read more