CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone calls, ... Our first idea was to create custom properties, though I am not sure if there is a better way. Thanks! more
    • I'm currently setting up a lead scoring system in HubSpot and want to include email engagement (opens, clicks) as a significant factor. I've set up basic lead scoring rules but am unsure how to automate the process for updating scores based on email interactions. I've looked into workflows but am not sure if that's the best approach or how to configure them for this purpose. more
    • We are starting a new account and I am setting up 2 specific workflows: Unsubscribes --> Non-Marketing Hard Bounces --> Non-Marketing Are there other workflows you always set up? more
    • I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created until the contract is signed and this must be divided by sellers. Furthermore, we would also like to analyze the volume of leads and deals that each seller is handling. I've already tried running fil more
    • Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we want to nurture and other which are not worth working on Step 2 - The filtered leads are rotarted between two of the Marketing SDRs Step 3 - We have two AEs that now would receive handover once the mee more

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MiaSrebrnjak on January 31, 2024
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
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 more
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
11 Replies
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for more
AOConnor3 on February 24, 2024
I am a counsellor and I am wondering how to set up Hubspot in order to be able to track the number of sessions with each client over time. If I have clients as contacts, should I create a Deal for each session? How then can I break the deal down by read more
0 upvote
2 Replies
February 25, 2024
Thanks for your help, @Jnix284 . How do I configure the deal based on how I'm getting paid? Do you mean like in cash or by card or money transfer? more
PBaan25 on February 24, 2024
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
JGray30 on February 24, 2024
Hi Is it possible to setup the contact in the same format as the company? So I can see City and Postal Code. I cant seem to do it
Hall of Famer | Partner
February 24, 2024
Hi @JGray30 , If you're referring to the association cards in the right sidebar, then yes, by following these steps: more
JGray30 on February 24, 2024
Hi I have had feedback from the Sales Team, that they feel Hubspot is "too busy". I have been asked if I can create a view for the Sales Team that will show data in a more simplistic way. I have shown them how to remove the Centre "window read more
Hall of Famer | Partner
February 24, 2024
Hi @JGray30 Regarding HubSpot being too busy, a lot of elements in the middle section and the right sidebar can simply be removed: https:/ more
ajinkyamurtey on February 24, 2024
Hi, Does any one know third party software provider which can be integrated with HubSpot? The use case we need is for real estate business where most of the incoming leads comes through inbound calls like tollfree numbers, marketing mobile read more
ajinkyamurtey on February 24, 2024
Hi, Can anyone let me know how to create the contact/lead feedback report? Say we work with an agency who helps generating leads through marketing channels for us and those leads are assigned to sales reps. Sales reps outreaches to assigned read more