CRM & Sales Hub

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    • Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 more
    • Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When more
    • Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa more
    • I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. more
    • Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? 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
MannyOseguera on April 24, 2024
In my sales department we work with two different pipelines, the first one is Sales pipeline and then at a certain point the deals are moved to an Implementation pipeline . I need to create a dashboard that shows how much time it takes from when read more
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TuckyW on April 24, 2024
I saw that HubSpot is launching Linkedin Sales Navigator CRM sync today. When I go to the App Marketplace, I found 2 similiar apps: - Linkedin Sales Naviator - Linkedin CRM Sync Both apps seem to be doing the same thing, can anyone explain th read more
katherineladue on April 24, 2024
I hope this isn't a dumb question... I'm setting up ZoomInfo Inbound Enrich for the first time for a client, and just wondering about some best practices. I know in general it's advisable to create duplicate custom HS properties for ZoomInfo t read more
MossbackGus on April 24, 2024
In the CRM under Deals, is there a way to make the columns narrower which would enable being able to see more stages across the screen?
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April 24, 2024
"We" need to fix that! I'd love more stages to be visible!
JCardenas4 on April 24, 2024
Hi, te property "Lead Status" which drops down into: new, open, in progress, etc should have the same set of options both in Company and Contact? Or do you think that having different options in Company and in Contact can be a good practice? Tha read more
DMorris20 on April 24, 2024
When I logged into Hubspot, all my companies are gone. There is nothing listed. How can I restore this?
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