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CRM & Sales Hub

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Advice on Deal and Sub-Deal set up
- Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to then pass that enquiry out to three different partners, when the user formelrly requests a quote, who will each work on the enquiry and compete for the business. Would anyone have advice on whether ...read more
Product property showing as no value in reports
- Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then applied one of these options to each of our products in the product library. However, when I do a line item report and try to categorise my products by this property it shows up as "No value" no ma ...read more
User unable to see data in Salesforce Hubspot Embed
- I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: The HubSpot-Salesforce integration must be installed. To install and ensure of automatic updates for the HubSpot Visualforce window, Salesforce users need the Customize Application profil ...read more
[Ebook] Navigating the FinServ Frontier: Overcoming Challenges for Growth and Innovation
- As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in the UK & Ireland to uncover the latest challenges and opportunities in the industry. Read more for strategic approaches to market trends and gain insights on driving growth and innovation ...read more
Phone numbers not adding to contact properties from form fill
- Hey there, We have several forms that ask for the contact's phone number. However, when filled the phone number does not appear in the contact's properties despite, name, job role, email etc doing so. Any pointers would be greatly appreciated. ...read more

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

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16 upvotes

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TightKnit on January 18, 2025

Voicemail settings not working

Hey hey, I believe I have my call settings correctly configured, but for whatever reason whenever when I call my number outside of hours or don't answer during hours - I get the Hubspot default message "The person you've reached isn't available read more

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0 upvote

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SColeman9 on January 18, 2025

Dataset issue combining aggregate and non-aggregate properties

I am trying to create a Run Rate% that estimates a revenue percent based on forecast with the following dataset properties: - Q1 QTD Sum : Sum of revenue numbers from about 100 companies - Days Elapsed in Q1 25 : a calculated dataset property (ve read more

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duckbill on January 18, 2025

How to group ocntacts?

Hello, Is there anyway to group contacts? I wish there are tabs that we can create to group different contacts. If not, please let me know the best way to group contacts. Thank you very much!

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0 upvote

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karstenkoehler

Hall of Famer | Partner

January 18, 2025

Hi @duckbill , There are various ways to approach this. The simplest is creating a static list, then adding contacts to a static list: http...read more

Helli on January 18, 2025

Associations should be selected at the top

For logged emails, the associations (contacts, companies, deals, ...) should be selected at the top. Emails can often be long and you have to scroll down the entire email to view or enter the associations. The logged email also lacks the comment read more

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Helli

Contributor

January 18, 2025

Thanks. Is it possible to move it there or do I need to enter it again.

Felipe77 on January 17, 2025

Optimizing HubSpot for a Small, yet Global Consulting Firm with Specialized Services

Dear Contributors, We are a consulting firm with team members spread across multiple countries, collaborating to sell and deliver highly specialized services. While we are beginning to implement HubSpot, selling significantly more is not a primary read more

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Solved

MAllende6 on January 17, 2025

Send emails from Hubspot

Hey! My email function inside hubspot has been disabled. It appears to be connected with the gmail extension, but I cannot send emails directly from HS

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0 upvote

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karstenkoehler

Hall of Famer | Partner

January 17, 2025

Hi @MAllende6 , The extensions and the email connection are two separate things. The extensions for Office 365 and Chrome allow you to leverag...read more