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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 Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses.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

Michael-Ellis on March 19, 2025

Enterprise SaaS Product Creation

We provide enterprise SaaS systems to banks and lenders which can have some complexity on the product, pricing and timing of pricing... would really appreaciate if anyone has any guidance or examples of a similar setup we can use. We have a core sy read more

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ASobusiak on March 19, 2025

Work email address - rule for entering values

Good day, does HubSpot allow you to block private email addresses from being entered in place of a work email address (e.g. email addresses from popular domains: gmail, yahoo, outlook, etc.)? Is it possible to create such a rule? I tried using R read more

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RMcTough on March 19, 2025

Pipeline set up

Hey, I am trying to set up my pipelines, I currently have 3 pipelines within DEALS. Which is Lead pipeline, Deals pipeline and installation pipeline. Having a Leads Pipeline within Deals was suggested to me but I am really confused as to why I nee read more

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RMcTough

Member

March 19, 2025

Hey Karsten, Thank you for the prompt reply and thank you for clarfiying on this, makes more sense! Kindest, Ruby

galvanA81 on March 19, 2025

Company information not autofilling when filling company domain

Hello, So whenever we create a company, when we enter the company domain a lot of information used to be automatically filled by HubSpot, this was nice. For some reason since yesterday this has not happened anymore, also after creating the comp read more

Reply Discussion Companies

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HFisher7

Guide | Elite Partner

March 19, 2025

@galvanA81 - The product feature that populated these company properties based on the domain was called HubSpot Insights and was sunsetted on March...read more

TGilligan on March 18, 2025

Manually Log Inbound text Message

Astrouding that Hubspot doesn't have a solution for this. It is obvious from this omission from Hubspot that they do not understand D2C selling in 2025. Calls need to be pre-framed with emails and text if they are to be answered. There is curren read more

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karstenkoehler

Hall of Famer | Partner

March 19, 2025

Hi @TGilligan , There is 🙂 Here's a screenshot of a contact record and where you can find this option. Best regards

vhutheesing on March 18, 2025

Using Hubspot to track my investor outreach

Brand new to Hubspot and CRM tools. Just purchased a subscription to the Starter Customer platform. All I want to do is track my investor outreach from my outlook for desktop client. Pretty simple but don't know where to begin since Hubspot offer read more

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vhutheesing

Member

March 19, 2025

Thanks so much, but I am really of two minds on what to do. On the one hand I am now paying $20 per month for Hubspot so really want the integration t...read more