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CRM & Sales Hub

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Workflow enrollment every time a note is added to a company
- I am trying to send a slack notification to the company owner each time a note has been added to the company that contains "note created by", but notes cannot be used as a re-enrollment trigger... Can anyone tell me if this solution would work? 1. Workflow 1: Create a workflow where a property value updates when a note (with the body containing "note created by" to specify a subsection of our notes) has been created less than a day ago 2. ...read more
Best Practices for Company Sync with Salesforce Integration
- Hi everyone, I hope you're all doing well! I’m reaching out to get some insights from those who have experience with Salesforce-HubSpot integrations, specifically around syncing companies between the two platforms. For contacts, it’s relatively straightforward to use email or phone number as the unique identifier. However, syncing companies seems to present more of a challenge. In my case, many of my Salesforce accounts don’t have associat ...read more
Can I send an email to a list of contacts without the email being considered as a Marketing email?
- Hello, I need to send an email to a list of contacts. It is not a marketing email, hence I would like to not have the "unsubscribe" feature at the bottom. I added manually all these contacts on my CRM because I need to ask them something. It is the same email for all of them, but I would like to personalize it with their first name when saying hello. Can I send an email to a list of contacts without the email being considered as a Marke ...read more
Double Conditionals in Pipeline
- I have a field where I ask about the product being offered and depending on the product offered - we will have different questions at each stage of the business. However, the conditionals in "Pipeline" are the "step entry". When I do the conditional within a property it would ask "all at once". So I wanted help thinking about how I ask separate questions at each step depending on a property's answer. ...read more
Using @ sign when importing notes from Excel
- Hello, So I'm new to Hubspot and have been experimenting with importing data from Excel. As we know, if you create a Note normally and include @johndoe then John Doe will get a notification about the new Note. Is there a way to do this with an Excel import? I've tried including @johndoe in the import and it comes through as plain text without the notification functionality. Is this possible? I'm guessing not, but figured I'd a ...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

Reply Discussion Announcement

12 upvotes

0 Reply

AWilliams73 on September 19, 2024

Manually reconnect Hubspot to Web Domain

My Hubspot profile was previously used for an old business – now I’m using it for an entirely new/different business, so I changed the profile name in my Hubspot account to the new business name. But when I create quote documents now, I see that the read more

Reply Discussion How-To Settings

0 upvote

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ZBrown58 on September 19, 2024

Last Meeting Date and Type

I feel like this should be easy, but I'm having a hard time figuring it out. I want to be able to see the last meeting date (as well as meeting type and outcome) in my deal views. So we can easily see for our deals when the last meeting was, wh read more

Reply Discussion Professional

0 upvote

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TMendl on September 19, 2024

Prospecting tool for B2B

I'm reaching out to see if anyone has found a workaround for this issue. We are a B2B company and recently implemented/trained on the HubSpot Prospecting tool for our sales reps to manage inbound leads (marketing, referrals, sales-generated, etc read more

Reply Discussion CRM Sales

0 upvote

0 Reply

Sahaik on September 19, 2024

We weren’t able to verify your identity

I think this was an error since I signed up with my company domain. The email said to reach out to comminuty to resolve this. Please fix this error, I'm in the early stages of choosing a CRM for my business and would like to continue with Hu read more

Reply Discussion Free

0 upvote

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Solved

gml_ljb on September 19, 2024

Cold Sales Email Sequence?

A salesperson at our organization wants to send an email sequence to contacts we haven't engaged with before and haven't opted in to anything. It's essentially an email to a group of contacts that were publicly accessible so we can try to share read more

Reply Discussion Email Deliverability

0 upvote

2 Replies

gml_ljb

Member

September 19, 2024

Thank you, Karsten!

Playtomic on September 19, 2024

How do you manage lead status for customers who churned, but now want to come back?

Hello Community! We are a marketplace company that it is currently reviewing all the internal processes in the CRM. I wanted to know if you have some suggestion on how to manage lead status Churn for customers who churned and then re-negotiate w read more

Reply Discussion Companies

1 upvote

1 Reply

Crystal_Hopper

Key Advisor

September 19, 2024

Hi @Playtomic ! One idea is to use dynamic lists to report on the changes of the Lifecycle and/or Lead Status stages. You could build a list t...read more