CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effectively notify or remind sales representatives about necessary next steps. As a result, many times, leads that urgently need attention end up slipping through the cracks of our sales pipeline. ...read more
    • If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for the Perfect Prediction At the begining of Q2 I had a mission - prove that it was possible to make reliable predictions of accounts inside a pipeline. Let's face it, no one on the B2B, SaaS o ...read more
    • Our leads are inbound from multiple sources and I am trying to figure out what times seem to have the most leads so I can nail down better scheduling. Specifically, I want to know what days and hours of the day are busiest based on create date. ...read more
    • Hi everyone, Is there an AI/CGPT type plug-in that will answer questions about my internal Hubspot instance? e.g. can you tell me what the average deal age is for deals under $500? ...read more
    • Hello, I'm looking to create a report that shows the average percent, each day over a 7 day period, of leads who do have not yet become MQLs. For example, we'd be able to see, on average, the percent of total leads that have not yet converted on day 3 or day 5. I tried setting something up with a calculated property between "became a lead date" and a custom "today's date" property but wasn't having any luck. Let me know if this ...read more

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sjudson on December 04, 2023
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
10 upvotes
0 Reply
GertMöllits on July 23, 2024
I have all my deal details dissapeared less than a week ago. If I click on a deal then on the left side I had deal properties like contact person, email, phone etc. For the last couple of days they have dissapeare. I had very important information read more
1 upvote
2 Replies
Thought Leader | Platinum Partner
July 23, 2024
Hey @GertMöllits is it that the information stored in the properties was deleted or that you no longer see the properties/information in the l...read more
Hyroxware on July 23, 2024
I have automations which trigger when deals are created or moved to a new stage. I am wanting to now sync my deals from pipedrive but I dont want them to trigger any automations? Do you know if this will happen?
0 upvote
7 Replies
Hall of Famer | Partner
July 23, 2024
@Hyroxware if currently no deals are enrolled in your workflows, turning them off, running the sync, turning them back on, might be the easiest opt...read more
00444 on July 23, 2024
Hi everyone. I need some advice. I am working for a company that is setting me the sales navigator and the Hubspot Professional Service plan. The thing is that it will be connected through my personal LinkedIn, which is perfect because I w read more
Key Advisor | Diamond Partner
July 23, 2024
Hi Daniel, Exciting news! The LinkedIn Sales Navigator integration with HubSpot gives you full control over your contacts. While it doesn’t autom...read more
KKotha on July 23, 2024
Hi, Our website is on PHP. We have installed the tracking code. Attaching the image with inspection for reference. We set up a chatbot with no specific rules set ( for the entire website ) so no problem with the rules for appearance. We set it up t read more
1 upvote
4 Replies
Thought Leader | Platinum Partner
July 23, 2024
Hey @KKotha Have you checked that the tracking code is properly installed in you web and appearing in every page you are trying to trigger? ...read more
Solved
Shubham_Sharma on July 23, 2024
Hello Community members and Partners! I have a simple question regarding the HubSpot Community email signature How can I create a signature for the HubSpot community I tried creating a signature and added that code under the settings and pe read more
2 upvotes
2 Replies
Thought Leader | Platinum Partner
July 23, 2024
Hey @Shubham_Sharma you can share it here if you want and we can guide you.
Gokulaselvan on July 23, 2024
We would like to store some information in the Hubdb table. How to map these information to the users in the Hubspot account. When new rows are added to the Hubdb table via API, do we need to call another publish API to publish it? Or Is there any read more
0 upvote
1 Reply
Thought Leader | Platinum Partner
July 23, 2024
HEy @Gokulaselvan 1. Could you provide a bit more context as to what you mean by "map" this information to a user? You could use a column for th...read more