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Top Resources for CRM & Sales Hub

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 Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses.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

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CRMlerin on March 21, 2025
Exchange of the values of one property in all data records
Hi, due to a mistake we need to exchange the value „deal amount“ in most deals. We have an excel file with the correct deal amount and the unique value „deal name“. I’ve tried to find a description on how to proceed, but did not find a fitting one. read more
Reply Discussion Deals
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 21, 2025
Hi @CRMlerin , If you've some experience in Excel or Google Sheets, it shouldn't be too bad. Here's what you would do: Export your deals: ...read more
ZMcIntyre on March 21, 2025
New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps
This adds a few steps to the quote process and slows it down. Could the current deal where 'quote' was pressed be autopopulated when you create a quote? Thank you,
Reply Discussion Deals
0 upvote
4 Replies
ZMcIntyre
Member
March 21, 2025
Sorry I forgot to @karstenkoehler
level-ground on March 21, 2025
Calculating Customer Lifetime Value Based on Deals
I created a custom property for the Company object named Customer Lifetime Value . I want to automatically calculate the value of this property based on the sum of all associated deals. ChatGPT suggested creating a workflow that updates the value read more
Reply Discussion Best Practices CRM Workflows
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 21, 2025
Hi @level-ground , A nice example of generative AI giving misleading advice 😄 This can be achieved easily (and retroactively) using a...read more
Linah4 on March 21, 2025
Automated Renewal Emails Using One-to-One?
Hello, We are wanting to setup automated renewal emails for our clients (sent 60 days before a subscription ends), but I'm trying to work out the logic in how to do it. I thought I could set those up through one-to-one but I can't select that as read more
Reply Discussion Contacts Deals Marketing Email
1 upvote
5 Replies
Linah4
Contributor
March 21, 2025
Thank you so much! This helps a lot, I will have a look at those live sessions and let you know if I have any questions. I really appreciate your wil...read more
Rob-Clued on March 21, 2025
Assigning PARTNER (SELLER) contacts to deals
I need advice / help please. We have a huge global partner, with thousands of Sellers. These SELLERS are in HubSpot and are often involved with DEALS for multiple COMPANIES. Therefore, we want to track (at CONTACT level – but relating to read more
Reply Discussion Best Practices Contacts CRM Deals Professional
0 upvote
1 Reply
adodge_603
Participant | Diamond Partner
March 21, 2025
They can associate their conversations (logged emails, etc.) to the correct deal if they understand how the Sales Add-in tool functions. See ...read more
PNewby on March 21, 2025
Email Notifications (Now not working)
This week we've noticed one member off staff now not recieving notifications via email when he is tagged inside hubspot, which is causing us to question our CRM and to start looking at others. Can anyone offer any help on this to nip this in the b read more
Reply Discussion Email Deliverability
0 upvote
2 Replies
PNewby
Member
March 21, 2025
Already looked at this isn't resolving the issue.

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