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Top Resources for CRM & Sales Hub

  • Emails going to spam

    • We have Sales Enterprise and our sales reps are having issues that when they email a client through HubSpot it is going to clients Junk boxes however if they email from their outlook it works. We also had it on a couple of occasions where an email was sent within HubSpot but the client never received it. I have seen some posts on here with similar issues however these seem to be on Marketing bulk emails however we are just sending one email ...read more

  • Calculated property with all notes on a contact

    • Hi, I would like to create a property that add all notes on a contact to one prroperty. Is that possible to do with a calculated property? ...read more

  • How to create multiple deals and assign each to a different contact with a workflow

    • Hi, I need help with a process in HubSpot where I want to create multiple deals at once, each assigned to a specific stage in the pipeline. I’ve tried using a multicheckbox property (5+ options) to select departments, but I’m encountering an issue where only the first selected department is being used to create a deal, rather than creating a deal for each selected department. Please note that I’ve also set up a workflow with the re-enrollment ...read more

  • Gmail connected and enabled but I cannot see emails on the account in HS

    • Hi, I have connected my Gmail and checked that HS has access, however, when I go into an account I cannot see any activity or emails that I have been CC'd on or have been sent from other users. ...read more

  • 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, please try again later." Behind these buttons I have text-to-speech setup, I also recorded voice messages but they didn't work either. I've got the allow call recording checked. ...read more

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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
16 upvotes
0 Reply
Solved
KSmith31 on January 25, 2025
Reserve proposed times on google calendar
I love the ability to insert proposed meeting times into an email, but I'd also like to hold the proposed time on my calendar so I don't inadvertently schedule something else at a time someone is considering. Is this possible or am I missing it? read more
Reply Discussion CRM Meetings
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 25, 2025
Hi @KSmith31 , Correct, this is not possible. However, another user has requested this before: https://community.hubspot.com/t5/HubSpot-Ideas...read more
NKolev on January 25, 2025
Collect sales team feedback within hubspot
Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt read more
Reply Discussion Enterprise Forms
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
January 25, 2025
@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a reque...read more
SH661 on January 24, 2025
How to add time to a date field
How do I write a formula to add days to a date field? Ex. Estimate Appt Date + 14 days = Bid Due Date
Reply Discussion Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 25, 2025
Hi @SH661 , Using the add_time() function: Best regards!
Vasiki on January 24, 2025
Limitations of "Goals"
Hey everyone. Can anyone else confirm that the documentation for goals in HubSpot is outdated? I have Sales Hub Ent. and I created a single object deal based report. Yet, I am unable to add a goal line into my chart despite following instruction read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 25, 2025
Hi @Vasiki , I'm able to follow the documentation just fine, works for me. Could you confirm that you greated a goal -based report? It's easy...read more
PJudge on January 24, 2025
How to show potential opportunity stage without adding to open pipeline
I want to be able to show both existing pipeline and potential opportunity (market opportunity that we have defined but have not yet translated to specific deals). However, there is no 0% deal stage in HubSpot (except closed lost). If I define a 1% read more
Reply Discussion Enterprise
0 upvote
2 Replies
PJudge
Participant
January 25, 2025
Hi @karstenkoehler , I'm being asked to show the market potential in the same chart as our weighted pipeline. But the more I think about it I think I...read more
Andrew_S on January 24, 2025
Templated automation actions for additional lead pipelines
I've hit a bit of a snag with configuring a new lead pipeline. In HubSpot's default lead pipeline, there are automation templates for advancing the lead stage based on outreach and responses. This is incredibly handy and something we've been ut read more
Reply Discussion Workflows
0 upvote
1 Reply
MohakSethi
Member
January 25, 2025
Hi, If I understand this correctly, you want to know the trigger from which the "attempting" and "connected" stages are decided. This is done...read more

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