CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • We have a number of marketing stands in different formats and looking to track/stocktake them at the Company level. I thought of maybe making it a funnel, but surely there is a better option, anyone? more
    • Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. Now that we are stuck with this huge amount of duplicates I am not sure how best to solve the issue. I know that HubSpot has a "Manage Duplicates" feature but this is quite manual and requires lots of user intervention. What would be the best approach to dealing with more
    • Hello everyone, I am facing a challenge with the 'job title' property in our CRM, which is currently set as a single line text field. This field is highly susceptible to spelling errors, posing a problem for our data consistency. Specifically, we are dealing with variations in the spelling of job titles, such as 'Service Level Manager'. This title can be written in various ways, with differences in uppercase and lowercase letters, and typos more
    • Greetings, Looking to confirm current best practices as the product continues to evolve. We have both Sales and Marketing Professional. The goal is to automate the responses to inbound inquiries who submit a request for more information on Eterprise for organizations of less than 25. Organizations of that size will be redirected to our self-serve PLG page to buy their licenses directly. All other leads will generate a notification to a sale more
    • Good morning, I am asking for support to take advantage of Inbox features for lead generation. I would like to understand what are the tips, best practices, and anything that can be used for generating new leads. For example, is it possible to save a lead who prefers to write to the generic email address instead of filling out a form? Is it possible to create follow-up workflows and for internal notifications? Thank you in adv more

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CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
101 Replies
December 04, 2023
Hello, my name is Katie Pulli. I am the Head of Sales and Business Development at a custom lighting manufacturer that specializes in serving the more
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
11 Replies
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for more
EMcGrath on December 05, 2023
Has anyone built a means of tracking Sales Commission Calculations in Hubspot? I know that you can establish quota in Hubspot using goals and report against attainment to quota. However, I'm looking at options for reporting on quota and moving out o read more
0 upvote
1 Reply
Recognized Expert | Platinum Partner
December 05, 2023
Hi @EMcGrath , If the calculations are extremely basic you could probably accomplish it using calculated properties, otherwise I believe you more
JReynolds96 on December 05, 2023
Hi, In the lead scoring, I want to include sequence engagement data. For instance, if a lead replied to an email in the sales sequence, give it a score of x. I am not sure where to find those variables: replies, clicks, etc that are related to sal read more
Hall of Famer | Partner
December 05, 2023
Hi @JReynolds96 , The properties that are available are the following ones: Recent sales email clicked date ( Sales Hub Professional more
AEtman on December 05, 2023
Hi Community! Looking for some advice/workaround to an issue i'm facing in trying to record data of two elements: customers and training results. I'm not sure if I should create an Object or just add Properties. In this case I want to register read more
Key Advisor
December 05, 2023
Hi @AEtman I would recommend using a custom object called "training" or "trainings". When you create your custom object, you do two more
Ryan_Sessel on December 05, 2023
Is it possible to create custom objects that are associated to specific Business units and not account wide?
0 upvote
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SAhsan26 on December 05, 2023
In the competitive world of e-commerce, standing out from the crowd can be a daunting task. For my PVC patches business, I was determined to make a mark and connect with potential customers. Enter HubSpot, a powerful marketing, sales, read more
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MMahabadi on December 05, 2023
Hi - I am trying to block/stop all emails being logged that are sent to "" It won't recognise any attempts to add "*" which is a potential risk to the business by tracking internal emails Can someone help? See below - read more
0 upvote
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Top Contributor
December 05, 2023
I was able to get this to work just by entering, without the *. It auto-applied the * once you add it formatted that way.