CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, We are in the process of automating our renewals by using Deals and Workflows. We have come to a stop due to a current problem and I am wondering if you can help with any ideas. We have a workflow that will autocreate deal if marked as "closed won" & another property called "auto-renew" which is basically a trigger to recreate that exact deal and treat it as a renewal. The first instance we do this, the deal is recreated exa more
    • Hello! I have been doing some research and have been having a hard time finding a solution to our problem. We currently are a buisness that has 2 locations, these two locations will not share contacts. On our website we have two different forms based on where the person visits us. I want to be able to have different sequences for each of these two forms. There will be no crossover between these two as they are in much different locations. more
    • We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals as lost. If we then look at lost deals for a given time period we often see a lot of lost deals and a high total lost value for customers we have actually sold our product too, heavily skewing the vi more
    • We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to the prospect from the account executive who closes the deal The logic above is very possible. What does not seem possible is, within a workflow, to have an email come from the account executive withou more
    • Question for the group: We have one service that is completed over six months, and it is billed twice. 1/2 at 3 months and 1/2 at 6 month mark. I don't believe we are utilizing the Deal amount to it's best feature. The team had been creating two deal cards to be able to show the revenue in our reporting. But not associating the two deal cards together. Is there a better best practice? Any way to use one deal card but split out the re more

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Calling
Filter by
  • All labels
  • Account
  • Admin
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • Custom Objects
  • Dashboards
  • Deals
  • Enterprise
  • Forms
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • Unsolved
  • No Replies Yet
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
0 Reply
04509 on June 12, 2024
Hello, I have a few questions regarding the GMail Sales Extension. I have 4 questions I hope somone can help with. 1. If a contact that is already in my HubSpot sends me a cold email, will the extension automatically log that first email to read more
0 upvote
0 Reply
kdz08 on June 12, 2024
Hi! One day about 1-2 weeks ago, I started to get this error pop up every time I send an email. The error says "your email was sent without tracking", but I checked both the log and track boxes and there is a bcc of the HubSpot email with the number read more
abockler1f on June 12, 2024
Hi, I have a client with a deactivated user in HubSpot. They used to assign contacts to this user. They have approx. 230 workflows. Short of going through each workflow, they/we are wondering if there is a way to identify whether any existing workfl read more
Contributor | Diamond Partner
June 12, 2024
@karstenkoehler Thank you. I checked that, and I think this client may not have any workflows that assign contacts to the deactivated user more
PPob12 on June 12, 2024
What would be the best workflow formula or other methods to ensure deal's associated contact and associated company is correctly chosen? We have a team that is creating deals and associating correct contact, but tend to associate incorrect company ( read more
Key Advisor
June 12, 2024
Hi @PPob12 Fundamental question how are users creating deals? I always advice to create a deal from within the contact object, more
RRo0 on June 12, 2024
We offer our customers a Hubspot integration to import their HubSpot calls into our platform for further processing ( We're querying HubSpot's search API for new calls ( ). We then re read more
JulBell on June 12, 2024
Hello everyone; I would like to track all visits to --> The HubSopt plug-in is installed on the Wordpress site. But the tracking code doesn't work. The problem seems to be with cookies ( see here vs. on the Decathlo read more
Recognized Expert | Diamond Partner
June 12, 2024
Hi @JulBell , The second link isn't working for me, so I am not able to see what you want to share. However, when I view source on more