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CRM & Sales Hub

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A report to show who's been missed
- Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't find a post here about it. Any insight? ...read more
Looking to create a "home page" dashboard for sales
- I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used salesforce for years and this was something out of the box that you could easily customize. I found this post from 4 years ago https://community.hubspot.com/t5/Releases-and-Updates/Introducing-the-New-Ta ...read more
Can deal stages be managed by AI?
- I have a question about structuring deal stages and transition criteria. Everybody seems to do this a bit differently and I understand that each company has different needs and processes. From what I have seen, the closer to the closed won stage, the more "unified" everything is, whereas, at the beginning of the deal pipeline, it can be everything. There are already differences at what point you create a deal. I'm trying to understand how ...read more
SKU's and Pricing
- I was wondering if anyone knows if we can create our own fields in the "About This Company" section where we can add the Sku's of the products that the customer purchases and the prices at which they purchase those products at? Currently we do this in a Pinned Note but there has to be a better way considering you can add SKU's to Hubspot. ...read more
Specific Deal Type counts
- Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 consectutive 30 day subscriptions to send them an email notifying them that if they switched to a 365 day subscription with monthly payments, they could be saving money. The only way I can think to do ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

GDSolutions on April 16, 2024

Bmby CRM <-> HubSpot Data Synch

Question Anyone using the Bmby CRM? I'm trying to find a way to create a two-directional data synch with HubSpot Contacts ... without a lot of success! :face_holding_back_tears:

Reply Discussion Integrations

0 upvote

0 Reply

CraftMyLeaf on April 16, 2024

My SSL Activation don't work please help

Hi, I'm new, I'm testing the tool with a free account for the moment. I just want to had landing pages from hubspot for my customers. I connected my domain and fixed various problems in the DNS by modifying/creating records (CAA, CNAME, A) read more

Reply Discussion Landing Pages

0 upvote

1 Reply

Jnix284

Most Valuable Member | Elite Partner

April 16, 2024

Hi @CraftMyLeaf I'm happy to help with getting your DNS/SSL configuration updated. I've seen it take up to 24 hours to fully propagate - sinc...read more

DTestAccount on April 16, 2024

Sometimes Missing X-Hubspot-Signature header in CRM extension's requests

Reply Discussion CRM

0 upvote

0 Reply

ABui4 on April 16, 2024

Quarterly-Business Review Meeting Type Tracking

Hi Experts, Wanted to consult you on the following case - we wanted to track sales' QBR meetings with existing clients and ask them to upload QBR presentations to the met customers. - Shall I just create a new meeting & call type for that, read more

Reply Discussion Professional

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 16, 2024

Hi @ABui4 , @ABui4 wrote: Shall I just create a new meeting & call type for that, and utilize the Attachment feature for uploading co...read more

PSingh842 on April 16, 2024

line item subheading not showing

Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF

Reply Discussion Deals

0 upvote

0 Reply

Solved

EvaUR on April 16, 2024

Set up alert for when no deals get imported

I'm looking to set up a workflow that will e-mail me an alert when a day passed with no new deals added. Our deals consist of offline sales made in our stores. We use API to import these deals into HubSpot into a seperate pipeline. I want to recie read more

Reply Discussion Deals Enterprise Workflows

0 upvote

2 Replies

EvaUR

Member

April 16, 2024

Thank you for your swift reply @karstenkoehler ! I'm going to set it up this way and see if it gives me the insights needed!

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CRM & Sales Hub

Top Resources for CRM & Sales Hub

A report to show who's been missed

Looking to create a "home page" dashboard for sales

Can deal stages be managed by AI?

SKU's and Pricing

Specific Deal Type counts

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