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Top Resources for CRM & Sales Hub

  • Advice on Deal and Sub-Deal set up

    • Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to then pass that enquiry out to three different partners, when the user formelrly requests a quote, who will each work on the enquiry and compete for the business. Would anyone have advice on whether ...read more

  • Product property showing as no value in reports

    • Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then applied one of these options to each of our products in the product library. However, when I do a line item report and try to categorise my products by this property it shows up as "No value" no ma ...read more

  • User unable to see data in Salesforce Hubspot Embed

    • I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: The HubSpot-Salesforce integration must be installed. To install and ensure of automatic updates for the HubSpot Visualforce window, Salesforce users need the Customize Application profil ...read more

  • [Ebook] Navigating the FinServ Frontier: Overcoming Challenges for Growth and Innovation

    •   As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in the UK & Ireland to uncover the latest challenges and opportunities in the industry. Read more for strategic approaches to market trends and gain insights on driving growth and innovation ...read more

  • Phone numbers not adding to contact properties from form fill

    • Hey there, We have several forms that ask for the contact's phone number. However, when filled the phone number does not appear in the contact's properties despite, name, job role, email etc doing so. Any pointers would be greatly appreciated. ...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
VMah on January 16, 2025
How to enable this setting in permissions to specific user
I need to assign this below specific permission to one of my users - Settings > Tools > Calling > Call Setup > Phone Numbers when the user is going to "EDIT" and "DELETE" the number, he is getting the edit option only. I want to give read more
Reply Discussion Professional
0 upvote
0 Reply
SaiemH on January 16, 2025
Need help with summarizing notes in contact property
Hello everyone. Here is my question. I have a zapier integration with my website that sends chat lead to my hubspot account. The question we ask is how did you hear about us. The answer is different everytime. So is there anyway that I can summ read more
Reply Discussion Starter
0 upvote
1 Reply
PamCotton
Community Manager
January 16, 2025
Hey @SaiemH , thank you for posting in our Community! To summarize the responses into a single contact property in HubSpot, you can use our...read more
adobson on January 16, 2025
Deal Created by Field
I'm trying to create a custom report that shows who within my team has created a deal. It appears to be some-what working, but the majority of them show a blank field. Does anyone know why that could be happening?
Reply Discussion Professional
0 upvote
5 Replies
adobson
Participant
January 16, 2025
Deal owner is different from created by (for our team). We have an Inside Sales team that creates the deal and passes it off to our Sales Reps. Thank...read more
Solved
tiago_bezerra on January 16, 2025
AI
Hi all, We turned off the AI feature to read our emails, conversations and tickets descriptions. Some people in our organization are afraid because sometimes we have customer credit cards, or sensitive information included on those. We`re tryin read more
Reply Discussion Enterprise
0 upvote
4 Replies
tiago_bezerra
Participant
January 16, 2025
Perfect, thank you for helping with this. I`ll talk to them about that
Solved
_MMDL on January 16, 2025
Task ownership update
Is it possible to update the assignee of a task, every time the object associated is updated with a new owner? For example, Deal D is created and a Task T is assigned to Owner A, the deal owner is changed to Owner B, how can Task T be automaticall read more
Reply Discussion CRM How-To Workflows
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 16, 2025
Hi @_MMDL , Yes, this is possible via the 'Edit record' workflow action in a deal-based workflow: Best regards!
YdeBritoManoc on January 16, 2025
Automations deal to company
Hello Guys, I have been trying to do an automation for almost a month and it's not working. Here's the deal: I need to copy the contract expiry date from a DEAL to the same property in COMPANY. But, every time that we have a new deal, they copy read more
Reply Discussion CRM
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
January 16, 2025
@YdeBritoManoc it looks like your test deal isn't meeting the enrollment criteria then – have you checked if it has the correct deal type etc? You ...read more

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