CRM & Sales Hub

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Deal Type Definitions?
- Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that we should apply New Business to any deal associated with an organization that has never purchased from us before, and Existing Business for organizations that have. Is anyone with a similar busin ...read more
Field Sales Management Tool with HubSpot Intergation
- Dear HubSpot-Community, we are looking for a field sales management software tool that can be easily integrated into HubSpot. The tool should support our field sales manager with the geo mapping of contacts, optimized routing and territory management. Furthermore, we have high standards regarding data protection since we are operating in the health care industry (Germany). Would be great to get some reccomendations and feedback on exisiting ...read more
Can the same sequence run simultaneously?
- Can the same sequence be running multiple times? For example: Can I start "Sequence 1" today with "x" contacts and then tomorrow start "Sequence 1" with "y" contacts? The sequence takes 28 days to finish. Or would it be better to use a workflow? ...read more
Track MQLs and SQLs per SDR
- Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in mind, when an SDR converts an MQL to an SQL, the SQL will be transferred to the AE, and will not belong to the SDR anymore. Is there a way to track how many MQLs and SQLs are SDRs are having/prod ...read more
list of 5 disqualification and 5 winback reasons
- Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages. ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

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

Reply Discussion Announcement Sales

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CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

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

Reply Discussion Getting Started Sales

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BamaBoy on March 25, 2023

Do you have to "Turn on" the sync between Salesforce & Hubspot? Data isn't auto flowing

I've been asked to troubleshoot a connection that another team setup. I've been brought in at the very end of this integration, so I don't know how things have been setup. I also don't have access to the Salesforce side of the account. Currentl read more

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Vai_Vi on March 25, 2023

Associating a company (from dropdown list) when a new deal gets created

Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o read more

Reply Discussion Deals Lists Sales

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karstenkoehler

Hall of Famer | Partner

March 25, 2023

Hi @Vai_Vi , This list is pulling from / suggesting all companies in your CRM (all that exist under Menu > Contacts > Companies). It's n...read more

PJMcD on March 24, 2023

Salesforce to HubSpot integration doesn't bring over activities or notes

Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat read more

Reply Discussion Integrations

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CSchmit5 on March 24, 2023

Wrongly deleted account

Spoiler (Highlight to read) I unintentionally deleted our whole organization account (ID: 26706228 ), as I wanted to delete my personal profile. Is there any possibility to restore the account? Our whole knowledge base is in it (350+ peo read more

Reply Discussion Free

0 upvote

2 Replies

CSchmit5

Member

March 24, 2023

Thank you Carsten for the fast reply Do you have any idea on how long this takes on average? Kind regards, CSchmit

PBaxter on March 24, 2023

Weekly report in more of a feed/digest format

Hi All, We have a custom object called 'Insights' where various members of our team capture pieces of intelligence about our clients / market, which is associated to companies and contacts. Data structure is like: Insight Name -> Date -&g read more

Reply Discussion Enterprise

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CBabb on March 24, 2023

How can I get notified of the User who has changed a particular field via Workflows?

Hi - I need to know who moved a Deal to the Lost stage which isn't always done by the Deal Owner. It seems that the functionality is there, but it's not accessible (I can see in the Property History who has updated the Deal, but I can't use tha read more

Reply Discussion Enterprise

0 upvote

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karstenkoehler

Hall of Famer | Partner

March 24, 2023

Hi @CBabb , Out of the box, this is not possible. I would assume that this can be achieved with custom code actions in Operations Hub Professi...read more