CRM & Sales Hub

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    • Hi, how to setup Hubspot, so that when we (executives) can record emails that we sent (so they can be later seen in Hubspot), but they can't be seen by our employees. Is this happening by default if we're admin user and they're standard user? We're running the free version of Hubspot btw. Thanks, ...read more
    • Hi everyone, I’m currently working on optimizing HubSpot for a real estate business, and I’m curious to hear from those with experience in this area. What are some of the best or most appreciated implementations or solutions you’ve used in HubSpot for real estate? Would love to hear your thoughts and any best practices you’ve come across! Thanks in advance! ...read more
    • Hello, I'm a Global System admin in our O365 tenant. I recently received a request from one of our users to integrate HubSpot with his Outlook email account. When the user is trying to stablish the connection from the HubSpot site to his mailbox, he receives a screen showing that he needs to request permissions to the tenant admin (in this case, me). However, I do not see where is this request going, so I can approve it. I alre ...read more
    • Here’s a grammatically corrected version of your text: We are collecting the contract term as a dropdown property. I would like to create a task after the number of months has passed since the deal was won. How do you manage this remaining issue? ...read more
    • How do you manage the list of competitors in the CRM? I am thinking of importing them and marking them as competitors so that I can exclude them from all upcoming marketing events. This would also be beneficial for all CRM stakeholders to be aware of them. How do you manage this? ...read more

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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
16 upvotes
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Xiawanbai on February 13, 2025
How to create a workflow that will copy a name of the primary company that is associated to a contact to the property called "company name" on the contact card?
0 upvote
1 Reply
Hall of Famer | Partner
February 13, 2025
Hi @Xiawanbai , It would be as straightforward as the below: Notes: Enrollment based on 'When filter criteria is met' ...read more
DCrinnion1 on February 13, 2025
Hey All, I have a question on how to turn a goals report in to a Cumulative line graph. At the moment I its got a date on the X Axis and Ive got it as a line graph but I can't find the option to make it cumulative. Can anyone please show me wher read more
0 upvote
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Serviqo on February 13, 2025
Hi there, I am here to ask about the issue that we are facing while sending mails to our costumer as well the internal mails within the company, please let us know how to get this issue resolved. Thank you! Regards, Team Serviqo Group
0 upvote
6 Replies
Member
February 13, 2025
Sure, I will upload the image there. Thanks
LotharStadler on February 13, 2025
Hallo, Warum wird mit dem Outlook Plugin nicht automatisch mitprotokolliert, obwohl die Einstellungen dazu gesetzt sind? Siehe:     Danke für eure Hilfestellung. Lg Lothar
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Winqvist on February 13, 2025
Hello, I like to create a searchable link from another system that takes you to a Company with a property that is equal to a value. Any ideas if this can be done? Using the global search can filter on Company object. I like to add filter to read more
0 upvote
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Key Advisor | Diamond Partner
February 13, 2025
Hi @Winqvist , The global search URL does support filtering by objects such as Companies. Unfortunately as far as I know the part where, add...read more
ARibacobaDiaz on February 13, 2025
The subject says it all. I have created a 'CV attached' property whose format is 'file'. I am requesting it through a chatflow but when I see the contact information an error appears. In the LiveChat section I can see the attachment. So the file read more