CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, Is there a way to enable a person using the meeting link to add extra people they would like to come to a meeting? Thanks! more
    • Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest deal/stage and move them to registered stage. Right now, we have it putting them in the Registration Stage but then I have duplicates - they are in the interest stage and registration stage vs conne more
    • Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing follow-ups that happen after). I think I have the conditional logic figured out to capture people that come to the specific form, but the issue that I'm facing is that I imagine the "Most recent more
    • Hello, our two businesses Peeq and Peeq Pro have been used together as the same business for a while but now we want to separate them to collect more accurate data. Both domains are different and we want to make sure we can differenciate both entities without losing data we already have. Peeq involves the ecommerce and products we sell to patients and Peeq Pro involves sales, deals, revenue tracker and subscriptions sold to doctors. How can we s more
    • Hello! I'm new in Hubspot and we're setting up the system in our company. I would to have some tips about the best practice to manage alternative deals. I mean, we sell complex automation and safety products. Technically we can offer two, three or even more solutions for each customer problem. So it is necessary normally to produce different alternative quotes. Depending on many parameters, our customer can choose one of the solutions offered. more

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CharlotteJ on January 17, 2022
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
74 Replies
CharlotteJ on December 14, 2021
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
DMandalia on June 05, 2023
Hi, I am trying to create a report to show contacts with bounced emails from sequences. I have created the report but when I try to export, the full name does not show. Is there a way where I can see the contacts email bounced and when exporting read more
0 upvote
5 Replies
June 05, 2023
Hi Karsten, I get it and it worked 🙂 Thank you for helping me.
CEngel on June 05, 2023
Hi, I have created a calculated property with a custom equation. For all but 9 deals the calculated value is correct. However, for no explicable reason, for the other 9 the value is completely off. I have tried refreshing several times, to no avail read more
Hall of Famer | Partner
June 05, 2023
Hi @CEngel , If you're 100% sure that the calculation is wrong, I'd reach out to HubSpot support via the in-app chat and flag this as a bug ? more
chloey on June 05, 2023
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more
Recognized Expert | Platinum Partner
June 05, 2023
Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your more
JuScammacca on June 05, 2023
Hi there! I stumbled upon a weird situation : while creating a new quote template, I tried to personalize it as much as possible using token linked to the deal so that the quote could present some proprieties automatically. Since we're an HR comp read more
JPogson on June 05, 2023
Hi channel, need your help Recently we de-activated a contact owner. However when the contact re-engaged, the reply was sent from the original contact owner. Is it best practise to re-assign the contact & company and are there any side affe read more
0 upvote
3 Replies
Hall of Famer | Partner
June 05, 2023
Hi @JPogson , It seems like that email is using a personalization token for Contact owner . Have you checked this email? Can you share a more
SDavis-Green on June 05, 2023
Hi all I've been using the Call Outcomes on my dashboard for a few years now. There has always been a small icon, which lets you switch between CHART view and TABLE view. The other day I switched to TABLE view and saved. I then w read more
0 upvote
2 Replies
June 05, 2023
Hi Kristen @kvlschaefer Thanks for your reply See my responses below to your questions: 1) Is this premade report in HubSpot or a more