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CRM & Sales Hub

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Custom 'Create Deal' Form for Different Sales Pipelines
- Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ." Thank you @DeKoning ...read more
CRM Custom Objects
- Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N ...read more
Create a tags or groups
- Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. ...read more
How can you access Associated Companies in Reports or Workflows?
- We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co ...read more
Reporting on Average Time in Lifecycle Stage
- Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that? ...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

13 upvotes

90 Replies

EMcGrath

Contributor

September 28, 2023

Hi, All! Emily here. I am a Revenue Operations Manager for a SaaS Startup company. I've been a longtime user and admin of other CRMs. I used Hubspot ...read more

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

12 upvotes

6 Replies

TJones5

Member

March 17, 2023

We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up y...read more

BEskelson on September 29, 2023

How to upload deals - Keep getting Record ID error

How can you upload deals into Hubspot? I keep getting a Record ID error. I have the correct Record ID associated to each deal, but then Hubspot keeps giving me an error saying " "Record ID" is a read-only property, so no data can be imported to it." read more

Reply Discussion Enterprise Professional

0 upvote

1 Reply

DianaGomez

Community Manager

September 29, 2023

Hi @BEskelson , Thank you for reaching out to the community! Based on your explanation, it is crucial to ensure that the Record ID is...read more

AnthonyP1 on September 29, 2023

Email tracking issue with Outlook 365 add-in

Hoping someone can help me. Overnight, the Hubspot Sales email tracking add-infor Outlook 365 has stopped working for me. I can still find and pin the app when I'm in my Sent items view, but I can't find and activate the app when I'm creating new read more

Reply Discussion Free

0 upvote

1 Reply

DianaGomez

Community Manager

September 29, 2023

Hello @AnthonyP1 , Thank you for contacting the community! If possible, could you kindly provide me with some screenshots? This will he...read more

Cé_Walhalla on September 29, 2023

Importing data and I want to keep duplicates

I am helping an organisation who wants to import members. However, the majority are children and using the email adress of the parent. The issue is with parents with more than 1 child. The system sees the email and thinks of it as a duplicate. How read more

Reply Discussion Free

0 upvote

2 Replies

Jnix284

Thought Leader | Diamond Partner

September 29, 2023

Hi @Cé_Walhalla rather than making the children contacts, you could make the parent the contact and then create a deal for each child - this would ...read more

JSamuel85 on September 29, 2023

Feedback forms

New to Hubspot, currently have a Microsoft feedback form that we send out as a link, then we can view the responses on it. Can we load this to Hubspot, or create one without having Service Hub subscription?

Reply Discussion

1 upvote

4 Replies

MHasan42

Member

September 29, 2023

Please share me any specific audience details for my tshirt business.I am facing a hard time i can not target audience properly as a result my ad cos...read more

Solved

CPottelette on September 29, 2023

View of my contacts

Hello, I would to create a specific view including both : - the contacts I own as contact owner - the contacts I do not own to which I sent an email to recently (during the last month for instance) Thank you for your help !

Reply Discussion Dashboards

1 upvote

5 Replies

TomM2

Key Advisor | Partner

September 29, 2023

Hey @CPottelette It looks like @Shadab_Khan was using the lists tool and you're using the contacts filter tool which is why you're seeing the...read more

MNar on September 29, 2023

ChatSpot in EU

"ChatSpot is not available in our EU Data Centre without a connected account By clicking on the link below you can access ChatSpot without connection to your EU hosted HubSpot account. When using ChatSpot disconnected from your EU account, data wil read more

Reply Discussion GDPR Professional

1 upvote

2 Replies

TomM2

Key Advisor | Partner

September 29, 2023

Yes, as Shadab has said chatspot is based off of chatgpt, so the data will be sent to the US. If you're in breach of EU law is solely based around th...read more