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Top Resources for CRM & Sales Hub

  • Meetings Confirmation Email FROM issue

    • Hello, For some reason the FROM when sending the Meeting Confirmation email is aleksa+2ejovicic=oneclick.rs@notifybf2.hubspot.com, instead of aleksa.jovicic@oneclick.rs I already setup the email sending domain and everything, but for some reason this email is the generic hubspot email. ...read more

  • Way to Track User HubSpot Activity

    • Hi All, My organization has started using HubSpot as our primary tool for tracking business development activity across the firm. We've got some great dashboards produced for tracking the numbers, but one of the areas our leadership also wants to track is overall business development "activity." It's obviously very easy to track logging of HubSpot Activities like calls, emails, meetings, etc., but what we'd like to do is build a leaderbo ...read more

  • Email sent to contact but not showing up under last contacted

    • Hello, I sent a bulk email to 44 of my contacts two days ago. Now I am trying to see/understand who received the email and who hasn't. Nothing is showing up under last contacted or last activity - does anybody have any ideas? 😁 ...read more

  • HubSpot Journeys - BETA

    • Hello, Are there any available resources for the new Journeys feature that I can use to catch-up? I can't find much on Google...   ...read more

  • Problem with Mismatched Font Color in Personalized Snippet (1 to 1 Email)

    • Happy New Year to all! A small problem. When I personalize a snippet for use in 1 to 1 email, in the resulting email, the font for the personalized "fields" appears slightly lighter in color (more gray than black). The personalized email doesn't look very professional, because the "merged" (personalized) content stands out and looks like it was added to a form email! Not good. See example below. The first name "Greg" and the compa ...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
cyberwombat on January 13, 2025
Associate a Contact to deal but bot have it be buyer in quotes
We have a need to print a Contact bio in a quote but that requires checking a box under buyers in order to make this available to the template. This causes the buyer field to be populated by non buyers (these contacts are essentially the deal owner read more
Reply Discussion Templates
0 upvote
0 Reply
Slund14 on January 13, 2025
Quote field - update custom field in Deal
Hi All, We issue quotes to customers with a lenght of term for the contract (not subscription based) and I want to take that term and automatically populate that into a custom property within the deal. At the moment, the Values in the quote d read more
Reply Discussion Professional
0 upvote
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Gotcha on January 13, 2025
Pulling a report based on quoted date
As par tof my MasterMind group, we are looking to enter metrics for the amount we quoted every month. I have the report, I set it to filter based on: Date entered "Client Reviewing Proposal" Problem is if we quote a deal on December 10th, win i read more
Reply Discussion Reports
0 upvote
0 Reply
LLWelly on January 13, 2025
Emails log to multiple deals automatically
Hi HubSpot Community, we have recently started using the Deals pipeline and we use the Outlook extension to log emails to contacts, companies and now also deals. For one of my team member, the email automaically logs to all deals that are currentl read more
Reply Discussion Best Practices CRM Deals Sales
0 upvote
0 Reply
chuts on January 13, 2025
Table report shuffling rows every export
Hi all, I'm trying to solve an annoying issue. We use a custom table report each month as a sales reporting tool on Deals. It's very important for our other systems that these reports stay structured correctly and in the same order. The issue we a read more
Reply Discussion Reports
0 upvote
0 Reply
venturew on January 13, 2025
Downloading/exporting all notes and attachments on deals
Is there a way to export all notes written or files attached to each deal in your pipeline? Not on a deal by deal basis but one large export for notes and one export for all file attachments?
Reply Discussion Best Practices
0 upvote
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