CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • 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 more
    • 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 more
    • 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. more
    • 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 more
    • 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? more

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Calling
Filter by
  • All labels
  • Account
  • Admin
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • CRM Email
  • Dashboards
  • Deals
  • Email Deliverability
  • Enterprise
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
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
90 Replies
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 more
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
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 more
BEskelson on September 29, 2023
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
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 more
AnthonyP1 on September 29, 2023
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
0 upvote
1 Reply
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 more
Cé_Walhalla on September 29, 2023
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
0 upvote
2 Replies
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 more
JSamuel85 on September 29, 2023
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?
1 upvote
4 Replies
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 more
CPottelette on September 29, 2023
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 !
1 upvote
5 Replies
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 more
MNar on September 29, 2023
"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
1 upvote
2 Replies
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 more