CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Because of these small variations, I’m the import will create duplicate company records instead of updating the ones we already have. Could you advise on the best way to: Match the incoming companies t ...read more
    • I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd party app (I assume we will have to). Does anyone have a suggestion? ...read more
    • Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter. ...read more
    • Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status? ...read more
    • How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks ...read more

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SJeremias on May 19, 2025
trying to figure out how i can have 1 user, who connects his personal gmail calendar bc it has 7 shared calendars on his account, that others in hubspot can see these calendars? or am i limited to just viewing these from google? and 2ndly how could read more
Solved
TLarson3 on May 19, 2025
Hi everyone, Quick question - if I am sending a one-to-one sales mail and I want to see who clicks a specific link, how is this done? I know that you can get real time notifications for paid sales hub users, but what if I wanted to see them i read more
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Hall of Famer | Partner
May 19, 2025
@TLarson3 sequence emails are sales emails, so the two properties mentioned should reflect that, yes 🙂
Solved
WFoster8 on May 19, 2025
Hi, We have a series of memberships unqiue to both contacts and customers that we keep a record of in HubSpot. One of the ones unique to companies is 'Founding Member', declared by a custom property. Contacts on the other hand can be a read more
Participant
May 19, 2025
Thank you Karsten! That's very reasurring. Best, William
EGONZALOPALOM on May 19, 2025
hi when we schedule a meeting from Outlook to a contact existing in Hubspot, we don't see this meeting schedule in contact activity (or meetings). i remember this was possible in the past, for your info, the calendars are syncronized. we can se read more
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PMenkar1 on May 19, 2025
Hi, Looking for a way to create a report, where meeting booked resulted in a deal creation. As an example if we have 30 meeting booked for a given month, 5 deal were created from it. How to create a report for this? I saw other posts but they fo read more
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Solved
NeerajNigam26 on May 19, 2025
Hi, One of my customer facing a strange issue. He can access the dashboard and report under the dashboard but dashboard name is not visible to him. Refer to the attached snap and let us know your tought why it's happening.
Hall of Famer | Partner
May 19, 2025
Hi @NeerajNigam26 , Have they made sure of the following? Use the latest version of a supported browser: https://knowledge.hubspot.com/ac...read more