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Top Resources for CRM & Sales Hub

  • Deal Stage Conditional Logic

    • Hi Community! I have found out that what I'm trying to achieve it's not possible so would like to have your ideas for a workaround. I’d like to set up conditional properties within the Closed Lost Reason dropdown to capture additional details based on the selected option. Currently, when a deal moves to the Closed Lost stage, a required dropdown property ( Closed Lost Reason ) appears. I’d like to enhance this by making additional ...read more

  • Open Company Record with Overview Tab (not Activities)

    • Dear community, a single company record has three tabs: "Overview", "Activities" and "Intelligence". If I enter a company record, by default, Hubspot shows me the "activities" tab. Is it possible to change that for all users, that the "overview" tab is opened by default? ...read more

  • March 19 | Inherited CRM Chaos: How to Optimise for Success

    • Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

  • Error in updating next step delivery date in dynamic sequence

    • I started a new dynamic sequence today and sent out the first email to a handful of contacts. I got a few auto responses saying they were out of office, and they won't be back until after the step 2 delivery date. I'm a long time Salesloft user at previous jobs where everytime I recieved an automatic OOO email, the next step would automatically update accordingly. I went to the contact and edited their enrolled sequence to update the deliver ...read more

  • Struggling with how to setup hubspot for my atypical business model.

    • S.O.S.!!! @ my fellow HubSpot community members… So, I’m currently struggling with figuring out how to best set up HubSpot for my atypical business model. I am one of two co-founders of a commercial finance brokerage, with a heavy focus on MCA’s (merchant cash advances), equipment financing, and AR (accounts receivable)/invoice factoring. The way our business works is pretty unconventional. We purchase leads from specialized data provide ...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
17 upvotes
0 Reply
MKincheloe on March 14, 2025
Don't receive login code to email
I have a user who does not receive the code sent to her email to finish logging in to HubSpot. Have checked spam/junk and asked for code to be resent many times.
Reply Discussion Sales
0 upvote
0 Reply
CClark3 on March 14, 2025
Sequence Open Rate
Hello, We recently created a seqeuence and we are trying to understand the metrics. We have 3 responses to the sequence however supposedly no one has opened or clicked on the email which would have to be incorrect. Could this be an issue with how read more
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 14, 2025
Hi @CClark3 , This is due to how HubSpot tracks opens and clicks, through a tracking pixel and tracking links: https://knowledge.hubspot.com/...read more
alcobu on March 14, 2025
Limitación caracteres en notas de tareas
Me da error por exceso de caracteres en las notas de las tareas, se ve que el contador es general para todas las notas de todas las tareas en vez de ser individual por nota, esta limitación se puede ampliar o solucionar de alguna manera?
Reply Discussion Free
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
March 14, 2025
@alcobu Sí, las imágenes ocupan más del límite de caracteres. Aún así, podría ayudarte mejor si viera una captura de pantalla del mensaje de error ...read more
kcchano80 on March 14, 2025
Salesforce Intergration Project - Lead Object - can it a direct replicate?
We have a use case that involves integrating Salesforce leads, contacts, and accounts into HubSpot, specifically mapping them to the lead object in HubSpot. Is this a straightforward process, or are there any potential pitfalls we should be aware of read more
Reply Discussion CRM Custom Objects Knowledge Base Sales
0 upvote
1 Reply
LeoJuvin
Contributor
March 14, 2025
Hey @kcchano80 , Hope you are doig well! Unfortunately, there is actually no lead to lead mapping with the native HubSpot <> Salesforce in...read more
CalAm on March 14, 2025
lock a contact view
How can I lock the ascending order of a column in a view? When I open the Contact and then close it back to the view, the order has changed and I have to find where I was in my list
Reply Discussion Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 14, 2025
Hi @CalAm , Once you save a view, that will also save any sorting you have applied. Some views cannot be saved (the default "A...read more
Solved
KBrandt0 on March 14, 2025
Automatic Association of Contact and Company Based on Logged Email or Activity
Description: We would like to set up a workflow in HubSpot that automatically associates a contact and company based on a logged email or other activity (e.g., meeting notes, calls, chats). The goal is to improve data management and reduce the nee read more
Reply Discussion Workaround Workflows
0 upvote
1 Reply
JStreit1
Contributor | Elite Partner
March 14, 2025
If you navigate to Settings > Objects > Companies, you should see a checkbox you can enable for "Create and associate companies with contacts"....read more

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