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CRM & Sales Hub

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Advice on Deal and Sub-Deal set up
- Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to then pass that enquiry out to three different partners, when the user formelrly requests a quote, who will each work on the enquiry and compete for the business. Would anyone have advice on whether ...read more
Product property showing as no value in reports
- Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then applied one of these options to each of our products in the product library. However, when I do a line item report and try to categorise my products by this property it shows up as "No value" no ma ...read more
User unable to see data in Salesforce Hubspot Embed
- I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: The HubSpot-Salesforce integration must be installed. To install and ensure of automatic updates for the HubSpot Visualforce window, Salesforce users need the Customize Application profil ...read more
[Ebook] Navigating the FinServ Frontier: Overcoming Challenges for Growth and Innovation
- As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in the UK & Ireland to uncover the latest challenges and opportunities in the industry. Read more for strategic approaches to market trends and gain insights on driving growth and innovation ...read more
Phone numbers not adding to contact properties from form fill
- Hey there, We have several forms that ask for the contact's phone number. However, when filled the phone number does not appear in the contact's properties despite, name, job role, email etc doing so. Any pointers would be greatly appreciated. ...read more

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

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16 upvotes

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SPata on January 21, 2025

Meeting Address

Dear Community, I’d like to know if there’s any way to include a physical meeting address in the meeting tool. Ideally, it would be the company’s address or any other relevant location we might need for on-site gatherings. If anyone has insights or read more

Reply Discussion Sales

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

January 21, 2025

Hi @SPata , When you're creating a meeting link, you can specify the location right here: In other words, for specific locatio...read more

JRashid on January 21, 2025

Unable to Associate Crisp Conversation with HubSpot Ticket

Hi, I'm using Crisp to create tickets in HubSpot via the API. I can successfully create a ticket and associate it with the correct contact, and the contact details appear in the ticket's contact section. However, I'm unable to associate the specifi read more

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0 upvote

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RTaragi on January 21, 2025

Conversation Inbox: Assigning WhatsApp Channel Conversations to Users

I've linked our account's inbox to our WhatsApp Business account and am trying to route conversations from the WhatsApp inbox to specific team members, but it doesn't seem to be working. I checked the inbox settings, but the routing options there ap read more

Reply Discussion Settings

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JRashid on January 21, 2025

Crisp conversation is missing in Ticket conversation section

We are using crisp input to createt tiekct. am creatign ticket from api from my node backend. i am successfully creating ticket and associateing that ticket to the user and can see contact details of that use in ticket contact section... i want to read more

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Solved

FBakr on January 21, 2025

Accessibility and permissions

I keep facing the same issue with the same team member while her colleagues from the same team don't have that issue. she has permissions to view all deals, companies, and contacts but every 10 days or so she can only view the deals, companies and c read more

Reply Discussion FREE

0 upvote

5 Replies

karstenkoehler

Hall of Famer | Partner

January 21, 2025

@FBakr Unless you are an admin in the second account, you can't. The admin of the second account would have to remove her - or the second account w...read more

PBarik8 on January 21, 2025

Data Migration Queries

I want to migrate data from "A" account to "B" account. Below are the data to be migrated; 1. Deals 2. Contacts 3. Companies 4. Users 5. Tasks For users, I want to import all the associated records as well. While I was exporting data from " read more

Reply Discussion CRM

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

January 21, 2025

@PBarik8 no, a one file solution does not exist. If you're not 'migrating' a user, that will at the most generate an error during the import,...read more