CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't find a post here about it. Any insight? ...read more
    • I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used salesforce for years and this was something out of the box that you could easily customize. I found this post from 4 years ago https://community.hubspot.com/t5/Releases-and-Updates/Introducing-the-New-Ta ...read more
    • I have a question about structuring deal stages and transition criteria. Everybody seems to do this a bit differently and I understand that each company has different needs and processes. From what I have seen, the closer to the closed won stage, the more "unified" everything is, whereas, at the beginning of the deal pipeline, it can be everything. There are already differences at what point you create a deal. I'm trying to understand how ...read more
    • I was wondering if anyone knows if we can create our own fields in the "About This Company" section where we can add the Sku's of the products that the customer purchases and the prices at which they purchase those products at? Currently we do this in a Pinned Note but there has to be a better way considering you can add SKU's to Hubspot. ...read more
    • Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 consectutive 30 day subscriptions to send them an email notifying them that if they switched to a 365 day subscription with monthly payments, they could be saving money. The only way I can think to do ...read more

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
Nagashankar on April 13, 2024
Hi all, I want to be able to create a invoice in Quickbooks against a contact with the line items in Hubspots when a Deal is moved to Closed stage, is this possible ? I had a look at the integration optons and the invoice sync is only one read more
Tillforty on April 13, 2024
I am using Hubspot CRM API to automate some specific processes. When I try to get contact_to_email or deal_to_email associations I get only our team Emails. Do I understand right that getting Contact or Deal-related customer Emails/Replies is impos read more
jayfeitlinger on April 12, 2024
Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi read more
CVelásquez on April 12, 2024
Hola Comunidad: Soy usuario free de Hubspot, y tengo el problema que el boton de crear contacto esta deshabilitado. Yo soy super adm y esta todo ok en configuracion pero a mi usuario le aparece el boton deshabilitado. Espero me puedan ayudar. Grac read more
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PWatts0 on April 12, 2024
I need a workflow that does the following - When a deal is closed won is "true", the workflow sends and interal email notification to the deal owner with a list of ALL line items associated with the deal. I've created a workflow that when a d read more
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DavidMS on April 12, 2024
I'm wondering how I could make a Calendar Year End Date for a Deal based on the year the Deal was created (Create Date)? The purpose is to then use this date to calculate the days left on the Calendar year for other numbers. Any help is appreciated read more
Contributor
April 13, 2024
Hey @DavidMS Click the settings icon in the main navigation bar. In the left sidebar menu, select Objects , then Deals . Select E...read more