CRM & Sales Hub

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    • Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effectively notify or remind sales representatives about necessary next steps. As a result, many times, leads that urgently need attention end up slipping through the cracks of our sales pipeline. ...read more
    • If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for the Perfect Prediction At the begining of Q2 I had a mission - prove that it was possible to make reliable predictions of accounts inside a pipeline. Let's face it, no one on the B2B, SaaS o ...read more
    • Our leads are inbound from multiple sources and I am trying to figure out what times seem to have the most leads so I can nail down better scheduling. Specifically, I want to know what days and hours of the day are busiest based on create date. ...read more
    • Hi everyone, Is there an AI/CGPT type plug-in that will answer questions about my internal Hubspot instance? e.g. can you tell me what the average deal age is for deals under $500? ...read more
    • Hello, I'm looking to create a report that shows the average percent, each day over a 7 day period, of leads who do have not yet become MQLs. For example, we'd be able to see, on average, the percent of total leads that have not yet converted on day 3 or day 5. I tried setting something up with a calculated property between "became a lead date" and a custom "today's date" property but wasn't having any luck. Let me know if this ...read more

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sjudson on December 04, 2023
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
10 upvotes
0 Reply
mminev on July 18, 2024
Hi there, I've been tasked with creating a report showcasing (only) the most recent ticket associated with a custom property option. For background reference - We have custom property 1, and that property has options A,B,C .... etc. All read more
0 upvote
1 Reply
Hall of Famer | Partner
July 18, 2024
Hi @mminev , Unfortunately not, no. HubSpot reports don't support any any first/last logic. As far as I know, this is currently not possible. ...read more
Chris5861 on July 18, 2024
Is there a solution to use the Hubspot web add-in in the new Outlook with an account which is not set as primary?
0 upvote
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Solved
Ryanoliver on July 18, 2024
Hello, I have created some tasks and activities for my deals but there is no activity scheduled how can I see all the tasks or activities on the deal dashboard Itself? Any help will be appricaited here.
1 upvote
1 Reply
Top Contributor | Partner
July 18, 2024
Hey @Ryanoliver If you are on the deals board view then it would not be easy to see all the activities scheduled for the deals So you can ...read more
SHäntzka on July 18, 2024
Hallo, ich suche eine Möglichkeit, die Kosten für die einzelnen Lizenzen in der Tabelle mit den Nutzern abzubilden. Hintergrund ist, dass in unserer Firma eine Übersicht gewünscht ist, (1) was die einzelnen Hubs kosten, (2) wer welche Lizenz hat und read more
Hall of Famer | Partner
July 18, 2024
Hi @SHäntzka , meines Wissens ist das aktuell nicht möglich, nein, und die separate Excel-Tabelle ist hier wahrscheinlich die beste Lösung. Üb...read more
MParr3 on July 18, 2024
Hi, We'd like the ability to track the average life time value of our clients over time, with the growth of average LTV a key target for the marketing team. Can anyone advise on how to track this please? Using the Company "Total Revenue" read more
Member | Gold Partner
July 18, 2024
Hi @MParr3 , Yes, you can track this information on a monthly basis too. I have attached a screenshot below for your reference. ...read more
KSergieva11 on July 18, 2024
Hi everyone, We have an integration between Intercom and HubSpot and I added a new field to be mapped yesterday (the field in HubSpot is with the same name as the field in Intercom - both are dropdown fields, same values). I added the new mappin read more
0 upvote
1 Reply
Member
July 18, 2024
Hi @KSergieva11 , Double-check the new field mapping (names & data types). Large syncs can take time - give it a bit for the new field to fully...read more