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CRM & Sales Hub

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How do I track in person events in HubSpot, like conferences?
- Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h ...read more
Cannot change Lead Name
- Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform. ...read more
Limit Deal Creation
- Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for ...read more
How to track open and spam rate for 1:1 sales emails?
- Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H ...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 Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses.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

CWimmer6 on March 24, 2025

Word Dokument erstellen

Hallo miteinander, ich will aus den Datensätzen in Hubspot 2 Worddokumente erzeugen. Im Endeffekt werden nur Name und Adresse in einen Brief eingefügt. Weiß jemand ob das funtkioniert? Beste Grüße Christian

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VicciC on March 24, 2025

central calendar

Hi, I am trying to create one central calendar for the whole sales team to view so we can all see when people have meetings. The meetings are over a 4 day period as it is for a trade show they are attending and we need to see when people will bebus read more

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indiracatmedia

Contributor | Elite Partner

March 24, 2025

@VicciC , answering what you could do if you are on a higher subscription tier. If you are on a Sales or Service Pro or above subscription, y...read more

SFouracre on March 24, 2025

API

I need to find the website address of a company from the company name What Hubspot product do I need for this?

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tverdokhlib1

Top Contributor | Partner

March 24, 2025

@SFouracre You can use Breeze Intelligence to enrich properties like the company domain name. You can also search in Google, like in the scr...read more

KButland on March 24, 2025

Reporting on prospects contacted

Hi, New tro Hubspot. Is there a way to see how many of our prospects have been contacted by sales staff? We have underaken an email campaign and then they should be following up with calls and its that that i need to see. They add notes each read more

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karstenkoehler

Hall of Famer | Partner

March 24, 2025

Hi @KButland , In a list or filtered contact view, you could look at these properties: Last activity date: the last date and time a ...read more

KBrandt0 on March 24, 2025

Need Help with Custom Property or Alternative for Marketing Email Status in Dashboard

Hi HubSpot Community, I’m looking for a way to create a dashboard that gives our sales representatives an easy overview of their contacts and their interaction with marketing emails. Ideally, we want to see: Contact Name Email Mobile Phone read more

Reply Discussion Best Practices Dashboards Marketing Email

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KBrandt0

Participant

March 24, 2025

Fair, seems like there is no solution to the request then 🙂

SSlattery21 on March 24, 2025

Reliance on company domain in the future

I'm increasingly coming across B2B companies with no website domain (and no intention to ever have one). Is this something HubSpot is monitoring - as many online businesses are becoming solely social-based. Given HubSpot's reliance on domain name fo read more

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karstenkoehler

Hall of Famer | Partner

March 24, 2025

Hi @SSlattery21 , The company domain name field is not required for company records, you could also leave this empty. Which features exactly a...read more