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Top Resources for CRM & Sales Hub

  • Avoiding duplicates when importing companies into HubSpot

    • Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Because of these small variations, I’m the import will create duplicate company records instead of updating the ones we already have. Could you advise on the best way to: Match the incoming companies t ...read more

  • Is it possible to send text via contact record?

    • I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd party app (I assume we will have to). Does anyone have a suggestion? ...read more

  • No show workflow?

    • Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter. ...read more

  • Lead being moved back to a previous stage

    • Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status? ...read more

  • Automated Workflows

    • How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks ...read more

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SMcGoldrick on May 21, 2025
Non-HubSpot Form property name changes - Sync issues
There was a recent change to the "name" of a field on our website form submission contact us page and that information is not syncing to the native HubSpot property "Message" as it was before. The internal name has not changed in HubSpot (HubSpot do read more
Reply Discussion Enterprise
0 upvote
0 Reply
msoren42 on May 21, 2025
Intermediate Touches
Hello Community, We have StackAdapt integrated with HubSpot and I am wondering if it is possible to track and tag Contacts that engaged with a retargeting ad. Is there a way to do this with a custom property? Or am I limited to the First and Last T read more
Reply Discussion Marketing Sales
0 upvote
3 Replies
Josh
Recognized Expert | Diamond Partner
May 21, 2025
Hi @msoren42 , Your colleague was on the right track, I think. You can use ad engagement as workflow criteria: You could then create ...read more
acarbonneau on May 21, 2025
Field to indicate if a lead has been contacted by a BDR in the last 30 days
We have a deal field called "Qualified by BDR" that we use to indicate which BDR qualified a lead, resulting in a new opportunity. Occasionally, our BDRs will do outreach to a lead, but the lead will book via one of our generic demo booking pages read more
Reply Discussion Enterprise
0 upvote
1 Reply
DDiana
Participant
May 21, 2025
Hey @acarbonneau ! This can be done with a contact event-type workflow. Your trigger needs to be Has completed form submission (choose that generic ...read more
Patti_R on May 21, 2025
Adding Teams number for outbound calling
Hi all, All of our reps have Teams phone licenses, so all have phone numbers. We would like them to be able to make calls from HubSpot with their Teams number and for calls made to automatically log in the record. Has anyone else done this? When I read more
Reply Discussion Professional
0 upvote
0 Reply
SBattuello on May 21, 2025
Associate a Country to a owner
Hello, I'm working on creating a workflow in HubSpot where: When a lead selects their country in a form, they are automatically assigned to the correct Sales Rep as their Contact Owner. The Contact Owner should be determined based on the selecte read more
Reply Discussion Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 21, 2025
Hi @SBattuello , This would be done with a contact-based workflow: https://knowledge.hubspot.com/workflows/create-workflows?hubs_content=know...read more
SKroll on May 21, 2025
Hubspot Posteingang empfängt keine Mails
Hallo liebe Community, ich brauche dringend Hilfe, denn ich komme einfach nicht weiter, so sehr ich mich auch bemühe. Ich habe mein Outlook 365 erfolgreich mit Hubsport verknüpft, doch leider landet keine einzige Email im Posteingang. Ich sehe die read more
Reply Discussion Best Practices
0 upvote
3 Replies
SKroll
Member
May 21, 2025
Hallo Karsten, Ich schreibe Ihnen am WE nochmal ausführlicher: Muss erstmal alle von Ihnen gestellten Frage nachvollziehen bzw. mich damit ausein...read more

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