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
KSergieva11 on April 16, 2024
Hi everyone, When I am adding the filter 'Rotate contact owner' in a workflow, I see that there is a possibility to tick this box: If I tick it, the rotation will overwrite the current contact owner, correct? So, if I want to keep th read more
1 upvote
3 Replies
Thought Leader | Platinum Partner
April 16, 2024
Hey @KSergieva11 yes, that option to tick means that if the contact/record already has an owner its going to change it (no matter who the user...read more
PGibson3 on April 16, 2024
Hello all! I'm trying to see if I can setup a workflow to catch something that gets missed here and there if someone is manually entering a contact into HubSpot: The associated Business Unit. I'd like to make a workflow to check if a Contact read more
0 upvote
0 Reply
Scrawford-1 on April 16, 2024
Hello Hub Community! I'm struggling with editing a report, to show more specific data; We currently have a report showing by 'Project Value' on the Y axis and 'Project Manager' on the X axis I would like to split the individual bar cha read more
0 upvote
6 Replies
Hall of Famer | Partner
April 16, 2024
@Scrawford-1 you could reach out to an admin (the person who invited you) and ask if they can adjust your permissions. If not, you can export the r...read more
GCarey1 on April 16, 2024
I'm trying to find out where I can change the color of the Communicaiton Consent text that Hubspot provides in my Form. I'm able to change the main text to white (as it's appearing on a dark background within my Wordpress site), but the consent text read more
0 upvote
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GDSolutions on April 16, 2024
Question Anyone using the Bmby CRM? I'm trying to find a way to create a two-directional data synch with HubSpot Contacts ... without a lot of success! :face_holding_back_tears:
1 upvote
3 Replies
Contributor
April 16, 2024
@GDSolutions You have asked for Bmby CRM is there something else you are looking for?
CraftMyLeaf on April 16, 2024
Hi, I'm new, I'm testing the tool with a free account for the moment. I just want to had landing pages from hubspot for my customers. I connected my domain and fixed various problems in the DNS by modifying/creating records (CAA, CNAME, A) read more
Most Valuable Member | Elite Partner
April 16, 2024
Hi @CraftMyLeaf I'm happy to help with getting your DNS/SSL configuration updated. I've seen it take up to 24 hours to fully propagate - sinc...read more