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

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Calling
Filter by
  • All labels
  • Account
  • Admin
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • Dashboards
  • Deals
  • Email Deliverability
  • Enterprise
  • Forms
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
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
OBetzalel on April 18, 2024
Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀
0 upvote
2 Replies
Top Contributor
April 18, 2024
@trevordjones We have a custom object that is related to a Deal object (Not related here to anything with a contact). We want a user to fill a rec...read more
AMulligan2 on April 18, 2024
Hey there, Wondering if anybody had some insight they could share on using HubSpots integration with Lightspeed POS? Looking into this at the moment and the only information I can find shows it to be quite limited, for example only sharing Co read more
AShukla7 on April 18, 2024
Optimizing emails is essential for improving engagement, increasing open rates, and driving conversions. Here are some tips to help you optimize your emails effectively: Understand Your Audience: Segment your email list based on demographics, b read more
Thought Leader | Platinum Partner
April 18, 2024
This is great @AShukla7 if you want to learn more you can check out the EMail Marketing Certification in the Academy. 🙂 See you there
ed-K on April 18, 2024
Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name read more
Recognized Expert | Diamond Partner
April 18, 2024
Hi @ed-K , HubSpot Contact records have a Company Name Field on them by default. You can include that in your form and then use a workflow t...read more
DBusch on April 18, 2024
Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion". It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champi read more
0 upvote
3 Replies
Hall of Famer | Partner
April 18, 2024
@DBusch this is what I'd do: This still leaves a small gap when an association label is removed from a contact - in that case, the ...read more
ZMandel on April 17, 2024
I'm not sure if this is the right board to post this to. If it isn't, please let me know where I should post. This is the situation. 1. Client sends a direct email to sales@OURCOMPANYNAME.com 2. We get the email and respond through hubsp read more
Most Valuable Member | Elite Partner
April 18, 2024
Hi @ZMandel thank you for clarifying your subscription, I can confirm that free users aren't able to configure the reply email the way it was befor...read more