CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes? ...read more
    • Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check it was completed it adds the date. This would be super helpful because you would not have to go back into the history and try to figure out what happened when ...read more
    • the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the window. Console errors: error--1750281539672 Unhandled Promise Rejection Error: officeOnReadyWithTimeout timed out Error at console.error (" static.hsappstatic.net/SalesOffice365AddIn/static-2.35502 ...read more
    • Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with playbooks, so I’m also not sure where the data goes if it’s not mapped to a property. Any tips are appreciated! ...read more
    • If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use? ...read more

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saidkadaoui3 on June 20, 2025
Hi I'm trying to enforce a validation rule where sales users cannot change the Lead Status from 'Potential' to 'Interested' unless the associated Company VAT Number is filled in. This is critical for us to ensure proper data quality and avoi read more
Hall of Famer | Partner
June 20, 2025
Hi @saidkadaoui3 , This is unfortunately not possible at this stage. However, other users have requested this before, in this case for deals: ...read more
keshukeshvala on June 20, 2025
Our sales and Marketing team both are on same platform. They Target different records to send Marketing Emails using workflow. They also use Sales Sequences to send emails. As a a manager I would like to create a Global filter which all membe read more
Top Contributor | Platinum Partner
June 20, 2025
Hey @keshukeshvala For the marketing side, it’s pretty straightforward you can create an Active List with a filter like “Marketing email open cou...read more
Solved
CascadiaEP on June 19, 2025
I recently realized that the automatic logging function in the Hubspot Gmail extension had been logging pretty much every outgoing email to a certain contact record, which is especoially strange given that this contact has NO email address associate read more
0 upvote
1 Reply
Hall of Famer | Partner
June 20, 2025
Hi @CascadiaEP , The easiest way to delete emails in bulk would currently be via the email index page: Connected Email Emails...read more
Solved
SherryKK on June 19, 2025
Hi all, new-ish to Hubspot - hope I'm in the right group! We've lost some sale people over the past several months; we removed their permissions but they're still listed as users. Is there any reason not to delete them?
0 upvote
1 Reply
Hall of Famer | Partner
June 20, 2025
Hi @SherryKK , Yes, of course, you can find step by step instructions here: https://knowledge.hubspot.com/user-management/deactivate-hubspot-...read more
Solved
msoren42 on June 19, 2025
So I was working on a custom property to display if the email was valid or invalid for a Contact record but I noticed that phone or email is not an option to display on the Lead in the "About This Lead" section. I thought this was weird because how read more
0 upvote
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Participant | Gold Partner
June 20, 2025
Hi @ArisudanTiwari and @msoren42 Thanks for the clear breakdown — that makes perfect sense now. I hadn’t realized that Leads and Contacts ...read more
Solved
lzhao8 on June 19, 2025
Hi everyone, I'm not sure if this is the right place to ask this question. I work for a consultancy agency in London. I'm tasked to find partners or affiliates to help promote and push sales for our strategy hub subscription service. Our goal is t read more
0 upvote
2 Replies
Participant
June 19, 2025
Thanks, that's some great insights here!