CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • I have another question related to this: Let us say a contact has passed through different lifecycle stages and became customer. This contact (now a customer) then showed possible interest in another service whch needs to be explored. I am assuming it should be called new Lead from this customer. How this should be managed in Hubspot? In other words, how do i enter new lead for the same contact who is already a customer? Many thank ...read more
    • I understand that Deals and Companies can't share data. What I'm looking to do is track companies / contacts we meet at events - and be able to measure Closed Won deals vs. events. I know that if I create a property in Company, Deals can't see that correct? As an example, let's say we meet a few companies / contacts at Inbound 23. Then some more at Inbound 24. How do I tie those deals to those events? And how best to maintain this datas ...read more
    • Hi there! I am looking to create a table report of my Deals by Company. I would like the row to be Companies and then I'd want the next column to be sum of Amount in X Pipeline and then another column that would be sum of Amount in Z Pipeline. I am only seeing the ability to filter and total one sum Amount column. Is this possible without creating two reports? Thank you! LW ...read more
    • Hi all, I'm currently working on a new Deals pipeline where I would like the Deal stage to update if/when an email reply is received from the customer. This functionality is built into Tickets by default, and works well: I have tried a few different workflows from scratch, and even cloned the built-in ones for Tickets to try and work off of, but no luck getting it to work exactly the same. One of the main hangups I'm having is ...read more
    • Hi everyone! I'm excited to share Sidekick --a sales enablement tool we've been working on the past few months. We just went live on the HubSpot app marketplace . In a nutshell, Sidekick is a two-way integration between HubSpot and Slack with automation and workflow capabilities. You can trigger a Slack message based on object creation/deletion (eg. contact created), property update (eg. lifecycle update) and add Actions to update the ...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
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
11 Replies
Member
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
MH15 on February 22, 2024
Hi, so I've edited the columns that I want to pull through on my export, but when I go onto a different report, it hasn't kept those columns, despite ticking the box that says "apply to all my contact lists" - can someone help me understand how I ca read more
1 upvote
8 Replies
Participant
February 22, 2024
So, I'd followed the steps in the first article link you shared, and it changed it for the list I was doing then, but when going to another list, the...read more
SGahlot1 on February 22, 2024
Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we wan read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
February 22, 2024
HI @SGahlot1 , If I understand you correctly, this should be pretty easy to do by adding an additional "rotate owners" step after the meeting...read more
CWorsley on February 22, 2024
We did a salesforce integration and as part of this it set up company owners for people who are set up as users with different email addresses. When searching for one of these people in the company/contact/deal owner dropdown filter, one appears fo read more
1 upvote
4 Replies
Thought Leader | Gold Partner
February 22, 2024
Hey @CWorsley Salesforce users and HubSpot users are different. So , as Louise explained, if the old user still exist in SF with asign conta...read more
Detroitechno on February 21, 2024
I have been building my own CRM with notion using it's relational database for several years now. I'm looking to see how I can use a dedicated CRM like Hubspot with all of it's additional tools. I am working in hospitality with hotel brands and read more
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
February 21, 2024
Hi @Detroitechno in the past, this was managed with parent/child companies , but recently HubSpot introduced same object assocation, which allows ...read more
JHajek on February 21, 2024
1) Why are there 2 fields to put seemingly the same information? 2) How do these field differ from one another? 3) Do most users use both of these field? 4) It seems like after a company record is created the company domain name field no longer read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
February 22, 2024
Hey @JHajek Company domain name and website URL is a company default properties in HubSpot to know more about the difference you can check t...read more
SAngove on February 21, 2024
We have been with hubspot a few years and have always used the conversation inbox to manage interactions with customers. Our emails are sent using a 3rd party hosting provider. Up until about a week ago our emails would be sent and display to a re read more
0 upvote
1 Reply
Guide | Elite Partner
February 22, 2024
Hi @SAngove , Looks like you have been affected by this recent HubSpot Update by their product team   In-depth Info on these KB article...read more