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Top Resources for CRM & Sales Hub

  • How do I track in person events in HubSpot, like conferences?

    • Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h ...read more

  • Cannot change Lead Name

    • Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform. ...read more

  • Limit Deal Creation

    • Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for ...read more

  • How to track open and spam rate for 1:1 sales emails?

    • Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H ...read more

  • March 19 | Inherited CRM Chaos: How to Optimise for Success

    • Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

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StefanSchinkel on March 26, 2025
Synch fields (one-way) between two custom objects
Hi, I have two custom objects: Estimates and Handover. In the object Estimate we capture multiple fields that I want to sync with the corresponding fields in the Handover object. Property sync doesn;t work between two custom objects. How could I do read more
Reply Discussion Custom Objects
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 26, 2025
Hi @StefanSchinkel , If property sync is not an option, I would use a workflow-based approach: Create a workflow based on the object of or...read more
RMcTough on March 26, 2025
Best Way to Structure Parent & Child Companies for Seamless HubSpot Import?
Hey everyone, I’m in the process of importing 230 companies into HubSpot using an Excel spreadsheet, and I want to ensure a seamless migration...especially for companies that fall under a larger parent group. Above is a screenshot of my current read more
Reply Discussion Professional
0 upvote
0 Reply
NGottlieb on March 26, 2025
Change the Name of Closed Lost Reasom
Hi All, I am trying to change the name of our Closed Lost Reason, as our onboarding team put a typo in there. I have tried going through the Edit Property Logic, and does not seem to be an option. See screenshot.
Reply Discussion Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 26, 2025
Hi @NGottlieb , You would not change this within the property logic but simply the property settings: https://knowledge.hubspot.com/propertie...read more
GlenMichaelsen on March 26, 2025
Tagging/Grouping Companies
Hi all, We want to create segments of our companies (clients), which would be dividing them into 5-6 groups. Lets just call them Group 1, Group 2, Group 3, etc. A company can only be in one group – but we want to be able to track, how ma read more
Reply Discussion Companies Sales
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
March 26, 2025
@GlenMichaelsen if you use a workflow to set a date when a company enters a certain bucket, yes, then you can create calculation properties for the...read more
LFussen on March 26, 2025
Can't create new contact due to 1000 contact limits but 19 contacts today
Feels like it's a bug but if anyone has a way to fix this it would save me hours to reset everything properly... I uploaded some contacts by mistake and reached the limit (did not know it existed on the first place) So in order to keep only really read more
Reply Discussion Free
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Solved
CraigTSF on March 26, 2025
Seeing this recently when launching HubSpot: 'your authentication has expired'
Hello Folks, When I launch HubSpot in the AMs, I do not have to login. But I noticed about 1 week ago, when I go to login, I see this HubSpot login page and message: 'your authentication has expired' Has there been a system change where read more
Reply Discussion Free
0 upvote
2 Replies
CraigTSF
Participant
March 26, 2025
Hi @karstenkoehler ! Thanks for clarifying that there has not been any changes on HubSpot.

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