CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, Inside our CRM, Each of our contacts is tagged as members (who receive all email communications), non-members (who receive select communications) and others. These others vary, but many should not receive mass eDMs. What's the best practice for ensuring these contacts are not being sent any mass comms but are still in CRM? We thought of creating a YES/NO property labelled "Are they in the exclusion list?" and creating an active list with ...read more
    • Hi @All I've created a workflow where I have assigned zip codes ranging from 1 to 40,000. I want to notify 70 sales reps by sending them internal notifications based on the submitted form and the selected zip code corresponding to each sales rep. But on submission of form using different zip code i'm not getting notified. Please provide a quick solution for this. Below are the screenshot attached. ...read more
    • Hi, I'm looking to see the fill rate over time of a property. In other words, what percent was filled in last week vs. last month vs. last year etc. Is there a way to find this information on Hubspot? I can only see downloading property history for a record, but not for the property itself ...read more
    • So I am trying to organize my companies customers. We work with our customers from forward facing all the way up to C-level. I am wondering if there is a way to organize the customers by Company>District>Store#XXX. And to add another level, organize C-levels, District managers, Store managers, and ASM's within their respective levels. The issue we are running into is we want to still export data from our playbooks and sequences from hubspo ...read more
    • Hi everyone, We started using Hubspot as our CRM and we can manage our leads and contacts on a day-to-day basis quite well. However, we are wondering about a use case we encounter because we sometimes run some kind of sales campaign with various purposes, and we are looking for a way to keep an overview on their progress. Here are a few examples we have at the moment: We are for instance starting a program related to one of our produc ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
10 upvotes
0 Reply
GPFlores15 on July 12, 2024
Is this possible through the native NetSuite sync?
ABrazCosta on July 12, 2024
Hi there, I created a workflow to enroll contacts to a sequence. But I've heard from some HS users that it is no appropriate if I'm using personalization tokens. I tested and it worked, but I am concerned. Is it safe to use a workflow to enroll read more
0 upvote
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MCraig4 on July 12, 2024
Hi all, So I'm pulling my hair out on this one as we're tyring to get our team to move workflow from Excel into Hubspot. The end goal is to create a report/table that is just essentially three columns: company name last catch-up call ne read more
traviskl on July 12, 2024
We have a custom report that shows revenue by month based on a custom field called "Revenue Recognition Date". I want to be able to add a goal line for each month to this report. Is there a way to do this? Or, is there a different report that w read more
0 upvote
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MarcoSt on July 12, 2024
Bonjour, Est-il possible de paramétrer HubSpot pour que les modifications que l'on fait dans les différentes listes (Contacts, entreprises) s'enregistrent automatiquement ? Sans besoin de revalider chaque changement ? Merci, bonne soirée. read more
0 upvote
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Hall of Famer | Partner
July 12, 2024
Bonjour @MarcoSt , Non, ce n'est pas possible. Toutes les modifications de liste doivent être enregistrées. Il n'existe pas de paramètres ou d'op...read more
MLeon83 on July 12, 2024
Hola! Estoy tratando de integrar el correo de outlook de mis vendedores con hubspot pero me sale que no existe la direccion de correo electronico.
1 upvote
1 Reply
Thought Leader | Platinum Partner
July 12, 2024
Hola @MLeon83 estás intentando instalar la extensión de ventas? Aquí un artículo con un problema similar al que mencionas. También aquí ha...read more