CRM & Sales Hub

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    • Hello, I have an issue and wonder if there is a solution. For example we have in our customer list cases like this so the companie's name is pandabuy, in our list there is a pandabuy for 7 different cities, so panda buy paris, panda buy tokio etc, and these are registred as different companies or customers. Would it be possible to collect these 7 shops in 1 company account panda buy. In this way the list would be more clean. Thank you in ...read more
    • Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a report that shows involvement per user Sure - I could create multiple reports for each user property so you can see how often someone was assigned in each property BUT that comes with the downside o ...read more
    • Hi all, We're looking for good scheduling software we can integrate with. We schedule estimates but don't assign them to the sales reps till the day before because we assign appointments based off of sales performace over the last two weeks and estimate location distances from each other. Whats the best scheduling software to intigrate with for this? Any pointers on achieving this would be great! ...read more
    • Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a workflow, but not how to say "if NOT opened after 5 days" add this Task. Thanks! ...read more
    • Hi all, I would like to record and track sales rep activities. These activities include:- entertainment, presentations, meetings, roadshows and such. I am not sure where or what property i could create to let sales rep select from an activity dropdown list and record dates for said activities associated to a lead/contact. Additionally, would like a custom report that shows a) all activities of a particular sales rep and b) all activites acro ...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
6 upvotes
0 Reply
EnrickDeMunter on May 30, 2024
Hello, If i use the hashtag to embed my created fragments in a mail to a customer it works perfectly. But if i go via insert and then fragments it does not work. Is this a bug?
0 upvote
0 Reply
PvanderValk on May 30, 2024
We are working on a Deal. We associate Contacts to that Deal. However, when I send one of those Contacts an email and put the HubSpot email in Bcc, a Lead is automatically generated. I want to log the communications for a Deal, so I need the Bcc read more
0 upvote
1 Reply
Key Advisor
May 30, 2024
Hi @PvanderValk Interesting dilemma! Just to clarify when you say a lead gets created, do you mean a lead object or something else? If...read more
EZANETTI on May 30, 2024
Bonjour, Suite à l’importation d’un fichier, j’aimerais voir apparaître Le nom de l’entreprise à côté des prénoms et des noms de mes contacts, mais la colonne reste vide « imprimé écran ci dessous » Pourquoi ? Sachant que le nom de l’ read more
moree20 on May 29, 2024
Hi I have a property with a concatenate formula, the issue is that some contacts are not showing the value of the property itself while some contacts are just fine. Why do you think this happened?
0 upvote
3 Replies
Hall of Famer | Partner
May 30, 2024
@moree20 that's correct, see this test: You could work around then with an IF statement that checks whether all building blocks are...read more
HHoran on May 29, 2024
Hi all, there are a handful of properties on the Contact that are default Hubspot fields and act as 'rollups', meaning they aggregate over time. Specifically, I'm looking at Marketing Emails Opened and Marketing Emails Clicked. These rollups seem t read more
0 upvote
1 Reply
Hall of Famer | Partner
May 30, 2024
Hi @HHoran , I don't think there is, unfortunately. I'd recommend submitting this as a request in the HubSpot Ideas section of the community: ...read more
AHarrison53 on May 29, 2024
I am unable to see my own activity when I go to my contact page. For example, I have sent emails, logged tasks, etc. and they are all visible on the contact pages of the contacts associated with them. However, when I go to my own contact page to read more
0 upvote
1 Reply
Hall of Famer | Partner
May 30, 2024
Hi @AHarrison53 , The contact activity timeline you're looking at is filtered. Can you confirm that the filter does not exclude activities you...read more