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Top Resources for CRM & Sales Hub

  • Avoiding duplicates when importing companies into HubSpot

    • Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Because of these small variations, I’m the import will create duplicate company records instead of updating the ones we already have. Could you advise on the best way to: Match the incoming companies t ...read more

  • Is it possible to send text via contact record?

    • I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd party app (I assume we will have to). Does anyone have a suggestion? ...read more

  • No show workflow?

    • Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter. ...read more

  • Lead being moved back to a previous stage

    • Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status? ...read more

  • Automated Workflows

    • How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks ...read more

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RMcMinn on May 19, 2025
How to create a report showing meetings completed vs deals sold
Hi all, I'm having trouble creating a report that shows my reps' meetings completed per month vs deals sold. Essentially, I want to understand my reps' meeting conversion rates. Any assistance would be helpful! Thank you
Reply Discussion Reports
0 upvote
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GBarnett on May 19, 2025
Recent update disrupted pipeline reporting
I had created a custom pipeline snapshot report to track week over week weighted revenue and deal # growth and retraction. As of last Friday, these reports suddenly displayed different information and visualizations. Anyone else having issues like t read more
Reply Discussion Professional
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corivela on May 19, 2025
NO ME LLEGAN EL CORREO CON MI CODIGO DE ACCESO A MI CUENTA
Mi correo estuvo desactivado por unos días y desde entonces no me llegan los correos de hubspot, alguien podría ayudarme para saber que puedo hacer? Mi proveedor e hosting comenta que no ha llegado ningun correo de hubspot al servidor.
Reply Discussion Email Deliverability
0 upvote
1 Reply
CarolinaDeMares
Top Contributor | Platinum Partner
May 19, 2025
¡Hola @corivela ! ¿Que proveedor de correo usas? Esto puede deberse a varias razones, te comparto un articulo de HubSpot que puede darte la respue...read more
PSkinnerTech on May 19, 2025
How to connect primary domain without adding A Records
Problem: Our website is hosted via Wordpress. Everytime we add the A Records to our DNS, our website stops working. I was able to add the CNAME to it, but not the A Records. Question: How can I complete the primary domain setup without adding read more
Reply Discussion Developer Settings Website Pages
0 upvote
1 Reply
franksteiner79
Recognized Expert
May 19, 2025
If your actual website is hosted outside of HubSpot you can not connect your main domain. Instead you will have to connect a sub-domain to host HubSpo...read more
MBrown0 on May 19, 2025
Send later
When I press the schedule button, the time I selected changes. For example, if I schedule an email for Friday at 7:00 AM, it ends up being scheduled for Friday at 11:00 AM instead. It seems to schedule the email based on my current time rather than read more
Reply Discussion Marketing Email
0 upvote
1 Reply
CarolinaDeMares
Top Contributor | Platinum Partner
May 19, 2025
Hi @MBrown0 ! Perhaps this is related to your time zone settings. When you use the “Send Later” feature in HubSpot, the time you select shoul...read more
Lauren3 on May 19, 2025
Reporting on associated contacts without deals
Hi all, We’re trying to build a custom report that shows two associated contacts — one who introduced the other — alongside their lifecycle stages . This is for tracking word-of-mouth introductions, where one person recommends our service to read more
Reply Discussion Contacts Reports
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