JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

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

DevThakur9 on May 16, 2025

Whatsapp Integration - NOT API

This is specific to our use case. We do not use whatsapp API for any marketing nor transactional messaging. Our sales rep either use standard Whatsapp or business whatsapp. We are into B2C high ticket industry. Our conversations on whatsapp should b read more

Reply Discussion Integrations

0 upvote

0 Reply

James-Preseem on May 16, 2025

Merging Company or Contacts Forces New Record ID for Resulting Object

Hi All, Perhaps I am just overly sensitive about these sorts of things. It is possible that I am overreacting....but I don't think so. For the past 4+ years, merging companies together involved selecting a primary company and a company to read more

Reply Discussion CRM

0 upvote

0 Reply

CMaxwell1 on May 16, 2025

Remove language variation

Is there a way to remove all the language variations on the contact side? I know there are ways to remove them from landing pages ( https://community.hubspot.com/t5/CMS-Development/How-to-Hide-Language-Variations-from-Different-Countries-on-Your read more

Reply Discussion Free

0 upvote

0 Reply

PGuidash on May 16, 2025

Aircall Connection with Hubspot

Hello! When calling out of Hubspot with Aircall, specifically from the "Sales Workspace Tab"... sometimes Hubspot has trouble connecting to the Aircall dialer (see below and advise)

Reply Discussion Calling

0 upvote

0 Reply

RobNewton on May 16, 2025

Managing Multiple Bids/Deals

Hey all, our sales team is often asked for quotes from multiple contractors who are all bidding against each other for the same end project. Ultimately, I need to be able to track each quote separately. It's tedious for the sales team to create read more

Reply Discussion Companies Custom Objects Deals Workflows

0 upvote

0 Reply

PPicard on May 16, 2025

Need a Connect Rate by Rep Report

I would like to see a way to breakdown connect rate % by rep. # of leads vs # of leads connected with Seems super basic... and I created a connected field - yes or no, but can't figure out how to turn this into a percentage on reports.

Reply Discussion Professional

0 upvote

0 Reply