CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes? ...read more
    • Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check it was completed it adds the date. This would be super helpful because you would not have to go back into the history and try to figure out what happened when ...read more
    • the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the window. Console errors: error--1750281539672 Unhandled Promise Rejection Error: officeOnReadyWithTimeout timed out Error at console.error (" static.hsappstatic.net/SalesOffice365AddIn/static-2.35502 ...read more
    • Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with playbooks, so I’m also not sure where the data goes if it’s not mapped to a property. Any tips are appreciated! ...read more
    • If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use? ...read more

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Christiaan on June 20, 2025
Hey everyone - first post New to HubSpot CRM. During an event we recently had we ran a 'campaign' where participants had to use a QR code linked to a HubSpot native form (form sits on a HubSpot landing page via Content Hub). We ran into the iss read more
Hall of Famer | Partner
June 20, 2025
Hi @Christiaan , Could you please describe what you mean when you say "a submitted form replaced the previous one"? Generally, the form ...read more
DSmith1996 on June 20, 2025
Hiya, I was wondering if anyone could assist me. I have just set up local service ads on Google, and I was wondering how I can link this up to my hubspot account. we already have our google ads and meta linked to hubspot, but need to now add local s read more
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Solved
saidkadaoui3 on June 20, 2025
Hi I'm trying to enforce a validation rule where sales users cannot change the Lead Status from 'Potential' to 'Interested' unless the associated Company VAT Number is filled in. This is critical for us to ensure proper data quality and avoi read more
Hall of Famer | Partner
June 20, 2025
Hi @saidkadaoui3 , This is unfortunately not possible at this stage. However, other users have requested this before, in this case for deals: ...read more
keshukeshvala on June 20, 2025
Our sales and Marketing team both are on same platform. They Target different records to send Marketing Emails using workflow. They also use Sales Sequences to send emails. As a a manager I would like to create a Global filter which all membe read more
Top Contributor | Platinum Partner
June 20, 2025
Hey @keshukeshvala For the marketing side, it’s pretty straightforward you can create an Active List with a filter like “Marketing email open cou...read more
Solved
CascadiaEP on June 19, 2025
I recently realized that the automatic logging function in the Hubspot Gmail extension had been logging pretty much every outgoing email to a certain contact record, which is especoially strange given that this contact has NO email address associate read more
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Hall of Famer | Partner
June 20, 2025
Hi @CascadiaEP , The easiest way to delete emails in bulk would currently be via the email index page: Connected Email Emails...read more
Solved
SherryKK on June 19, 2025
Hi all, new-ish to Hubspot - hope I'm in the right group! We've lost some sale people over the past several months; we removed their permissions but they're still listed as users. Is there any reason not to delete them?
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Hall of Famer | Partner
June 20, 2025
Hi @SherryKK , Yes, of course, you can find step by step instructions here: https://knowledge.hubspot.com/user-management/deactivate-hubspot-...read more