CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • We have a number of marketing stands in different formats and looking to track/stocktake them at the Company level. I thought of maybe making it a funnel, but surely there is a better option, anyone? more
    • Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. Now that we are stuck with this huge amount of duplicates I am not sure how best to solve the issue. I know that HubSpot has a "Manage Duplicates" feature but this is quite manual and requires lots of user intervention. What would be the best approach to dealing with more
    • Hello everyone, I am facing a challenge with the 'job title' property in our CRM, which is currently set as a single line text field. This field is highly susceptible to spelling errors, posing a problem for our data consistency. Specifically, we are dealing with variations in the spelling of job titles, such as 'Service Level Manager'. This title can be written in various ways, with differences in uppercase and lowercase letters, and typos more
    • Greetings, Looking to confirm current best practices as the product continues to evolve. We have both Sales and Marketing Professional. The goal is to automate the responses to inbound inquiries who submit a request for more information on Eterprise for organizations of less than 25. Organizations of that size will be redirected to our self-serve PLG page to buy their licenses directly. All other leads will generate a notification to a sale more
    • Good morning, I am asking for support to take advantage of Inbox features for lead generation. I would like to understand what are the tips, best practices, and anything that can be used for generating new leads. For example, is it possible to save a lead who prefers to write to the generic email address instead of filling out a form? Is it possible to create follow-up workflows and for internal notifications? Thank you in adv more

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CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
100 Replies
November 19, 2023
Greetings! Nice to meet you. I'm the Owner of a consulting company for business automation, optimization, and modernization. We do marketing, sales, more
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
11 Replies
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for more
AChapin on December 04, 2023
Hello, Our team uses Whatsapp for international calling, is there a way to have Whatsapp calls automatically logged in Hubspot? Currently, they have to log all Whatsapp calls manually. It looks like the integration is only for messaging.
0 upvote
0 Reply
AWalter3 on December 04, 2023
We have an idiation sales stage with 0% probability attached. This is for the sales team to track their very early stage initiative. I would like to exclude that stage from the summary deals dashboard. Can that be done? Thanks
0 upvote
3 Replies
Hall of Famer | Partner
December 04, 2023
Hi @AWalter3 , The deal board view is designed to show all stages, it's not possible to hide one. There aren't any settings for this. more
BillWill on December 04, 2023
Hi. I'm looking to set an alert for my team managers to receive anytime a deal is moved out of the current month or quarter that was in a certain stage or above. Is this possible please?
0 upvote
1 Reply
Guide | Platinum Partner
December 04, 2023
hi @BillWill My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! I'm almost sure what you more
nghminh163_cp on December 04, 2023
Hi. I have a external services for streaming Video so I want to implement Video Conference Extension for generating automatic meeting link. But the documents seem outdate and when I tried to call API, it said me ' isn't available for public use'. read more
0 upvote
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Community Manager
December 04, 2023
Hello @nghminh163_cp , thank you for posting in our Community! Just to confirm, have you followed the steps that are showing on our more
KubaNowakowski on December 04, 2023
How can I block HS from creating contacts using our company domains we have 4-5? Now I manually delete those contacts, there are not so many but maybe there is another way? This started happening a few weeks back. I am using premament delete.
1 upvote
2 Replies
Guide | Partner
December 04, 2023
Hey @KubaNowakowski Are you aware of these settings? : more
sjudson on December 04, 2023
Hi all, Scott from the HubSpot Product team here. I wanted to create a space for conversation around our sunset of the Microsoft VSTO email extension. The tl;dr for why we’re sunsetting this is that Microsoft has moved away from the VSTO a read more
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