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
Junioreis22 on May 14, 2024
Meu nome é Junior e sou Country Manager na Treble AI, onde oferecemos soluções inovadoras para melhorar a comunicação entre empresas e clientes. Nos últimos 4 anos, tenho ajudado organizações a transformar seus negócios usando o WhatsApp, o ca read more
4 upvotes
4 Replies
Participant
May 15, 2024
@Brenner obrigado por trazer esse ponto! Sim, é possível enviar estes lembretes de reuniões pela integração da treble, e pela solução de WhatsA...read more
javahelp on May 27, 2024
I've been using a plugin to import data from LinkedIn to Hubspot Contacts. I have 398 records. It was all working beautifully this morning, then at some point the Contacts table would not load anymore. It hangs forever with a white transparency an read more
0 upvote
2 Replies
Hall of Famer | Partner
May 28, 2024
Hello @javahelp , Which plugin exactly are you using? Best regards
JeremiahLandi on May 27, 2024
Hello all, I have generated a list of "contacts" that I am exporting from my CRM. I am trying to narrow it down to a certain region for the export; however, the individuals don't have addresses only the companies. I had the idea to export th read more
0 upvote
4 Replies
Member
May 27, 2024
So the suggestion is to create a "list" instead of just adding a column to the existing contact screen. I get what you are laying down. Let me me...read more
GeradCouse on May 27, 2024
There is a user in org that can't view an attachment that was added to a ticket by someone else. It doesn't even show in the right hand side bar, but other files will appear. Not sure if it's the issue but a different user used to be responsible f read more
0 upvote
0 Reply
AEtman on May 27, 2024
Is it possible to display both Charts and Report Details (Summarized/Unsumarrized data) when opening/viewing a report without customizing it? The idea would be to make both information pieces available within the same report. I've not found read more
carlosterre on May 27, 2024
There is currently no option to "clone" a group Meeting link , while there is a "clone" option for 1on1 meeting links. The value of a "clone" option is very small for 1on1 links, since all such links will likely be different, whereas for gr read more
Contributor
May 28, 2024
Hi @carlosterre , Will advise you to add the suggestion on to the idea portal of the community where HubSpot product teams review the ideas and ...read more
DSharma01 on May 27, 2024
I had a couple of questions to ask regarding UI Extensions developed through CRM Development BETA. In my case I have created a CRM Card Extension containing a table. Can we add Color/Styling to the Table Cell based on cell values. I went thro read more
0 upvote
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