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Top Resources for CRM & Sales Hub

  • HubSpot Dashboard for Student Admissions Success

    • Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their admissions process. Here’s a breakdown of the dashboard: A gauge chart to visualize target achievement across seasonal admission campaigns, helping schools stay on track with recruitment goals. ...read more

  • Best practice for tracking training/courses as products

    • Our company provides a range of training courses and certifications. We would like to track the status of training within the CRM. Information we need to know would include: Product (course/training) purchased Date of purchase Status (enrolled, certification, abandoned) Date contact was enrolled in course (for each course) Date contact was certified (for each course) Contacts result for each course (%) Date of session (for in-person ...read more

  • How to fill Domain Name when None Exists

    • Hello! My organization works a lot with very small businesses that do not have their own domain name. It's the primary field that HubSpot de-duplicates off of, however---are there any workarounds you've found about this? Thanks, Haley ...read more

  • Meeting not showing option to cancel or reschedule

    • Hello. I noticed that my reminder emails don't contain any reschedule or cancellation options. How do I make sure these are on?   ...read more

  • Microsoft blocking my email account when using sequences

    • Hello - I recently upgraded to sales hub pro and have begun using sequences for emailing prospective customers. I know that HubSpot has had a no cold email policy, but I confirmed with my account rep that as part of the new propsecting functionality, cold emailing was allowed using this feature. I have HubSpot connected to my mailbox, which is hosted on Microsoft 365. My contact list is very small and I only load about 20 addresses into the sequ ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
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
Reply Discussion Announcement
13 upvotes
0 Reply
GWeidler on October 09, 2024
Creating a new account with an email associated with a deactivated account
i am trying to create an account but the email was added as an user to another account and then the user was deleted before accepting the invite. Now i am unable to use the email to create a separate account. how can the admin of the previous acco read more
Reply Discussion Admin
0 upvote
1 Reply
Mike_Eastwood
Key Advisor | Gold Partner
October 09, 2024
Hi @GWeidler If you're on a paid plan with HubSpot you could ask Support to help. If you're a Gmail user you could suffix your usernam...read more
GRichards4 on October 09, 2024
Best way to do a bulk email without Sequences?
Hi all, I'm a one-man band, so "Starter" at $15/month is where I'm at. Thus, I don't and won't have access to Sequences or fully featured automation. Marketing email is available, but I have an old 250-name list for which permissions don't exis read more
Reply Discussion Connected Email
1 upvote
1 Reply
JWingate2
Top Contributor | Elite Partner
October 09, 2024
Hi @GRichards4 , Unfortunately, you may not like the format of the Marketing Email tool, but I believe that is your best bet at your subscrip...read more
CClark3 on October 09, 2024
Days in Quarter field
Hello, Its me with another formula field question, I need to create properties that calculate the number of days a deal is in each quarter. So our projects can last anywhere from 1 month to a year or more, so we would like to calculate how many read more
Reply Discussion Starter
0 upvote
0 Reply
RdotCosta on October 09, 2024
Contacts Fail in Batch due to Invalid Email
We have a connector that matches to or creates a HubSpot contact whenever they register, cancel, or attend an event hosted on our platform. When using both the CRM Contacts and Marketing Events APIs, if we send a batch of contacts and one of the co read more
Reply Discussion Contacts CRM Integrations
0 upvote
0 Reply
szsz on October 09, 2024
Sandbox Setup
Hi Community! I'm new to HubSpot and currently trying to set up a new sandbox for testing purposes. Should I import the flows/assets I need into the HubSpot sandbox first, before I even connect it to our SFDC sandbox? Or the order doesn't matter read more
Reply Discussion best practices CRM
0 upvote
0 Reply
CClark3 on October 09, 2024
Formula fields
Hello, I'm having an issue with formula fields. I want a field that tracks funding we get from partners to help with deals. So what I need is if a partner gives 20k on a deal worth a 100k for the client portion field be populated automatically with read more
Reply Discussion Starter
0 upvote
2 Replies
CClark3
Member
October 09, 2024
Hello, Yes I've attached a copy of the formula I used

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