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Top Resources for CRM & Sales Hub

  • How do I track in person events in HubSpot, like conferences?

    • Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h ...read more

  • Cannot change Lead Name

    • Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform. ...read more

  • Limit Deal Creation

    • Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for ...read more

  • How to track open and spam rate for 1:1 sales emails?

    • Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H ...read more

  • March 19 | Inherited CRM Chaos: How to Optimise for Success

    • Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

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Atishya on March 28, 2025
Form Submission through different Emails from the same customer Issue.
I have two HubSpot forms: A Request a Quote form, which creates a new contact and associates a deal through workflows. A Pet Order form, used later in the deal process after the deal is initiated. If a person (e.g., the husband read more
Reply Discussion Forms
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MDeruyck on March 28, 2025
Connect Microsoft 365 email
Hi, I previously used an Imap e-mail account as my personal email in hubspot. To improve deliverability, I now switched over to a Microsoft 365 email account (same exact e-mail adress). I've deleted the Imap and installed the Microsoft 365 email as read more
Reply Discussion Email Deliverability
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Gael_Guerder on March 28, 2025
Looking for PRM deployment bests practices (Partners Relationship Management)
Hello, For one of my clients using the Sales Hub Enterprise & Marketing Hub Pro, we're considering implementing a PRM (Partner Relationship Management) and MLM (multi-level Marketing) systems within HubSpot or through integration with a thir read more
Reply Discussion CRM Custom Objects Enterprise
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2 Replies
Gael_Guerder
Contributor
March 28, 2025
Thanks a lot @DianaGomez for the share! 🤩
BCassady on March 28, 2025
Assistance Needed: Unable to Track Email Click Rate in HubSpot
Kindly assist ! Under CRM > Contacts , I can track the open rate of emails sent, but I am unable to track the click rate. I have tested this on my end as well. When I click on a link in an email and track that email, HubSpot registers the open read more
Reply Discussion Starter
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KlemenHrovat
Top Contributor
March 28, 2025
Did you check if the tracking link/code is included in the email on the link? If the open is recognized, I believe the link should have some tracking...read more
YFeld on March 27, 2025
Scheduled Email Count
Hi all, I have a bunch of sequences going and want to be able to have an overview of the amount of emails I'm sending by the day. Kind of like a calendar month view of the upcoming/selected month and be able to quickly see how many emails I'm se read more
Reply Discussion How-To
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KlemenHrovat
Top Contributor
March 28, 2025
@YFeld if you are really at the 1000 emails per day, do you do all this with one sender, or do you have at least 20 different senders? Why this mat...read more
JFox-Haines on March 27, 2025
Salesforce Sync Inclusion/Exclusion not working
Hello, New hubspot user here. I have Hubspot integrated with Salesforce and all seems to be working. We limit what syncs to salesforce to form completopms only. We have an exlusion on our "Salesforce Sync" list to not include people who complete read more
Reply Discussion Lists Marketing Sales
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