CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Because of these small variations, I’m the import will create duplicate company records instead of updating the ones we already have. Could you advise on the best way to: Match the incoming companies t ...read more
    • I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd party app (I assume we will have to). Does anyone have a suggestion? ...read more
    • Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter. ...read more
    • Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status? ...read more
    • How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks ...read more

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JKibler on May 21, 2025
It would be very helpful if Copilot could create custom reports for me. One application of this would be to mine my historical Hubspot data and develop a way to prioritize my contacts to predict ordering patterns.
0 upvote
2 Replies
Participant
May 21, 2025
That's nice but its not quite what I'm asking for. As I understand it, this tool will use AI to build a custom single object report based upon speci...read more
AHand on May 21, 2025
Hi there, We are a national company that manufactures custom design elements. We are looking for a way to let a sales rep request cost estimates from the management team. We have a pipeline and custom object set up to track drafting for larger p read more
Recognized Expert | Diamond Partner
May 21, 2025
Hi @AHand , We set this up for a global manufacturer in a similar direction to what you're doing here, with some variables. In their sce...read more
SMcGoldrick on May 21, 2025
There was a recent change to the "name" of a field on our website form submission contact us page and that information is not syncing to the native HubSpot property "Message" as it was before. The internal name has not changed in HubSpot (HubSpot do read more
0 upvote
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msoren42 on May 21, 2025
Hello Community, We have StackAdapt integrated with HubSpot and I am wondering if it is possible to track and tag Contacts that engaged with a retargeting ad. Is there a way to do this with a custom property? Or am I limited to the First and Last T read more
0 upvote
3 Replies
Recognized Expert | Diamond Partner
May 21, 2025
Hi @msoren42 , Your colleague was on the right track, I think. You can use ad engagement as workflow criteria: You could then create ...read more
acarbonneau on May 21, 2025
We have a deal field called "Qualified by BDR" that we use to indicate which BDR qualified a lead, resulting in a new opportunity. Occasionally, our BDRs will do outreach to a lead, but the lead will book via one of our generic demo booking pages read more
0 upvote
1 Reply
Participant
May 21, 2025
Hey @acarbonneau ! This can be done with a contact event-type workflow. Your trigger needs to be Has completed form submission (choose that generic ...read more
Patti_R on May 21, 2025
Hi all, All of our reps have Teams phone licenses, so all have phone numbers. We would like them to be able to make calls from HubSpot with their Teams number and for calls made to automatically log in the record. Has anyone else done this? When I read more
Community Manager
May 21, 2025
Hi, @Patti_R 👋 Thank you for your question. I'd like to invite some of our community experts to the conversation – hey @ SNigam @ScottPe...read more