CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

Top Resources for CRM & Sales Hub

  • Custom 'Create Deal' Form for Different Sales Pipelines

    • Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ." Thank you @DeKoning ...read more

  • CRM Custom Objects

    • Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N ...read more

  • Create a tags or groups

    • Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. ...read more

  • How can you access Associated Companies in Reports or Workflows?

    • We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co ...read more

  • Reporting on Average Time in Lifecycle Stage

    • Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that? ...read more

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Calling
Filter by
  • All labels
  • Account
  • Admin
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • CRM Email
  • Dashboards
  • Deals
  • Email Deliverability
  • Enterprise
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
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
Reply Discussion Announcement Sales
13 upvotes
90 Replies
EMcGrath
Contributor
September 28, 2023
Hi, All! Emily here. I am a Revenue Operations Manager for a SaaS Startup company. I've been a longtime user and admin of other CRMs. I used Hubspot ...read more
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
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
Reply Discussion Getting Started Sales
12 upvotes
6 Replies
TJones5
Member
March 17, 2023
We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up y...read more
mzebib68 on October 02, 2023
Freeze Exchange Rate for won deals
Hi, I've searched into the community but did'nt find any process to get this scenario. How can we update/synch new exchange rates for any open opportunities without changing the revenue (in local/company currency) set at the time of the clos read more
Reply Discussion Deals
0 upvote
0 Reply
n-newman on October 02, 2023
Scheduling Widget Question
Hi all I'd like to use the scheduling widget for prospects to book in a demo with my sales team. I'd like users to select a category from a drop down - options 1-3 would enable users to book with Sales Person 1's calendar, and options 4-6 would be read more
Reply Discussion Calendar
1 upvote
6 Replies
karstenkoehler
Hall of Famer | Partner
October 02, 2023
Hi @n-newman , Do you have concerns that other users with forms permissions might use this incorrectly? If so, yes, enabling the beta for only...read more
TPesach3 on October 02, 2023
Can't collect contacts using chatflow without asking for an email
Hi all, Just added a chat flow to my website. trying to collect only Contact names and phone numbers (Without an email). I see when I don't collect email addresses it doesn't create a contact in my CRM. Is this solvable? am I missing something? read more
Reply Discussion Starter
1 upvote
4 Replies
JigarT
Top Contributor | Partner
October 02, 2023
Hey @TPesach3 Kindly read this article you will get an understanding of why it's not a best practice to create a contact in HubSpot without an...read more
markusarvidsson on October 02, 2023
Integrating HubSpot contacts with Zoho CRM Leads
Hi, I have a use case where i try to sync between Hubspot contacts and ZoHo CRM Leads. If it was contact to contact it would have been much easier but in this case the use case looks like this (notice a lead in Zoho CRM is not hte same as a contact read more
Reply Discussion Integrations
1 upvote
3 Replies
danmoyle
Thought Leader | Elite Partner
October 02, 2023
I knew you'd have value in this conversation @Jnix284 😊
DLoh12 on October 02, 2023
Incoming emails not logged on Hubspot
Hello, We've noticed that outgoing emails are being logged, but there seems to be an issue with incoming emails (replies) not getting logged, although email tracking still functions as expected. We've conducted tests using both the CRM and O read more
Reply Discussion Connected Email
2 upvotes
2 Replies
danmoyle
Thought Leader | Elite Partner
October 02, 2023
@DLoh12 I agree with @Shadab_Khan here that your query is comprehensive. Also on the contacting Support since this seems to set up correctly and ...read more
dwightbailey on October 02, 2023
Second domain for email tracking
We have a new website domain and I need emails that we send using this new domain to attach into hubspot - currently we have one domain that is set up with HubSpot - is it possible to use a secone one and if so how do we set this up please?
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
October 02, 2023
Hi @dwightbailey , You should be able to connect a second email domain by following these steps: https://knowledge.hubspot.com/email-tracking...read more

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Looking to start a conversation or ask a question?

Create a post
Top Solution Authors
View All
Trending Topics