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CRM & Sales Hub

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Avoiding duplicates when importing companies into HubSpot
- 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
Is it possible to send text via contact record?
- 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
No show workflow?
- 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
Lead being moved back to a previous stage
- 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
Automated Workflows
- 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

LeslieVoi on May 22, 2025

Meetings Linked Clicked

Hello, On my mobile I can see who clicked on my meeting link but did not create a meeting, I would like a report or list of those in a sequence that have done the same thing. Clicked - Meeting Link - meeting created (False) but I cannot find read more

Reply Discussion Meetings Reports

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karstenkoehler

Hall of Famer | Partner

May 22, 2025

Hi @LeslieVoi , One way to do this would be through contact lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists Cre...read more

kvlschaefer on May 22, 2025

What are your best tips for getting the most out of HubSpot Sequences?

Hey Community, Here’s a quick overview of how to get set up for success using sequences. Check out the video and let us know your go to tip for maximizing sequences below. Tl;dr - HubSpot Sequences HubSpot Sequences read more

Reply Discussion Sequences

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Suheb on May 22, 2025

What are the recommended steps to set up HubSpot for a small business with less than 10 employees?

How should a very small company (with fewer than 10 people) get started using HubSpot properly?

Reply Discussion CRM

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karstenkoehler

Hall of Famer | Partner

May 22, 2025

Hi @Suheb , As a starting point, I would recommend this resource: https://knowledge.hubspot.com/get-started/set-up-your-account After ...read more

SarahMcC on May 21, 2025

Can I sync Account Contact Relationships from Salesforce to associated companies in Hubspot

Hi, I am new to Hubspot and lloking at our Salesforce Integreation and have found that account contact relationships from the Account Contact Relationship Object from Salesforce do not match the associated Companies in Hubspot? How to I fix t read more

Reply Discussion Integrations

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Wesimplifi_

Top Contributor | Platinum Partner

May 22, 2025

Hi @SarahMcC HubSpot’s Salesforce integration primarily syncs the standard Account–Contact relationship (i.e., the Contact’s Account ID). But Sa...read more

Solved

Jaylin on May 21, 2025

tickets setting in inbox

Hello Good Morning everyone in Community, i have a question about setting tickets in Inbox. it will create ticket by Form, and i don't want to assign an owner. when i click edit from [Treating incoming conversations as support tickets ], the read more

Reply Discussion Enterprise

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Jaylin

Contributor

May 22, 2025

ok， i'll try it！ thank you！

JKibler on May 21, 2025

Copilot creating custom reports

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.

Reply Discussion Professional

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karstenkoehler

Hall of Famer | Partner

May 21, 2025

@JKibler as I said, I'm sure report creation via the copilot is also in the works. There is a recent product update (Settings > Product updates ...read more