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CRM & Sales Hub

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Workflow - Send email to External email from custom object
- Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 ...read more
Best Practice for populating Contacts and Companies "name"?
- Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When ...read more
When creating a contact, is it mandatory to select a "Legal basis for processing contact's data" ?
- Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa ...read more
"Network" linked to company profiles
- I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. ...read more
Changing deal stage after customer reply
- Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

BDialloHS on April 19, 2024

Reinstall Hub Spot package in Salesforce sandbox

Hi team, I've HubSpot Test account linked to a Salesforce Test sandbox I've refreshed the Salesforce Test sandbox, so the Hubspot package is removed. I want to reinstall the Huspot packed in Salesforce, but from the Marketplace in the HubSpot Tes read more

Reply Discussion Settings

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sgupta046 on April 19, 2024

How to get all the note Ids for a given file Id using API ?

I want to know the notes which are using a particular file, and thus want the list of all noteIds associated with a file (i.e. noteIds for all the note which are having file as an attachment) using Hubspot API. Currently API available is to get th read more

Reply Discussion CRM

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NTukic on April 19, 2024

New filters in beta version for contacts not optimal

I am really struggling to understand why the filters have changed now in the beta version. I have multiple contacts where I need to be able to filter the last activity date by selecting is unknown. The filters do not have that option anymore, no read more

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 19, 2024

Hi @NTukic , Are you referring to the right sidebar advanced filters on contact index pages, company index pages etc? If so, t...read more

ZAHoopes on April 19, 2024

Update Property of Multiple Contacts with Email Plugin

When sending a bulk email to multiple contacts, is there any way to update a single property on all the involved contacts with the Hubspot email plug-in all at once, or does it have to be done one by one using something like contact profiles? I' read more

Reply Discussion best practices Connected Email Contacts Integrations

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NLai on April 19, 2024

Import/update mass-associated companies for all deals

For example, I had 3 deals for 1 company, and I forgot to include the associated company for 2 out of 3 deals. Now I want to update those by exporting the list of deals, adding the associated company for those 2 deals, and reimporting it to Hubspot. read more

Reply Discussion Companies Deals

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Solved

arcknowledge on April 18, 2024

Default outbound email full name has typo

Hey Team! I'm not sure if I found a bug in hubspot or if I'm not finding where I placed a typo. When I setup my company name, I had a typo in it. No big deal, found it, fixed it. When I attempt to contact a client through the CRM, the outb read more

Reply Discussion Free

0 upvote

1 Reply

arcknowledge

Member

April 19, 2024

You can edit the Company Name value right below it, I did not notice this. This fixed the issue. Hard to say if this is a bug, I can see the mer...read more