CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi all: My preface is that I am a solid Hubspot fan - It's made my life a LOT easier, it's kept me in touch with my customers more frequently and accurately, as well as given me a solid picture of my performance to date with the company. I'm curious if anyone has any suggestions on encouraging additional Hubspot adoption within the company, especially when there are no-cost options to add "read-only" users to the platform for visibility into w ...read more
    • We are trying to find a way to flag priority contacts based on triggers. Ideally, if a contact responded to a one to one email, it would flag the contact so when someone sees the record it would stand out as being a priority contact due to their action. I tried to see if we could create a workflow that pinned a note to the top of the record based on a trigger, but that wasnt possible. It sounds like I am looking for something like a Deal Tag, bu ...read more
    • Hello, I have a list of contacts that I want to observe and review activity against. How do I create this view or report? ...read more
    • We need to create a way for staff to report an accident or an incident onsite at our facility. What is the best way for a staff memeber to quickly enter information and to capture that information so that it's easy to read, follow up on, and indicate actions taken? We need, at minimum, to capture: Name of incient reporter. Date, time, and location of the incident. Names and contact information of individuals involved. Description ...read more
    • Hi, I have a Professional account and have both content prompts and customer analysis enabled in AI Assistants. I want to use AI in reporting but don't seem to have the AI option when I create a new report, can anyone advise where this would be? ...read more

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Junioreis22 on May 14, 2024
Meu nome é Junior e sou Country Manager na Treble AI, onde oferecemos soluções inovadoras para melhorar a comunicação entre empresas e clientes. Nos últimos 4 anos, tenho ajudado organizações a transformar seus negócios usando o WhatsApp, o ca read more
4 upvotes
4 Replies
Participant
May 15, 2024
@Brenner obrigado por trazer esse ponto! Sim, é possível enviar estes lembretes de reuniões pela integração da treble, e pela solução de WhatsA...read more
yayabobi1 on May 18, 2024
Is there a way to track OOO replies to emails and then create a list of those contacts so I can automatically unenroll from a sequence / marketing emailautom
0 upvote
0 Reply
Solved
Isaac-Dev on May 18, 2024
Hello, I want to use OAuth and according to the documentation, for that I need "Client ID" and "Client seceret". I have the "Client secret", however, the "Client ID" doesn't appear. I added screenshots for how my app looks versus how it looks read more
0 upvote
1 Reply
Participant
May 18, 2024
The issue was because it was a private app, need to choose the "App Developer account"
ASpencer0 on May 17, 2024
Hello! I wanted to know what is the best way to track contacts created using the attribution report when you are using an integration. The user is using Appollo to send out outbound marketing emails and would like to find a way to track contacts cre read more
0 upvote
3 Replies
Participant
May 17, 2024
It depends on how you manage your data, but it's definitely doable. When we click on 'integrations,' we can see a further breakdown. Additionally, wi...read more
duncanmcgovern on May 17, 2024
Looking for tips on calculating rates of engagement in a target list vs contacts who take a specific action. For example: Event invitees vs RSVP vs attended Target contacts for a cross-channel outbound initiative vs those who engage Coming f read more
0 upvote
1 Reply
Hall of Famer | Partner
May 18, 2024
Hi @duncanmcgovern , You're correct, there isn't any obvious way to do this in HubSpot and calculating rates typically requires extra steps. H...read more
Solved
Esselbee318 on May 17, 2024
I am the marketing director at our company and long time hubspot enterprise user. I'm struggling with how and when our sales department creates deals. My understanding of a deal is: you create a deal when a contact takes an action that could lead t read more
0 upvote
1 Reply
Recognized Expert | Platinum Partner
May 17, 2024
Hi @Esselbee318 , This is somewhat subjective, but our agency works primarily in the manufacturing space so I'll answer based on our experienc...read more
Solved
DCrinnion on May 17, 2024
Hi All, In a bit of sticky situation where I have been tasked with setting up our ABM features however the data integrity in our Hubspot is very poor i.e. 60 Accounts of the same names company. Therefore when setting target accounts where there read more
Top Contributor
May 17, 2024
Hi @DCrinnion , The default process will only log to the primary company as documented here . Building on @Josh his excellent replies and you...read more