CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” The workflow is supposed to work in such a way that if a deal fails, it remains in the failure stage, but a copy is created and moved to another transaction stage in the same pipeline (essential pro ...read more
    • In any way is it possible to create a time sheet or TTM flow to record the deal's pipeline travel in single field? I know we have fields like Date entered "deal Stage", Date exited "Deal Stage" & cumulative time spend "deal stage" to check these. But I want to get all these information in one field. For eg : Deal entered new on say Feb 11th. Deal moved to estimation pendin on feb 12th Deal moved to proposal provided on feb 15hth ...read more
    • We store contract terms for our won deals, and when the term ends, we plan to use a workflow to automatically create a new deal in the pipeline for accurate calculations. Do you think this is the right approach? How do you manage recurring customers in your pipeline? ...read more
    • Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied to bonuses. The challenge: Restricting access via object permissions is not an option because reps still need access to certain shared objects (e.g., contacts) for collaboration. Manually ...read more
    • Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales rep/user and don't assign them a seat, what are their limitations especially around deals? Can they still: Create/close/edit deals? Engage with contacts and log activities? Be affected by workf ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
16 upvotes
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ERahman2 on February 16, 2025
Hello. I have joined group and introduced myself ,still i am unable to find the course video
0 upvote
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Albus_Bui on February 16, 2025
Hello Expert, I need to generate some customed reports that use the properties "Date entered (some specific stage)" across 9 sales pipelines and the date range needs to be the same in all (For example, Date enetered stage 1 in pipeline A is ran read more
Walter on February 16, 2025
I'm a writer of mystery novels and want my time spent on my novels, but my HubSpot CRM needs revamping. Can anyone point me to a list of experts available for a little work? Thanks, for the help. Walter
0 upvote
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jry50390 on February 16, 2025
Hi guys I’m setting up HubSpot for a real estate company and using the Listings object to help them track all their listed properties. This allows them to associate the seller and interested buyers with each property. Since I’m still relatively read more
thetallbillyb on February 16, 2025
We are revamping how our Customer Engagement team sends monthly/quarterly meeting recap emails to company personnel who do not use HubSpot. (They currently use ConnectWise Marketing Groups to do this, but we are migrating the Engagement team from Co read more
Hall of Famer | Partner
February 16, 2025
Hi @thetallbillyb , Something you could try is not inserting the note body in a Slack notification but setting the value of a custom rich text...read more
LRosenthal on February 15, 2025
Bonjour , Je suis super administrateur et je reçois aucune nouvelle note et tâche de mon équipe c'est très urgent merci pour votre aide
0 upvote
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Hall of Famer | Partner
February 16, 2025
Bonjour @LRosenthal , Il n'y a malheureusement pas de méthode directe pour faire cela. En général, les flux de travail pourraient être une o...read more