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Top Resources for CRM & Sales Hub

  • Best way to do a bulk email without Sequences?

    • Hi all, I'm a one-man band, so "Starter" at $15/month is where I'm at. Thus, I don't and won't have access to Sequences or fully featured automation. Marketing email is available, but I have an old 250-name list for which permissions don't exist. (Also, I don't want the look-and-feel of HTML email for this communication, anyway.) But I will definitely use personalization tokens. Templates are a good timesaver, but ... is there any way t ...read more

  • Fields containing links are not clickable in mobile app

    • Hello from a rainy Helsinki! A client of ours has been facing a weird issue as of late. In their HubSpot we have a single-line text properties which host links to their ERP system. These properties are perfectly working on the desktop app. However, some users are facing issues on HubSpot mobile app, both on android and iOS. On desktop they can press the links, but sometimes the links are shown as not-clickable/accessible on HubSpot. We have ch ...read more

  • Count Number of Options in CheckBoxes

    • Hello. I have a property that is a "Multiple checkboxes" property. I need the number of the values selected, rather than the actual value. Ex. Property called "Product" Deal #1 - Product A (selected) - Product B (Not selected) - Product C (selected) Deal #2 - Product A (selected) - Product B (selected) - Product C (selected) Deal #2 - Product A (No ...read more

  • Best Approach to Learn Sales for Complete Beginners

    • i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory course? a lineup of courses from beginner to advanced list would be appreciated. thanks !! ...read more

  • Export Leads' data from the Prospecting workspace

    • I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (first image); joined with the fact that only paid Sales seats can visualize the Prospecting workspace's data, leaves our management team completely blind as to how the Sales team is currently performing ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
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
Reply Discussion Announcement
13 upvotes
0 Reply
tiago_bezerra on October 11, 2024
Upgrade/Downgrade
Hi, I work in a SaaS company. It`s a monthly service and they can cancel at anytime. Currently we have a deal created for when they buy it. We track monthly and set up fee. If they decide to cancel we create a deal in a different pipeline attache read more
Reply Discussion best practices Sales
0 upvote
0 Reply
KCaballero8 on October 11, 2024
Inbound calls don't go to voicemail
I've set up my voicemail and ringing in browser configs correctly, but for some reason when somebody calls me: A) it doesn't ring in my browser, i just get a missed call notification B) they don't hear my upload voicemail, but rather an automated read more
Reply Discussion Professional
0 upvote
1 Reply
RSchweighart
Top Contributor
October 11, 2024
Hi @KCaballero8 , These are good questions. Can you confirm the following? A) You have a HubSpot calling window open by selecting the ph...read more
SJeremias on October 11, 2024
Is there a way....
in Marketing Hub Professional & Content Hub Professional, is there a way to successfull create a WF that when a form comes in, to equally distribute amongst users? as i dont have the rotate record to owner available, trying to find another.. read more
Reply Discussion Professional
0 upvote
2 Replies
Ben_M
Key Advisor
October 11, 2024
Depending on the size of your team there's a few ways I would evaluate your situation. One is your could consider integrating 3rd party sales solutio...read more
RAWBiochem on October 11, 2024
Product List
In the old Hubspot format version I was able to add in a Product info tag (heading) which allowed me to add products in a pull down list for each prospective client. By using this product identifier for each prospective client, I am able to filter read more
Reply Discussion Contacts
0 upvote
0 Reply
msoren42 on October 11, 2024
Meeting and Campaigns
One of my sales reps set up a meetings scheduler for a one day event where people can book meetings in 30 min intervals all day. How can we track these people? Does it make sense to just associate it to a campaign? Also, does anyone have any tips a read more
Reply Discussion best practices
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
October 11, 2024
Hi @msoren42 , Which subscription level are you on? In Professional and Enterprise subscriptions you can build custom reports based on t...read more
SCarpenter5 on October 11, 2024
Scheduled Meeting Reminders
How do we go about editing the scheduled reminder emails within the contact record meeting tool. Also is there a way to do a mass edit on users meeting scheduler links for the automated email reminders? The only way I have been able to find to edit read more
Reply Discussion Professional
0 upvote
1 Reply
JessicaBaskey
Top Contributor | Platinum Partner
October 11, 2024
Hi @SCarpenter5 , I hope you are doing well. As far as I know there is no other way to edit the default meeting reminders apart from the one you ...read more

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