CRM & Sales Hub

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    • Hi, how to setup Hubspot, so that when we (executives) can record emails that we sent (so they can be later seen in Hubspot), but they can't be seen by our employees. Is this happening by default if we're admin user and they're standard user? We're running the free version of Hubspot btw. Thanks, ...read more
    • Hi everyone, I’m currently working on optimizing HubSpot for a real estate business, and I’m curious to hear from those with experience in this area. What are some of the best or most appreciated implementations or solutions you’ve used in HubSpot for real estate? Would love to hear your thoughts and any best practices you’ve come across! Thanks in advance! ...read more
    • Hello, I'm a Global System admin in our O365 tenant. I recently received a request from one of our users to integrate HubSpot with his Outlook email account. When the user is trying to stablish the connection from the HubSpot site to his mailbox, he receives a screen showing that he needs to request permissions to the tenant admin (in this case, me). However, I do not see where is this request going, so I can approve it. I alre ...read more
    • Here’s a grammatically corrected version of your text: We are collecting the contract term as a dropdown property. I would like to create a task after the number of months has passed since the deal was won. How do you manage this remaining issue? ...read more
    • How do you manage the list of competitors in the CRM? I am thinking of importing them and marking them as competitors so that I can exclude them from all upcoming marketing events. This would also be beneficial for all CRM stakeholders to be aware of them. How do you manage this? ...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
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TChappell5 on February 14, 2025
I am trying to create a workflow for a Pipeline when the task that is created at Stage 1 is marked complete I want to automatically move the pipeline to Stage 2. I can't seem to make it work, below is what I currently have set for the criteria and read more
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WLim8 on February 14, 2025
Dear all, after I changed the default currency to MYR (Malaysia Ringgit), I was unable to create deal in the Mobile App only (showing USD), while the web app worked just fine (showing MYR) , thank you
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MStevens11 on February 14, 2025
When I used to create a deal it would automatically associate a contact with the deal if they were associated with the company the deal was for. That is no longer happening, any ideas?
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DiegoMinerva on February 14, 2025
Hy all. I have set a few products with their unit prices (as a sales target price). When I create a Deal, system gets automatically unit price from product master data. But each Deal has it own product price, depending on the negociation. i read more
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CKrueger on February 14, 2025
Can you have a deal with multiple line items, but have only the line items show up in their respective pipeline? Or do you need to create a separate deal for each line item if they do not have the same pipeline?
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Hall of Famer | Partner
February 14, 2025
Hi @CKrueger , It's the latter – line items are associated with exactly one deal and deals can only be within one pipeline at a time. If you h...read more
GraemeB on February 14, 2025
Good afternoon, I'm trying to automate our deal follow-up process based on deal creation date. We want to drop contacts into a sales follow-up process using a contact based workflow that then uses a sequence. I want to drop contacts into read more
Recognized Expert | Diamond Partner
February 14, 2025
Hi @GraemeB , I would consider using a deal-based sequence that changes a property on the contact record. When that property is changed, it en...read more