CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • 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
    • 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
    • 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
    • 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
    • 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

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MiaSrebrnjak on January 31, 2024
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
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
M0nna on April 24, 2024
Hi, Is it possible to delete meeting logs were record ID become Unknown Contacts? We are syncing HubSpot with HR system to manage countacts. When we testing for meeting log, system sync failed and contacts with meeting logs were deleted, but read more
OBetzalel on April 24, 2024
Hi, I have a question on what's best to do when you create a workflow for a custom object for example. We want to create a workflow that will be triggered everytime there is an update / create action on the record? or set the triggers that will ex read more
Hall of Famer | Partner
April 24, 2024
Hi @OBetzalel , I'm not sure I'm reading the exact question from your post. Are you asking whether that's a good idea or how to do it? I...read more
OBetzalel on April 24, 2024
Hi, We are using the standard quotes in HubSpot. We created a custom field on the Deal level (Purchase Term) and we want to place it on the quote. Is it possible? Thanks!
Participant
April 24, 2024
Hey @OBetzalel , You can add default line item properties and custom personalization tokens to rich text modules in a customized quote template...read more
06401 on April 24, 2024
Hello, I was checking this documentation that created by Apollo and "Pull settings" is not so clear to me. Does Apollo read all the contacts that have been created by them or they are able to reach our entire contacts in HubSpot? Does anyo read more
Solved
KSergieva11 on April 24, 2024
Hello everyone! Could you share your best practices on setting Marketing Status to your contacts? I am looking to find a way to set the high value contacts only as marketing contacts - we don't send out the majority of our marketing communic read more
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Member
April 24, 2024
Thanks @karstenkoehler , really appreciate your help all the time. Wish you a great day!
ESalvatierra4 on April 23, 2024
I recently discovered the HubSpot User custom property and thought it was a good way to assign multiple teams to an account and contact. After playing with it more, I'm realizing I can't map it SFDC sync or be manipulated without manual intervention read more
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