CRM & Sales Hub

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    • As a Customer Success Manager, my role is to ensure that you get the most value from your HubSpot tools to drive your success. One of the most common challenges I hear from sales teams is how to efficiently develop sales opportunities while maintaining a personalized approach. Let me share my expertise after working with hundreds of customers – here’s how HubSpot’s Templates and Meeting tools can help you scale your sales process and creat ...read more
    • Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website requests an information package via a HubSpot form. We send this information directly and then follow up with prospecting activities to schedule an online meeting, which serves as our primary sales conversa ...read more
    • I am trying to install the hub spot add in to Outlook on my Mac. The install seems to happen but there is now Hubspot icon appearing on my tool bar. I have 365 business but believe that my outlook is a MSI install. Do I need click to run install - Its all getting a bit frustrating now and not straightforward so might just move to another provider. Any help would be appreciated ...read more
    • We're looking to have a custom contact property that shows the average order frequency. We'd like to see this so we can get flagged if someone hasn't ordered as usual and needs to be reached out to. Any thoughts on how to create a calculation property in order to do so? I reached out to HubSpot support and they noted there isn't any easy solution, and recommended reaching out here as there might be a more complex solution. ...read more
    • I have a contact property that defines customer type. Some customers fall into multiple categories and others are only 1. I have it setup to multiple select which enables reporting. With the new leads pipelines options. I want to create some automation attached to that property. For example I will use 3 property values 1. Customer 2. Dealer Prospect 3. Current Dealer I have an automation, that if a contact is chosen to be a dealer ...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
14 upvotes
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MJohnson068 on November 09, 2024
hi there, I hope I can explain this clearly! I want to see how many emails my team have sent by team member to monitor activity levels. I opted to look at the activty report on sales analytics, and you can see the data I need - read more
Keegan4123 on November 09, 2024
We have a network of sales managers (employees) and a network of dealers (contractors). The employees are in Hubspot CRM, and the dealers are not active users. We have a custom object association set up for them. My question, when a new custome read more
0 upvote
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AJ_Kakrot on November 09, 2024
Hello, I want to calculate number of days in each deal stage, so is there a way to calculate the same? Thanks
Hall of Famer | Partner
November 09, 2024
Hi @AJ_Kakrot , HubSpot has default properties for this:   https://knowledge.hubspot.com/properties/hubspots-default-deal-prope...read more
TAG-MC on November 09, 2024
To thrive in today's competitive landscape, B2B companies must strategically align their marketing efforts with every stage of the customer journey: Awareness, Consideration, Conversion, and Loyalty. Unlike B2C, where the sales cycle is typically sh read more
Lifesight on November 09, 2024
I've installed the intercom app on hubspot and done the vice versa on intercom. I send my marketing emails via intercom and want to log email open and clicks in hubspot CRM contact activities.
Kumble on November 09, 2024
Hi Team, I've noticed that, typically, we need to first create a note that includes an attachment and then link that note to a Deal object. Is there an option to bypass the step of creating a note and directly associate an attachment with the Deal read more
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