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Top Resources for CRM & Sales Hub

  • Advice on Deal and Sub-Deal set up

    • Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to then pass that enquiry out to three different partners, when the user formelrly requests a quote, who will each work on the enquiry and compete for the business. Would anyone have advice on whether ...read more

  • Product property showing as no value in reports

    • Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then applied one of these options to each of our products in the product library. However, when I do a line item report and try to categorise my products by this property it shows up as "No value" no ma ...read more

  • User unable to see data in Salesforce Hubspot Embed

    • I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: The HubSpot-Salesforce integration must be installed. To install and ensure of automatic updates for the HubSpot Visualforce window, Salesforce users need the Customize Application profil ...read more

  • [Ebook] Navigating the FinServ Frontier: Overcoming Challenges for Growth and Innovation

    •   As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in the UK & Ireland to uncover the latest challenges and opportunities in the industry. Read more for strategic approaches to market trends and gain insights on driving growth and innovation ...read more

  • Phone numbers not adding to contact properties from form fill

    • Hey there, We have several forms that ask for the contact's phone number. However, when filled the phone number does not appear in the contact's properties despite, name, job role, email etc doing so. Any pointers would be greatly appreciated. ...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
16 upvotes
0 Reply
SKeohan on January 23, 2025
Emails going to spam
We have Sales Enterprise and our sales reps are having issues that when they email a client through HubSpot it is going to clients Junk boxes however if they email from their outlook it works. We also had it on a couple of occasions where an email w read more
Reply Discussion Enterprise
0 upvote
6 Replies
karstenkoehler
Hall of Famer | Partner
January 23, 2025
@SKeohan tracking can only be disabled entirely, not just for emails sent through HubSpot. It's worth a shot to test. Tracking is not the same as l...read more
SKeohan on January 23, 2025
HubSpot /Air Call Call Quality
We use AirCall within HubSpot and Jabra headsets. Calling through HubSpot using the AirCall extension works for every single one of our employee's apart from one user. When he calls in the desktop AirCall app it works perfectly however when he calls read more
Reply Discussion Enterprise
0 upvote
0 Reply
Solved
markusarvidsson on January 23, 2025
Calculated property with all notes on a contact
Hi, I would like to create a property that add all notes on a contact to one prroperty. Is that possible to do with a calculated property?
Reply Discussion CRM Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 23, 2025
Hi @markusarvidsson , As far as I know, no, this is not possible. Calculated properties cannot reference engagements / activities / notes. ...read more
Pwrpros on January 22, 2025
Selling B2C with a commercial domain - how to disassociate?
HubSpot automatically creates a new company if the contacts email ends in a domain outside of your regular gmail, yahoo, icloud, etc. In this particular instance, we are selling B2C and don't want this customer to be related to a company we won' read more
Reply Discussion Best Practices Sales
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 22, 2025
Hi @Pwrpros , You would uncheck this option 🙂 Best regards
Vasiki on January 22, 2025
Dashboard Access Settings not working
Hi, I modified the dashboard access for some of my dashboards to "Owner only" (which is me). However, people are still able to access the dashboards (and they are not admins). I made the changes a few days ago and its still not working. Has read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 23, 2025
Hi @Vasiki , This could be due to the two different permissions for reports and dashboards. In the permissions for a user, under Settings acce...read more
cbeggs on January 22, 2025
One user with two email accounts wants to be able to link to HubSpot and record activity
A company I am working with wanted to link two email accounts so that when they are logged into my Gmail they can easily change between the two and ensure emails are recorded in the correct company account in HubSpot. It's the same user read more
Reply Discussion FREE
0 upvote
1 Reply
BérangèreL
Community Manager
January 23, 2025
Hi @cbeggs and welcome, we are so glad to see you here! Thanks for asking the Community! I have found for you similar threads that might help y...read more

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