CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbound enquiries. Instead of removing an email from the shared inbox for a particular staff member to manage in their own emails, we instead reply "on behalf of" shared inbox, so our own signature is bel ...read more
    • We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who have signed up for a trial in the last 30 days (I have this data) Contacts WITH a free email address (I have filters for this) Contacts WITHOUT a free email address (i.e., more likely to be good le ...read more
    • Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their replacement, but what about the closed stuff, specifically deals? Transferring closed deals, lost or/and won, affect the one who receives it and ruins their performance / history. I can deactivite t ...read more
    • Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain products from being considered recurring? Thanks, Tom ...read more
    • Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willing to share best practices on how to set up your platform for real estate aquisitions . The main thing I'm looking for guidance on is essentially around how to best set up our platform. For cont ...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
Member
March 25, 2024
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
124 Replies
Member
March 27, 2024
Hey Everyone. I am excited to get started with Hubspot. I am currently the SR Account Manager for a commercial pool management company. Using the sal...read more
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
12 Replies
Member
March 04, 2024
thanks for sharing us one of the best information like
merfin29 on March 28, 2024
How can I stop every email that I receive in Gmail from used to create a contact? I have only one email address and my personal emails come in here as well I'm getting emails created for unrelated stuff. And sadly for emails that actual read more
SharmNepomuceno on March 28, 2024
Notes - comments are not showing on the note through the Prospecting view. Had to navigate to the actual record to see. Automatically picks default phone number to pop up - Same # of clicks but this has an increased chance of calli read more
0 upvote
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BBellon on March 28, 2024
Today users can create a recurring email of a dashboard or report to be sent daily, weekly or monthly. Many businesses need to send reports once a quarter. I'd like the current drop-down that is shown when recurring email is selected to add "quarter read more
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CStrand3 on March 28, 2024
Hey, I'm looking to see if I can place a point-in-time graph on particular companies, specifically tracking changes in their employee count. We need to track this for a particular contract. -Christopher
0 upvote
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Solved
TKoehn on March 28, 2024
I have custom object called "Serviceable Address". This object has addresses with separate properties for address, city, state and zip code and more. I have set the three properties address, city and state as being searchable. I have created an read more
Member
March 28, 2024
Well it looks like my integrator did something to fix this. So for the moment all is well. I just want to know how it was fixed....
APeddar on March 28, 2024
Hi - In Salesforce you could receive notifications when deals moved between stages. I don't see how to do that in HS. Can anyone help?? Thank you!!!
1 upvote
3 Replies
Key Advisor
March 28, 2024
It appears there is not a quick way. It is a request on the Idea Board. Be sure to go upvote and add your use case to the comments: HubSpot Communit...read more