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CRM & Sales Hub

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How do I track in person events in HubSpot, like conferences?
- Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h ...read more
Cannot change Lead Name
- Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform. ...read more
Limit Deal Creation
- Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for ...read more
How to track open and spam rate for 1:1 sales emails?
- Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H ...read more
March 19 | Inherited CRM Chaos: How to Optimise for Success
- Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

Hardib81 on March 21, 2025

Contact with cancelled/no show meeting without new scheduled meeting

We want to create a report is only showing contacts that: - Have a cancelled/no show First Sales Demo meeting - And do not have another meeting (either active or complete)? For example, if someone books a demo and cancels, then books a secon read more

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karstenkoehler

Hall of Famer | Partner

March 21, 2025

Hi @Hardib81 , I wouldn't do this with a report but with a simple list: Create a list of contacts associated to an activity where activity...read more

Merlynhs on March 21, 2025

Pop up.form not appearing on website

I have created a pop up post on our website to display after 50% scroll to capture the users email address. However, the popup never actually appears on the website. Do I need to do anything on the website end to enable this? It's a Wordpress in read more

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Lucila-Andimol

Most Valuable Member | Platinum Partner

March 21, 2025

Hi @Merlynhs in order to see any CTA/pop form in your website you need to have the tracking code install in all your pages. Here are 2 artic...read more

kevintoh on March 21, 2025

Unable to receive login verification email

Hi, one of my users is unable to receive the login verification email with the code. Appreciate any help. User email: cindy@heygames.io

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NathanAza on March 20, 2025

Track version of deal - Attributing to multiple owners

Hi Guys, (Issue) How can we attribute a point or count to each update of the deal now? As there is only 1 deal owner. Many times when we have a single deal, we have multiple estimators in the team updating the deal value on a requote for t read more

Reply Discussion CRM Deals Reports

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karstenkoehler

Hall of Famer | Partner

March 21, 2025

Hi @NathanAza , It sounds like what you're trying to achieve could be accomplished with deal splits: https://knowledge.hubspot.com/records/sp...read more

AHucks on March 20, 2025

Change Ticket Record View Based On Pipeline

It looks like I can change ticket record views based on teams, but is there a way to do it based on the pipeline the ticket is in? We have multiple teams with overlap between pipelines. I feel like this is obvious and I'm just missing it.

Reply Discussion CRM Tickets

1 upvote

3 Replies

Dortega57

Participant

March 20, 2025

You are totally rigth @Josh ! Just to add to what Josh shared, you would need to create different cards within the view, so that each one (with the...read more

RyanG_atCPT on March 20, 2025

Have CMS Pro but not all the features?

Our company has CMS Hub Professional, however I'm unable to limit access to website pages, and it's telling me to sign up in order to do that. It looks like it's included in the subscription. This also brings up another question: How do we limit read more

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RyanG_atCPT

Member

March 20, 2025

Here you go. I'm not sure if this is the right approach or not, but I'm trying to keep people from sharing the link to our download page that trigger...read more