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CRM & Sales Hub

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Workflow - Send email to External email from custom object
- 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
Best Practice for populating Contacts and Companies "name"?
- 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
When creating a contact, is it mandatory to select a "Legal basis for processing contact's data" ?
- 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
"Network" linked to company profiles
- 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
Changing deal stage after customer reply
- 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

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

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

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

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

EMoleiro5 on April 19, 2024

Prospecting Pipeline - mandatory properties

Hi all! I've created some custom Lead properties thanks to the new Beta released last week. I've also configured some of them to pop up one a user moves a Lead from one stage to another. The point is: HubSpot shows this properties, doesn't read more

Reply Discussion Professional

0 upvote

0 Reply

Solved

LFenton20 on April 19, 2024

Can't log emails to Hubspot

I have the Google Sales extension and I also have Super admin access but when i try to log emails to my Hubspot I don't seem to have permission? My email is connected.

Reply Discussion CRM

0 upvote

2 Replies

LFenton20

Contributor

April 19, 2024

Thank you for your response. I've actually uninstalled the chrome extension and reinstalled it twice and it seems to be working now.

LVarley on April 19, 2024

Activity Button

Hi, is there a way I can add a custom activity? There are the standard ones like call, LinkedIn message etc, but I would like to add a couple more for reporting. Such as, 'connected back' on LinkedIn. TIA!

Reply Discussion CRM

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 19, 2024

Hi @LVarley , No, this is not possible, but the product team is taking suggestions via a form in this thread: https://community.hubspot.com/t...read more

SNicholls6 on April 19, 2024

'Tagging' Contacts?

This may not need tagging in the HubSpot definition, but I need a way of when a proposal becomes a deal, then adding something to that relevant contact pr company to signify they are a client - I could do it in notes but could not then select a view read more

Reply Discussion Free

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

April 19, 2024

@SNicholls6 they are, yes 🙂

baernhardj on April 19, 2024

Teams: Show history of members (add / remove)

Hi Is there a possibility to see, when a user is added to a team or removed from a team and witch user did the action? I would like to see, when the team was created. I would like to see when the team member 'Aussendienst Test' was a read more

Reply Discussion CRM Enterprise Settings

1 upvote

2 Replies

baernhardj

Contributor

April 19, 2024

Thanks for the answer

RHendricks on April 19, 2024

What is your opinion on using a handover deal stage (stage 0) for a 2-stage sales process?

Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav read more

Reply Discussion Analytics Tools CRM Deals Sales

1 upvote

1 Reply

Lucila-Andimol

Thought Leader | Platinum Partner

April 19, 2024

Hey @RHendricks this is a very good question. In my experience using the bowtie model doesn’t meen having to use 1 only tool for the whole pro...read more