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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 Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses.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

PNewby on March 21, 2025

Email Notifications (Now not working)

This week we've noticed one member off staff now not recieving notifications via email when he is tagged inside hubspot, which is causing us to question our CRM and to start looking at others. Can anyone offer any help on this to **bleep** this in read more

Reply Discussion Email Deliverability

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PNewby

Member

March 21, 2025

Already looked at this isn't resolving the issue.

ADubey3 on March 21, 2025

This app-cookie does not have proper permissions!

Hey Team, I am getting 403 error with the message message : "This app-cookie does not have proper permissions! (requires all of [calling-access])" while I am creating a workflow. The api called is https://app.hubspot.com/api/calling-orchestrati read more

Reply Discussion Developer

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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

Reply Discussion Professional

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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

Reply Discussion Starter

1 upvote

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A_Lowerson

Participant

March 21, 2025

Hi @Merlynhs I note you are using Elementor - first check that you have either a) the plugin enabled https://elementor.com/help/hubspot-e...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

Reply Discussion Free

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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