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CRM & Sales Hub

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Avoiding duplicates when importing companies into HubSpot
- Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Because of these small variations, I’m the import will create duplicate company records instead of updating the ones we already have. Could you advise on the best way to: Match the incoming companies t ...read more
Is it possible to send text via contact record?
- I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd party app (I assume we will have to). Does anyone have a suggestion? ...read more
No show workflow?
- Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter. ...read more
Lead being moved back to a previous stage
- Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status? ...read more
Automated Workflows
- How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks ...read more

Solved

PlanetPluto on May 24, 2025

Automatic creation and association of companies to contacts

I didn't set this up initially because all our clients are consumers and we did not want to add companies associated with their email addressess (most aren't company ones anyway). But our contact database also contains many of our Partners that read more

Reply Discussion Companies

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1 Reply

karstenkoehler

Hall of Famer | Partner

May 24, 2025

Hi @PlanetPluto , What type of email domain do your consumers have? It these are freemail, HubSpot wouldn't create company records for these, ...read more

VHaldankar on May 23, 2025

Getting error while creating email

Hello I am getting error Not authorized Hold on. Your email sending capabilities are on hold for a bit due to a deliverability concern. A member of the HubSpot email team will contact you soon. Some please help me what i should I do in this case

Reply Discussion Marketing Email

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1 Reply

karstenkoehler

Hall of Famer | Partner

May 24, 2025

Hi @VHaldankar , HubSpot says that it uses automated systems to make sure that all users are following HubSpot's Acceptable Use Policy and ...read more

DPristash on May 23, 2025

Adding Photos from HubSpot App

How can we add project photo attachements to a deal profile from the HubSpot phone app? Want to add as an attachment, not in notes.

Reply Discussion Best Practices

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

May 23, 2025

Hi @DPristash , At this point, as far as I know, that's not possible. Record attachments cannot be added via the mobile app to deals. I'...read more

DHuggard on May 23, 2025

Microsoft 365 HubSpot Sales add-in takes up too much screen real estate

With the desktop add-in for Outlook, the HubSpot Sales extension would simply add an email address into bcc so that the email would be logged to the CRM. Being that the desktop version will no longer be supported, we've attempted to migrate to the M read more

Reply Discussion Connected Email

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1 Reply

Josh

Recognized Expert | Diamond Partner

May 23, 2025

Hi @DHuggard , There's not a great option. You can go back to manually adding a BCC or selectively open and close the panel. Neither is the mo...read more

Solved

AA-Ron on May 23, 2025

Need assistance customizing the Right side CONTACT Preview in Sales Hub

When I open up the Sales Dashboard and click on leads, I can click the lead, and a preview window pops up. I found the way to modify this with no issues. The issue is if my reps click on the top of that card (the link to the contact) they will get a read more

Reply Discussion Sales

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4 Replies

AA-Ron

Contributor

May 23, 2025

Thank you and done https://community.hubspot.com/t5/HubSpot-Ideas/Allow-for-customization-of-the-Contact-Preview-side-window-in/idi-p/1156436#M2123...read more

MMoroder on May 23, 2025

Problem with tracking e-mails

Hi, I'm having trouble with tracking incoming emails. All settings appear to be correctly configured, and I've successfully used HubSpot in the past. When I send an email to a customer with BCC tracking enabled, it gets logged in HubSpot. However, w read more

Reply Discussion Free Starter

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1 Reply

karstenkoehler

Hall of Famer | Partner

May 23, 2025

Hi @MMoroder , Unless I'm missing something, the BCC alone is not sufficient for email reply tracking, see these requirements here: https://k...read more