CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone calls, ... Our first idea was to create custom properties, though I am not sure if there is a better way. Thanks! ...read more
    • I'm currently setting up a lead scoring system in HubSpot and want to include email engagement (opens, clicks) as a significant factor. I've set up basic lead scoring rules but am unsure how to automate the process for updating scores based on email interactions. I've looked into workflows but am not sure if that's the best approach or how to configure them for this purpose. ...read more
    • We are starting a new account and I am setting up 2 specific workflows: Unsubscribes --> Non-Marketing Hard Bounces --> Non-Marketing Are there other workflows you always set up? ...read more
    • I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created until the contract is signed and this must be divided by sellers. Furthermore, we would also like to analyze the volume of leads and deals that each seller is handling. I've already tried running fil ...read more
    • Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we want to nurture and other which are not worth working on Step 2 - The filtered leads are rotarted between two of the Marketing SDRs Step 3 - We have two AEs that now would receive handover once the mee ...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
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
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
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024
Hi @DMakela are you still looking for help with your dashboards and reports?
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
11 Replies
Member
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
SharonJenki on March 01, 2024
I tried a lot of times, but I failed to write the word. I hope you fix the problem and I publish successfully.
0 upvote
1 Reply
Hall of Famer | Partner
March 01, 2024
Hi @SharonJenki , There were a lot of spam posts recently containing the word "r e v i e w" - which is why the term was blocked temporarily. I...read more
SharonJenki on March 01, 2024
I tried a lot of times, but I failed to write the word. I hope you fix the problem and I publish successfully.
0 upvote
1 Reply
Hall of Famer | Partner
March 01, 2024
Hi @SharonJenki , There were a lot of spam posts recently containing the word "r e v i e w" - which is why the term was blocked temporarily. I...read more
Ratchet_Packet on February 29, 2024
Why for the love of data hygiene gods can't Hubspot admins disable the Gosh, That Looks Familiar... "No, create a new one" button that allows users to create duplicate accounts? Also, why can't admins also have more options in the settings that read more
0 upvote
1 Reply
Hall of Famer | Partner
March 01, 2024
Hi @Ratchet_Packet , The best place for these kinds of suggestions is the HubSpot Ideas section of the community: https://community.hubspot.c...read more
jam04 on February 29, 2024
Hi all - I'm looking for a tool that will allow the team to automatically log LinkedIn connect requests and messages in HubSpot. Has anyone ever used HubLead ( Hublead.io ) or any others? Thoughts?
1 upvote
2 Replies
Thought Leader | Gold Partner
March 01, 2024
Hey @jam04 You can try Clearbit (recently adquired by HubSpot) or Surfe. You can prospect, get the contact info and log it into HubSpot in 1 c...read more
SharonJenki on February 29, 2024
Hello! I'm grateful for your consideration despite my lack of experience; all I need to do is update my page with a phone number and a new photo. Does anyone have a brief explanation to provide? TIA!
JJPP on February 29, 2024
We have been using Hubspot for multiple years and have 4 different pipelines we have created over that time. We are only using one for on-going deals. Is there a way to archive the old pipelines and the deals that are assoicated with that pipe? read more
1 upvote
5 Replies
Thought Leader | Gold Partner
March 01, 2024
Hey @JJPP For the moment is not possible (coming soon we 'll be able to restrict access to users/team per pipeline -maybe first with Enterpris...read more