CRM & Sales Hub

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    • Hi, how to setup Hubspot, so that when we (executives) can record emails that we sent (so they can be later seen in Hubspot), but they can't be seen by our employees. Is this happening by default if we're admin user and they're standard user? We're running the free version of Hubspot btw. Thanks, ...read more
    • Hi everyone, I’m currently working on optimizing HubSpot for a real estate business, and I’m curious to hear from those with experience in this area. What are some of the best or most appreciated implementations or solutions you’ve used in HubSpot for real estate? Would love to hear your thoughts and any best practices you’ve come across! Thanks in advance! ...read more
    • Hello, I'm a Global System admin in our O365 tenant. I recently received a request from one of our users to integrate HubSpot with his Outlook email account. When the user is trying to stablish the connection from the HubSpot site to his mailbox, he receives a screen showing that he needs to request permissions to the tenant admin (in this case, me). However, I do not see where is this request going, so I can approve it. I alre ...read more
    • Here’s a grammatically corrected version of your text: We are collecting the contract term as a dropdown property. I would like to create a task after the number of months has passed since the deal was won. How do you manage this remaining issue? ...read more
    • How do you manage the list of competitors in the CRM? I am thinking of importing them and marking them as competitors so that I can exclude them from all upcoming marketing events. This would also be beneficial for all CRM stakeholders to be aware of them. How do you manage this? ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
16 upvotes
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Nickthevy on February 07, 2025
Me and my team have been plagued by a reoccuring issue of being logged out of the hubspot add on constantly. What is causing this? Is it new outlook, is my IT security too stringent. Any help would be awesome 🙂
ClandestineLama on February 07, 2025
Hi, I've been added to an old client's HubSpot account, which is now suspended. I don’t have admin access and can’t remove myself. Additionally, this suspended account is blocking my ability to add certain integrations to my own HubSpot account. How read more
0 upvote
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AFleischman on February 07, 2025
Hello, I noticed the label or ribbon on the top left of my primary contact is now gone? My IT team checked and our permissions have not changed. Any other ideas? This is what it looked like before, but now the grey primary label is gone
0 upvote
2 Replies
Member
February 07, 2025
I can remove the contact as the primary, and then reapply but the ribbon on the top left still does not show primary...
Solved
SGallagher5 on February 07, 2025
Hi, I am trying to trigger a workflow that will fire when an email is received but only from a contact that has an assoicated deal. Is this possible? Thanks
0 upvote
12 Replies
Member
February 07, 2025
ok thanks
SepFG on February 07, 2025
Hi guys, I am setting up my CRM and I have three different email inboxes that I want to link to my Hubspot. These three inboxes use the email service of my domain and are therefore not linked to an Outlook/Google workspace. In the inboxes ta read more
0 upvote
1 Reply
Community Manager
February 07, 2025
Hey @SepFG , happy Friday! HubSpot currently allows only one IMAP-connected inbox per user. To connect multiple inboxes, you’ll need to use ...read more
HBarden on February 07, 2025
Hi, I've used HubSpot's email signature generate and tweaked the code slightly so that the position of the social icons are where I need them to be. I've sent the code out to our team and they've sent me a test email... I can't understand why th read more
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