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Top Resources for CRM & Sales Hub

  • Advice on Deal and Sub-Deal set up

    • Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to then pass that enquiry out to three different partners, when the user formelrly requests a quote, who will each work on the enquiry and compete for the business. Would anyone have advice on whether ...read more

  • Product property showing as no value in reports

    • Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then applied one of these options to each of our products in the product library. However, when I do a line item report and try to categorise my products by this property it shows up as "No value" no ma ...read more

  • User unable to see data in Salesforce Hubspot Embed

    • I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: The HubSpot-Salesforce integration must be installed. To install and ensure of automatic updates for the HubSpot Visualforce window, Salesforce users need the Customize Application profil ...read more

  • [Ebook] Navigating the FinServ Frontier: Overcoming Challenges for Growth and Innovation

    •   As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in the UK & Ireland to uncover the latest challenges and opportunities in the industry. Read more for strategic approaches to market trends and gain insights on driving growth and innovation ...read more

  • Phone numbers not adding to contact properties from form fill

    • Hey there, We have several forms that ask for the contact's phone number. However, when filled the phone number does not appear in the contact's properties despite, name, job role, email etc doing so. Any pointers would be greatly appreciated. ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
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
Reply Discussion Announcement
16 upvotes
0 Reply
Besa on January 23, 2025
Improve notification control for deal approval process
Hello, We have recently started using the deal approval process feature in HubSpot, and while we find it very useful, we've encountered a challenge regarding notification management which we believe could be improved. Current Situation: W read more
Reply Discussion Enterprise
1 upvote
0 Reply
Sim19 on January 23, 2025
How to create a marketing contact
Good morning everyone, how can I create a MARKETING contact by manually entering contact details from the Gmail add-on? I can only find the property that allows me to decide whether the new contact is marketing or non-marketing in the CREATE CONTACT read more
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 23, 2025
Hi @Sim19 , As far as I know, there is not. The options for settings contacts as marketing are outlined here: https://knowledge.hubspot.com/r...read more
BaldheadBaker on January 23, 2025
Goals reporting in Dashboards
Hi folks! Looking for some help with building out dashboards for our Sales leadership and Sales team individual contributors. I am pretty happy with what we have thus far, but I am trying to create a visual for the team to see team progress toward read more
Reply Discussion Reports
0 upvote
0 Reply
RFreiburghaus on January 23, 2025
Track 2 Way communication
What would be the best way to track two-way communication Between a sales rep and a contacted customer in workflows or programatically?
Reply Discussion Contacts
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 23, 2025
Hi @RFreiburghaus , The best practice for documentation communication would be to: Send emails directly from HubSpot: https://knowledge.h...read more
SJay27 on January 23, 2025
Record ID not recognised when importing deals
I'm doing a test run to see if we can import multiple deals, all the other fields map, but Record ID keeps saying it does not recognise the input, I've triple checked and the ID is correct, I've also exported all our contacts and found the cust read more
Reply Discussion Deals
0 upvote
0 Reply
SKeohan on January 23, 2025
Emails going to spam
We have Sales Enterprise and our sales reps are having issues that when they email a client through HubSpot it is going to clients Junk boxes however if they email from their outlook it works. We also had it on a couple of occasions where an email w read more
Reply Discussion Enterprise
0 upvote
6 Replies
karstenkoehler
Hall of Famer | Partner
January 23, 2025
@SKeohan tracking can only be disabled entirely, not just for emails sent through HubSpot. It's worth a shot to test. Tracking is not the same as l...read more

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