JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

Workflow - Send email to External email from custom object
- Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀 ...read more
Best Practice for populating Contacts and Companies "name"?
- Our sales team have just started using HubSpot. They have been creating new contacts, which then automatically create the new company. The company domain is filled automatically using the email domain. All good so far. However, the Company Name ("name" within Company) is not filled in. We have insights turned off, as we need to ensure 100% that the data is correct. What is the best practice for getting that name field filled in? When ...read more
When creating a contact, is it mandatory to select a "Legal basis for processing contact's data" ?
- Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any option and you create a sequence for outreach, will this implicate anything towards communication with a specific list of contacts? I'm asking this as I plan to create a sequence of an outreach campa ...read more
"Network" linked to company profiles
- I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does business with ABC so it would be great to go to the company profile and see how companies are connected. ...read more
Changing deal stage after customer reply
- Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another self specified stage. I tried creating this through workflows but didn't seem to get very far. Has anybody created something similar? ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

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

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

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

CRMNinjas on April 19, 2024

CRM Analytics Hubspot Connector

We have Salesforce CRM Analytics and I want to connect the Hubspot Connector. It requires an API key to do so. How do I go about getting the Hubspot API Key?

Reply Discussion Professional

0 upvote

0 Reply

AJ_Kakrot on April 19, 2024

Original Source, Original Source Drill Down

Hi, We are migrating the data from current CRM to HubSpot so while importing the data is there any way to add the data in Original Source, Orgio Source Drill Down 1 & 2? For Original Source I have made sure that the values in csv match read more

Reply Discussion Professional

0 upvote

2 Replies

AJ_Kakrot

Member

April 19, 2024

Hi @karstenkoehler Thanks for your quick response. So if I create custom property for this then it will work however for future coming re...read more

Solved

BBMCS on April 19, 2024

Creating a Sequence That Won't Unenroll

Is it possible to disable the first or third options in the Sequence automation? Basically, I don't want it to unenroll the contact if they respond or book in this sequence? If that's not possible, what's the best route to handle this?

Reply Discussion Sales Sequences

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 19, 2024

Hi @BBMCS , This is indeed not possible, sequence unenrollment criteria cannot be customized. To send automated emails according to your own r...read more

MStach on April 19, 2024

Cloning a deal tag

Hello, I think it would be very helpful to be able to clone a deal tag. Right now, the options are edit or remove. Considering you can clone so much in Hubspot, not sure why this wouldn't be an available option for deal tags. Hoping it gets on read more

Reply Discussion Enterprise

0 upvote

0 Reply

ramymamdouh on April 19, 2024

Adding a dynamic table to the companies properties

Hello, Our business intelligence team needs to add a dynamic table for each company in our Hubspot CRM, the table has 3 columns with different number of rows according to the need, and the 3 columns are as follows: Column 1 > Name: Pro read more

Reply Discussion Companies Free

0 upvote

0 Reply

EMussett3 on April 19, 2024

HubSpot Banner blocking "Discard" and "Pop Out" functions on my Outlook screen.

How do I get rid of or move the banner?

Reply Discussion Connected Email

0 upvote

1 Reply

PamCotton

Community Manager

April 19, 2024

Hey @EMussett3 , Happy Friday! Are you able to provide a screenshot with more information? The more information, screenshots, and details y...read more