CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes? ...read more
    • Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check it was completed it adds the date. This would be super helpful because you would not have to go back into the history and try to figure out what happened when ...read more
    • the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the window. Console errors: error--1750281539672 Unhandled Promise Rejection Error: officeOnReadyWithTimeout timed out Error at console.error (" static.hsappstatic.net/SalesOffice365AddIn/static-2.35502 ...read more
    • Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with playbooks, so I’m also not sure where the data goes if it’s not mapped to a property. Any tips are appreciated! ...read more
    • If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use? ...read more

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DSH15 on June 23, 2025
Hello, I work for an early stage start up company. I have a sales strategy and I'm wondering if there is somewhere within Hubspot that would allow me to host & save this strategy somewhere, a little bit like a Wiki Page. This will be effectively read more
0 upvote
1 Reply
Hall of Famer | Partner
June 23, 2025
Hi @DSH15 , Technically yes, you could for example place this information in a text box on a dashboard: https://knowledge.hubspot.com/dashboa...read more
pxue on June 23, 2025
basically title. last event we went to we connected with 300 leads over the two and half days of event. most of them we just hand out business cards to and try to get them to fill out a form on the spot. event badge scanner is completely read more
0 upvote
3 Replies
Top Contributor | Gold Partner
June 23, 2025
Hi @pxue , Here are a few quick and effective ways to get event leads into HubSpot: 1. Use Popl’s HubSpot Integration: Set up Popl’s native...read more
HVouti on June 23, 2025
Hi, We are a HubSpot partner, and run multiple customers' HubSpot portals. In three we've been trying to lately build a Historical Snapshots report from the Sales report library, but run into constant errors even with the basic filters. read more
0 upvote
2 Replies
Participant | Platinum Partner
June 23, 2025
Hi! Of course I will continue to pursue this via support as well. I was mainly curious of there is a bigger problem / changes taking place, and if ot...read more
saidkadaoui3 on June 23, 2025
Hello, I've enabled the option to associate multiple domains with a single company in HubSpot. For example, for a company like Decathlon, we’ve added the following domains: decathlon.fr decathlon.de decathlon.es I’d like to prevent us read more
Top Contributor | Gold Partner
June 23, 2025
Hi @saidkadaoui3 , Currently, HubSpot only checks the primary domain for duplicates; additional domains aren’t included in this check. So, yes,...read more
Solved
prakashhinduja on June 23, 2025
Hey team, I am Prakash Hinduja from Geneva, Switzerland (Swiss) trying to set up email workflows in HubSpot CRM to automate some of our outreach and follow-up processes. If anyone has experience or suggestions on how to set up automated emai read more
0 upvote
1 Reply
Hall of Famer | Partner
June 23, 2025
Hi @prakashhinduja , You can find instructions for setting up automated emails here: https://knowledge.hubspot.com/marketing-email/create-aut...read more
VoThiThao on June 23, 2025
My account is going to be updated to new seat-based pricing model next month (current plan: MKT enterprise & Sales professional), I'm wondering how many core seats I will had or if I need to buy additional, what is the pricing for additional cor read more
Hall of Famer | Partner
June 23, 2025
Hi @VoThiThao , You can find that information here: https://legal.hubspot.com/hubspot-product-and-services-catalog (page search for "Addit...read more