CRM & Sales Hub

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    • Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effectively notify or remind sales representatives about necessary next steps. As a result, many times, leads that urgently need attention end up slipping through the cracks of our sales pipeline. ...Lire la suite
    • If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for the Perfect Prediction At the begining of Q2 I had a mission - prove that it was possible to make reliable predictions of accounts inside a pipeline. Let's face it, no one on the B2B, SaaS o ...Lire la suite
    • Our leads are inbound from multiple sources and I am trying to figure out what times seem to have the most leads so I can nail down better scheduling. Specifically, I want to know what days and hours of the day are busiest based on create date. ...Lire la suite
    • Hi everyone, Is there an AI/CGPT type plug-in that will answer questions about my internal Hubspot instance? e.g. can you tell me what the average deal age is for deals under $500? ...Lire la suite
    • Hello, I'm looking to create a report that shows the average percent, each day over a 7 day period, of leads who do have not yet become MQLs. For example, we'd be able to see, on average, the percent of total leads that have not yet converted on day 3 or day 5. I tried setting something up with a calculated property between "became a lead date" and a custom "today's date" property but wasn't having any luck. Let me know if this ...Lire la suite

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sjudson le 04 Décembre, 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 Lire la suite
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DAnderson60 le 19 Juillet, 2024
Someone sent me an email and I got that email from my email provider but it did not get logged into my Hubspot. I have IAMP and SMTP enabled. Yes the clients email is stored as a contact. I even created a test client and used one of my old emails Lire la suite
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Au panthéon de la communauté | Partenaire solutions
19 Juillet, 2024
Hi @DAnderson60 , Was this a net new email (and not a reply)? HubSpot only logs incoming emails to your personal connected email address when ...Lire la suite
JFair le 19 Juillet, 2024
I am looking to merge two fields we have for contacts, or have one disabled and the data from that one transferred to the other field. We currently have a 'Company Name' field and a 'Primary Company' field. I would like there to be only one field th Lire la suite
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Au panthéon de la communauté | Partenaire solutions
19 Juillet, 2024
Hi @JFair , Just to confirm, you're not referring to these two, are you? The first is the association between contact and prim...Lire la suite
McBainKD le 19 Juillet, 2024
Hi there, I'm looking to import a bunch of Contacts from another CRM into HubSpot but assign them to a Company, but also flag their association with that Company using an Association Label. Is there a way to do that in bulk without having to Lire la suite
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19 Juillet, 2024
Absolutely! You can import both the association and label during your import. Here's how: Include a column for the Company's unique identifier (e...Lire la suite
MLeon83 le 19 Juillet, 2024
Hola, estoy tratando de instalar la extension de outlook con HubSbpot pero me sale el siguiente error al descargar la extension. Mi computadora usa Outlook 2013, trate descargando la "extension de office 365" y la "Extension de outlook para pc". Tr Lire la suite
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JDBell7966 le 19 Juillet, 2024
When sending emails to multiple recipients, I understand that Hubspot cannot distinguish between who opens the email and just will say "someone opened email." My question would be, is it possible to remove email open tracking from certain email addr Lire la suite
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Au panthéon de la communauté | Partenaire solutions
19 Juillet, 2024
Hi @JDBell7966 , No, this is not possible, because you're delivering just one email to multiple recipients: la suite
JHolthouse le 19 Juillet, 2024
Right now we use an excel document to track reference requests that we solicit from our clients. I am looking for a way to move out of excel and document this in HubSpot.
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Au panthéon de la communauté | Partenaire solutions
19 Juillet, 2024
Hi @JHolthouse , You could create a ticket pipeline for reference requests: la suite