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CRM & Sales Hub

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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! 😀 ...Lire la suite
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 ...Lire la suite
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 ...Lire la suite
"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. ...Lire la suite
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? ...Lire la suite

MiaSrebrnjak le 31 Janvier, 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. Lire la suite

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

15 Mentions J'aime

11 Réponses

MiaSrebrnjak

Gestionnaire de communauté

31 Janvier, 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...Lire la suite

Ixrodrigues le 19 Avril, 2024

Quantidade limite de relatórios em painel

Oi, pessoal! Gostaria de saber qual é a limitação de relatórios dentro de um painel, levando em consideração a licença sales enterprise. É mais de 25 relatórios.

Répondre Discussion Enterprise

1 Mention J'aime

2 Réponses

trevordjones

Expert reconnu | Partenaire solutions Diamond

19 Avril, 2024

Hi, The number of reports available on a dashboard varies by subscription. In your case, an Enterpise portal has the ability to add 30 reports...Lire la suite

PWK le 19 Avril, 2024

Far fewer contact records exported to CSV than reported in contacts dashboard

I want to clean up my database. I'm a Super Admin, I selected to Export All Contacts, which shows 51,887 rows. I've selected "All Properties On Records", and "Include All Associations", and selected "Include All Emails". But the resultant spread Lire la suite

Répondre Discussion CRM Marketing

1 Mention J'aime

2 Réponses

Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

19 Avril, 2024

Hey @PWK we you have a lot of contacts, the file could take a while in being populated. You can try again (wait a couple of minutes). Can I ...Lire la suite

Augustus le 19 Avril, 2024

Save custom values on account user records

Hi - we have additional values/attributes that we need to store on our account users in order to link them back to our internal systems, like employee ID. Since user emails and names can change, that is not always the globally unique identifier for Lire la suite

Répondre Discussion Admin Settings

1 Mention J'aime

2 Réponses

Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

19 Avril, 2024

Hey @Augustus for the moment Users is not a customizable object in the CRM. these are the only ones that we can access. Maybe you can post...Lire la suite

MichaelOverholt le 19 Avril, 2024

Problem syncing a contact created in GMail with Contact list in HubSpot

I added a contact to HubSpot via my Google email account. I can open the contact from Google using the "Open in CRM" button. When I search for the contact inside of HubSpot, I cannot find the contact. Why can't I find the contact?

Répondre Discussion Free

1 Mention J'aime

2 Réponses

Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

19 Avril, 2024

Hey @MichaelOverholt this could be the product of various reasons: - one, as Frank mentioned, is that you may be looking in the wrong account ...Lire la suite

KSergieva11 le 19 Avril, 2024

HubSpot Insights - auto-populate information

Hello everyone, Could you advice me how to properly use HubSpot insights? Here is what we need: 1. We have a sign-up form that collects First name, last name, email and Company URL (that being the website of the business that is registering) Lire la suite

Répondre Discussion Enterprise

0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

19 Avril, 2024

Hi @KSergieva11 , HubSpot Insights require the Company domain name , see here 🙂 https://knowledge.hubspot.com/object-settings/hubspot-ins...Lire la suite

EMoleiro5 le 19 Avril, 2024

Prospecting Pipeline - mandatory properties

Hi all! I've created some custom Lead properties thanks to the new Beta released last week. I've also configured some of them to pop up one a user moves a Lead from one stage to another. The point is: HubSpot shows this properties, doesn't Lire la suite

Répondre Discussion Professional

1 Mention J'aime

2 Réponses

Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

19 Avril, 2024

Hi @EMoleiro5 as Phil is telling you this is the standard procedure. Why is like this? Because reps can always complete or confirm the infor...Lire la suite