CRM

I'm looking for a way to tag people in my networking group, so that I can filter them to add them to certain emails and exclude them from leads. From my understanding there is no native tagging feature, and the third-party option HubTags stopped...

S.O.S.!!! @ my fellow HubSpot community members… So, I’m currently struggling with figuring out how to best set up HubSpot for my atypical business model. I am one of two co-founders of a commercial finance brokerage, with a heavy focus on MCA’s...

Hello! I'm new to Hubspot, although used other CRMs a lot. Two of us are evaluating Hubspot and while I can do everything needed as an admin, my other user cannot see any records. Attached are the permissions settings for the user, can someon...

Hi everyone We're a startup interested in exploring HubSpot for our two ventures, enterprise consulting and a small business platform. We focus on data mapping and strategy—including procurement, sharing, governance compliance, and automation. ...

Hello Friends! I need a multi-select field where if "other" is selected, a free entry text field is enabled (and required). Early stage prospecting, we have a list of known values but are still gathering additoinal information from the market. W...

Hi everyone, I’m part of a small startup, and we're exploring different tools to help streamline our sales operations. We’re considering using HubSpot’s suite of products, but I’m a bit overwhelmed with all the options available. For tho...

Hello you wonderfully knowledgeable people! I am a content creator and blogger and have a large database of 1K+ contacts of people I can work with (brand contacts, SEO agencies, etc). I email them periodically and use a spreadsheet to make a no...

I have used Hubspot before with another company, so I imagine they had items set up. properly. I'm importing 700 records, I keep getting errors on the email fields. I've triple checked the emails but this keeps happening. The import completes with z...

New to hubspot - looking for some best practices/guidance specific to a Seller Agent model (such as they are prevalent in Real Estate). My goal is to set up a (simple) Sales process for a (kind of a) Real Estate Seller Agent model, i.e. our...

Hi HubSpot Community! I'm new and I was wondering if you could walk me through how to sort by a column for all of the pages of my contacts. I recorded a one-minute Loom video to show you what I mean. Please review and let me know how to...

I am excited about trying to get HubSpot all set-up and import everything well. I have a few questions. 1) Our companies have both actual addresses and mailing addresses. I would imagine others use both of these fields, as well. How do you do ...

Dear All, Im still getting used to the novelty of Hubspot and was trying to find the answer in the tutorials but could not find a clear response. We currently do have different Pipelines (Sales/Recruiting/BD). When creating a deal however, a...