Close More Deals with HubSpot – Tips, Tricks & Best Practices

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Managing Deals in HubSpot

Academy Video
3 videos | 20 minutes

This lesson will guide you to closing sales with confidence using effective deal management, automation, and quote creation. - Managing Deals in HubSpot

Closing Sales With HubSpot

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2 Videos | 14 minutes

Learn more about tools like snippets, quotes, and playbooks. - Closing Sales With HubSpot

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CClement76 on February 18, 2025
All customer emails being sent to me in Outlook are now creating tickets in Hubspot and I'm not sure what I did! I finally was able to get my work email (not a general "support@) email into Hubspot but now all of my Outlook responses are creating ti read more
0 upvote
3 Replies
Hall of Famer | Partner
February 18, 2025
@CClement76 I'm not seeing a screenshot in your reply, unfortunately.
NJaramillo5 on February 18, 2025
I've seen several threads about this and still cannot find a solution. The extension consistently allows my team to log emails on the relevant Contact and associated Company, however, in most cases, there is no checkbox option to log the email on read more
Rombout on February 18, 2025
Hi! I want to create a report that shows how many customers had an up or cross sell deal this year, per month. So everytime a a deal is closed that is not the first deal for a customer, it should be included in the report. I first tried to cre read more
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Albus_Bui on February 18, 2025
Hello all, I created a workflow to mark the timestamp of Latest QBR meeting date (on the company record) whenever the company's associated QBR meetings were marked as completed. However, the workflow didn't allow my criteria to be re-enrolled.. read more
Hall of Famer | Partner
February 18, 2025
Hi @Albus_Bui , This is indeed a limitation of enrollment in workflows. The best workaround is to create a company-based list that mirrors you...read more
devphoenix on February 18, 2025
Hi Team, How can we set a limit in the export API? POST https://api.hubapi.com/crm/v3/exports/export/async Additionally, is there an API that allows exporting contacts based on a specific ListId? Note : We need an export API that provides a C read more
Saassolution on February 18, 2025
Hello HubSpot community experts, Can someone guide me on how I can Migrate from Freshsales to HubSpot please guide the step-by-step process.
0 upvote
3 Replies
Hall of Famer | Partner
February 18, 2025
@Saassolution sure, potentially – that depends on that context that I mentioned. Your budget, the exact data you want to transfer etc.

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