Onboarding

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nickanscombe on May 09, 2022
  Choosing the right sales and CRM platform is critical to the success of your business. While there are many CRM options on the market, HubSpot and Salesforce are consistently ranked on top, as both platforms provide large sales team read more
2 upvotes
1 Reply
Community Manager
May 11, 2022 04:31
Thank you for sharing @nickanscombe ! Cheers Mia, Community Team
RKanja on May 04, 2022
Two users are not receiving my invitations. Kindly assist
0 upvote
1 Reply
Community Manager
May 04, 2022 11:27
Hi @RKanja , Thanks for reaching out! I wanted to refer you to this thread for further steps. If your users are still not receiving th...read more
DCarr5 on April 26, 2022
When I forward or cc an email from my Outlook account to HubSpot, only the dialogue comes over, no attachments. Is there a way to have the attachment come over as well?
1 upvote
1 Reply
HubSpot Moderator
April 27, 2022 04:15
Hi @DCarr5 , Thank you for reaching out to us! At this time it is not possible to forward or CC an email with attachments to sync into...read more
ENewman-Earl on April 26, 2022
I am struggling to link my gmail inbox to Hubspot. Each time I do it, I am told that I do not have a hubspot account linked to that address which I do. Each time I try to link / login it just refreshes the gmail page. On the icon (top right in gmail read more
0 upvote
1 Reply
Community Manager
April 26, 2022 15:34
Hi @ENewman-Earl , Thanks for reaching out to the Community! I wanted to provide you with this help article on troubleshooting the Ch...read more
BTuttle4 on April 26, 2022
Hello, My organization is having trouble uploading contact info via CSV import from our old CRM into Hubspot. We have Company Name complete for each contact, but email addresses for only some of the contacts. It appears Hubspot only references the read more
0 upvote
1 Reply
Contributor | Elite Partner
April 26, 2022 15:20
Hey @BTuttle4 , I would reccomend checking out Associ8 in the App Marketplace. It allows you to automatically associate objects based off a...read more
STurner4 on April 19, 2022
Can I please book a call with an expert on: Importing data Importing Accounts/Contacts that have multiple associations to other Accounts/Contacts (i.e. A Company is a client for one division of our company, but a prospect for another division) read more
0 upvote
1 Reply
Community Manager
April 20, 2022 01:36
Hi @STurner4 Thank you for reaching out! Here are a few knowledge base articles that should help: Import one object Set up you...read more
thomasofure on April 18, 2022
I am new here, I am Ofure Thomas from Lagos, Nigeria. I am a Chartered Accountant who is striving hard to learn digital skills. I strongly believe I am in the right community.
0 upvote
1 Reply
Community Manager
April 18, 2022 13:12
Hi @thomasofure , Welcome to the Community! We're happy to have you here 😊 Best, Kristen
Solved
Spaceman on April 08, 2022
We know that we can assign one or more domain names to a company. When a new contact is added, if the domain name component (after the @ sign) of their email address is a match for the domain name of a company, it would be great if that contact is read more
0 upvote
2 Replies
Accepted Solution
Community Manager
April 11, 2022 10:36
Hi @Spaceman , I can help with this one! 🙂 There is a feature in HubSpot that auto-assigns contacts to companies with the corresponding...read more
Solved
Spaceman on April 08, 2022
Hi All, I work for 3 different business, each with their own Hubspot accounts. I've joined the Hubspot accounts of each different business using the different email address I have with each of these businesses, etc. ross@company1.com ross@comp read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
April 11, 2022 16:25
Welcome to my world @Spaceman We're HubSpot Partners so we're constantly switching between multiple accounts. So, here's how I [try to...read more
CHROY on April 06, 2022
Hello, I saw the great page you've done for the Product new and next features and it is awesome. You also offer very simply the possibility to open the relevant slide decks in Google Slides. That's another great way to share information. Would you c read more
0 upvote
1 Reply
Community Manager
April 07, 2022 08:38
Hi @CHROY , Thank you for reaching out to the Community! Just to confirm, you would rather access our Roadmap presentations in Google Slid...read more
Hamid on March 27, 2022
Hello everyone. I'm trying to author a marketing plan, and found a good hubspot tool as the below link: https://www.hubspot.com/marketing-plan-template-generator I took the 12-step path, but at the last step I can't get my plan. It isn't down read more
0 upvote
1 Reply
Community Manager
March 28, 2022 13:08
Hello @Hamid , Happy Monday! We will be happy to help, what is the current browser being used? Users always recommend using the latest version of ...read more
Solved
LWilliams15 on March 10, 2022
Hi - Do you offer a Data migration service (from Capsule)
0 upvote
3 Replies
Accepted Solution
Recognized Expert | Platinum Partner
March 10, 2022 13:07
Hi @LWilliams15 , Check out the Capsule app in the HubSpot App Marketplace. If that doesn't meet your requirements you can check out ...read more
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