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Top Resources for CRM & Sales Hub

  • 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! 😀 ...read more

  • 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 ...read more

  • 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 ...read more

  • "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. ...read more

  • 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? ...read more

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MiaSrebrnjak on January 31, 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. read more
Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets
15 upvotes
11 Replies
MiaSrebrnjak
Community Manager
February 13, 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...read more
EMussett3 on April 19, 2024
HubSpot Banner blocking "Discard" and "Pop Out" functions on my Outlook screen.
How do I get rid of or move the banner?
Reply Discussion Connected Email
0 upvote
0 Reply
CLim-ABB on April 19, 2024
Not seeing contacts outside of SuperAdmin access?
Hello, I am the hubspot CRM admin and I invited somebody from my team (sales) into HS. Unfortunately, when he got into HubSpot he wasn't able to see ALL of the imported contacts, he only saw 50 which I thought was weird. I cant realistically giv read more
Reply Discussion Free
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
April 19, 2024
Hi @CLim-ABB , It sounds like you assigned very limited permissions when you invited users. Please familiarise yourself with HubSpot's permiss...read more
CLim-ABB on April 19, 2024
Note body vs notes? why aren't my notes showing up
Hello, When I imported in a group of contacts, I imported notes along with them and those notes are visible during contact search (when it shows all of the contacts with my preferred filters) but unavailable when it comes to actually going into read more
Reply Discussion Free
0 upvote
1 Reply
trevordjones
Recognized Expert | Diamond Partner
April 19, 2024
Hi @CLim-ABB , Check out this post for some tips on Importing your notes . It's possible the notes were not mapped correctly on Import.
CLim-ABB on April 19, 2024
How to let non-super admins view lists?
Hello, I created static and active lists on HubSpot to segment our contacts by the event they were sourced from and other defining characteristics. Nobody with regular access on my team can see the lists, they can't see Lists as the last dro read more
Reply Discussion Free
1 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
April 19, 2024
Hi @CLim-ABB , When you edit the permissions of a user, use the search field to look for "Lists". It's a separate toggle under marketing permi...read more
Ixrodrigues on April 19, 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.
Reply Discussion Enterprise
1 upvote
2 Replies
trevordjones
Recognized Expert | Diamond Partner
April 19, 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...read more
PWK on April 19, 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 read more
Reply Discussion CRM Marketing
1 upvote
2 Replies
Lucila-Andimol
Thought Leader | Platinum Partner
April 19, 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 ...read more

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