Sales Hub Onboarding

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CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
58 Replies
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
6 Replies
AndreaMolinaro on March 22, 2023
We are migrating our entire Salesforce account over to HubSpot. The native integration has been setup and turned on, but I'm realizing many things are not syncing, including products. If I manually import products over into HubSpot are they going read more
0 upvote
0 Reply
HFles on March 10, 2023
Would it be possible to connect projects tasks and sub tasks, to the Task follow up system in CRM hub?
0 upvote
1 Reply
DH123456 on March 08, 2023
I'm struggling with something I suspect is very simple, but I can't find a solution (both from the HS Knowledge Base and HS community forums): Problem: I do not want to manually create deals. Goal: If a Hubspot form is submitted, create read more
0 upvote
1 Reply
TSela on March 07, 2023
I would like to know how to create a workflow for a specific changing of deal stage within a certain pipeline. How do i set a trigger for this specfific movement. E.g 4 deals have been moved to the "qualifed out" or "not purcahsed' catagery in read more
0 upvote
3 Replies
CMiller3 on March 04, 2023
I would like to set up a custom property that needs to be completed by the sales team
0 upvote
1 Reply
Idlian on March 03, 2023
Boa tarde, comunidade. Estou em busca de uma ferramenta que integre o WhatsApp com o Hubs e não cobre por mensgens enviadas. As principais funções que preciso é: - Conseguir chamar o Lead via Whatsapp sem precisar salvar o contato no aparelho read more
1 upvote
2 Replies
RMayes on February 27, 2023
I tried to import my contacts from outlook via csv file It only mapped nine properties; however it said I had mapped 10 First Name Last Name email address work phone mobile phone Company Name Company Adress Company City( would not allow read more
1 upvote
1 Reply
LLampe on February 14, 2023
I would like to create and be able to fill in a property for the deals that have been created in the past for a particular pipeline. This property should not be reflected in the deals that will be created from now on. How can I best handle this?
0 upvote
7 Replies
HRich on February 09, 2023
Hello, I want to enroll a list of prospects to my email template. In this template I have added a "first name" token to personalise it. In the list I want to use, some of these contacts have first names, whilst others do not. However, wh read more
0 upvote
2 Replies
jp213 on February 06, 2023
We just migrated from Copper with Copper we can see all staff emails to and from a contact regardless of where, when,how it was sent. Is there any reasonable way to have this done with HubSpot? I understand only email sent can be tracked read more
1 upvote
4 Replies
SBestbier on February 01, 2023
Is there a way to allow Hubspot to allow you "double-book" a meeting when suggesting meeting slots. I often have non-essential meetings in my diary and I would like to offer the same meeting slot to a client, and later re-schedule the original m read more
0 upvote
2 Replies
HSaunders on January 25, 2023
Hi Community, First time posting and new HubSpot user here 😊 We have been using the free version of hhubSpot for aroun 18 months and now upgraded to sales, marketing and serivce pro. We have just over 8,000 contacts on our database how read more
0 upvote
6 Replies
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