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
8 upvotes
45 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
9 upvotes
4 Replies
awilliams777 on November 28, 2022
Hi all. I'm coming from years of using Salesforce and finding Hubspot to be very different. Lots of questions, but the one I want to ask now is about how leads and contacts are structured in Hubspot. In Salesforce, a lead and a contact are two separ read more
0 upvote
2 Replies
Solved
marshall_parr on November 18, 2022
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more
0 upvote
4 Replies
Solved
Paras on November 16, 2022
I'm facing a really strange challenge and hoping someone can help me here. Contacts are getting pulled into my Hubspot without connecting my personal email. I'm unable to find a way to pause this data flow into Hubspot. I'm worried it's pulling from read more
0 upvote
7 Replies
Solved
Brammetje0803 on October 27, 2022
Hi, I want to send an extern e-mail to our flowercompany if a car will be delivered to the customer within 2 days. When i'm searching in the workflow menu, there is a way to send an email extern but it can only be send to all contacts. How can i m read more
0 upvote
11 Replies
Solved
abhishekn on October 21, 2022
I want to create a dashboard just to track the lead and its source. How do i do that? Can anyone help me in this?
0 upvote
1 Reply
Solved
edwandersson on October 14, 2022
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl read more
Solved
LTroesh on October 13, 2022
Hi, I have recently imported 290 leads. I need to update the lead status. It is all the same status to begin. Can I do it at the same time? Also need to group these imports into the same group. Thanks
0 upvote
1 Reply
JDuPlessis3 on September 08, 2022
Hi, Please assist on the matter, We created a custom object with properties, pipelines, stages, etc, when we want to move our task or ticket or so in the custom object to a different stage it shows all the stages from all the pipelines in the sideb read more
0 upvote
3 Replies
Solved
ADemirel on September 06, 2022
Hi, My company is quite new to HubSpot and we are having some difficulties with meeting registration. We are using Microsoft Office 365. Every meeting we create is being registered in Sales Hub. There are certain customer meetings that are read more
0 upvote
2 Replies
Solved
RM4 on September 01, 2022
Hi, I have a question. Can i use hubspot only for NPS? Or i can useonly with sales crm? Thank you in advance!
0 upvote
1 Reply
Solved
NWoodward on August 18, 2022
When we win a sale, we are moving the deal to our "Complete" column, but there is nowhere to mark the sale as "Won" (or lost for that matter) on the system, so that it then disappears from the pipe. I have tried looking on the articles/videos and se read more
0 upvote
1 Reply
Solved
HOB on August 13, 2022
Is there a way to generate a stepform? So that in the first step I can ask qualifying questions And in the 2nd Step People are presented with the Schedule page link. Of course I can set the thank you page to this link but then people need to fill i read more
0 upvote
1 Reply
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