Sales Hub Onboarding

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CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

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

Reply Announcement Sales

10 upvotes

58 Replies

CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

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

Reply Getting Started Sales

10 upvotes

6 Replies

AndreaMolinaro on March 22, 2023

Migrating Products & Opportunities from Salesforce

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

Reply Enterprise

0 upvote

0 Reply

HFles on March 10, 2023

Project tasks linked to TASKS

Would it be possible to connect projects tasks and sub tasks, to the Task follow up system in CRM hub?

Reply Professional

0 upvote

1 Reply

DH123456 on March 08, 2023

How do I automate the task of creating a deal?

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

Reply Deals Professional Workflows

0 upvote

1 Reply

TSela on March 07, 2023

Create Workflow for a specific change in Deal Stage

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

Reply Professional

0 upvote

3 Replies

CMiller3 on March 04, 2023

Setting Up Custom Properties

I would like to set up a custom property that needs to be completed by the sales team

Reply Contacts

0 upvote

1 Reply

Idlian on March 03, 2023

Integração do Whatsapp que permite chamar o lead diretamente do Hubs e que não cobre por mensagem.

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

Reply Professional

1 upvote

2 Replies

RMayes on February 27, 2023

Imorting Contacts via CSV file

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

Reply Free

1 upvote

1 Reply

Solved

LLampe on February 14, 2023

Creating properties

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?

Reply Professional

0 upvote

7 Replies

Solved

HRich on February 09, 2023

How to set token to ignore if value not present

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

Reply Templates

0 upvote

2 Replies

Solved

jp213 on February 06, 2023

Email History And visibility

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

Reply Professional

1 upvote

4 Replies

Solved

SBestbier on February 01, 2023

Booking meeting over existing meetings

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

Reply Meetings Professional

0 upvote

2 Replies

Solved

HSaunders on January 25, 2023

Cleansing Bad Data

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

Reply Professional

0 upvote

6 Replies

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