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
90 Replies
September 28, 2023 10:08
Hi, All! Emily here. I am a Revenue Operations Manager for a SaaS Startup company. I've been a longtime user and admin of other CRMs. I used Hubspot more
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
March 17, 2023 17:45
We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up more
PBorzym on August 04, 2023
I uploaded my first set of data with 125 lines in the CSV file and ended up with 875 companies and no contacts. How do I resolve this issue?
0 upvote
1 Reply
Accepted Solution
Key Advisor
August 04, 2023 13:27
Hi @PBorzym Without knowing what you imported, how you imported it and how your import file was structured there isn't much advice I can more
ccleve on June 26, 2023
We need to import a csv file. It has a field named "tags", which contains content like this: "mailinglist, donor, volunteer". I can create a "tags" field, and give it a type of "multiple checkbox", but how do I get it to create all of the values read more
0 upvote
3 Replies
Hall of Famer | Partner
June 30, 2023 00:34
Hi @ccleve , Can you please share what error message you're seeing? Could you also please share a screenshot that shows the available options more
SDezo on May 23, 2023
I thought this would happen automatically. Is there a way to have form entries get added as contacts?
0 upvote
1 Reply
Thought Leader | Diamond Partner
May 23, 2023 19:28
@SDezo does the form ask for the contact's email? If so, contact creation should be automatic, otherwise, you'd have to turn it on. more
BAfia on May 22, 2023
I've recently set up Hubspot and my Activity Feed has yet to show any data and I can't work out why. I've checked the right notifications are on. I've enabled Log and Track. I have no filters applied. It's also the same on all my devices.
0 upvote
10 Replies
May 24, 2023 04:22
Is there anything esle I can check @karstenkoehler ? Maybe I could try uninstalling Hubspot from everywhere, then reinstalling?
AnnL on April 11, 2023
Hi, I have connected my gmail account, however the email I sent from gmail is not logged and I can't see it in the recent activity under the existing contact. Could you please help? Many thanks, Ann
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 11, 2023 06:00
Hi @AnnL , Connecting your your personal email does not automatically track/log emails sent from your Gmail – only when these emails are sent more
oconnor_bb on April 03, 2023
Hello! I am new to the platform, and when I chatted in for assistance they suggested I come in here. We have a web form (external, from our site provider), and each incoming one is usually a new contact/client (but not always). It comes to read more
0 upvote
1 Reply
Community Manager
April 04, 2023 08:58
Hello @oconnor_bb , thank you for posting in our Community, and welcome to HubSpot! Are you currently adding the " hello-1 email" in the email more
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
Recognized Expert
February 27, 2023 17:10
Hey @RMayes , thanks for reaching out! You do have the ability to delete any records that you just created and then reimport them using a CSV more
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
Accepted Solution
Hall of Famer | Partner
November 17, 2022 08:45
Hi @Paras , I have not, then again, that doesn't mean it's impossible. Does that answer the initial question for you? Best more
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
Accepted Solution
Hall of Famer | Partner
August 13, 2022 12:16
Hi @HOB , What you're describing is currently the best option in HubSpot, see this discussion thread: Create multiple pages and redirect more
AStuetz on August 08, 2022
Hello all, Thank you for your help in advance. I am having the following problem: Hubspot Account Company A has been opened and synchronized with my e-mail aderesse: (this is a neutralized sample address) Hubspot Acc read more
0 upvote
1 Reply
Community Manager
August 09, 2022 12:41
Hi @AStuetz , Thanks for reaching out to the Community! Have you checked to see which account your Outlook extension is currently more
SFekroun on July 19, 2022
Hello, We would like to have a view of account/contact properties in the task view. The main aim is to be able to better sort/organize/prioritize these tasks and create the task lists according to these properties. Could you share with us the be read more
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 19, 2022 10:35
Hi @SFekroun , This is currently not possible but already discussed here: Customize the Tasks Columns I'd recommend upvoting and more
LuigiS on April 27, 2022
Good morning to the whole community. I have a question to ask. I am proceeding with the data migration (contacts, deals, factory, activity) form Zoho Crm to Hub Spot. I use Gsuite, so contacts and emails are with Google. I imported contacts, op read more
0 upvote
1 Reply
Community Manager
April 27, 2022 16:22
Hi @LuigiS , Thanks for reaching out! I wanted to refer you to this post regarding migrating data from Zoho to HubSpot, more
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