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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

13 upvotes

90 Replies

EMcGrath

Contributor

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 ...read more

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

12 upvotes

6 Replies

TJones5

Member

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 y...read more

Solved

PBorzym on August 04, 2023

Import issues

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?

Reply Free

0 upvote

1 Reply

Accepted Solution

franksteiner79

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 giv...read more

ccleve on June 26, 2023

Importing tags from csv

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

Reply Free

0 upvote

3 Replies

karstenkoehler

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 ...read more

SDezo on May 23, 2023

How to convert form submit into contact

I thought this would happen automatically. Is there a way to have form entries get added as contacts?

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0 upvote

1 Reply

Jnix284

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. ...read more

BAfia on May 22, 2023

Activity Feed shows no data

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.

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0 upvote

10 Replies

BAfia

Participant

May 24, 2023 04:22

Is there anything esle I can check @karstenkoehler ? Maybe I could try uninstalling Hubspot from everywhere, then reinstalling?

Solved

AnnL on April 11, 2023

emails not logged

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

Reply Free

0 upvote

1 Reply

Accepted Solution

karstenkoehler

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 ...read more

oconnor_bb on April 03, 2023

Adding Webform Submissions as New Contacts

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

Reply Contacts Free

0 upvote

1 Reply

PamCotton

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 pr...read more

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

jolle

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 ...read more

Solved

Paras on November 16, 2022

Unknown Contacts being pulled into my hubspot account

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

Reply Free

0 upvote

7 Replies

Accepted Solution

karstenkoehler

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 regards...read more

Solved

HOB on August 13, 2022

STEP-form

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

Reply Free Starter

0 upvote

1 Reply

Accepted Solution

karstenkoehler

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 form...read more

AStuetz on August 08, 2022

HubSpot synchronizing wrong e-mail addresses

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: andreas@company-A.com (this is a neutralized sample address) Hubspot Acc read more

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0 upvote

1 Reply

kvlschaefer

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 syncin...read more

Solved

SFekroun on July 19, 2022

TASK

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

Reply Free

1 upvote

1 Reply

Accepted Solution

karstenkoehler

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 comme...read more

LuigiS on April 27, 2022

Sync emails on the deals

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

Reply Free

0 upvote

1 Reply

kvlschaefer

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, @ashley_m...read more

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