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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

89 Replies

EGarcia65

Member

September 14, 2023 21:12

Hello my name is Elizabeth and I am new to all this so I'm just kinda playing around with things trying to get a feel for things and learn what I ne...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

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

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 01, 2023 04:56

Hi @SBestbier , Yes, to do so, you would simply set these non-essential meetings in your calendar as free (and not busy). You should see this ...read more

Solved

KReimer on August 10, 2022

Sent an event to Google Analytics when embedded meeting form is submitted

Hi, everyone! I am looking for a way to send events to GA, when embedded meeting form is submitted on my landing page. It will allow me to send events to FB & Google ADs accounts to train performance campaigns. Unfortunately, I couldn't find an read more

Reply Meetings

0 upvote

2 Replies

Accepted Solution

KReimer

Member

August 10, 2022 04:29

Solved

ray4415 on June 14, 2022

How to arrange meeting with more than two people with only one URL?

Say, my team has persons A and B, and we are trying to arrange a meeting with person C from outside. What should we do about it? A and B are linked (they can see each other's calendar) on Google calendar, yet the HubSpot meeting system seems to read more

Reply Meetings

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

June 14, 2022 05:35

Hi @ray4415 , You would have to create a group meeting link for these two users, see here: https://knowledge.hubspot.com/meetings-tool/unders...read more

Solved

TWalsh6 on February 28, 2022

booking a meeting

Hi there, I want to be able to book group meetings with a sales rep and a member of the management team - this meeting schedular will be sent to the customer to select the time that works for them. I do not want to purchase sales hub seats for read more

Reply Deals Meetings

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 01, 2022 00:45

Hi @TWalsh6 , I'm not aware of a clean way to do this within HubSpot. The approach here would be blocking all busy times from the management t...read more

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