Sales Hub Onboarding

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
JBleys on March 24, 2025
Hi everyone, We’re a B2B SaaS scale-up , and we’ve just started using HubSpot. As we set up our processes, we’re wondering what the best practice is when it comes to structuring our CRM: Should we use Companies or Contacts as the read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
March 24, 2025 08:59
Hi @JBleys , In reality, HubSpot doesn't have a leading record. Essentially both your contact object and company object are going to be associ...read more
Kitahashi on February 10, 2025
ナレッジベースで2025年8月にスコアプロパティが廃止される旨を拝見しました。MarketingとServiceについては記載がありましたが、Sales Hubでの代替機能は何になるでしょうか。 スコアプロパティで行いたいことは「取引において選択項目Aと選択項目Bので選んだ内容の組み合わせによって数字を出し分ける」です。
0 upvote
1 Reply
Hall of Famer | Partner
February 11, 2025 00:12
こんにちは、 おっしゃる通り、「古い 」リード・スコアリング・システムには、新しいものに置き換えられない素晴らしいユースケースがあります。 あなたが達成しようとしていることは、計算プロパティ内のカスタム式で可能なはずです: https://knowledge.hubspo...read more
Solved
Nickthevy on February 03, 2025
Good morning Everyone! We have our personal calendars sync'ed to hubspot and its pulling all of our internal meetings and marking them as customer meetings. I created a new calendar for specifically customers but its still syncing all my pe read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 03, 2025 11:31
Hi @Nickthevy , This is expected behavior, HubSpot will sync all calendar events according to these rules: https://knowledge.hubspot.com/inte...read more
Solved
SDietrich3 on January 09, 2025
Hello everyone, I received an email stating that a deal of mine lacks information about the monthly turnover, even though I had provided details about the monthly revenue Does anyone know why I got this mail? Thanks in advance, Greetings, read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 09, 2025 10:04
Hi @SDietrich3 , This doesn't sound like a default notification email from HubSpot, but a custom notification. At the bottom of the email, you...read more
RPopovich on December 03, 2024
Hi HubSpot Community, I recently had a conversation with a client about managing lenders and investors in a way that supports their acquisition process while leveraging HubSpot’s CRM capabilities. I’m hoping to get some insights from those who read more
0 upvote
1 Reply
HubSpot Alumni
December 03, 2024 17:39
Hey @RPopovich , thank you for posting in our Community! Managing multi-stakeholder pipelines in HubSpot can be complex but rewarding with t...read more
Solved
KeithCFC on December 02, 2024
Hi, Im connected via Google workspace and my calendar is connected but no option to check against shared calendars, is there a way to do this or is it not an option?
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Gold Partner
December 03, 2024 08:11
Hi @KeithCFC The shared calendars in Google need to be configured in Google itself. If you want to create a group/shared meetings link in Hu...read more
Solved
Cozturk5 on November 06, 2024
hello.. I see the attached stages in my sales pipeline.. can you share definition of each stage..
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 06, 2024 01:42
Hi @Cozturk5 , These stages were customized by someone in your HubSpot portal and are not the default ones: https://knowledge.hubspot.com/obj...read more
Solved
RidaZaidi on October 22, 2024
Hi, I'm looking for a way to use the unique Deal ID in my emails for easier email, call logs. For one company, I have multiple deals created with the same client's contact person. To log emails and other records, I can't always go through the de read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 22, 2024 04:13
Hi @RidaZaidi , If you're asking about automatic options, then unfortunately no – there aren't any settings or configurations that would make ...read more
MDolfi on October 03, 2024
Hello, If a payment is received on a quote, will the amount on the associated deal automatically update to match the payment amount received? If this is not a native setting, is there a way to configure it as such? Thank you, Mikhaila read more
0 upvote
4 Replies
Participant
October 16, 2024 06:37
Thanks Kennedy. Looking forward to hearing your feedback, @Jnix284 , @JenBergren , @GeorgeBThomas!
Solved
SHäntzka on September 26, 2024
Wie kann ich diesen Dealbetrag automatisch ausrechnen lassen? Laut Anleitung gbt es eine Registerkarte "Setup" unter Einstellungen > Objekte > Deals... Aber die existiert nicht.
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
September 26, 2024 06:00
@SHäntzka diese Formel könnte ohnehin nicht in den Setup-Einstellungen hinterlegt werden. Die Berechnungseigenschat ist der richtige Weg. Du würdes...read more
Solved
MariaJSalazarL on July 31, 2024
Hello there! I have a client who is facing this issue. When someone replies to one of the emails of their sequence, it does it from a different email address, so the sequence doesn't unenroll as it should. Of course, they could unenroll these cases read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
July 31, 2024 15:17
Hi @MariaJSalazarL , I'm not certain if this will work or not, but does this setting help to accomplish this? Josh
SKeohan on July 18, 2024
Good Afternoon, we have purchased about 150,000 prospect data from Credit safe to which we want to market however the data we brought does not give us email addresses. I know when I create a company in HubSpot it goes onto the companies domain and p read more
0 upvote
2 Replies
Participant
July 18, 2024 08:43
Hi Karsten, Thank you for your message, that is a shame! We have an external marketer emailing not through HubSpot but thank you for the advice ...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.