Hi new to HubSpot & Sales, I have been asked to get some metrics set up so we can start tracking Sales and a bit of marketing leads... I am rolling leads over to hubspot 1 invidulal at a time, would it be better to import contacts from a previo read more
Hi @KGreen57 ,
Exporting from ClickUp and importing into HubSpot will be easier for larger volumes for sure.
https://knowledge.hubspot.com/...read more
Hi, I’m on the Sales Pro package, and when I create a quote, I only see Draft, Published, and Expired statuses. Do I need the Commerce package to see statuses like “Rejected”? If I’ve verbally received a rejection from the customer, how read more
Hi @ozgesilla , Thank you for posting to the Community! I understand that as a Sales Pro user, you only see Draft, Published, and Expired quote ...read more
Hi everyone, unfortunately, the team cannot work with our snippets at the moment, because they are just not visible for them. Not even when they go into the snipptes section of hubspot. This only applies to everyone that is not super-admin. Me and read more
Likely a permissions issue – in HubSpot, only users with the right Sales/Service Hub seat and permissions can view or use snippets. Since super-adm...read more
Hey, @MClary 👋 Welcome to our community! For product suggestions, adding this to our Ideas Forum is the best approach. If you add a link bac...read more
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
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
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
Hi @Nickthevy ,
This is expected behavior, HubSpot will sync all calendar events according to these rules: https://knowledge.hubspot.com/inte...read more
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
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
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
Hey @RPopovich , thank you for posting in our Community!
Managing multi-stakeholder pipelines in HubSpot can be complex but rewarding with t...read more
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?
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
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
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
Hi @RidaZaidi ,
If you're asking about automatic options, then unfortunately no – there aren't any settings or configurations that would make ...read more