Zoom Phone is automatically creating contact when make a call. And these contacts are unassigned. Even if I receive any call on my Zoom app, it will automatically sync with HubSpot but without owner. Is there any way to stop this or assign contact c read more
Hi @BérangèreL , thank you for your quick help. This issue is not related to HubSpot, and the Zoom support team is unable to assist unless their app...read more
Hi, probably a beginner question but I created a few products under Sales-> Products a few months ago. When I create a new Deal these products still show up as options. However, when I now go to Sales -> Products the original products are go read more
Hi @Coffeefilter ,
It looks like in your first screenshot you're looking at a deal property (not a product), and in the second screenshot at t...read more
We call companies for several individual clients - what is the best way to manage the calling process within HubSpot? For examaple should we use lists, set tasks or filter on companies? Any help appreciated!
Hello Hubspot, When I create a property, I cannot seem to find the correct group to allocate it to. I just want to put it in my Deals table ! Can anyone help me on this ?
Hi, We have a contact us form on our website which currently sends me an email when someone fills in the form. I would like to have a deal created in Hubspot when the form is completed as well as sending me an email alerting me to the form submi read more
Hi @SDixon6 ,
This would require a Professional subscription and a contact-based workflow: https://knowledge.hubspot.com/workflows/create-wor...read more
I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know read more
Hi @EMcGrath ,
When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more
I use the Outlook on Windows 11 application which is part of my O365 license and have installed the Outlook application plugin from hubspot. Outlook now takes minutes to respond after adding the Hubspot plugin to outlook. Frankly, outlook is unu read more
To be specific, we are looking for top HubSpot Academy courses for End-user sales personnel. Currently, if you are looking in HubSpot Academy for any sales-related courses, you'll only get recommendations that included admin-level items. We woul read more
Thank you for your recommendation @MiaSrebrnjak , we really appreciate it! I would like to hear more from our community and see if they have other...read more
Hi, I was wondering what is the best way to segregate sales deals based on product tiers. Say I have 3 product tiers and I want to visualise the deals for those tiers independent of each other. How would you suggest I go about it? I was thinking o read more
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. read more
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...read more
Hello, If I have the free version of Hub Spot, I can then download companies with phone numbers and roles within the selected company such as CEO for example. Regards, Daniel
Hi @DGarpenbeck ,
You can follow these steps to export your contacts: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals...read more
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl read more