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
Hello, my name is Katie Pulli. I am the Head of Sales and Business Development at a custom lighting manufacturer that specializes in serving the hosp...read more
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
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
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 ?
According to import2, I should be able to create associations with my child accounts (schools) to their parent account (district) based on the unique identifier I created for the districts. I can only see how to create an association between deals a read more
Okay - After a lot of helpful suggestions from @karstenkoehler and a lot of trial and error, I was finally able to get my parent and child companie...read more
Hola que tal me encuentro en una situacion un poco confuza, actualmente estoy utilizando hubspot saleshub para inter servicio a domicilio, solo que cuando creo un negocio dentro del contacto no migra la informacion del contacto a una seccion donde p read more
Hola @ATorresCha ,
Claro, por favor vea el ejemplo de abajo. En este caso, estoy copiando el nombre del contacto en el nombre de la negocio. O...read more
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 work in the A/E/C industry--our pipeline is a more of a proposal pipeline in which we respond to RFPs. Once a deal is won, it becomes a project--a single built piece of work. I want the ability to track a deal from lead submission all the way to c read more
@PamCotton happy to jump in to share insight!
@Selj_Dan for your use case, the best option would be to use Sales Enterprise* so you can have cu...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
Hi guys, I keep getting this error box when trying to connect my email to HS. HubSpot Sales extensions is installed and valid. Sorry. HubSpot couldn't connect to your inbox. Please reconnect your email account. This app cookie doesn't hav read more
地域の皆さん、こんにちは、
ウェブサイトのアクティビティだけを追跡しているのですか?もしそうであれば、トラッキングコードをトラッキングしたい場所にのみ読み込ませ、除外したいページには読み込ませないようにする必要があります。これはHubSpotの設定ではなく、CMSやウェブサイトの設定でコードを...read more
We are a small real estate flipping and wholesaling company and looking to increase our training, especially onboarding our sales team. They primarily use Contacts and Deals and want to know best videos or practices for onboarding them to use Hu read more
Hi @JSetzer ,
In my opinion the sales software certification ist one of the best ways to understand the tools and the bigger picture: https:/...read more
I want to create a workflow. trigger by creating a deal and assigning an owner to my team member(user) who has the highest CLOSED WON deal amount. but I don't know how to set the criteria to assign deal owner to user who has the highest sales made read more
Hi @PalmPeerawich ,
This is not possible out of the box and would require a custom code action, available in Operations Hub Professional. With...read more