Sales Hub Tools

Hi HubSpot Community 👋 We're looking for advice on managing lead volume more intentionally within HubSpot and wanted to see if anyone has solved this either natively or with a third party tool. The problem we’re trying to solve: We wan read more

I'm working with an org that has one brand and one business unit setup in huubspot. they have another company that they own that has different branding, location, team, company name, etc. they currently don't have products or quotes setup, but nee read more

Looking for ways to standardize and automate lead record naming for our team that attends tradeshows/ conferences.

Hi everyone, I’m looking for the best way to manage our BDR team’s outbound efforts within HubSpot Sales Workspace. We want to keep our hunting efforts well-organized and aligned with the CRM, but I have some doubts about the best approach. Specif read more

Hi, I need help finding out how to change a sales rep's name on an existing quote. I want to do this (a) when reps leave or (b) when traveling, and we must create one when they are in transit. We have been rewriting quotes from scratch, which is a read more

Hello! First time poster, so I apologise if I'm missing any rules. I use Marketing and Sales hub, and schedule demos through the Hubspot meeting scheduler. Whenever a meeting is booked, a deal is autocreated via workflows and added to my pipeline. read more

Hi, I'm wondering how to make a workflow that gets triggered when a quote is published. We don't have approvals for quotes turned on, but I want to have something that says when someone clicks publish quote, a message will get sent to an interna read more

Hi! In the Prospecting Tool, what would you suggest we do with the leads that were marked as "Qualified", but then we lost the Deal? Do we double back and then mark them as "Disqualified"? Just in general, trying to understand how to close read more

Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d read more

We want to set up a min value of 0 for lead scoring. The way we have lead scoring set up currently is to deducts points after a time lapse in engagement. To prevent negative scores, we created a custome property (Active engagement) to be used in i read more

One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to read more

Is it possible to enroll into a sequence from a workflow? I find literature on how to do this, but I'm not given the option as I generate worklow.