Sales Hub Tools

Hi everyone! Posting here hoping someone could help me: I set forecast goals for my Business development team back in December and they are showing up fine. The issue is - when I go to Forecast in HS - it is not showing our goal in relation to whe read more

Hey HubSpot community! I'm confused, because yesterday I was seeing a "+ Add" button on the top right of the Lead Stage Tracker right sidebar association card (screenshot below) and used it to create a new lead directly from the associated company read more

Hi Team, We are currently using the standard HubSpot Meeting Scheduler and have identified several critical accessibility issues that prevent us from being compliant with WCAG 2.1 (and the upcoming European BFSG regulations). Since these issu read more

Hello! I have a sales pro user that has access to multiple pipelines (based on the way our sales process is, she needs access to many but only adds deals to one). We have tried many things and for some reason, HubSpot won't remember the previo read more

My organization's Sales team works primarily with Deals and Contacts. They have been using a playbook to log calls and meetings on open Deals when they have a call with a prospect. When the calls and meetings are logged, they are only associated read more

Hi all! I wanted to share with you one of our latest builds. We use AI to do the following: The client uploaded a driver's license with an unclear file name. We use Box AI to: -Determine what the document is -Create a Folder "Drivers License read more

For all line items, I want to force a custom start date to be added to each line. Is there a way to remove the other options and make a custom start date required?

Hi HubSpot Community, I'm looking for some clarity on how best to use the forecasting tool in HubSpot. What is the recommended approach for forecasting? Should we rely primarily on deal stages or forecast categories when setting up and rev read more

Hello, I haven't been able to find a community post that talked about making this kind of workflow set-up, so I'm positing my inquiry here. For context, in our hubspot account we have companies classified by a letter grade based on how much read more

Problem: when someone fills out the Meeting Scheduler Form, they automatically override their existing Contact Property. For example our client Robert Smith set a meeting and filled the Meeting Scheduler Form as his First Name is Boberino an read more

A bit of a complex query, however I am after some good learning video'r or guides to help me navigate better understanding: how to use your inbox from Hubspot when you have connected it (so working from within HubSpot) How leads and the lead pipe read more

Our domain name was previously associated with another company by a different name and when sales people generate proposals for us using HubSpot, the company name is auto-filing to the old company name. I'm constantly having to correct the salespers read more