Sales Hub Tools

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
MDeKoeyer on March 18, 2024
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c read more
1 upvote
1 Reply
Top Contributor | Partner
March 19, 2024 06:29
Hi @MDeKoeyer , Because a sequence is related to a contact, the tasks being created are only linked to the contact and not the contact's comp...read more
MRoberts8 on February 01, 2024
Hello, I'm trying to create a score property to understand intent for a company. I want to add as a criteria the # of times contacts associated with this company fill out a particular form. I can't seem to find a way to do this. Ideally, read more
0 upvote
2 Replies
Participant
February 01, 2024 13:00
Hi and thank you! I do have access to our workflows Best, Michael
RHendricks on January 23, 2024
Hey community, I've added the stage tracker cards to the deal, contact and company pages in hubspot. Loving having them there. Thank you! 👌 I'm having some issues when using the contact and company stage trackers to track our cus read more
Member
January 24, 2024 08:27
Thanks for the reply Jennifer 🎉 I'm quite happy with the stage tracker on the deal object. It's when i'm trying to use the stage tracker t...read more
Solved
AnnabelleEarps on December 19, 2023
How can a company use Hubspot to: Keep track of all our key accounts. Track actions, emails and follow-ups. Develop campaign plans for specific accounts. Each account is different so automated emails probably won't work. We would like read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
December 20, 2023 00:36
Hi @AnnabelleEarps , You'd be in very good hands if you took the offer of @Jnix284 's demo – I highly recommend taking it. For high-lev...read more
Solved
CTurton on December 07, 2023
Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 08, 2023 00:09
Hi @CTurton , Have you checked what the row / line corresponding to this record in your import file looks like? (You should be able to find ou...read more
Solved
LWilson40 on October 17, 2023
Hello, h ow can I manually select certain contacts to set up for my Sales Team who would then enroll these contacts in their sequence on a certain date? We want to add 50 contacts to a sequence 1x a week per rep. Those contacts should be from dif read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 17, 2023 13:03
Hi @LWilson40 , This is generally possible but harder without a Marketing Hub Enterprise subscription which lets you create random samples fro...read more
Solved
MArango7 on November 11, 2022
CONTEXT: We are integrarting an ecommerce site with Hubspot. When a customer buys a product in our site, using HS's API, we create a contact, associate a deal and a specific stage. WHAT WE NEED: We are creating an automation in HS. When the de read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
November 11, 2022 13:17
Hi @MArango7 , You're correct – when creating an internal email notification in a deal workflow, you can only use deal personalization tokens....read more
Solved
MArango7 on October 05, 2022
We are using the Round Robin Meeting tool. We need to assign as the contact owner, the user that the contact ends up having the meeting with, not the owner of the Round Robin calendar. I understand this is not possible in Hubspot. So we are trying read more
2 upvotes
5 Replies
Accepted Solution
Participant
July 16, 2023 14:46
This is an old question - but using "Activity Assigned To" doesn't always work - especially if other activities are scheduled. I've found a beter opt...read more
Solved
vc16 on May 27, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 27, 2022 00:41
Hi @vc16 , Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" ...read more
Solved
vc16 on May 24, 2022
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 25, 2022 00:09
Hi @vc16 , You're correct, you can display 4 fields and freely choose two of them by following these steps: https://knowledge.hubspot.com/crm...read more
Solved
IMartin on January 10, 2022
Hi, we are testing Hubspot CRM as a potential platform to move to. I encountered an unexpected issue with pasting an image from a Teams meeting during our recent call with a customer. When I paste an image into the body of the Log, I can no longer s read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 14, 2022 15:47
Hi @IMartin , The issue here might be copying images from OneNote straight into the meeting log – this might simply be an incompatibility issu...read more
Solved
RandyC on October 29, 2021
Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more
Accepted Solution
Recognized Expert | Platinum Partner
October 29, 2021 08:34
Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.