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Sales Hub Tools

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kcchano80 on March 14, 2025

Salesforce Intergration Project - Lead Object - can it a direct replicate?

We have a use case that involves integrating Salesforce leads, contacts, and accounts into HubSpot, specifically mapping them to the lead object in HubSpot. Is this a straightforward process, or are there any potential pitfalls we should be aware of read more

Reply CRM Custom Objects Knowledge Base Sales

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1 Reply

Accepted solution

LeoJuvin

Contributor

March 14, 2025 14:24

Hey @kcchano80 , Hope you are doig well! Unfortunately, there is actually no lead to lead mapping with the native HubSpot <> Salesforce in...read more

Solved

Vicky-Bowie on March 11, 2022

Add/Edit Meeting Links from Settings

It would be helpful to have a link from settings to go to the sales/meetings page in order to add or edit meeting links. It would also be helpful if the knowledge/help articles would direct you to go to the sales/meetings page. Trying to fin read more

Reply Calendar Knowledge Base Meetings Professional

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Accepted solution

karstenkoehler

Hall of Famer | Partner

March 11, 2022 08:48

Hi @Vicky-Bowie , This can be easily accessed through the HubSpot search, in the menu bar at the top: Search within your HubSpot account ...read more

Solved

BGatsik on March 08, 2022

Customizing Price Quotes

We need to add some permanent text to every Price quote we send out. How do we do this? I don't see any options on how to have a block of text added to our Price Quote template. Also would like to know how to attach another document to each read more

Reply Knowledge Base Sales Templates

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2 Replies

Accepted solution

Phil_Vallender

Most Valuable Member | Diamond Partner

March 09, 2022 07:29

Hi @BGatsik If your requirements can't be achieved with the 'comments to buyer' or 'purchase terms' fields of the standard quote tool, then ...read more

Solved

Suz93 on September 12, 2021

Qualifying Matrix to Qualify Deals / Customers

We would like to create a matrix which qualifies customers based on a set of requirements to determine if a deal is an A, B or C. This might include things like location, company size which can be pulled from HubSpot but also a few other things like read more

Reply Deals Knowledge Base Workaround

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1 Reply

Accepted solution

webdew

Guide | Platinum Partner

September 13, 2021 00:12

Hi @Suz93 , As such creating a matrix is not possible at this stage in HubSpot but based on certain criterias, you can create a list for your deal...read more

Solved

Gtwhite21 on July 20, 2021

Linking Working Excel spreadsheet to Document folder

Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?

Reply Documents Knowledge Base

0 upvote

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Accepted solution

karstenkoehler

Hall of Famer | Partner

July 21, 2021 00:01

Hi @Gtwhite21 , That's unfortunately not possible. HubSpot supports pdf, pptx, csv, docx and xlsx , the upload of cloud files and online coll...read more

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