Sales Hub Tools

cancel
Showing results for 
Search instead for 
Did you mean: 
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
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by:
Most Recent
  • Most Recent
  • Most Upvoted
  • jennysowyrda on March 19, 2019
    4 upvotes
    36 Replies
    If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supp...
    Reply
    Community Manager
    April 13, 2021 09:15
    Hello @LBattistini , for Italy calls are only available for HubSpot Sales Hub and Service Hub users, as this article explains more : Suppor...
  • derek4 on September 23, 2021
    0 upvotes
    1 Replies
    Hi all. I'm looking for a way to create a drop down property in Products that contains a list of companies that have a certain property selected as true. So for example: 1. I open a deal and go to add line items 2. I select a product to add...
    Reply
    Most Valuable Member
    September 23, 2021 22:00
    Hi @derek4 , It's currently not possible to create a property or a products dropdown which works that way. If you feel strongly about this bei...
  • Solved
    YGalan on September 20, 2021
    0 upvotes
    4 Replies
    Hi, I'm trying to create meeting links for one of our sales reps, but I always get an error that there's a problem with creating the link, though it wouldn't prompt what the error is. Any suggestions? Thank you!
    Reply
    Community Manager
    September 22, 2021 21:55
    Thanks Karsten!
  • justserve on September 20, 2021
    0 upvotes
    2 Replies
    I work with a private school that has 5 campuses and 5 admissions directors. I'm planning on using the "Create scheduling page" option to create a meeting (campus tour) sign up for that integrates with each admissions director's calendar. I'm trying...
    Reply
    Key Advisor
    September 21, 2021 05:59
    Hi @justserve , If it helps, I work for a University and actually created tickets to assist in this process. I personally have tours available to ...
  • AWard on September 15, 2021
    0 upvotes
    2 Replies
    I have a team of 4 ESMs. On our, we have a lead capture form that either directs the contact to our "round-robin" calendar or if the company has an assigned ESM, then the contact goes directly to that ESMs calendar page. We have started sendi...
    Reply
    Recognized Expert | Platinum Partner
    September 16, 2021 06:18
    Hi @AWard , I cannot think of a great workaround to automate this process. The ESM would need to have availability on the calendar when they a...
  • bkopp on September 10, 2021
    0 upvotes
    1 Replies
    I am the sales director for a company that just implemented HubSpot and i want some team members that are provided lists from our manufacturer reps to call out and track in entering leads , how do i use a metric to track these calls and leads enete...
    Reply
    Recognized Expert | Platinum Partner
    September 10, 2021 13:15
    Hi @bkopp , You should be able to create these reports fairly easily via the report builder. Because it's not the MFG rep entering the lead, y...
  • Marhow on August 27, 2021
    0 upvotes
    3 Replies
    When a customer books a meeting, can I direct Hubspot to book the meeting on a secondary calendar instead of the primary one? For example, I set up a round robin calendar for my team. I would like this to book on a shared "Sales" calendar instea...
    Reply
    Top Contributor
    August 27, 2021 13:35
    Yes, I was referring to a Group Meeting link. But on second thought, I believe it would not be the best solution for your problem 😕 Honestly, I d...
  • LyndaLourenco on August 24, 2021
    0 upvotes
    1 Replies
    Hi guys, So, some other tools like Hubspot, have the possibility to share the chatbot as a link. I saw in our community that we have already a couple of workarounds if we want to use it in a website page, but what I need is to send via SMS. ...
    Reply
    HubSpot Moderator
    August 24, 2021 17:39
    Hi @LyndaLourenco , Thanks for reaching out! Couldn't we include the link to the Chatfow via text here using a Workflow with an SMS inte...
  • JPs12 on August 24, 2021
    0 upvotes
    1 Replies
    We are running Sales Pro and we are planning on starting to use the meetings tool on a larger scale in our sales organisation. When testing the process we came up with couple of minor obstacles. Hope you can help us to get some clarification on the ...
    Reply
    Community Manager
    August 26, 2021 01:39
    Hey @JPs12 Welcome to the Community! Maybe @Josh @warrendavey @JonPayne can share some thoughts/ideas about this topic. Th...
  • Solved
    LSunstrum on August 21, 2021
    0 upvotes
    3 Replies
    Hey Hubspot! Been trying to figure this out for a while. I have a Zapier integration setup so that any missed calls with automatically create a task for existing contacts. However, for non existing contacts who call and Hubspot does not recognize...
    Reply
    Member
    August 24, 2021 08:12
    Hey Dan, Thanks for the insight ! To be honest I'm not super familiar with Zapier, but there might be a way to do that, I'll have to look look int...
  • Solved
    SDay on August 18, 2021
    0 upvotes
    1 Replies
    Has anyone discovered an integration or any sort of tool/workflow that allows you to create a word document filled with information from a deal? For example, when we change a deal status to kickoff call scheduled, we would love to have a word docume...
    Reply
    Most Valuable Member
    August 18, 2021 10:58
    Hi @SDay , This should be possible with HubSpot's Zapier integration . For each new deal (trigger) you could create a document from a templat...
  • Solved
    Askarovoren on August 15, 2021
    0 upvotes
    1 Replies
    Hello community, I'd like to create different meeting links to diffrentiate between meetins with customers to meeting with partners. Is there a way to do that, or maybe a workaround? Thank you,
    Reply
    Most Valuable Member
    August 15, 2021 07:44
    Hi @Askarovoren , Yes, you can create up to 1,000 meetings links in the paid Sales Hub tiers. Simply navigate Menu > Sal...
  • Solved
    IrishRob on August 12, 2021
    0 upvotes
    2 Replies
    Sales Hub + CMS pro. Any way to see from a booked meeting what page it was booked on? I'd like to use the same meetings link on multiple pages and be able to see which page it was booked on. If not I'd have to create a unique meeting link fo...
    Reply
    Top Contributor | Diamond Partner
    August 12, 2021 21:42
    Hi @IrishRob , We can set up our meeting link with the UTM tags shown in this community thead here . That way you can track the page where th...
Recent contributors
1230
Posts
413
Solutions
Create post
Recent contributors