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
Solved
alext87 on November 26, 2024
We want to segment leads based on the type of product we can offer them. Would it be possible to use the lead type property for this? Would we be able to setup reporting showing the amount of leads received per month, by type of lead and per read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 26, 2024 14:20
Hi @alext87 , You can both use the existing property or create a new one - you'll be able to create those reports in both cases as long as you...read more
Solved
genevagordon on November 21, 2024
Is there any way to pass meeting information to a redirected custom confirmation page? Right now if we have enabled a custom redirect, it just shows this simple confirmation icon for 3s and then redirects to our url with a bunch of tracking paramete read more
0 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
November 22, 2024 05:17
Hey @genevagordon this isn't possible at the moment unfortunately, meetings really doesn't allow any customisation outside of what's available in t...read more
Solved
JPadilla97 on November 21, 2024
Workspaces -> Prospecting -> Your Leads If I change lifestyle stage to lead or lead status to new or open it does not auto populate to "your leads". How do I this from the contact record and quickly?
0 upvote
3 Replies
Accepted solution
Key Advisor
November 21, 2024 13:09
Hi @JPadilla97 No, leads is an additional object to contacts - the various "lead" names and properties floating around HubSpot can be confus...read more
Solved
SEgeland on November 21, 2024
Outreach makes these claims when providing a comparison between Outreach and HubSpot. However, I know that several of these claims are inaccurate. Can you help me fact-check and provide evidence to challenge these statements? It feels like they may read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Partner
November 21, 2024 05:43
@SEgeland HubSpot and Outreach serve different purposes in the sales and marketing landscape. Kindly go through the articles mentioned below...read more
Solved
Marie_ on November 18, 2024
Hello Hubspot Experts We recently added the Sinch Message Media app to our Hubspot account to enable our sales team to send and recieve SMS messages via Hubspot (based in Australia, so can't use the HS function). The app doesn't log the SMS read more
0 upvote
4 Replies
Accepted solution
Member
November 19, 2024 01:09
Hi @Marie_ , I understand the challenge you are facing with the Sinch Message Media app not logging SMS messages as activities that count towards...read more
Solved
Xiawanbai on November 07, 2024
Is it possible to create a workflow on a Lead Object with a trigger meeting outcome: Completed ? I created a lead stage called "Demo" and want to move all leads that have a meeting assigned to the lead with outcome: Completed . I cannot find any read more
0 upvote
2 Replies
Accepted solution
Contributor | Platinum Partner
November 07, 2024 11:03
Yes, you can do that:
DCrinnion1 on November 05, 2024
Hi All, Having an issue with the About this Contact card on the Prospecting Workspace. Its showing a bunch of random fields that isn't even on a view anywhere else on our platform let alone our Default card. Does anyone know how to directly chan read more
0 upvote
3 Replies
Community Manager
November 12, 2024 20:13
Thanks for the screenshots @DCrinnion1 ! It looks like you still have an "Actions" menu on the top right corner of the About this contact section. C...read more
Solved
SRocketCurt on November 04, 2024
It would be amazing to be able to customize the layout and information that is displayed in the Sales Workspace!
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
November 05, 2024 07:16
Hi @SRocketCurt I'd really encourage you to leave your feedback about the Sales Workspace in there look for this message You can a...read more
Solved
DThomson0 on October 29, 2024
Hello, Darren from SDG Group! We're ramping up our prospecting machine and looking to add lots of data into CRM in 2025, ultimately looking for accurate mobile numbers! To do this we're currently and looking into various solutions including Apol read more
0 upvote
1 Reply
Accepted solution
Contributor | Platinum Partner
October 29, 2024 07:58
HubSpot Breeze doesn't enrich personal details only company. https://knowledge.hubspot.com/privacy-and-consent/breeze-intelligence-faq ...read more
Solved
EFlores_Paula on October 17, 2024
Under guided actions, HubSpot always suggests that I reply to no-reply emails. How do I stop that?
0 upvote
2 Replies
Accepted solution
Contributor | Partner
October 17, 2024 18:49
Thanks Kennedy. I thought I'd submitted as an idea but thanks to you I realized both my placement and wording were sloppy. I've created an idea! ...read more
Solved
03442 on October 08, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 08, 2024 12:15
Hi @03442 , If the deal is created via workflow, it's likely a simple matter: In your workflow, before the deal creation, add a five minut...read more
Solved
TMendl on September 19, 2024
I'm reaching out to see if anyone has found a workaround for this issue. We are a B2B company and recently implemented/trained on the HubSpot Prospecting tool for our sales reps to manage inbound leads (marketing, referrals, sales-generated, etc read more
1 upvote
6 Replies
Accepted solution
Hall of Famer
September 27, 2024 20:19
Hi @TMendl a little late to respond, I'm curious if your team has thought about using the Account Based Marketing tools ? Leveraging target accoun...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.