Sales Hub Tools

We use the Hubspot Starter platform. So no custom objects possible. I have a project in which I am looking for investors for start-ups. Ideally, I would like to collect all actions related to this project in one deal. I need the status of each inv Leia mais

Context: We are building out more ABM motion for our team. Using Target Accounts and Buying Groups is a key component. We plan to measure success in penetrating buying groups, etc. We have multiple diverse product modules, solving different problem Leia mais

How can I create a view of the deals in the sales pipeline for customers only (Life cycle stage = Customer)?

We should be able to CC an email address for bulk emails. When I use a list for a sequence or workflow, I need to make sure my colleague is CC-ed and right now there is no way I can do this other than sending 1:1 emails to my entire list.

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 Leia mais

Hi, I have added a new stage to a pipeline, but it wontlet me re-order the stages and the new one is appearing at the end and I cannot move it. The "hand" icon is there but does nothing

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 Leia mais

Hi there, I'm setting up a round robin meeting link. Is it possible to set it up with 3 different vc tools all at once? been researching and it seems like it's only one tool for one rr link. any insight is appreciated! screenshot below that only Leia mais

Hi! How can we associate a person’s email with a deal if the conversation happened in our email inbox? We didn’t send the emails from HubSpot-we communicated directly through our email client.

I had a question around HubSpot’s Documents tool and automation possibilities. Is it possible to build workflows or automations based on document engagement, such as: A contact viewing a document A document being opened multiple times Triggering Leia mais

We are currently relying on external notetakers because the Dutch transcripts from the Meeting Notetaker aren’t usable. They often don’t make sense, which makes it impossible for us to use them in HubSpot. I was hoping this would be resolved b Leia mais

I know that currently you can impersonate other users, but I would love to see the platform make it easier to switch back-and-forth between accounts. Having to log out and log back in to switch back to a Super Admin account is just not a seamles Leia mais