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Solved
alexagatiss on March 24, 2025
How can I create a template for sequences where reps can go in and enroll their own contacts to it? I created the sequences I want, would the next step be to just tell them about it and they clone it themselves?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 25, 2025 01:13
Hi @alexagatiss , Yes, you simply need to make sure your created sequence is shared with the team. If it is, they can start using it: https:/...read more
thetallbillyb on March 24, 2025
Hello! Our sales team is in the process of diving into the Leads tool as our pre-sales pipeline. One big issue we're finding is that any activities associated to the lead (notes, emails, calls, etc) do not automatically get associated to the deal wh read more
0 upvote
1 Reply
Community Manager
March 25, 2025 09:53
Hi @thetallbillyb , Thanks for reaching out to the Community! Let’s consult with some of our experts to see if they have any suggest...read more
Solved
SFouracre on March 24, 2025
I need to find the website address of a company from the company name What Hubspot product do I need for this?
0 upvote
11 Replies
Accepted solution
Hall of Famer | Partner
March 25, 2025 02:13
@SFouracre no, this would not be sufficient, please see my previous reply. The company domain name is required. And yes, a company record i...read more
Solved
ZFiner on March 20, 2025
This week, it seems like the autopopulation feature for creating companies has been discontinued. This is a major hindrance to my workflow efficiency. Does anyone know if this is temporary or why the autopopulation feature is no longer working?
1 upvote
3 Replies
Accepted solution
Member
March 21, 2025 04:57
If you’re looking for a free alternative to keep things running smoothly, you can try Enrich-CRM : ✅ Automatically enriches companies &...read more
SMarwaha on March 20, 2025
Hi, I've added products and created deals using these products. I've now started adding Unit costs to the product but when I run a report it isn't pulling through to historical deals. I need to add the items again in the deal then delete the ol read more
0 upvote
1 Reply
Community Manager
March 21, 2025 06:18
Hi @SMarwaha and welcome, it's so great to see you here! Great question, thanks for asking the HubSpot Community! I have been looking for solut...read more
Solved
marie9423498 on March 20, 2025
Hi, We are currently updating our sales process where we now use the lead objects. The problem is that sales tend to forget to qualify and close the lead object in the lead pipeline prior to creating the deal. This cause misalignment in our reports read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 20, 2025 01:23
Hi @marie9423498 , There are indeed missing settings at the moment to solve this – ideally, there would be an option to limit deal creation to...read more
Solved
BeckyPatterson on March 18, 2025
I'd like the Sales Team to be notified when the close date of their deals is due. Ideally an email would be received by the Deal Owner 7 days before a close date is due, allowing them an opportunity to amend the date or amend the deal stage as appr read more
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Platinum Partner
March 18, 2025 13:09
Hi @BeckyPatterson yes, you can do this with automations. I'd also suggest implementing a deal tag to show visually on HubSpot those deals t...read more
Solved
BillX on March 17, 2025
Hi. I am interested in if there is a 3rd party service that provides essentially the role of an ai sdr or biz dev. I know there is data enrichment and different types of email automation but I am interested in a ai sdr service where the deliverab read more
0 upvote
3 Replies
Accepted solution
Member
March 18, 2025 06:47
Hi @BillX ! Alina from AiSDR here. We created our platform as a Hubspot-native AI agent that is aimed to step beyond simple enrichment and autom...read more
Solved
kcchano80 on March 14, 2025
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
Accepted solution
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
LKelman on March 11, 2025
Any ideas on how to best timestamp changes in the lifecyclye stage on the company level. I can see they have all the options for time stamps under the contact object, but nothing under company. We don't really use contact object at all. Great read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 11, 2025 14:02
Hi @LKelman , You could set this up to some extent by doing the following: Create entered date properties corresponding to to those in the...read more
Solved
TimWalsh on March 11, 2025
Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spac read more
1 upvote
2 Replies
Accepted solution
Contributor | Elite Partner
March 11, 2025 14:38
Hi Tim, You can edit the Lead Name just like any other property, its just not as easily accessible without customizing what you have readily av...read more
Solved
LNitti on March 11, 2025
Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
March 11, 2025 09:00
Hi @LNitti , It's currently not possible to force users to create a deal through the lead object and not the sales pipeline directly, unfortun...read more
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