Tips, Tricks & Best Practices

Hi everyone, Looking for advice on the best way to create a weekly digest of sales calls inside HubSpot. Goal Every week, automatically generate a short report like: top themes / objections common client questions competitors menti read more

Hi All, I am a CSM looking to create a report based on the following criteria: 1. All Companies where I am the CSM - Including where there is both activity and no activty by me. 2. Last Activity Created by Me: Call OR Email OR Meeting 3. O read more

Hi Community, Does anyone know what setting to change for the visualization on the deal tracker so that if a stage is set to Closed Lost (or even Closed Won) that it does NOT automatically show the check marks for all the other deal stages? read more

We have linked our ChatGPT to HubSpot. I have tried asking ChatGPT whether it can analyse themes in emails from leads, and whether there are any emails from the last week that havent been replied to. ChatGPT is saying it can't pull data on email read more

Coverage ratios are very helpful for our sales managers. I somehow remember there is a way to monitor the coverage ratios over time, other than copying them to a spreadsheet by hand or by sending monthly reports. I thought it was possible to have Hu read more

Good afternoon everyone, I work for Trivia Nation, a FL based trivia company that hosts over 150 weekly trivia/game shows across the state with approximately 125 hosts. We are wanting to streamline our player registration process by digiti read more

Our SDRs have a goal for number of proposals sent per week / month and I was hoping I'd be able to create a custom goal on HubSpot to measure progress towards this at a team and user level. I noticed that you can't create goals for quotes or ta read more

Hi, We currently have Sales, Service & Marketing hub subscriptions and I am wondering the best way to outreach to brands and report on it. Currently we are using sequences for out reach but do not feel this is the best process as when read more

I can see there are different filters for product in the deal section. Do you know the different between: Deal Type Deal Product Product Interest Thank you.

Hi, I just joined this new company. When a lead enters the sales funnel steps, the sales person can decide to push it backwards back to a nurture lead (stage 0) even if the lead has already reached an interest or opportunity stage(stage 1,2or3). Th read more

So what I have used to track sales is coupon codes. When I place an ad, I give 25% off when a person uses a coupon code. The code tells me what ad they viewed to order from. For example REAL25 means the ad is placed on The REAL Chattanooga!! Fa read more

I want to Uncheck value of checkbox in my field in import sheet, how to do that? I am leaving my excel cell blank (to make it uncheck) but after importing, i have noticed that the value is still there in HubSpot. Seems like HubSpot doesn't recognize read more