Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs.
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HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier!
Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly read more
Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b read more
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a read more
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps yo...read more
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send read more
Hi @GIDM ,
No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...read more
We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that read more
Could be that the contact filled the form in the same device (Pc or mobile)
OR in the same tracked site (landing, website page)
Here is an artic...read more
Hey everyone!
Are you finding it challenging to inspire your sales team to fully embrace the potential of your CRM system? Fear not, you're in familiar territory... Many of our customers here at HubSpot have encountered this challenge through read more
Hello fellow HubSpot enthusiasts! I thought it would be great to kick off some discussions on how we can make the most out of HubSpot's CRM features. Whether you're using it for sales, marketing, or customer service, there are always new tricks a read more
Map out your CRM, Marketing, sales and service journeys, on paper/whiteboarding tools. Don't think of HubSpot at all. Work with the teams leaderships...read more
Hi all, I created a rollup property for MRR as we have certain products that are not considered recurring and I couldn't use the standard MRR property. The property seems to be working well on new deals - when I add a line item it makes the calc read more
Hi all, I wanted to give an update and ask another question: I reached out to HS support, was not helpful at all, didn't understand the problem a...read more
Some of my SDRs are questioning why other SDRs can see the information of their contacts, just as they can see the information of another owner's contacts. I would like to understand the pros and cons of keeping the view limited to the contact owne read more
Hi @Guts ,
The main reason why you would want to be cautious about limiting visibility for contact info comes down to coverage. If an SDR is...read more
I am looking for inspiration on how to best setup my Hubsspot CRM for my self storage business. All leads come in through our webflow/website form submissions. They will then be called by us straight after and contracts are sent for them to revi read more
@JNielsen9 if you have Starter suite my recommendation would be quite different than if you have the free plan, since both are tagged I'm unsure wh...read more
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
Hey @Hildegaard
so this is a very good (and frequent question)
In general the best suggestion is to deactivate the user as soon as it leave th...read more
Hello, Now that HubSpot offers the option to export the duplicates in Excel file. What can you do with it? I mean how can I merge those in Excel and then put those back in HubSpot and merge them?
Hi @NKolev ,
No, that's unfortunately not possible. Contacts cannot be merged through import. At this point, the Excel export is really just a...read more