Tips, Tricks & Best Practices

With the new beta projects, is there a way to tie it to a closed deal? i dont seem to find any way to do this...

New hubtstotter here... We have a bunch of companies added to our account. Trying to add contacts to them. however its giving me a error msg every time. I figured out why, its because the email domain doesn't match the company url. Beitrag ansehen

Unfortunately, and to be honest the CRM looks very complicated making me think to find another CRM.. theres, contacts, leads and deals and this is making a big confusion.. I want leads coming from Facebook ads to go directly and automatically t Beitrag ansehen

Hi zusammen, im Salesprozess erfahren wir den company name. Dann irgendwann Demo call und dann irgendwann Angebotsunterschrift. Nun gibt es aber noch weitere Daten die zB für die Rechnugnsstellung oder andere Themen (Datenschutz) vom Kunden beantwo Beitrag ansehen

I use the meeting scheduler tool for parents to sign there childrent up for practice sessions. I have contacts in my CRM for both parents and children. When they sign up their children on the form the use ther children's name but their email addre Beitrag ansehen

When I text somebody a payment link, it says Checkout and has the Hubspot Logo. Is there any way to get my Logo or Name on it?

Always Listen to every suggestions of each people in the group Establish a bond to become comfortable with each other Be a good Leader and a good Team Player

Hi Community, Looking for some way to stop Hubspot from tracking and logging of INTERNAL emails within our company. Why - for obvious privacy and confidentiality reasons. How do we do this stop this? We DO want to log and track EXTERNAL emai Beitrag ansehen

Hi, guys. I'm struggling to change the properties I made on the "Deals" page. For some reason, although I am the super owner of our company's CRM, when I go into the settings and I try to alter the pre-defined properties, I get a notification that s Beitrag ansehen

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? Beitrag ansehen

Hi community, Has anyone seen any good HubSpot Academy resource on setting up a ticketing system? I'm managing a few platforms internally, (HubSpot is one of them) and I am getting random requests for help or information from my colleagues. I Beitrag ansehen

I am a Starter user and just added a new "2026 Deals" pipeline. (Apparently I am limited to two piplines. I am keeping the old, "2025 Deals" pipeline for reference.) The problem is that whenever I open Deals, the default Pipeline selected is Beitrag ansehen