Tips, Tricks & Best Practices

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billv on March 02, 2023
Our deals require an initial deposit to be made at signing. No delivery work would move forward without payment. How do Hubspot Payments or the Stripe integration track the payment status on deals? Is there a status field that they update? I read more
1 upvote
8 Replies
Accepted Solution
Top Contributor | Platinum Partner
March 03, 2023 10:31
If you're using HubSpot payments you could create a WF to notify you of the payment / that you can begin work for the client. Pro/ more
billv on March 01, 2023
Hi all, We're on HubSpot Sales Professional. After a quote is signed for a deal, we want to track the deal all the way through operations. That could be many months after the deal is "closed" and there are numerous additional milestones to complete read more
0 upvote
6 Replies
Accepted Solution
Key Advisor
March 01, 2023 22:21
Hi @billv I think you sort of answered your own question already. From a pure sales perspective (sales pipeline, deal stage, etc.) more
RLee1 on February 24, 2023
It would be nice after a contact books a meeting to click into thier record from google calendar. Is that possible already? I can do this with tasks, yet can't seem to find this feature within meetings. TIA ~ Rusty
1 upvote
1 Reply
Thought Leader | Elite Partner
February 24, 2023 06:43
@RLee1 I don't think it's possible right now, but I've added it to the ideas section here . You can upvote and comment, and the HubSpot product more
MKainu on February 22, 2023
Hi all! I was poking around to see what some of the best practices are for creating ways to associate and track activities for Contacts made at different conferences over the year. I found this old conversation that helped get some ideas fl read more
Accepted Solution
Key Advisor | Platinum Partner
February 22, 2023 17:55
Hey @MKainu , thanks for reaching out and for the great context! Honestly, I think that creating a custom property (or multiple custom more
Lockeca29 on February 22, 2023
Often we are asked or a reference when in the sales discovery phase. We have many current customers willing to provide feedback to potential customers. Currently we keep track of the references using a spreadsheet and note every time we use a curr read more
0 upvote
1 Reply
February 22, 2023 12:16
Hey there, We don't have the exact same process but you can do: 1) Create an association label for Company -> Deal :"Referrer Company", and more
pjungaker on February 22, 2023
How do you get efficient B2B sales when customers are going through communication fatigue? Join our webinar, 9th of March, to get 5 tangible dos and don’ts to navigate and prioritise your sales efforts. 5 dos and don'ts for effici read more
1 Reply
Thought Leader | Elite Partner
February 22, 2023 05:44
Thanks for the heads up @pjungaker !
franksteiner79 on February 22, 2023
One of the common themes that is emerging from the calls I have with potential customers is that a lot of them had HubSpot for a while, people left, new people joined, and no-one really knows what is going on their portal. I now find mysel read more
10 Replies
Member | Elite Partner
March 03, 2023 06:11
I like making a data health dashboard for the client that highlights some of the more glaring gaps in data governance (contacts with no owners, etc.) more
StephanieYoung on February 08, 2023
We use Hubspot primarily as a way to market to our prospective candidates - they are saved as Contacts and the branches and companies they work for are saved as Companies (parent and child). I'm looking for best practices around tracking job hist read more
February 09, 2023 06:30
Unfortunately, I have pinned notes on many of my contacts, already - usually when there's a specific reason we are or are not pursuing someone. And more
EMcGonigle on January 26, 2023
Hello! Has anyone figured out a way to have the content of Meeting "Team Notes" sent directly to a Slack channel? We currently have a work around but both the "Attendee Description" and the "Team Notes" are sent and it's a lot for our colleagues read more
January 27, 2023 10:11
Yes that is correct! And thanks for sharing the post with some experts 😀
vvv010101 on January 03, 2023
Is there already a way of adding some styling to the pop-up form? Later last year, I saw a BETA feature tool for this but didn't find it anymore.
1 upvote
3 Replies
Accepted Solution
Contributor | Platinum Partner
January 25, 2023 05:27
Hey @vvv010101 , jup, the beta is still open for pop-up form stylings. I believe its an huge improvement as from now on, you can also use more
Paul_AWAL on December 09, 2022
Hi everyone, We are new memebers of the community and have very little knowledge of the platform. Our onboarding will begin on next week. I'm doing some preliminary research to learn how easy it would be to build and implement our existing sales wo read more
0 upvote
7 Replies
Accepted Solution
Hall of Famer | Partner
December 10, 2022 13:11
Hi @Paul_AWAL , The link is correct 🙂 The idea is that each of your checklist points corresponds to a property in HubSpot. Whether this more
scannon11 on December 05, 2022
Hi there, We're an early stage SaaS company, and are looking to build more comprehensive reporting across our entire sales funnel. It's a bit disjointed right now, with lead reporting on the contact record level and then deal reporting for the r read more
December 05, 2022 15:08
Hi Sean, I have developed some very advanced Sales Funnel Reports by exporting Hubspot data, and I would be open to share more, please feel free to more
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