What has anyone seen be the best ways to provide easily accessable sales training materials to reps for viewing both on their own as well as quickly accessable when on a call. Between Documents and snippets and the delination between for internal us read more

Hi everyone, I’m Darshan Hiranandani, I've been using the auto contact merging feature quite a bit out of necessity, but sometimes I’ve come across some odd merges when scrolling through the suggested merges manually. For example, I’ve seen cases l read more

I want to create a new email template to send to a number of people. I can upload the image which I want to include in the email How do I embed a hyperlink into the image please Thanks Mike

I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o read more

Greetings community, I am new to HubSpot and am building my contact list by hand using the "Create Contacts" feature. As I manually enter contact info and select "Create and Add Another"... I see the numver of records increase by one... confirmi read more

Is there a way in HubSpot's meeting tool to allow a person to send a meeting request first, which we can review and approve, so that the meeting gets scheduled on our HubSpot calendar only after we confirm it?

Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag read more

Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f read more

Hi, I've hit a roadblock and need some help! I’d like to create a pipeline that showcases multiple years' values for a deal, along with the total value. Here’s an example: We have Company X in our initial pipeline (Prospect Pipeline), and i read more

I'd like to to create a Meeting in Zoom when Meeting is created via Hubspot Meetings? Is this possible? I've looked at the Zoom app & workflows but cannot see any option. All I can do is insert a Zoom Meeting link into the Hubspot event. Reas read more

We have our VARs setup as custom objects. Their customers are then associated as contacts labeled "Customers" Their billing department is associated as contacts labeled "Billing Contact" When they submit an order through an online form a dea read more

Hi, As we use Sales and Marketing Hub Pro so cannot lock the property so that only few of the teammates can access the property. So i want to build an automation where it will send me email notification if any of the users updates or changes few read more