CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbound enquiries. Instead of removing an email from the shared inbox for a particular staff member to manage in their own emails, we instead reply "on behalf of" shared inbox, so our own signature is bel ...read more
    • We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who have signed up for a trial in the last 30 days (I have this data) Contacts WITH a free email address (I have filters for this) Contacts WITHOUT a free email address (i.e., more likely to be good le ...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 replacement, but what about the closed stuff, specifically deals? Transferring closed deals, lost or/and won, affect the one who receives it and ruins their performance / history. I can deactivite t ...read more
    • Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain products from being considered recurring? Thanks, Tom ...read more
    • Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willing to share best practices on how to set up your platform for real estate aquisitions . The main thing I'm looking for guidance on is essentially around how to best set up our platform. For cont ...read more

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MiaSrebrnjak on January 31, 2024
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. read more
Member
March 25, 2024
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
124 Replies
Member
March 27, 2024
Hey Everyone. I am excited to get started with Hubspot. I am currently the SR Account Manager for a commercial pool management company. Using the sal...read more
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
12 Replies
Member
March 04, 2024
thanks for sharing us one of the best information like
APeddar on March 28, 2024
Hi - In Salesforce you could receive notifications when deals moved between stages. I don't see how to do that in HS. Can anyone help?? Thank you!!!
TannerKnight on March 28, 2024
I recently stumbled onto something that might help other people experiencing this. My team was experiencing issues creating deals in the mobile app. We discovered that if you leave the Deal Probability blank, the deal would be created, but if you en read more
KLallemont on March 28, 2024
We use the Ring Central for hubspot integration and I have user getting this error message when they try to call out of Hubspot. He is the only one getting the error and he is hovering over the number and clicking the phone icon. We had a lot of is read more
0 upvote
0 Reply
DCrinnion on March 28, 2024
Hi All, I have set up a workflow that sets the Contact status of a Record to Approached when an Email is Sent/ Call is completed. However it seems as though after sending an Email through my Sales Extension in Gmail it did not trigger my workflo read more
Participant
March 28, 2024
Hey Frank, Not that I am aware of, when a set a trigger its just the trigger type when an event occurs, and I do have a SalesPro seat. Is this n...read more
LMinck on March 28, 2024
Hi, Apparantly the image tool slider is for free. But when I'm working on a landingspage, I don't get the possible to select the slider image. How can I use it? Laura
ramiren on March 28, 2024
Hello Hubspot Community! We are experiencing a unique challenge with our CRM contact property/segmentation strategy and are seeking advice on best practices for managing multilingual contact properties. Our company publishes web content in read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 28, 2024
Hi @ramiren , I would use a multi-checkbox property to track the language of their form submissions, so you have insight into all of the lang...read more