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
ahamaton on March 29, 2024
If I use the 'add additional' email addresses function in the contact form and use the outlook integration plugin to synchronise with my outlook address book, should the additional email show in outlook because I can only see the main addresses?
BPB on March 29, 2024
Hi, Anyone using make.com and hubspot for contracts? I want the customer to receive a contract as soon as i add him as a company. I am interested to create a final part in a flow that i already have. So in this moment i have: - creating a client i read more
0 upvote
1 Reply
Participant
March 29, 2024
Hi @BPB Nice to meet you! I know you want to create this workflow in Make, but if you're willing to look at other options we have a documen...read more
NoeCamatte on March 29, 2024
Hi Hubspot Community, I met an issue when I try to delete one or few lifecycle stage. I deativated all automation but when I click on the lifecycle stages I want to delete, it's written that it is still used in 1 asset : Create a lead based on read more
Member
March 29, 2024
2 captures about my issues :
RBOKOBZA on March 29, 2024
Hey It would be great to have an interface where you can assign meetings to other collaborators without needing to go through a third-party application. To continue in this direction, when it is done we should have the choice of assigning on read more
0 upvote
0 Reply
TRaymondRoto on March 29, 2024
Hello all, We are currently implementing HubSpot and am having difficulity with regards to email configuration and setup. Our company operates two different websites and therefore two different domains. We have two business units in our account read more
NRatandhayara on March 29, 2024
Hi Folks, We are using HS for multiple functions of the company i.e Marketing, Sales & CRM, though we finding challenge on automated follow up emails. As we send emails to Sales deal funnel contacts, it move the contact to marketing contact read more
Hall of Famer | Partner
March 29, 2024
Hi @NRatandhayara , Automated emails from deals require Marketing Hub Professional, there's unfortunately no way around that if you want to se...read more