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.
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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
Hello fellow HubSpot enthusiasts! I thought it would be great to kick off some discussions on how we can make the most out of HubSpot's CRM features. Whether you're using it for sales, marketing, or customer service, there are always new tricks a read more
Map out your CRM, Marketing, sales and service journeys, on paper/whiteboarding tools. Don't think of HubSpot at all. Work with the teams leaderships...read more
Hi all, I created a rollup property for MRR as we have certain products that are not considered recurring and I couldn't use the standard MRR property. The property seems to be working well on new deals - when I add a line item it makes the calc read more
@TShemesh8 I'm not seeing an obvious mistake in how this is set up or tested - I think the fastest way to resolve this would be for you to reach ou...read more
Some of my SDRs are questioning why other SDRs can see the information of their contacts, just as they can see the information of another owner's contacts. I would like to understand the pros and cons of keeping the view limited to the contact owne read more
Hi @Guts ,
The main reason why you would want to be cautious about limiting visibility for contact info comes down to coverage. If an SDR is...read more
I am looking for inspiration on how to best setup my Hubsspot CRM for my self storage business. All leads come in through our webflow/website form submissions. They will then be called by us straight after and contracts are sent for them to revi read more
@JNielsen9 if you have Starter suite my recommendation would be quite different than if you have the free plan, since both are tagged I'm unsure wh...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 re read more
Hey @Hildegaard
so this is a very good (and frequent question)
In general the best suggestion is to deactivate the user as soon as it leave th...read more
Hello, Now that HubSpot offers the option to export the duplicates in Excel file. What can you do with it? I mean how can I merge those in Excel and then put those back in HubSpot and merge them?
Hi @NKolev ,
No, that's unfortunately not possible. Contacts cannot be merged through import. At this point, the Excel export is really just a...read more
Whilst analyzing data, we have realised that we have a lot of active customers with whom we have established no contact (from sales perspective). We want to focus on establishing contact, nurturing relationship and farming for opportunities. I read more
Hey @SBanthia
so this is a great question.
You have a lot of features that can support the nurturing, activation and upskalling process in Hub...read more
I am working with a team that doesnt have the technical abilities to use hubspot, nor do we really want them to. We do, however, want to set up a calendar for each of our employees. Is there a way to get calendars for 100 individuals without paying read more
Hey @bernstar
so even free users get to have a meetings link (at least until today)
Here is more info
https://knowledge.hubspot.com/integra...read more
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H read more
Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone read more
@Susanne12 in that case, yes, you'll have to work with custom properties but I would advise against it for a few reasons:
These preferences wil...read more
Hi dear Community,
We were collecting use cases for CRM customization in this Community article last week. Thank you to all who contributed by sharing examples or upvoting comments. 🙏 This way, we learn together and uncover the full poten read more
Aww that's nice 🙂
This feature can definitely benefit from as much attention and examples as possible. It's an amazing new frontier for Hub...read more
Hi everyone, My company and I are working on deploying Hubspot as our CRM, and we were able to implement most of our needs and use cases, but there is one left for which I couldn't figure out any satisfying solution. The question is as follows: read more
you're welcome @MLeBourgeois , happy to help.
Deal tags are based on filters and can't be used manually, so you would need to create the custo...read more