CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hello guys 🤗 Not to interrupt you, but I know you're quite engulfed trying to work things out. As your HubSpot helper, I just want to share a few expert suggestions that might help you with you - they help me and my team at least. As you move ahead with your operations and processes this week: Use notes to keep all the important details and information of the project handy and easily accessible to all team members who need them. Crea ...read more
    • One thing that is often touted by dedicated customer success platforms that seems less common in the HubSpot community is pulling product usage data (or any other data from an external system) into the CRM for reporting and/or driving behavior based actions. So I thought I'd walkthrough how we set this up for ourselves at Arrows.to. We wrote an in-depth guide for using HubSpot for onboarding and CS here. 👀 What we’ll cover: Which ...read more
    • Hey HS community! I'm struggling to create a report and was wondering if anyone has attempted to do something similar. I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperson on the team. Is there a way to create report with a total value of deals that are under ownership of a Salesperson X that are due to close each month, and then it would be displayed with a grap ...read more
    • Hello, I am trying to build a report showing how many sales activities it requires before we gain a new SQL. I tried creating a report based on this post but it does not work as I would like it to. It shows only some of the sales activities, for example on April it shows 7 instead of around 300-400 I made. I would like the report to show me on the X-axis the number of new SQLs each month and on the Y-axis the total number of sales acti ...read more
    • Earlier this year HubSpot introduced a payments tool focused on helping you grow your eCommerce presence from within your CRM. Since then, the product team has been working behind the scenes to enhance this tool with new features and integrations, which were released this month. I know understanding how to fold new tools into your business can be daunting if you don’t know where to start. To help you excel with HubSpot payments, I’ll be ...read more

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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
6 upvotes
32 Replies
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
Henrii on August 18, 2022
We've had Hubspot monitor our incoming mails from Gmail for quite some time. Now were switching over to Hubspot as our email client and crm. I need a way to mark all these unassigned messages as closed so we can start from a clean table. Marking 100 read more
JBookspan on August 18, 2022
Is it possible to pull a report of say "average sales activities or calls prior to close dates"?
0 upvote
1 Reply
Hall of Famer | Partner
August 18, 2022
Hi @JBookspan , The answer is yes...-ish. I answered a very similar thread here recently: https://community.hubspot.com/t5/Dashboards-Reporti...read more
CLetrange on August 18, 2022
I try to list my clients alphabetically by their first name (truly a very very basic thing for any CRM, especially when you try to upgrade) but changing properties in the dropdown menu Action does not work. Contacts look messy. I can't find them qui read more
0 upvote
1 Reply
Top Contributor | Elite Partner
August 18, 2022
Hi @CLetrange , by double clicking on the colomn name. See below.    
RvH on August 18, 2022
Hey, I chatted with Hubspot support who directed me to post the issue we currently face here. On the BETA "Assign Users & Teams" we want to customize the level of access users and teams has to a property, but once we select the chec read more
0 upvote
0 Reply
GRana on August 18, 2022
I have been importing contacts with an excel file with complete details like Name, Email, Phone number etc, and these properties are mapping correctly with Green mark. But once contact imported .. email address associated with those contact are no read more
0 upvote
1 Reply
Hall of Famer | Partner
August 18, 2022
Hi @GRana , Just to confirm I understand your issue correctly: You have an import file that includes an Email column – but when you complete...read more
DExpo on August 18, 2022
I use Gmail as an email client with company email routed into a private Gmail address. I tried using the Hubspot add-on to start logging emails but I want to stop my private emails from being logged, or even forwarded to Hubspot through BCC. I t read more
0 upvote
1 Reply
Hall of Famer | Partner
August 18, 2022
Hi @DExpo , The issue here is that you're routing company emails into a private Gmail address. (On a side-note, are you sure this is compliant...read more