CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • I created a multiple checkboxes field, where we're allowing folks to select any of the events for the day. The logic works for the options individually. But when "Free Skate" and "VIP Dinner + Game" are selected, neither option shows up. Is there more logic I need to add to the form? A setting I need to turn on? Or is this not possible? Thanks! ...read more
    • I have Sales Hub Starter, and have a dev environment, where I of course have access to Enterprise features. However, I want to help answer questions and do demo test setups for (potential) clients, who for example are on Sales Hub Pro. How do I set up an environment that mimics the limitations and possibilities of - in this case - Sales Hub Pro, in order to provide valid solutions? Thanks in advance! ...read more
    • I want to list all the Contacts we have for Companies we are in a particular Deal Stage with, even if those Contacts are not associated with the Deal , and the Contacts need to adhere to a specific criteria, ie Newsletter = Yes. I tried the Lists option for Contacts. I can extract Contacts that are associated to a Deal, but that is not enough. I need to list all the Contacts we have for Companies in a specific Deal stage and then further fi ...read more
    • Hello, I use Hubspot (to register interactions with leads and clients), Ringover (virtual phone number to call back leads and clients) and Calendly (for leads to book a call from website) I want t o ensure hubspot contact unicity via the phone number (and not via the domain or email as it is set by default) This way I can make sure that when a sync is done and contacts' activity is imported from ringover and calendly to hubspot, dupli ...read more
    • Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capture this and how to report the data. Basically we are launching a new commission plan for the sales where we track certain revenue KPIs on company level. And if sales think company X should be include ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
16 upvotes
0 Reply
SGallagher5 on February 07, 2025
Hi, I am trying to trigger a workflow that will fire when an email is received but only from a contact that has an assoicated deal. Is this possible? Thanks
0 upvote
6 Replies
Member
February 07, 2025
got it thanks. SO this should work:
SepFG on February 07, 2025
Hi guys, I am setting up my CRM and I have three different email inboxes that I want to link to my Hubspot. These three inboxes use the email service of my domain and are therefore not linked to an Outlook/Google workspace. In the inboxes ta read more
0 upvote
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MOvs on February 07, 2025
Hello Is it possible somehow to display the tickets associated with the Company or Contact at the Deal card. I see that it is possible to create a new association Deal-Ticket but I don't want to do like this, because in fact the exact ticket can n read more
Member
February 07, 2025
Hey, there must be a direct link between the ticket and the deal so that the ticket can be displayed in the deal. The only alternative I can think o...read more
ISmolin on February 07, 2025
Hi, colleagues, Do we have the option to customize the standard view like with dashboards in the ex Prospecting—new Sales workspace—leads view, or only prebuilt views can be used? Thanks.
Hall of Famer | Partner
February 07, 2025
Hi @ISmolin , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.co...read more
BeamMagic on February 07, 2025
I am emailing customers via a sequence. However, I have issues with email addresses in HubSpot being incorrect by a character or two. I can typically address this once noticed, but want to re-enter the customer into the sequence that bounced wit read more
Hall of Famer | Partner
February 07, 2025
Hi @BeamMagic , HubSpot should unenrolled contacts automatically from the sequence when they bounce: https://knowledge.hubspot.com/sequences/...read more
radesaRDS on February 07, 2025
Hello, since I've connected my email , Hubspot is only able to send emails from this address however, the Inbox Automation feature is not working. The feature shows turned on (green) with the slider, and I've tried to reset it a few times with read more
0 upvote
1 Reply
Participant
February 07, 2025
Hi @radesaRDS , This happens sometimes. Just check these things, hope it helps you: First, check if IMAP is fully enabled in your privateemail...read more