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CRM & Sales Hub

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Two way sync using a cutsom object
- Is two way sync possible using a custom object with hubspot and salesforce? We are planning to send information from a custom object in salesforce to hubspot and once that info hits hubspot, the user then fills out additional info in hubspot which then hits the custom object in salesforce. ...read more
Type of Contact Filters
- Hi everyone! I would like to filter out a group of contacts which is not of my team's interest. We basically would like to filter out the contacts that have been imported by our Marketing team and has grouped them under 'EDM Mailing List'. I tried to do the Advance Filter however not sure not it works but this group still shows up on my list! Thank you for your advice in advance. ...read more
Tickets are showing negative "Time to close" hours while expprting
- We've encountered in HubSpot concerning the "Time to Close" metric for several tickets assigned to our agents. It appears that some tickets are showing negative hours, indicating that they are being closed before their creation timestamps. This happens while we select multiple agents while extracting reports. ...read more
Connectwise PSA integration with Hubspot error
- I've installed the connectwise PSA integration and synced our companies, contacts, and deals (CW opportunities). One strange thing is that no financial information is carrying over, rendering the whole exercise useless. Examples: - for Connectwise Opportunities with forecasted sales revenue (deals) all the forecast data is effectively ignored. The net result is what we have all our opportunities sitting in hubspot with effectivel ...read more
How do I track meeting outcomes
- I'm seeing alot of posts about how to automatically create a meeting outcome, but I'm looking how to track external meeting outcomes... I have my custom fields set (Meeting: Attended, rescheduled, ghosted etc. etc.) but I can't find a way to track those stats. My team is looking to see how many "no-shows", reschedule and attended meetings for our pipeline ...read more

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

Reply Discussion Announcement

12 upvotes

0 Reply

Ishan5 on October 04, 2024

Adding Transaction data to HubSpot from google Analytics or other Methods

I would like to start capturing revenue generated from digital sources in HubSpot. I also want to ensure that conversion events are set up and trackable in HubSpot for each interaction, so that conversions, as well as any associated revenue, can be read more

Reply Discussion Integrations

0 upvote

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Solved

CLewry on October 04, 2024

Conversion

I am looking at creating a dashboard/report for KPI's based on the following: My deal stage starts as 'Enquiry' progresses through to 'Won' I want to find out what my conversion is from all enquiries I receive to 'Won' - I'm not worried about w read more

Reply Discussion Free

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 04, 2024

Hi @CLewry , You're correct, this type of reporting is not possible in the free CRM. In the free CRM, you're limited to the reports in the rep...read more

LHankin2 on October 04, 2024

Not getting task reminders in my inbox

For some reason, I no longer get reminders in my inbox when a task is due even though I have specified to recieve them and I used to get them but now it suddenly stopped working. My email account is connected to HubSpot as well, nothing has changed. read more

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0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 04, 2024

Hi @LHankin2 , Have you double checked your user notification settings, are task notifications still enabled? https://knowledge.hubspot.com/u...read more

GBrennan on October 03, 2024

Filter

When I click companies and enter the grid views there's a quick filter for things like "Company Owner". Is there a way I can filter other filter types? I want to customize the quick filters. For example can i set up a quick filter for something like read more

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0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 03, 2024

Hi @GBrennan , Yes, there is a beta for this 🙂 https://knowledge.hubspot.com/records/customize-quick-filters You can find betas by ...read more

jdv123 on October 03, 2024

Contacts with missing time zones

Is there a way to mass fix contacts who have missing time zones? I have a client who wants to do localized time sends but like 65% of their database is missing time zones.

Reply Discussion Contacts

1 upvote

2 Replies

jdv123

Participant

October 03, 2024

Ah yes, that makes sense! Thank you @JWingate2 !!

JManning1020 on October 03, 2024

HubSpot to Outlook Not Syncing Properly

I have gone through all of the proper steps and am showing that my Outlook and HubSpot are synced. However, my contacts are not populating into Outlook, and the CSV file that I exported from HubSpot, in an attempt to upload contacts manually, is not read more

Reply Discussion Contacts

1 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

October 03, 2024

Hi @JManning1020 , If you specifically want HubSpot and Outlook contacts to sync, you would have to follow these steps: https://knowledge.hub...read more