Basically we would like to customise things like the privacy policy text (increase paragraph line spacing, colour of the link etc.) Is there any way to do this? If so, how would i do this.

Any help would be muchly appreciated!

https://preview.redd.it/10cuehvvca4e1.png?width=420&format=png&auto=webp&s=d28a778bf2f58030471b2dad25b71621da85d53b

Anyone using an integration or workflow to push deal stages in Hubspot to spreadsheets or other platforms to run “what if” capacity forecasts?

Idea is that I’d sync the Hubspot deal stage but generate a range of staffing scenarios. Default would be the Hubspot stage but I’d want to be able to run 100% award vs various other probabilities to help the operations team forecast future staffing needs.

Goal is to get ahead of recruiting and HR needs to predict/project future needs and scenarios.

Less reactive and more proactive.

Any existing integrations or tech out there other than spreadsheets?

Hi all! I work in an industry where we are paid revenue as a lump sum every month. To accompany this payment, we receive a spreadsheet that has a line item for each payment that makes up the lump sum. This can contain thousands of lines, and has columns for Payer Name, Policy Number attached the to payment, Payment Amount, Payment Date etc.

Is it possible to import this data so that each contact in HubSpot shows their full historical payment record linked by policy number or name? I’m happy to do matching outside of HubSpot so that the import sheet has a column with say HubSpot Id. It’s just important that we can view each payment that is linked to a contact?

Thanks in advance!

We have 2 Hubspot instances. Our main one, and one from a company we bought. Is there an automated way to send an email from the acquired instance and if someone responds to that email add them to the main instance?

The acquired instance has about 100k contacts so I don’t want to import them all into the main one unless they show interest.

Open to other ideas of how to use these as well.

Wanting to add a Vanity 800# for our business. App needs to integrate seamlessly with Hubspot.

Have been browsing the apps in HS Marketplace and there are a lot of mixed reviews on all the phone apps.

Needs to integrate with HS, open Contact with incoming call, allow to take notes etc as HS is intended, set business hours, and ring to my cell phone as well laptop. Need Canada calling only.

Not looking to get roped into a 2 yr contract, until I find an app that works as intended.

Really appreciate any advice!

We are launching a new product and want to collect email addresses from anyone who wants to be notified of the launch.

We have a lot of customers which will be curious about this and will sign up. Their lifecycle stage is currently Customer. Upon testing a newsletter sign up form, it looks like the Customer lifecycle stage will update to the new lifecycle stage I've created for this campaign.

I feel I am not doing this correctly. How can I avoid the Customer stage ever being overwritten? We do not have workflows enabled.

Hi Team,

I'm researching how different companies handle their knowledge base updates. With features being released so frequently nowadays, I'm curious:

• How do you track documentation updates?
• What's your process for keeping KB in sync with releases?
• Any tools or workflows you recommend?

Looking for insights from companies of all sizes. Share what works (or doesn't work) for your team!

So my company has just onboarded a new real estate client and they are using (New Hubspot Update) Listings as an Object.

Now I need to associate this listing object, to a contact in a workflow based on matching properties.

I have already figured this step out, but can only see Associations for Contact, Company, Deal, Tickets, and Custom Objects.

Any solutions or suggestions ?

We just paid for the CRM and Sales Module with the guided training. I need a person to come to San Francisco in December for a training day. I looked through the directory but didn't find someone. Any ideas? Seems like SF of all cities would have a bunch of options. Any info would be ho helpful!

Which ones are you using and would recommend? Gong, Chorus and the likes in the market but any affordable alternatives?

I’m really interested in getting started with HubSpot’s Starter plan, it seems affordable and offers a lot for $15/month. However, I noticed the huge jump to $800/month for Professional if I ever need to upgrade (not including the joining fee).

I’m trying to figure out the main limitations of Starter that push people to upgrade. Or are there other major features in Professional that Starter users typically end up needing? Thanks.

Many of my targets/prospects have websites that have employee directories and contacts easily found on their website. I spend much of my day manually creating new contacts in Hubspot from the information I find on their website directory. I've tried a plugin named Hunter.io, but this doesn't work, nor do what I want.

It would be great if when i'm on a webpage, I could use a plugin to extract the contact details and associate them with an existing company in Hubspot.

Does this exist? Thanks!

A customer recently said they were quoted at 26,000 a year for HubSpot… I feel like that is way too high if you want the most bare bones of what HubSpot has to offer.

I remember a few years ago when HubSpot was a bit smaller (had way less capabilities) and it seemed like it didn’t cost that much for the startup I was working at.

I’ve worked at startups and massive corporations that have used HubSpot, so I know just HOW expensive it could get, but surely HubSpot doesn’t charge a minimum of 26,000 a year, right?

Hi all

Has anyone got it to work so you can click a number in hubspot to dial and it opens Teams and calls it ?

I click dial and it takes me to intergrations that aren't teams ( I have intergratated with teams but that seems to be more call logging )

I have tried some 3rd party click to dial extensions but none work

Hi there,

I’m not very familiar with HubSpot and need help with an issue involving our Salesforce<>HubSpot integration. We have a defined MQL criteria that, when met, automatically adds the lead into Salesforce for the Sales team to engage with.

This works well in most cases, but there’s a problem when someone from an existing customer account completes activities on our website that qualify them as an MQL and gets added to Salesforce as a new lead, and when Sales reaches out, they sometimes get responses like, "Hey, we’re already your customer!" 😅 This is problematic as it impacts our credibility.

At the same time, in our business, it’s common for people from existing partner accounts to explore cross-products, and we don’t want to miss those opportunities.

I’m looking for a solution that can determine whether an MQL should:

1. Be treated as a LEAD (for cross-product inquiries).
2. Be added as a CONTACT to an existing customer account.

This feels like a common challenge. Is there a way to handle this effectively? Any suggestions or guidance would be greatly appreciated!

Is there any FAQ for dummies on how to move all social media to Hubspot? We are canceling other CRM soon

Hey everyone,

I’ve been working on setting up a more seamless workflow between our customer support team, marketing, and sales, and I wanted to ask if anyone here has tried using HubSpot for customer support workflows.

I’m currently using Warpleads to export unlimited/ leads, and I’ve been able to use their technological filter to narrow down to the best prospects for outreach. But, when I need bulk leads, I also use their unlimited export feature, which makes it easy to grab large amounts of leads to feed into HubSpot’s CRM.

Now, the challenge has been aligning the support team’s workflow with the marketing and sales teams. Here’s what I’ve done so far:

1. Ticket System Integration: We’ve set up HubSpot to automatically create support tickets from emails and form submissions. These tickets are then routed to the support team based on the issue type, but I’ve also made sure that any contact who’s raised a ticket is added to a relevant marketing workflow.
2. Lead Nurturing After Support: Once a support ticket is closed, I’ve set up an automatic workflow in HubSpot that sends a follow-up email asking for feedback on the service. From there, we use that info to qualify whether they’re a good lead for our sales team.
3. Segmenting Based on Support Needs: One thing I’ve noticed that works really well is segmenting leads based on the support issues they’ve raised. For example, if a customer is constantly inquiring about a certain feature, we can tailor the next steps in marketing and sales to offer solutions for those specific pain points.

The trick has been making sure the teams aren’t working in silos. By syncing HubSpot’s CRM with both our customer support and marketing workflows, we’ve been able to nurture leads who are already somewhat engaged with the brand through support interactions.

Has anyone else had experience using HubSpot for customer support workflows? How do you integrate support with marketing and sales?

Kindly suggest an email template which would be most suitable for promoting podcasts.

Also are there ways to automate the email and connect it to when a new episode goes live on Spotify?

I am struggling to find the correct flow for how to execute this. For a meeting that is not scheduled, it is very easy -> navigate to company, log a meeting.

However, for a scheduled meeting, what is the correct flow for marking the meeting as completed, AND taking notes of what occurred in the meeting. I can find locations to mark it as completed (IE: prospecting page) and from there I can "comment" on the meeting, but not take NOTES on what occurred in the meeting. I feel like I must be missing the correct flow for reviewing, completing, and taking notes on meetings that are scheduled in advance.

Any advice?

For those who have gone through HubSpot’s onboarding (specifically for the customer platform), I wanted to see your feedback on the experience. How long did it personally take your company? Do you feel the cost was too high? I appreciate any/all feedback, thank you in advance!

dashboard in question: https://www.youtube.com/watch?v=mbH-yDfhKr0

Trying to access this dashboard on the free trial right now, seems like I need to use one of the paid ones? I looked it up and I need Sales Hub Professional. Can anyone confirm?

https://preview.redd.it/kld80kke833e1.png?width=842&format=png&auto=webp&s=931cb39c33db8b80d63591d6cfe22290cdf0d999

Hi everyone! I'm working on creating a custom report in HubSpot to track contacts who interacted with our blog post through email and then visited additional pages on our website (like follow-up pages). I'm looking to understand the best way to track this behavior. Specifically, I want to see how contacts engage with pages after reading our blog post. How did you go about setting up a report like this in HubSpot? Can you provide step by step on how to do this on hubspot?

I've been cloning and editing (at least trying to) some emails this morning but when I head back to the main email dashboard they disappear. I've tried looking through different folders and searching the name of said emails and they just aren't there. Is this happening to anyone else?

Need platform to:

• Track revenue/costs by channel (affiliate, organic, direct, email)
• Monitor campaign ROI
• Sales performance & commissions
• Customer LTV
• Integrate: Shopify & QuickBooks
• Clear revenue attribution

Current: Excel + ActiveCampaign + WooCommerce (moving to Shopify) + QuickBooks

Evaluating HubSpot/Zoho. Better alternatives? Experience? Ease of implementation? Limitations?

Budget-conscious. Core features priority.

Thoughts?

Need platform to:

• Track revenue/costs by channel (affiliate, organic, direct, email)
• Monitor campaign ROI
• Sales performance & commissions
• Customer LTV
• Integrate: Shopify & QuickBooks
• Clear revenue attribution

Current: Excel + ActiveCampaign + WooCommerce (moving to Shopify) + QuickBooks

Evaluating HubSpot/Zoho. Better alternatives? Experience? Ease of implementation? Limitations?

Budget-conscious. Core features priority.

Thoughts?

Question is fairly to the point.

Worked for a marketing agency from 16 to 18 that utilized Hubspot. I got certified in Hubspot afterwards just for the sake of doing so, even though it didnt really offer more than I already knew.

Nonetheless, Im interviewing for a role that utilizes hubspot tomorrow and was curious about this. I know Google Analytics went from UA to GA4, so Im not oblivious to that but-Im curious.

Is it better to be tracking your analytics data and what not INTO hubspot....or is it better to have your hubspot data and what not going INTO Google Analytics and creating the dashboards/metrics/reports from that?

Can anyone kind of answer this possibly?

Hi everyone,

I’m working on a WordPress website and have integrated a HubSpot form for collecting emails. However, whenever I add the form to the page, it always aligns to the left instead of being centered (screenshot attached).

https://preview.redd.it/lpa7rx9sql2e1.png?width=1220&format=png&auto=webp&s=04006fc3a1e15f3453beadf2cb908dc69739c05a

I’ve tried adjusting the alignment settings and playing around with some CSS, but nothing seems to work. I’d really appreciate it if someone could guide me on how to make the form align to the center of the page.

Here’s what I’ve tried so far:

• Adding <div> tags with text-align: center; around the form.
• Using HubSpot’s built-in styling options.
• Checking my theme's custom CSS.

If anyone has experience with this, I’d love to hear how you fixed it! Thanks in advance for any tips or suggestions.