Calendly does this and we just transfer all our forms to hubspot

Can anyone share tips on how to increase the chances of leads being assigned to them through round robin? Will it help if I tweak my Google calendar settings (which is integrated to HS) and change my office hours from let’s say 9AM-5PM and open it to 12AM-11PM?

Edit: spelling

Is it because the customer service professional plan is to expensive?

Is it because they don't have the knowledge base to feed it?

Is it because it's too fresh for people to have taken notice? I guess it is only a month old.

Any other ideas? I'd really like to know as I've built something that relates to the second question.

Hey everyone,

I have a question around deals management.

We currently create deals when people book a sales call.

I realized that we are having 2 types of deals that become unqualified following this call:- Unqualified because not the type of customers we serve (for example, if we sell to airlines and a restaurant came on the call)
- Unqualified because they don't have the budget or anything else

So basically it's customer fit vs. no fit unqualification.

How would you treat these 2 types of unqualified deals?
- Not a customer type we serve
- A customer type we serve but doesn't meet other criteria (insufficient need, lacking authority, etc).

Should I simply delete the deals in the first category and put into not qualified the deals in the second category?

Hi all. For full transparency I work here: https://www.suitefiles.com which is a document centric digital workspace for accounting and other professional services firms. Think doc management, email management, esigning, client portals etc.

I am 1000000% not trying to sell anything, but what I am looking for is to talk to some people who are using HubSpot in their practice. We are currently building our integration with HubSpot and we want to make sure we do it right.

I promise you won't be sold to or put on a mailing list! Also happy to shout an Uber Eats lunch voucher or something for your time.

Hubspot is beta testing the "buyer intent" feature in the marketing drop down menu....

I know they aquired clearbit last year and they are now repackaging it into this. Any experience with it yet? Thouthts?

HI HubSpot Community

We have a webshop where visitors can book tickets, and the contact and ticket information syncs back to HubSpot. We have developed a custom integration (API) to directly capture this information in HubSpot.

One challenge we are facing is that we promote the webshop through various channels (Paid Search, Social Media, Email, etc.). To capture this data, we have installed the HubSpot Tracking Code and are using tracking URLs to capture UTM parameters on the webshop to track traffic data. To calculate conversion rates for custom objects, we aim to capture UTM parameters on the contact, which is currently posing a challenge.

Additionally, when the integration creates or updates the contact, HubSpot captures the source data as "INTEGRATION" instead of specifying the actual source such as Paid Search or Paid Social.

While I am aware that HubSpot can capture UTM parameters through forms, contacts are being created or updated directly through the integration. Is there a way, aside from coding, to collect and store those UTM parameters on the contact record?

Hey everyone! I’ve created a HubSpot app that connects directly with Discord. There’s a generous free trial and its quite affordable for all the things it does. You can check it out here: conncord.com :)

What it does:

• Send messages to Discord channels via workflows
• Change discord member roles via workflows
• Send/schedule reports to Discord channels/dms
• Import/match your Discord members as contacts in HubSpot (sync their Discord ID, username, email)

I’m a solo developer and worked really hard to make the UX as easy as possible. If your team uses Discord, give it a shot—I think you’ll like it

And of course, if you have any questions or feature requests, I’m all ears!

Hey all!

I’m trying HubSpot for my email marketing, and I could really use some advice from those who’ve been using it. I run a small digital marketing agency, and I’ve heard great things about how HubSpot can help.

Here’s my email setup for context:

• Warpleads for exporting unlimited leads
• Reoon for email verification
• Instantly for sending emails

Our average monthly sales is 28-35 but looking into boosting it more. I’m looking to integrate HubSpot to manage my leads and track engagement better. What features do you love? Any tips for using HubSpot with email outreach?

I’d appreciate any insights you’ve got.

We sometimes have customers cancel with an open ticket, which we want to then close. Using CES were unable to use any other fields as a filter to exclude. Does anyone else have this issue, and what workaround did you use?

We're most likely going to use custom surveys, but wondering if anyone else had a solution.

When you click the dropdown menu, you see it for a split second and the disappears. It is custom coded so hubspot cannot assist. I need this fixed asao. Please inbox me, you will only be able to access through google Remote Desktop due to limited IP set up.

Hi - does anyone know if you can send an email that contains a json file into a HubSpot inbox and have HubSpot parse the json, strip out the context and customer account, and then create subsequent help desk ticket?

I'm new to Hubspot, need to create a workflow based on someone else's workflow which did not work. Where do I start...lol. I'm a dba, but very new to HubSpot and it's pretty overwhelming with all the elements and options. Help!

I'd like to set up a workflow that automatically triggers whenever a contact is associated with a company (either for the first time or reassociated with a new company). Currently, I can see the Last Associated Company Update field, but there doesn't seem to be a way to use this field as a workflow trigger.

I have a question and want to see if anyone has insights or experience related to (customized) reporting in HubSpot.

So currently I'm able to build reports for deals that are closed won. I can also pull in custom properties such as contract start and end date. What I want to know is, is there a way I can reflect the value of a deal across multiple years?

For example, if I have a contract from 11/1/24 - 6/1/25, I want to be able to display in the report that the FY 24 Revenue/Impact will be X amount and then display in a different column that the FY 25 impact will be Y amount. This is most helpful in instances where the client isn't paying the full amount upfront.

Thank you!

Hey everyone,

I've created a 2.0 of the Autosave Chrome Extension for Hubspot. (If you're not yet familiar with the extension, here's a link to it: Chrome Web Store – it's freemium).

Now to what's new: you can now configure delays in auto-saving. Additionally, you can configure a separate delay for auto-saving in text boxes. This gives you enough time to type what you want without auto-saving interrupting your workflow. Further, the extension has also become more robust and less resource-consuming. Like always, your Hubspot data never is sent to our servers.

The extension is free for most users, but we're hoping heavy users support us a bit financially to sustain the extension.

Please let me know if you have more feedback or feature requests!

Hi! I am looking for ways to send data from HubSpot to Microsoft Fabric Warehouse/Synapse Warehouse. I am specifically interested in how can I make a connection between the two. I have been looking at third party lowcode enviroments like skyvia etc but havent found any solution.

I am quite new at all this and would appreciate any guidance on setting up the integration.

Basically I want to track companies we sell items to that are serialized, so I want to be able to see what items and their serial numbers are of everything they have purchased. We also service the items and I want to be able to see all tickets opened and closed with them.

Is hubspot able to do this?

Hi, We recently transitioned our landing pages to HubSpot and are in the process of setting up Google Tag Manager (GTM) on these pages. Previously, we used custom landing pages built outside of HubSpot, where we tracked conversions as any click on the submit button on our forms.

However, now that we’re in HubSpot, the submit button is clickable even when the form isn’t fully populated, We’re considering adding a thank-you page to serve as a confirmation of successful form submission and using views of this page as our conversion metric.

Does anyone have experience with this setup or advice on the best way to track conversions accurately with GTM? Any insights would be appreciated!

Any Leads Object Expert that could help explain these to me...

I feel like the leads Object is a glass window at a fancy restaurant.. sure you can smell it on the street, and look at it all... but can't quite get in to enjoy..

1. Embedded Contact card is not editable "About this Contact"

We have other questions to ask, so now have to jump between screens.. also the whole lead object basically replaces the lead status field... we have ditched this field, but it's now on the card, along with basic information... but not all we collect from new leads.

2. All leads come in the same pipeline, no way to adjust this or change the pipeline (we have multiple pipelines for lead types)

product types, and services with various business units need custom pipelines...they have the drop down to select.. but only 1 option and no edit

3. Associations Card

all possible associations are listed cluttering the view, and not able to edit it.

4. The UI

it feels kind of like hubspot.. but not.. theres a visual awkwardness.. not exactly sure why. The setup is also odd.. some of the wording on the backend don't make sense to a use case.

I hope I have had an oversight for some of these... but it doesn't seem straight forward to setup like the other objects.

Hi, anyone uses HubSpot Tickets for Shopify customer service? For example, a customer wants to refund an order. How could we directly create a HubSpot ticket with the customer information and order id? Thanks!

Hi, I’d like to track a HubSpot form submission, but the form isn’t embedded on our website.

Instead, it directs users to an external HubSpot URL https://meetings.hubspot.com/nameofperson).

Is there a way to track form submissions made through this link?

We have a large complex website hosted on Squarespace, migrating it to hubspot is NOT an option at this time.

We are in the process of setting up our hubspot account and will be using some of the hubspot content components. I have added our tracker, domain DNS and all other required settings and things are working. Right now for the 6 main content pieces we are at 404 pages which is fine.. but planning ahead here.

What is the best way to emulate as close to possible our look and style of our Squarespace site to hubspot.. any tools or available strategies, or is a custom coded CSS the only option?

When we first moved to HubSpot over a year ago from Salesforce, the support team wanted a pipeline for our different teams. After learning more about HubSpot in general, it doesn't seem like this necessarily makes sense for us anymore. Just curious what other teams out there are doing for their pipelines and how they break things down.

I’m working for a sports team in middle America and I’m very much confused with their process. Because we are in sports our product is tickets, but we compete most sales in SeatGeek’s CRM. I’m used to using Accounts, Opportunities, Leads and Contacts, but they seem to have everything set up on the contact and have told me other teams do the same. However, other teams didn’t just invest into Kore and hire someone (me) to run Business Intelligence. Does anyone have any ideas on the best way to track ticket sales in HubSpot?

Hello, I posted a few days ago about some issues we're having with our email deliverability in HubSpot. Really thankful to everyone who commented, we're looking into everything that was suggested.

Just to speed up the process as we're on a deadline, is there anyone who specializes in HubSpot email marketing (or email marketing in general) who would be open to taking a look at our HubSpot set-up and email marketing to provide more concrete suggestions this week?

In our sales org, we have 5 sales reps that are assigned a revenue goal for the year. We want to use the GOALS tracking but we don't want every rep seeing other rep's goals. Is there a way to make goals only visible to Sales Managers and the individual rep? Googling didn't field any decent walkthroughs or answers.

Thank you!

I'm struggling mentally trying to understand what feels like a simple report (and honestly, simple properties assigned to Deals).

I am trying to create a report that can measure the revenue sold by product and have a report that shows how close we are to this revenue goal for this product.

I've been told that Deals don't have a property for product (I'm aware we can create this property but haven't been told we should) and that instead, each product is categorized as an Item Line. I've also been told that I cannot set a goal for revenue by Item Line. So if this is the case, HubSpot is unable to create a report that would show the revenue for individual products sold... and the ability to then set a goal for this product because the products are only categorized with Line Items.

Am I being misled on what properties should be set up for Deals? Is it really the case that I can't set up a Deal so it can show what product was sold unless it's in a Line Item?

Help! It's driving me crazy. I feel like I have to re-auth into the Chrome extension every day or two. I only seem to notice that the extension has logged me out after I've sent an email I really want to track.

Is anyone else experiencing this? Solutions?

Thanks.

I am a HubSpot superadmin and I'm working to integrate Calendly for a newly acquired team that I've brought into HubSpot. I don't have a Calendly account but the new team's manager does.

How do I go about inetrgating Calendly? I'm a bit confused if I should work with each rep 1-on-1 to do it. But they don't have Calendly admin access. Or if I should go through their manager to do it (he has admin access).

But none of them have HubSpot admin access (I did give them the appropriate permissions to install an app via marketplace but it still prompts them to "request to install").

Overall, I'm just confused on which direction Im supposed to go in: HubSpot to Calendly or vice-vera? Any help is appreciated. Thank you.