HubSpot FAQ & Knowledge Base

HubSpot is a comprehensive platform that combines CRM, marketing, sales, and customer service tools. Our company uses HubSpot to streamline our customer interactions, manage marketing campaigns, track sales pipelines, and provide efficient customer support.

You can access our HubSpot portal by visiting My Accounts and logging in with your assigned credentials.

This could be due to several reasons, including incorrect email addresses, emails landing in spam folders, or low engagement rates. Ensure your contact lists are clean, segment your audience, and focus on creating engaging content with clear calls to action. CRMotive also recommend checking Improve email deliverability.

To create a new landing page, navigate to Content > Landing Pages in your HubSpot portal. Click "Create landing page" and follow the prompts. For a detailed step-by-step guide, please refer to Create and customize pages.

Yes, it includes email marketing with drag-and-drop builders, automation, personalization, and performance tracking. For a detailed step-by-step guide, please refer to Create and send marketing emails.

Workflows automate your business processes by automatically enrolling records based on enrollment criteria, then taking action on those records. For example, you can enroll all contacts who submit a specific form, then automatically send them a marketing email and assign them to a sales rep. Common workflow actions include email sequences, lead scoring, property updates, and task creation.

Using lists (Active or Static), based on contact properties, behaviors, form submissions, etc. For a detailed step-by-step guide, please refer to Create lists.

Several factors could be causing deals to stagnate in your pipeline:

Process Issues: Review your deal stages to ensure they're clearly defined with specific criteria for advancing deals.

Lead Quality: Evaluate your lead qualification process. Poor-quality leads can result in deals that never progress.

Sales Team Support: Your team may need additional training on deal management or closing techniques.

For immediate support, contact our CRMotive experts to schedule a pipeline review session.

Sales Hub includes customizable pipelines where you can create multiple deal stages, set probability percentages for each stage, and track deal progression. You can view deals in list or board view, filter by various criteria, and monitor key metrics like deal velocity and conversion rates.

It's a series of personalized sales emails and tasks sent automatically to nurture prospects. For a detailed step-by-step guide, please refer to Create and edit sequences.

Navigate to Reports > Dashboards to create custom dashboards or use pre-built sales dashboard templates. Click 'Create Dashboard' in the top-right corner. You can add various report types including deal reports, sales activity reports, and team performance metrics.

You can create tickets manually from your tickets index page, contact records, or conversations inbox. Navigate to Service > Help Desk to view and manage all tickets. Learn more about creating and responding to tickets in help desk.

Navigate to Service > Feedback Surveys and click Create survey. Select Customer satisfaction and choose your delivery method (email, web page, or shareable link). Learn more about creating and conducting customer satisfaction surveys.

Live chat is available across all Service Hub tiers. You can customize chat flows, set availability hours, and route conversations to specific team members. Contact our CRMotive experts for assistance with live chat setup and advanced configurations.

CRMotive created CRMatch, a free tool that compares CRM systems based on your specific business needs and requirements. Visit CRMatch to get personalized recommendations with scoring comparisons between different CRM platforms.

Email logging issues usually stem from incomplete email integration setup, browser extension problems, or email client configuration. Check that you're logged into the correct HubSpot account in your browser extension and ensure your email meets HubSpot's logging requirements.

For immediate support, contact our CRMotive experts.

Common workflow issues include incorrect enrollment criteria, contacts not meeting trigger conditions, or delays in processing. Check your workflow history to see if contacts are enrolling, review your enrollment triggers for accuracy, and ensure your contacts have the required property values.

Email deliverability issues can stem from sender reputation, content flagged as spam, or recipient email settings. Ensure your sending domain is authenticated, clean your contact lists regularly, and follow email best practices. Check your email health dashboard for bounces and spam reports.