# SampleHQ

> Manage Samples. Accelerate Sales.

- [SampleHQ](https://samplehq.io/): Homepage
- [Full content](https://samplehq.io/llms-full.txt): Complete content dump for LLMs

## Posts

- [How to Reduce Back-and-Forth in Sample Fulfillment Workflows](https://samplehq.io/reduce-back-and-forth-sample-fulfillment-workflows.md): In packaging and labeling operations, few things consume more time than unnecessary back-and-forth. A sample request arrives. Fulfillment reviews it. Something is missing. Sales clarifies. A version is incorrect. A
- [Why CRMs Aren’t Built for Sample Tracking (And What’s Missing)](https://samplehq.io/crm-sample-tracking-limitations-revenue-attribution.md): For packaging and labeling suppliers, samples play a central role in moving deals forward. They help buyers evaluate materials, review print quality, test adhesives, validate equipment compatibility, compare finishes, and
- [How SampleHQ Connects Samples to Revenue (And Why It Matters)](https://samplehq.io/samplehq-connects-samples-to-revenue-attribution.md): Samples play a central role in how packaging and labeling suppliers win business. Whether you produce labels, folding cartons, flexible packaging, shrink sleeves, rigid boxes, or specialty printed components, nearly
- [Why We Built SampleHQ: The Problems With Manual Sample Management](https://samplehq.io/sample-management-problems-solution.md): In the packaging and labeling industry, samples are inseparable from the sales process. Whether a supplier produces pressure-sensitive labels, folding cartons, flexible packaging, shrink sleeves, rigid boxes, or custom printed
- [Your Competitor Ships Samples in 3 Days. You Take 2 Weeks. Who Wins the Deal?](https://samplehq.io/your-competitor-ships-samples-in-3-days-you-take-2-weeks-who-wins-the-deal.md): It is not a trick question. In packaging, the supplier who delivers samples faster almost always wins. Not because their materials are better. Not because their pricing is lower. Not
- [Why Visibility Across Sample Stages Matters in B2B Packaging Workflows](https://samplehq.io/sample-visibility-b2b-workflows-packaging.md): Most packaging companies believe they have a sampling process. Requests come in. Samples get prepared. They are shipped. Customers review them. The deal moves forward. On paper, the workflow exists.
- [How to Reduce Errors in Sample Order Intake for Packaging Teams](https://samplehq.io/reduce-errors-sample-order-intake.md): In the packaging and labeling industry, most operational problems do not start in production. They start at intake. Before a label is printed, before a carton is cut, before a
- [How to Ensure Accurate Shipping Details for Sample Orders in the Packaging Industry](https://samplehq.io/accurate-shipping-details-sample-orders-packaging.md): In packaging and labeling, a sample is only valuable if it arrives correctly. You can produce the perfect label. You can print flawless artwork. You can select the right substrate.
- [Why Centralizing Sample Data Makes Life Easier for Packaging Teams](https://samplehq.io/centralizing-sample-data-packaging-teams.md): Most packaging teams do not wake up thinking about “data centralization.” They wake up thinking about: Getting samples out the door Meeting production deadlines Responding to customers Avoiding rework Keeping
- [What Customers Expect When Requesting Samples Today in the Packaging Industry](https://samplehq.io/customer-expectations-sample-request-packaging.md): A sample request used to be simple. A brand would ask for a label prototype. A procurement manager would request a material swatch. A packaging engineer would need a version
- [The Operational Cost of Losing Track of Samples in Packaging Companies](https://samplehq.io/packaging-sample-tracking-operational-cost.md): Losing track of a sample does not feel like a catastrophic failure. It feels small. A label sample was sent, but no one knows which version. A prototype was prepared,
- [The Most Common Friction Points Between Sales and Operations in Packaging Companies](https://samplehq.io/friction-between-sales-operations-packaging-companies.md): In most packaging and labeling companies, sales and operations depend on each other completely. Yet they often experience the most tension internally. Sales wants speed, flexibility, and responsiveness. Operations wants
- [How to Use Samples as a Retention Tool in the Packaging Industry (Not Just for Acquisition)](https://samplehq.io/samples-sales-customer-retention.md): Most packaging suppliers think of samples as a pre-sale tool. A brand is evaluating new labels. A CPG company is testing flexible film. A manufacturer is comparing substrates. Samples are
- [How Packaging Suppliers Can Modernize Without Enterprise Budgets](https://samplehq.io/packaging-suppliers-modernize-without-enterprise-budgets.md): Modernization has become one of the most overused words in manufacturing and supply chain conversations. For small and mid-size packaging suppliers, it often sounds like something reserved for multinational corporations
- [Why Clear Sample Communication Wins More Packaging Deals](https://samplehq.io/sample-communication-wins-packaging-deals.md): In packaging sales, most teams focus on three obvious levers: product quality, pricing, and turnaround time. These matter. But there is a quieter factor that consistently influences whether a deal
- [Why Workflow Automation Matters for Small and Mid-Size Packaging Suppliers](https://samplehq.io/workflow-automation-small-mid-size-packaging-suppliers.md): Workflow automation often sounds like something built for global enterprises with massive IT teams and complex software stacks. Small and mid-size packaging suppliers sometimes assume it is too advanced, too
- [How Samples Shape Buying Decisions in the Packaging Industry](https://samplehq.io/samples-packaging-industry-shape.md): In the packaging and labeling industry, buyers often say they want data. They ask for specifications, certifications, performance benchmarks, and comparisons. But when it comes time to make a real
- [How We Designed SampleHQ for Accuracy and Reliability in Sample Tracking](https://samplehq.io/samplehq-sample-tracking-accuracy-reliability.md): Accuracy is not a feature. In packaging and labeling, it is a requirement. When samples are wrong, late, duplicated, or lost in translation, the consequences show up immediately. Production planning
- [Sample tracking for packaging teams seems simple. Until it isn’t.](https://samplehq.io/sample-tracking-form-spreadsheet.md): Sample requests rarely feel like a problem at first, especially in packaging and labeling teams. A customer asks for samples. Sales passes the request along. Operations prepare them. A box
- [Fulfillment Team Secrets: What Makes a Perfect Sample Order](https://samplehq.io/perfect-sample-order-fulfillment-secrets.md): If you ask most people inside a packaging or labeling business what slows down sample turnaround times, they will say workload, production constraints, or shipping delays. Fulfillment teams laugh at
- [Turning Samples Into Signals: How Marketing Can Automate Journeys Based on Sample Activity](https://samplehq.io/samples-trigger-marketing-campaign.md): In most packaging and labeling companies, sampling has always been treated as a sales and fulfillment function. Someone requests a sample, someone else prepares it, and eventually it arrives at
- [Why Centralizing Sample Data Prevents Delays, Errors, and Frustration](https://samplehq.io/sample-data-centralization-prevents-delays.md): In most packaging and labeling organizations, the sampling process is more complex than anyone admits publicly. It is not just a matter of preparing some labels, cutting a few sheets,
- [Mapping High Volume Sample Workflows and How Teams Scale Them](https://samplehq.io/high-volume-sample-workflows-team-scaling.md): As packaging and labeling suppliers grow, sampling volume grows with them. What starts as a manageable flow of requests can quickly expand into a steady, often overwhelming stream of sample
- [How Packaging Samples Influence Buying Decisions More Than Most Teams Think](https://samplehq.io/packaging-samples-influence-buying-decisions.md): In the packaging and labeling industry, samples often feel like routine work. Sales reps request them, fulfillment teams prepare them, customers test them, and business moves forward. Because sampling is
- [The New Era of Workflow Automation for Packaging and Label Suppliers](https://samplehq.io/workflow-automation-packaging-suppliers.md): Packaging and labeling suppliers are entering a period of rapid operational change. The pressure to deliver faster, communicate more clearly, support complex customer demands, and reduce internal friction has reached
- [How Sales Reps Can Prevent Lost or Forgotten Sample Requests](https://samplehq.io/sales-reps-prevent-lost-sample-requests.md): In the packaging industry, samples are more than a formality. They often determine whether a customer moves forward, whether engineering approves materials, whether operations signs off on compatibility, and whether
- [Operational Challenges Packaging Suppliers Face Today](https://samplehq.io/packaging-supplier-operational-challenges.md): Packaging suppliers operate in one of the most demanding segments of B2B. They manage a mix of high-volume orders, short-run custom jobs, rapid-turn sampling, artwork changes, compliance requirements, and a
- [How Integrations Reduce Manual Work in Sample Workflows](https://samplehq.io/sample-workflow-integrations-reduce-manual-work.md): In packaging and labeling, sampling is one of the fastest ways to build buyer confidence. It is also one of the most operationally demanding parts of the sales process. Every
- [How Better Sample Visibility Improves Customer Trust in Packaging](https://samplehq.io/sample-visibility-improves-customer-trust.md): In packaging and labeling, trust is not built in presentations or proposals. It is built in moments when customers see that a supplier is organized, responsive, and dependable. One of
- [How SampleHQ Automates Sample Management at Scale](https://samplehq.io/samplehq-workflow-engine-complex-requests.md): Most teams in packaging and labeling can agree on one thing: sample requests rarely follow a simple, linear path. A sales rep may need multiple versions, a fulfillment lead may
- [Why Sample Driven Revenue Intelligence Is Becoming a Requirement](https://samplehq.io/sample-driven-revenue-intelligence-requirement.md): Packaging and labeling suppliers have always relied on samples to move deals forward. Samples help brands evaluate print quality, validate materials, test adhesives, confirm color accuracy, compare finishes, and understand
- [How CRM + SampleHQ Creates Clean Sales Data and Better Forecasting](https://samplehq.io/crm-samplehq-clean-sales-data-forecasting.md): Accurate sales data is the foundation of strong forecasting. Without clean, reliable information flowing into the CRM, sales leaders struggle to understand their pipeline, predict revenue, and identify the activities
- [5 Ways Sales Teams Use Samples to Shorten the Sales Cycle](https://samplehq.io/sample-sales-cycle-acceleration-strategies.md): In the packaging and labeling industry, samples are more than a courtesy. They are a turning point. Physical samples help brands evaluate materials, confirm print quality, compare finishes, test adhesives,
- [The Most Common Sample Workflow Bottlenecks and How Teams Fix Them](https://samplehq.io/sample-workflow-bottlenecks-team-fixes.md): In packaging and labeling, samples play an essential role in how customers evaluate suppliers. Whether a team produces labels, folding cartons, flexible packaging, shrink sleeves, rigid boxes, or custom printed
- [How Sampling Speed and Consistency Influence Packaging Wins](https://samplehq.io/sample-speed-packaging-sales.md): In the packaging and labeling industry, customers make decisions based on what they can touch, inspect, compare, and test. They want to feel substrates, check print quality, hold prototypes in
- [Mapping the Ideal Sample Fulfillment Workflow: From Request to Delivery](https://samplehq.io/mapping-sample-fulfillment-workflow-request-delivery.md): Samples are one of the most important parts of the customer journey for packaging and labeling suppliers. Whether your team produces pressure-sensitive labels, folding cartons, flexible packaging, shrink sleeves, rigid
- [Why Speed to Sample Is Becoming a Competitive Divider in Packaging](https://samplehq.io/fast-sample-delivery-management-tracking.md): Customers in the packaging and labeling industry rely on samples to make informed decisions. They evaluate materials, compare finishes, test adhesives, validate print quality, and check how packaging performs in
- [Still Managing Samples in Spreadsheets? Here’s Why It’s Slowing You Down](https://samplehq.io/manage-samples-spreadsheets.md): For many packaging and labeling companies, spreadsheets have been the default way to manage sample requests for years. They are familiar. Easy to set up. Flexible enough to adapt to
- [Faster Deals, Happier Clients: How Packaging Suppliers Can Speed Up the Sales Cycle](https://samplehq.io/packaging-industry-sales-cycles.md): The packaging business runs on relationships, timing, and responsiveness. But buyer expectations have changed. Clients now expect faster replies, transparent communication, and shorter lead times from first contact to delivery.
- [The Hidden Bottleneck Sabotaging Packaging Sales (and How to Fix It)](https://samplehq.io/packaging-industry-bottlenecks.md): In packaging sales, most conversations revolve around pipeline, pricing, and relationships. Teams invest in lead generation. They optimize quoting speed. They train reps to manage accounts more effectively. These are

## Pages

- [ERP Integration](https://samplehq.io/erp-integration.md):    
- [About](https://samplehq.io/about.md):        
- [AI Assistant](https://samplehq.io/ai-assistant.md)
- [CRM Integrations](https://samplehq.io/crm-integrations.md): CRM Integrations Connect Sample Activity to Salesforce and HubSpot SampleHQ connects with Salesforce and HubSpot so teams can work with sample orders in broader CRM context. Look up contacts, validate
- [Sample Management](https://samplehq.io/sample-management.md): sample management Manage Sample Activity in One Connected System SampleHQ helps packaging and labeling teams manage sample requests, track order progress, update shipment visibility, and keep sales and fulfillment aligned
- [For Executives](https://samplehq.io/sample-reporting-executives.md): for executive teams Turn Sample Activity Into Business Visibility SampleHQ gives leadership a clearer view of how sample activity supports pipeline, influences revenue, and drives operational effort, so teams can
- [For Fulfillment Teams](https://samplehq.io/sample-management-fulfillment.md): for fulfillment teams Keep Sample Shipments Мoving Without the Chaos SampleHQ gives fulfillment teams one organized place to manage incoming sample orders, update tracking, and keep sales informed from shipment
- [For Sales Teams](https://samplehq.io/sample-management-sales.md): for sales teams See Which Samples Move Deals Forward SampleHQ gives sales teams a clear view of sample activity across accounts, opportunities, and deals so they can follow up faster,
- [Support Ticket Submit](https://samplehq.io/support-ticket.md): Get Support Share your issue, request, or question and our team will follow up with the right next steps. Before you submit Including clear details helps us resolve your request
- [Revenue Attribution](https://samplehq.io/revenue-attribution.md)
- [Solutions](https://samplehq.io/solutions.md): Built for Modern Packaging Teams Turn Sampling Into a Revenue Engine SampleHQ helps packaging teams manage sample activity, connect it to Salesforce and HubSpot, and measure how samples influence pipeline
- [Home](https://samplehq.io.md)
- [Request an Enterprise Demo](https://samplehq.io/enterprise-quote-request.md): Trusted by packaging teams managing high-volume, multi-location sample programs Request an Enterprise Quote Need custom pricing, CRM integrations, advanced reporting, or a tailored rollout? Share your requirements and our team
- [Sample Management Landing Page](https://samplehq.io/sample-management-software.md): SAMPLE MANAGEMENT FOR PACKAGING TEAMS Run Every Sample Request With Full Visibility SampleHQ helps packaging and label manufacturers organize sample requests, track status and shipments, and keep sales + fulfillment
- [Contact Us](https://samplehq.io/contact-us.md):  
- [Terms of Use](https://samplehq.io/terms-of-use.md): Terms of Use Last updated: March 29, 2026 These Terms of Use (“Terms”) govern your access to and use of the SampleHQ website, platform, web application, and related services (collectively,
- [Privacy Policy](https://samplehq.io/privacy-policy.md): Privacy Policy Last updated: March 30, 2026 This Privacy Policy explains how Kodever DOOEL Tetovo, operating SampleHQ (“SampleHQ,” “we,” “our,” or “us”), collects, uses, discloses, and protects personal data in
- [Pricing](https://samplehq.io/pricing.md)
- [Support Center](https://samplehq.io/support-center.md)
- [Insights](https://samplehq.io/insights.md)

## Support Center

- [Shipping Overview](https://samplehq.io/support/shipping-overview.md): SampleHQ supports two ways to handle shipping: manually or through the Shippo integration. You can choose the approach that fits your workflow, and even mix both depending on the situation.
- [Linking Deals from HubSpot](https://samplehq.io/support/linking-deals-from-hubspot.md): If your workspace is connected to HubSpot, you can link sample orders to deals directly from within HubSpot using the SampleHQ card on the deal record page. Where to find
- [Linking Deals from Salesforce](https://samplehq.io/support/linking-deals-from-salesforce.md): If your workspace is connected to Salesforce, you can link sample orders to deals directly from within Salesforce without switching to SampleHQ. Where to find it The linking tool is
- [Using Charts and Date Filters](https://samplehq.io/support/using-charts-and-date-filters.md): Dashboard charts in SampleHQ are interactive. You can adjust date ranges and hover over data points for details. Date range selection Most dashboard charts offer three date range options: 14d
- [Fulfillment Dashboard](https://samplehq.io/support/fulfillment-dashboard.md): The fulfillment dashboard is built for operations. It shows your workload, overdue items, and processing throughput. The fulfillment dashboard shows your workload, overdue orders, and priority queue. KPI cards Processed
- [Sales Rep Dashboard](https://samplehq.io/support/sales-rep-dashboard.md): The sales rep dashboard is focused on your personal activity. It shows your orders, not the entire team's. The sales rep dashboard shows your personal order activity and pending follow-ups.
- [Owner and Manager Dashboard](https://samplehq.io/support/owner-and-manager-dashboard.md): The owner and manager dashboard gives you full visibility into your team's sample operations. The owner dashboard displays key performance indicators and order activity over time. KPI cards Revenue Influenced:
- [Dashboard Overview](https://samplehq.io/support/dashboard-overview.md): Your dashboard is the first thing you see when you log into SampleHQ. It provides a summary of the metrics and activity most relevant to your role. Role-specific dashboards SampleHQ
- [Onboarding Emails](https://samplehq.io/support/onboarding-emails.md): When a new user joins your workspace, they receive a series of onboarding emails over their first few days. These emails are tailored to their role and help them get
- [Managing Notification Preferences](https://samplehq.io/support/managing-notification-preferences.md): You can control which notifications you receive so you are not overwhelmed by alerts that are not relevant to your role. Accessing preferences Notification preferences are available in your profile
- [Email Notification Types](https://samplehq.io/support/email-notification-types.md): SampleHQ sends email notifications for important events so your team stays informed even when they are not logged in. Order notifications Order created Order shipped (with tracking number) Order delivered
- [In-App Notifications](https://samplehq.io/support/in-app-notifications.md): SampleHQ displays notifications in the top bar so you stay informed about order updates, shipping status changes, and system alerts without leaving the page you are working on. Notification bell
- [ERP API Documentation](https://samplehq.io/support/erp-api-documentation.md): SampleHQ provides an API documentation page in System Settings that describes the available endpoints for ERP integration. Accessing the documentation Go to Workspace Settings > ERP / API  and find
- [Configuring ERP Sync](https://samplehq.io/support/configuring-erp-sync.md): Set up your ERP connection in System Settings. This requires generating an API key and configuring your ERP to send data to SampleHQ. Setup steps Go to Workspace Settings >
- [ERP Integration Overview](https://samplehq.io/support/erp-integration-overview.md): SampleHQ can sync with your ERP system to keep your product catalog and inventory levels in sync. This is useful if your sample library is managed in an ERP and
- [Import Images and Media](https://samplehq.io/support/import-images-and-media.md): When your CSV includes image URLs, SampleHQ downloads and attaches those images to the imported samples automatically. How image import works During the import, SampleHQ queues each image URL for
- [Handling Duplicates During Import](https://samplehq.io/support/handling-duplicates-during-import.md): SampleHQ automatically checks for duplicates during bulk import to prevent creating duplicate records in your library. How deduplication works The import process checks each row against existing records using multiple
- [Running a Bulk Import](https://samplehq.io/support/running-a-bulk-import.md): Once your CSV file is ready, run the import from the Bulk Import page. Steps Go to Bulk Import in the sidebar. Click Upload CSV and select your file. SampleHQ
- [Preparing Your CSV File](https://samplehq.io/support/preparing-your-csv-file.md): A well-formatted CSV file is essential for a smooth import. The required columns differ depending on whether you are importing samples or users. File format Use CSV (comma-separated values) format.
- [Bulk Import Overview](https://samplehq.io/support/bulk-import-overview.md): Bulk import lets you add large numbers of samples or customers to SampleHQ at once using a CSV file, instead of entering them one at a time. What you can
- [AI Usage and Limits](https://samplehq.io/support/ai-usage-and-limits.md): SampleHQ tracks AI usage to help you monitor consumption and costs, especially if you are using BYOK mode with your own API key. What is tracked Token count: The number
- [Creating AI Watches and Alerts](https://samplehq.io/support/creating-ai-watches-and-alerts.md): AI watches are automated monitoring rules you create through the chat interface. They run on a schedule and notify you when conditions are met. What watches do A watch monitors
- [What the AI Can Do](https://samplehq.io/support/what-the-ai-can-do.md): The AI Assistant has access to a wide set of actions organized by category. You can click any action in the "What can I do?" panel to paste it into
- [Setting Up BYOK (Bring Your Own Key)](https://samplehq.io/support/setting-up-byok-bring-your-own-key.md): BYOK mode lets you connect your own AI provider instead of using SampleHQ's managed AI. This gives you control over which model is used and how your data is processed.
- [AI Configuration Modes](https://samplehq.io/support/ai-configuration-modes.md): The AI Assistant can operate in three modes. Only account owners can change the AI mode. Disabled AI is turned off for the entire workspace. No team members can access
- [Using the AI Chat](https://samplehq.io/support/using-the-ai-chat.md): The AI chat interface works like a conversation. Type your question or request, and the AI responds with information or takes action. Starting a conversation Go to HQ AI Assistant
- [AI Assistant Overview](https://samplehq.io/support/ai-assistant-overview.md): The SampleHQ AI Assistant is a chat-based tool that helps you work faster. It can look up orders, search your CRM, draft emails, generate reports, and more, all from a
- [Managing Form Submissions](https://samplehq.io/support/managing-form-submissions.md): When someone submits a sample request form, the submission appears in the Sample Requests inbox for your team to review, approve, and convert into orders. Viewing submissions Go to Sample
- [Publishing and Embedding a Form](https://samplehq.io/support/publishing-and-embedding-a-form.md): Once you have built a form, you need to publish it and embed it on your website or share the link. Getting the form URL Each form has a unique
- [Building a Form](https://samplehq.io/support/building-a-form.md): The form builder is a visual tool for creating sample request forms. It shows a settings panel on the left and a live preview on the right so you can
- [Forms Overview](https://samplehq.io/support/forms-overview.md): Embeddable forms let you capture sample requests from your website, landing pages, or anywhere you can embed a link. Prospects fill out the form without needing a SampleHQ account, and
- [Attribution Overview Report](https://samplehq.io/support/attribution-overview-report.md): The Overview report combines data from all other attribution views into a single high-level summary. It is the starting point for understanding the ROI of your sampling program. What the
- [Sample Attribution Reports](https://samplehq.io/support/sample-attribution-reports.md): The Samples report shows attribution from the product perspective: which samples in your library are driving the most revenue. The Samples report shows which samples drive the most revenue. What
- [Customer Attribution Reports](https://samplehq.io/support/customer-attribution-reports.md): The Customers report shows attribution grouped by customer. Use it to understand which customers are converting from samples to deals. The Customers report shows attribution grouped by customer. What the
- [Deal Attribution Reports](https://samplehq.io/support/deal-attribution-reports.md): The Deals report shows attribution from the deal perspective: which samples were sent for each deal and how much revenue was influenced. The Deals report lists all deals with sample
- [Rep Attribution Reports](https://samplehq.io/support/rep-attribution-reports.md): The Reps report ranks sales reps by their attributed revenue. Everyone on the team can see this report. The Reps report ranks sales reps by influenced revenue. What the report
- [Team Attribution Report](https://samplehq.io/support/team-attribution-report.md): The Team report shows attribution performance across your entire sales team. Everyone on the team can access this view to understand how the sampling program is performing. What the report
- [The Attribution Dashboard](https://samplehq.io/support/the-attribution-dashboard.md): The Attribution section gives everyone on the team visibility into how sample activity connects to revenue. Every user can see both their own attribution data and the team-wide view. My
- [Assigning Attribution Values](https://samplehq.io/support/assigning-attribution-values.md): Sales reps assign dollar values to samples when a sample contributes to a closed deal. This is how attribution data enters the system. How to assign attribution Open an order
- [Attribution Overview](https://samplehq.io/support/attribution-overview.md): Attribution in SampleHQ answers the question: which samples are actually driving revenue? By linking sample orders to CRM deals and assigning dollar values, you can measure the business impact of
- [CRM Search and Customer Lookup](https://samplehq.io/support/crm-search-and-customer-lookup.md): When your CRM is connected, you can search for contacts and companies directly from within SampleHQ. This saves time when creating orders and ensures you are using accurate customer data.
- [Linking Deals to Orders](https://samplehq.io/support/linking-deals-to-orders.md): Linking a CRM deal to a sample order creates a direct connection between your sample activity and your sales pipeline. This is the foundation of revenue attribution in SampleHQ. You
- [Managing CRM Connections](https://samplehq.io/support/managing-crm-connections.md): The CRM Settings page is where you manage your CRM connections: check status, refresh tokens, or disconnect. Finding CRM Settings Go to Workspace Settings > CRM Settings in the sidebar.
- [Connecting Salesforce](https://samplehq.io/support/connecting-salesforce.md): Connect your Salesforce account to SampleHQ for deal linking, contact search, and attribution tracking from your Salesforce pipeline. How to connect Go to Workspace Settings > CRM Settings. Click Connect
- [Connecting HubSpot](https://samplehq.io/support/connecting-hubspot.md): Connect your HubSpot account to SampleHQ to enable deal linking, contact search, and revenue attribution from your HubSpot pipeline. How to connect Go to Workspace Settings > CRM Settings. Click
- [CRM Integration Overview](https://samplehq.io/support/crm-integration-overview.md): SampleHQ integrates with HubSpot and Salesforce to connect your sample activity to your sales pipeline. When connected, you can search CRM contacts, link deals to orders, and track which samples
- [Label Format Preferences](https://samplehq.io/support/label-format-preferences.md): You can set a default label format in your shipping settings so that every label is generated in the format your printer or workflow requires. Available formats PDF - Best
- [Shipping Notifications](https://samplehq.io/support/shipping-notifications.md): SampleHQ sends email notifications automatically at key points in the shipping process. These keep everyone informed without manual follow-up. Notification triggers Label created: Sent when a shipping label is purchased.
- [Address Validation](https://samplehq.io/support/address-validation.md): SampleHQ validates shipping addresses before labels are generated to reduce failed deliveries and returned packages. How address validation works When you enter a shipping address on the Create Order page
- [Tracking Shipments](https://samplehq.io/support/tracking-shipments.md): Once a shipping label is purchased, the tracking number and carrier details are recorded on the order in SampleHQ. Where to see tracking info Open any shipped order to see