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Top Community Conversations

Check out this round up of popular discussions from around the Community.

  • Deal engagement

    • I'm trying to create an active list of companies. the list is supposed to show companies who a) have zero open deals b) have no closed (won or lost) deals with a close date less than 365 days ago, and c) has at least 1 closed (won or lost) deal with ...read more

  • How to Enforce Lifecycle Stage Update After Call Completion

    • Hi HubSpot Community, I’m currently exploring a way to ensure that our sales team updates the Lifecycle Stage of a contact immediately after completing a call . From what I’ve gathered so far, HubSpot doesn’t natively support making a fie ...read more

  • Link Contact Custom Property to Deal Custom Property

    • Hi All, I am trying to set up a workflow to copy over a custom property I made for a contact, to when creating a deal with that contact. We made a specific custom property for Google Drive Links as we work through stuff with them. After looking thr ...read more

  • Assigned companies without a future task set

    • Hello, Am looking to create a view/list of companies that have been assigned to a rep/have a company owner, that have no future task assigned to that rep. The end goal being that th rep can pop through and set tasks for those that are missing, ...read more

  • Reporting last activity associated to lead beofre meeting scheduled (conversion)

    • I wonder if there is a way (probably via workflows) to create a property that would show permanently the last activity associated to a lead before a meeting was scheduled with him. The objective is to see in reports the effectiveness of different to ...read more
Go to CRM & Sales Hub

  • Create, but do not update a contact on Form Submission

    • We have a case where a random person filled in random data on a web form. The name and surname are wrong, but the email address does exist in our CRM. So now the data for this contact is incorrect. It seems that a possible solution is to create t ...read more

  • Best way to export email performance information?

    • Hi Everyone. Is there a way to export Email Performance Data into an Excel spreadsheet so that you get more customer/company/contact information included that you do when you just export the "Performance Charts" PDF? We would like the following ...read more

  • Does an autoreply with a new email address count as consent to contact new email?

    • We've received an autoreply email saying that a contact has left their current company, and in the autoreply, they've included a new email address at which they can be contacted. I'm wondering if this "counts" as consent to contact them at this new ...read more

  • Email Appears Different Depending on Recipient Version

    • We sent a marketing email and it looks different depending on the version of Outlook that the recipient is using. The email appears just as it was designed when recipient is using current version of Outlook. But the email has extra blank bullets and ...read more

  • Blog Page in 3 columns

    • Hello! I am trying to get our blog listing page to be displayed into 3 columns accross versus the two that are showing using the standard blog content module. I have tried creating custom modules and the posts then do not seem to filter in properly ...read more
Go to Marketing & Content

  • Can't login to Android app using Google

    • I'm a new user. I created an account on my desktop with a sign in using a google account. All is well there. I then downloaded the app on my android, but I can't login in. When I get to the sign in page I click on "sign in with google" and for a spl ...read more

  • HubSpot and ConnectWise PSA Setup

    • Hi there, We’re using HubSpot as a lead generator for our ConnectWise PSA sales team and are running into a few issues I’m hoping to sort out. 1.Do people typically leave the sync bi-directional between ConnectWise and HubSpot for lead gener ...read more

  • HubSpot Pop-Up Forms Not Loading on WooCommerce Site – Anyone Faced This?

    • Hey HubSpot community, I’m running a WooCommerce-based online store and recently tried to implement a HubSpot pop-up form (the slide-in CTA). I followed all the steps, and the HubSpot tracking code is properly installed—but the pop-up just won’t ...read more

  • NPS reports

    • I'm looking for a way to include the NPS score of only contacts within a specific product group in a report. Unfortunately, this doesn’t seem possible, as the standard NPS report doesn’t allow you to add custom filters. When you create a custom ...read more

  • New Courses and Appointment Objects

    • I wanted to see if anyone has come across any best practices for using the new Course and Appointment objects in HubSpot. While HubSpot has released the standard documentation, I haven’t seen much around real-world examples or how others are put ...read more
Go to Customer Success & Service

  • Automation for list and workflow management

    • We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this? ...read more

  • How to change revenue recognition model for ad-based revenue stream

    • Hi all (not sure if this is the right channel but posting just in case!) I have a challenge/question around Hubspot’s standard revenue recognition model. I am working with a company that has a daily newsletter with the main revenue stream as ad plac ...read more

  • Automating Renewal Quarter Indicator in Reports

    • Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on. ...read more

  • Managing App Integrations

    • My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated by a departing team member, ...read more

  • Netsuite to Hubspot Custom Field Sync Issue

    • I've read all the other community posts on syncing custom lists and the workaround to single line fields in netsuite and then sync the single line to single line in hubspot, but I am still having issues even getting the single line field to popula ...read more
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@johnelmer 

Meet the Champion of the Month: April 2025
Hello Community! I am very excited to announce that our Champion of the Month for April 2025 is: John Elmer @johnelmer What makes John our Community Champion of the Month? John Elmer is founder and CEO of Bayard Bradford , an Elite HubSpot Solutions Partner with over 9,000 active installations of their apps through the HubSpot App Mar...
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