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CRM & Sales Hub

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This is how to make signature and email font/color/size match.
- Hi all, I was at a HubSpot tech event, and community member Justin Givens helped me with the signature. It's pretty straightforward. You must add style formatting to your signature. 1. Goto Settings->General->Email-> Manage email signatures 2. Click on HTML 3. Add <div style="font-family: serif; font-size: 13px;"> YOUR TEXT </div> for each line In my case, I'm using a serif font in the e-mail, so I pu ...read more
New validation rules for Phone numbers
- Hi everyone! I could use some help understanding the impact of enabling phone number validation in HubSpot. The message says: "If you turn on phone number validation, the property value must match E.164 format." Currently, our website collects phone numbers without any restrictions — users can even input letters in the field. If I enable validation, will HubSpot reject those incorrectly formatted numbers entirely? Will they still ...read more
Email signature generator source code copy does nothing
- Hello - I have successfully created a signature using the free generator, but when hit the "Copy signature source code", there is no code copied, it just copies the graphic version. I need the source code to add it to Mac Mail, since it doesn't support any other method. I have tried this on Safari and Firefox (macOS), and also on Edge (Windows), same result. Copying the source code leads to nothing being pasted, even in NotePad. Does ...read more
Mass Removing Contacts from Pipeline
- Hello, Is it possible to mass remove contacts from a pipeline? I want to free up pipelines but I can't if they have records in them. I don't want to delete the contact only remove the contact from the pipeline stage. ...read more
Why can't we use Templates Names (Sales email template names) in custom reports?
- Within custom reports we can use Sequence IDs which when used as the x-axis display as their Text names instead of their numeric IDs. When we try to report on Templates(Sales email templates) there is no field option for Template Name. But there is Template ID, which displays on the x-axis as it's numeric ID: The built in reporting under Templates > Analytics has the desired x-axis, but doesn't have the sorting options, filt ...read more

DDias28 on June 16, 2025

How Can I Add a Target to My Existing List-Based Webinar Dashboard?

Hi everyone, I need help. I already have a dashboard in HubSpot that’s based on a list — specifically, it tracks contacts who have registered for an upcoming webinar. What I’d like to do is add a target or goal to this dashboard so I can read more

Reply Discussion Professional Webinar

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

June 16, 2025

Hi @DDias28 , This is best done with the custom report builder and the chart type "Gauge": https://knowledge.hubspot.com/reports/understand-d...read more

KDTornea on June 16, 2025

Question - anyone who has had experience integrating HubSpot with quoting tool ‘IT Quoter’?

Hi! I have a question, has anyone had experience integrating HubSpot with quoting tool ‘IT Quoter’, especially for quote generation and order fulfilment? ITQuoter | Landing Page Thanks!

Reply Discussion Starter

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FBayet on June 16, 2025

Tracking Engagement with Companies & Contacts

We are a membership based organisation and offer memberships to companies. However we deal with a contact at each of these companies (many have multiple contacts) I need some advice or guidance on: How best to connect a company with the contacts read more

Reply Discussion Companies

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

June 16, 2025

Hi @FBayet , Happy to help here! How best to connect a company with the contacts : https://knowledge.hubspot.com/records/associate-rec...read more

FBayet on June 16, 2025

Using connected inbox, leads pipelines and sequences vs workflows

A bit of a complex query, however I am after some good learning video'r or guides to help me navigate better understanding: how to use your inbox from Hubspot when you have connected it (so working from within HubSpot) How leads and the lead pipe read more

Reply Discussion CRM

0 upvote

4 Replies

karstenkoehler

Hall of Famer | Partner

June 16, 2025

@ArisudanTiwari thank you for asking. Here is the link to the guidlines: https://community.hubspot.com/t5/Getting-Started-on-the-Community/HubSpot...read more

emacd33 on June 15, 2025

List of Non-Sequence Emails

I am trying to create a report/list of all emails that did not get sent through a sequence but am having a hard time doing so. If that is doable I'd also love to build another report of click/open rates of just those (non-sequence generated) emails read more

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

June 15, 2025

Hi @emacd33 , In the custom report builder, when you choose the data source "Sales email", you should see this: https://knowledge.hubspot.com...read more

Solved

Funnylily on June 14, 2025

Don't know what I'm missing!!

I have Ent full suite and thought I'd know this basic - but I can't figure it! How do I stop HubSpot creating new contacts from my regular email client? I had sales extention on in the background - I've just turned it off to see if that'll work read more

Reply Discussion Enterprise

0 upvote

3 Replies

GiantFocal

Top Contributor | Gold Partner

June 15, 2025

Hi @Funnylily , You can open your email (Gmail or Outlook), click the HubSpot extension icon, and go to “Log and track settings.” There, unche...read more