JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

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 17, 2025

Automating Meeting Logging Based on Participants

Hi HubSpot Community, Our team has a high volume of meetings, and we’re exploring how to automate the process of logging meetings and capturing notes in HubSpot based on calendar data. Here's what we're trying to achieve: We want to build read more

Reply Discussion Meetings Professional Workflows

0 upvote

0 Reply

MRaulas on June 17, 2025

Why do contacts get marked as 'Finished' in a sequence

Why do contacts get marked as 'Finished' in a sequence despite they don't meet the unenroll criteria (either replies or clicks a book a meeting link), is 'Finishing' contacs that don't meet that criteria in various steps in a sequence ??!!

Reply Discussion Professional

0 upvote

0 Reply

Cho_Yamin on June 17, 2025

Loan Deal Management & Revenue Tracking_Funding Industry

Hi community, I am just wondering if anyone is managing loan deals in the HubSpot and trying to figure out what makes the most sense for revenue tracking. When you set up a deal in HubSpot, what do you typically put in the “Amount” field—just read more

Reply Discussion Best Practices CRM Deals Enterprise Professional Sales

2 upvotes

0 Reply

MReis12 on June 16, 2025

Looking for examples of AI-driven HubSpot deal intake form + conversational follow-up?

We’re building an internal workflow where reps submit a few basic deal details via form or chat interface. Then, the system either: Prompts follow-up questions , or Parses free-text input into structured HubSpot deal and company records. read more

Reply Discussion Enterprise

0 upvote

0 Reply

Solved

M_Kelly on June 16, 2025

Activity Leaderboard - New Business filter

Hi - we have an Activity Leaderboard set up for our Account Mangers currently, showing each AMs Count of Activities and breakdown by Activity Type. We are wanting to track new business development and are wanting to see what percentage of these acti read more

Reply Discussion Reports

0 upvote

2 Replies

M_Kelly

Contributor

June 16, 2025

Great, thank you @karstenkoehler ... I was thinking along the lines of using the Lifecycle Stage somehow - we are not currently maintaining this c...read more

PHA_iPadag on June 16, 2025

RingCentral Integration to Mobile App

Good afternoon, Wondering if anyone's had experience with the RingCentral EX and HubSpot integration in this fashion. We've recently implemented the RingCentral integration and it is working great for desktop which is very helpful for our sched read more

Reply Discussion Calling Integrations Mobile App

0 upvote

0 Reply