CRM & Sales Hub

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    • 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
    • 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
    • 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
    • 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
    • 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

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DDias28 on June 17, 2025
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
MRaulas on June 17, 2025
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 ??!!
Cho_Yamin on June 17, 2025
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
MReis12 on June 16, 2025
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
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M_Kelly on June 16, 2025
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
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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
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