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Top Resources for CRM & Sales Hub

  • 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 a close date more than 365 days ago. In plain english, we want a list of companies whose only associated deals are closed (won or lost) and they closed more than 365 days ago. No companies 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 field mandatory after logging or completing a call activity. My current workaround idea is to: Create a workflow that triggers when a call is completed/logged. Use that workflow to send an i ...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 through different posts, I created the attached workflow, but it still is not working. This is the workflow This is the Deal Page This is the contact page ...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, OR i can unassign them and pop them back in the pot so to speak. It seems such a simple ask but i cant figure a way and what HS support have offered hasnt worked either 😞 Can someone pleas ...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 touchpoints for conversions (measured by booked meetings). ...read more

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SmartListGhost on April 29, 2025
Hubspot x Salesforce integration - Lead creation
Hi all, I need some help regarding lead creation with a Hubspot x Salesforce sync. Currently if someone already exists as a lead or contact in Salesforce, if they were to fill out our contact us form, it simply updates that contact in Hubspot a read more
Reply Discussion Contacts CRM Enterprise Forms
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KendallS on April 29, 2025
Sales Rep Ranking Reports
We are trying to build out a competitive sales rep ranking dashboard based on multiple activities (calls, emails, talk time, LinkedIn messages). We’d also like each of these 4 activities to be weighted differently. For example: Talk time – 35% # read more
Reply Discussion Reports
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CClark3 on April 29, 2025
Removing Company Associations
Hello, We have some deals that we recently changed companies for on the deal. These deals now show 2 companies attached, is it a way within Hubspot that will allow you to do a mass removal of these secondary companies that do not have the primary la read more
Reply Discussion Starter
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Urgamanix on April 29, 2025
New contact import disclaimer and GDPR
Good evening We hold a separate data warehouse from HubSpot, and occasionally import contacts from it into HubSpot. I noticed recently that there has been a change to imports, with a disclaimer stating to agree that all contacts are expecting to read more
Reply Discussion GDPR
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PHA_iPadag on April 29, 2025
Custom Report Builder: Formula Fields
Trying to create a report that is a count of our total Deals that are marked as Closed Won or Closed Lost as a single count. Saw the formula field beta but it doesn't seem to be working as I want it to. I thought I could do a COUNT([DEAL.hs is clo read more
Reply Discussion Dashboards Workaround
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PatJDixon on April 29, 2025
Where did estimates go?
I had some Estimates I created, but now I do not see a menu item for Estimates. I do see Quotes, but the estimates I created seem to have disappered. Is there some way to retrive the estimates I previously created?
Reply Discussion Free
0 upvote
1 Reply
PatJDixon
Member
April 29, 2025
Ignore; I forgot that I put the estimates in Quickbooks, not Hubspot. Never mind

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