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Top Resources for CRM & Sales Hub

  • Deal Associations Breaking Industry Reports

    • Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" - seems good. The issue I'm seeing is that when I run a report that looks at deals by Deal Industry or by Deal Revenue those deals that have the "Partner" assocation are not being "bucketed" cor ...read more

  • How to correctly track the first sales email sent via workflow

    • Hi everyone! I'm trying to create a contact-based workflow that captures the first time a sales email is sent. I’ve already created a custom property called "First Sales Email Timestamp" , and set up a workflow that fills this property when an outgoing email is associated with a contact and the timestamp is still empty. My challenge: If a contact already received sales emails before I created this workflow, the next email they receive ...read more

  • Lead Record Naming Automation

    • Looking for ways to standardize and automate lead record naming for our team that attends tradeshows/ conferences. ...read more

  • 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

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RKHQ on July 13, 2025
Simple Conversion/Win Rate Across Pipelines
Hey all, I'm trying to understand how this win rate is calculated, I've set up some reports to try and display win/conversion rates across multiple pipelines, I found the funnels clunky and not a great overview. I thought using the Win Rate mig read more
Reply Discussion Professional
0 upvote
2 Replies
RKHQ
Member
July 14, 2025
Hey there Karsten, Thanks for replying, see the screenshot below and let me know if thats what you're looking for.
Pushkara on July 13, 2025
Customising object view with a custom report that can be embedded from external source like Power BI
Embedding concise, relevant insights directly on pages such as contact or company profiles enables users to access critical analytics instantly without navigating away to separate reporting sections. This approach streamlines workflows, impr read more
Reply Discussion Reports
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 14, 2025
Hi @Pushkara , This should be possible through the UI extensions: https://developers.hubspot.com/docs/guides/crm/ui-extensions/overview (ava...read more
DKahlon on July 13, 2025
Ability to Filter and Trigger Actions by Association Labels in Lists & Workflows
Currently, HubSpot allows users to create association labels to define the relationships between records (such as contacts, companies, and deals). These labels help segment and organize data, like distinguishing a “Primary Company” from an “Inv read more
Reply Discussion Lists Workflows
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 14, 2025
Hi @DKahlon , In general, the best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot...read more
Deep_Kwatra on July 13, 2025
How to Create Super Dashboard
Hey Guys, I am looking to create a Super Dashboard in the instance in order to place every webinar/event's Dashboard Tile under it. So in one Super Dashboard, I am able to get data of each webinar/event happened. Is it possible to create it? Things read more
Reply Discussion Dashboards Marketing Webinar
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 13, 2025
Hi @Deep_Kwatra , Generally yes; this depends a lot on which webinar tool you're using and what exactly your requirements for such a "Super" d...read more
HSalah on July 13, 2025
Campaign Perfomance
What should I add in columns fields if I want to track a campaign perofrmance (other than campaign default analytics). I added ctas,form submission,number of sessions. What else can track the campaign efficiency. Is one report enough or I need to cr read more
Reply Discussion Reports
0 upvote
1 Reply
ArisudanTiwari
Guide | Gold Partner
July 13, 2025
Hi @HSalah , One report is a good start, but for deeper insights, it's best to create multiple reports that focus on different parts of the campa...read more
zombie on July 13, 2025
hubspot contacts deleted free version how to get it back after 90 days
I have been unwell for the last 6 months due to a medical issue. I got reminders from April 2025 to login but i wasn't able to access my email. When I came back in July to login I saw an email thjat my profile would be deleted - I logged in immedi read more
Reply Discussion Free
0 upvote
2 Replies
zombie
Member
July 13, 2025
Thank you. I will try that now.

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