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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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RFrota on April 19, 2025
Problemas Site / app mobile
A ordem dos dados dos clientes feita pelo site da Hubspot, no desktop, não é aplicada da mesma forma no app mobile. Isso não foi contado antes. Acredito que tenha havido alguma atualização que tenha deixado assim. Os campos personalizados read more
Reply Discussion Starter
0 upvote
1 Reply
CarolinaDeMares
Top Contributor | Platinum Partner
April 19, 2025
Olá @RFrota ! Como isso parece ser um problema de interface do aplicativo mobile e está afetando sua produtividade, é uma boa ideia: Enviar um...read more
GPFlores15 on April 18, 2025
Required fields on Company Record
What is the best way to make certain fields on the Company required. If someone opens up a company record and any of those fields are NOT required, how would be the best way to have the user fill out those fields? The main requirement to trigger t read more
Reply Discussion CRM
0 upvote
2 Replies
RubenB
Contributor
April 19, 2025
While you cannot make properties mandatory on a company record (unless it's the manual create record form or, as Karsten mentioned above, when a deal...read more
NBolchoz on April 18, 2025
Adding a Second Contact Owner With Automations
Using this community, I've been able to solve the first part of my problem. Thank you! Now, I'm looking for answers to help solve the second half. Our current process has a user submit an inquiry form (a Gravity Form), that then fires off an au read more
Reply Discussion Professional
0 upvote
2 Replies
RubenB
Contributor
April 19, 2025
I think you need to look at this from a different angle. Instead of working with contacts and contact owners, create a ticket from each form submissi...read more
NGottlieb on April 18, 2025
Turn Off HubSpot Meeting Reminders after meeting has been scheduled
Hi, I wanted to see if it was possible to turn off reminders for a meeting after the meeting has been scheduled. An example would be I schedule a meeting with a contact, and set a reminder for 30 minutes before the meeting, but they send an email read more
Reply Discussion Professional
0 upvote
1 Reply
Josh
Recognized Expert | Diamond Partner
April 18, 2025
Hi @NGottlieb , I don't believe this is possible, as that is set on the meeting creation link settings. Josh
Lee_Brewster on April 18, 2025
Why can't we attach HubSpot files to an email via the app anymore?
Why did they remove the ability to add files to emails via the app? My sales team relies on this feature. We have templates with basic information, but I curate additional resources that they need that are specific to our listings. We don't send read more
Reply Discussion Best Practices Connected Email CRM File Manager Mobile App Sales
1 upvote
3 Replies
Josh
Recognized Expert | Diamond Partner
April 18, 2025
@Lee_Brewster I don't think it can be moved, but maybe by someone who has more power than I (they have been tagged 😉 ).
cbierwerth23 on April 18, 2025
Custom cards in the center panel keep getting changed
I have a problem with Custom cards in the company center panel. It is a property card, and the fields keep getting added or moved around the card. They keep changing, but I cannot tell who did it. Only two people should access the card layout, yet i read more
Reply Discussion Enterprise
0 upvote
2 Replies
RubenB
Contributor
April 19, 2025
Make sure you save the views after you edit them, just to make sure the changes are properly applied. Unfortunately, you cannot check the user's deta...read more

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