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CRM & Sales Hub

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How to Create Commission Reports in HubSpot Based on Lifecycle Stage Conversion Rates?
- Hi Community, I'm trying to figure out how to create commission reports in HubSpot based on the Lifecycle Stage conversion rates of contacts assigned to each insurance agent (sales rep). Here’s our commission structure (sample figures for reference): Each agent is assigned 100 contacts per month. The total commission amount is $500 , distributed equally across 5 lifecycle stages : Lead MQL SQL Customer Evangelist ...read more
Combination of properties for new calculation
- Hi, I have customer stores in different areas and as a reference I have a certain amount of customer stores lets say 3 in an area with a population of 150 000 people which gives me 150 000/3 = 50 000. It means that I need a population density of 50 000 to prospect a new customer store. All my customers have the property State/Region and the property Store (which indicates have many stores they have in that area). This means that I have multi ...read more
Contact to Company Associations?
- Hey everyone, Looking for input on whether this project is worth tackling now or revisiting later: Cleaning up and organizing our Contact to Company Associations. Situation: We have a separate CRM that pushes company data to HubSpot via API. These land as single-line text properties on individual contact records (IE company name, company address, etc.). Meanwhile, we have not really made use of the contact to company associations y ...read more
Personalizing Mobile Sales Follow-Ups with Creative Messaging
- Hi everyone, When following up with prospects via the HubSpot mobile app, I try to keep messages warm and personal — especially when sending post-meeting emails or text check-ins. Recently, I started experimenting with light, friendly phrases in my notes and templates. It may sound odd, but I took inspiration from fun island captions to make my tone more inviting — think “Let’s make waves” or “Catch the next open tide.” It’s a small twis ...read more
Create dropdown containing list of all records in an object.
- We are working on a form. Department 1 initiates a process by completing the form. It then goes to Department 2 to apply the appropriate solution, then back to Department 1 to complete. So far, I've created a Custom Object for Vendors that we will sync from our ERP. The initial form has to have a Vendor field so Department 1 can select the appropriate vendor. I can upload a list of vendors to a drop-down list, but that list would have to be ...read more

ozgesilla on May 13, 2025

How to Display Average NPS Score of Contacts as a Company Property

HS currently keeps the NPS scores under the Contact properties, but I would like to also see a property for it under the Company properties. Specifically, I want to display the average read more

Reply Discussion Enterprise

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CAdams21 on May 13, 2025

LinkedIn Sales Navigator card not visible in my page layouts

We have Sales navigator Advanced Plus integrated with HubSpot. I am a SuperAdmin (with a Sales Professional seat) and have set it up so our sales team can see the Sales Nav card in Contacts and Companies - this is working fine for them. However, I h read more

Reply Discussion Professional

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ErikP98 on May 13, 2025

Adjustable panel width on Outlook sales / HubSpot Sales

Hi everyone, In addition to a log-in prompt, another great feature for the App/Addon would be to be able to adjust the panel to any size. With the Old Outlook it was possible to enlarge it, but not make it smaller, let's say only a few pixe read more

Reply Discussion Connected Email

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Prioocare on May 13, 2025

Inquiry on Automating Contact Saving Process in HubSpot CRM with Gmail Integration

I am currently using HubSpot CRM with Gmail integration to automatically capture contact details from emails and save them into the CRM. I have enabled Inbox Automation, Email Logging, and Automatic Contact Creation features, ensuring tha read more

Reply Discussion Connected Email Contacts CRM Free

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Prioocare

Participant

May 13, 2025

Alright, noted and thank you so much

Solved

gokulraj302 on May 13, 2025

Can I bulk update past meeting outcomes in HubSpot?

I have a list of past meetings in HubSpot where the meeting outcomes are blank. I tried importing updated data to fill in the outcomes, but HubSpot says existing meeting records can't be updated. Is there an alternative way to bulk update meeting ou read more

Reply Discussion CRM Meetings Workflows

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karstenkoehler

Hall of Famer | Partner

May 13, 2025

Hi @gokulraj302 , For now, this requires working with the HubSpot API: https://developers.hubspot.com/docs/reference/api/crm/engagements/meet...read more

Solved

gokulraj302 on May 13, 2025

Is there a way to set 'Scheduled' as the default meeting outcome when logging meetings in HubSpot?

How can I set the default meeting outcome to 'Scheduled' when logging a meeting in HubSpot?

Reply Discussion CRM Meetings Workflows

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karstenkoehler

Hall of Famer | Partner

May 13, 2025

Hi @gokulraj302 , Not that I know of, no. This would require meeting-based workflows which unfortunately don't exist but, fortunately, are in ...read more