JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

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

ROchoa1 on April 17, 2025

Create another column in quotes for unit discount

I'm trying to create a new column called Unit Discount for each item listed in a quote template. This value should be calculated by multiplying the unit price by the discount percentage for that specific item. I set up a workflow to pull the unit read more

Reply Discussion Starter

0 upvote

0 Reply

TammiTRS on April 17, 2025

Remove the Chatbot created by a former employee

Hello: I am trying to change the contact email for a chatbot that was created by a former employee and attached to our website. I have looked and read and tried everything and I am not able to even get to where I can change it to my ema read more

Reply Discussion How-To

0 upvote

1 Reply

TammiTRS

Member

April 17, 2025

I need to be able to change this email contact address. I am unable to reply to this message. elabelle no longer is at our company. Thank you...read more

Chris_Mural on April 17, 2025

Calendly Integration into Lead Scoring

Hello, I recently added the Calendly plugin to my HubSpot account. My Calendly form is simple, just Name, Email and a box for notes. I have set myself up as a dummy account and tested this. Confirmed it is working and shows up in my contact p read more

Reply Discussion CRM

0 upvote

2 Replies

Chris_Mural

Member

April 17, 2025

Thanks for the response Trevor. I just went through your suggested process and my test contact was still not being scored.

Spectral on April 17, 2025

Chatbot configuration? Not appearing on any pages.

I'm trying to embed a chat button over on https://spectralwebservices.com . I'm on the free plan for hubspot, at least for the moment. I've got the embed code added. (Confirmed by inspecting source.) I have the chat activated in hubspot read more

Reply Discussion Free

0 upvote

2 Replies

Jaycee_Lewis

Community Manager

April 17, 2025

Also, try using a different browser or an incognito tab. I see the chat option when I visit your page. My guess — there is something like an ad block...read more

USotomayor on April 17, 2025

Help with meeting to text workflow?

Hey everybody, so I am using Sakari SMS and this is what my enrollment trigger looks like: Trigger enrollment for contacts Only enroll contacts that meet these conditions Group 1 Date of last meeti read more

Reply Discussion Workflows

0 upvote

1 Reply

trevordjones

Recognized Expert | Platinum Partner

April 17, 2025

Hi @USotomayor Here is another trigger that may work better for you.

Jaylin on April 17, 2025

X-axis for dashboard display

Hello everyone, i have a question about dashboard. i create a dashbaord which X-axis is country, Y-axis is quantity. when i set the chart, i choose 13 countries, but the X-axis just have 7, i don't know why? DAU and IT also didn't have a number, bu read more

Reply Discussion Enterprise

0 upvote

0 Reply