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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

norilyn on May 16, 2025

Linking New Property Between Contacts and Companies

Hi Team, I’d like to clarify how we can connect the newly created Company Type property (under Company properties) to both Contacts and Companies , ensuring synchronized updates. Current Setup: We’ve added Company Type read more

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TChazot on May 16, 2025

Avoiding duplicates when importing companies into HubSpot

Hi everyone, I want to update a large list of companies from an Excel file into HubSpot. Many of them already exist in our portal, but the names don’t always match exactly. For instance: Excel: “XXXX, PLLC” HubSpot: “XXXX, PLC” Becau read more

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Josh

Recognized Expert | Diamond Partner

May 16, 2025

Hi @TChazot , If you have domain names, you can use that to ensure they don't duplicate. Or, if you have any other unique identifier, such as ...read more

CAdams21 on May 16, 2025

Limit Deal creation based on property values

We currently require sales to create a Lead before creating a Deal for a new customer. Users are prompted to create a Deal when the lead reaches SQL stage. I would like to prevent the deal being created unless a property has a specificed value - n read more

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Josh

Recognized Expert | Diamond Partner

May 16, 2025

Hi @CAdams21 , As you described this, it's not possible as you can't require a specific value on a property before a deal can be created, eve...read more

StefanAndersen on May 16, 2025

Calling from wrong number

Hello, I have the issue that although we have registered 3-4 different numbers in Hubspot, from different countries, it always calls form the same number. Even though I swtich the number right before I call, it seems to jump back to one number and read more

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Robert_D on May 15, 2025

Attempting to create call sentiment on calls from AI step

Hi HubSpot Community! I'm wanting to use the new OpenAI/Anthropic steps in a workflow to analyse a call summary to specify the sentiment of that call. I'm comfortable with the AI steps. But I'm trying to figure out the properties I would use. M read more

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JakeSpencer on May 15, 2025

Is it possible to send text via contact record?

I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd p read more

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