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 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

ETwibell on July 10, 2025

Lists Column View

In the Lists tool, it would be very helpful to be able to save the column view and make it to where it is only editable by the owner of the list. Right now, I share lists with my team and have to ensure that everyone updates their column views to ge read more

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

July 10, 2025

Hi @ETwibell , This is currently not possible but you could request it in the HubSpot Ideas section of the community: https://community.hubsp...read more

AWalch on July 10, 2025

Dashboard Reports

Hallo liebe Community, weiß jemand, wie es möglich ist, dass in den Berichten statt Mo.-Fr. die Tag Fr.-Fr. angezeigt werden? Ich freue mich auf eure Hilfe. Gruß Anna

Reply Discussion Professional

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

July 10, 2025

Hallo @AWalch , über welche Berichte genau sprichst du? Bist du im Single Report Builder, Custom Object Report Builder oder in einem anderen B...read more

mohdisrarmwb on July 10, 2025

Legacy vs Non-Legacy Form Identification in Form List API

When I hit the API endpoint https://api.hubapi.com/marketing/v3/forms/ , I receive a list of all HubSpot forms. Could anyone please let me know how to distinguish between legacy and non-legacy forms from this API response?

Reply Discussion Forms Integrations Marketing

0 upvote

1 Reply

ArisudanTiwari

Top Contributor | Gold Partner

July 10, 2025

Hi @mohdisrarmwb , There’s no specific field in the HubSpot Forms API that explicitly labels a form as “legacy” or “non-legacy” (i.e., created us...read more

Suheb on July 10, 2025

Is there a way to dynamically display HubSpot contact properties in an external React app?

Can I show contact information (like name, email, phone) stored in HubSpot, inside my React app — and update it live (dynamically)?

Reply Discussion CRM

0 upvote

1 Reply

ArisudanTiwari

Top Contributor | Gold Partner

July 10, 2025

Hi @Suheb , Yes, you can dynamically display HubSpot contact properties in an external React app; this mainly depends on your authentication meth...read more

Solved

JCusson on July 09, 2025

Format DateTime Workflow as YYYY-MM-DD producing an extra digit on the day

I created a workflow to change the date format of a DatePicker property to YYYY-MM-DD. I used the Format Data option under Data Ops within the workflow builder. However, the output is producing an extra digit on the end of the day. So instead of out read more

Reply Discussion Custom Objects

0 upvote

2 Replies

JCusson

Participant

July 10, 2025

That did seem to work! As a side note, lowercase 'mm' also just returns '00'. HubSpot's just messing with us! Thanks for your quick help.

RhoadesM on July 09, 2025

Email sent after a contact was Unenrolled from a sequence

I unenrolled some contacts from a sequence but they ended up getting a sequence email a few hours later. I am the Huspot admin. Any ideas what may have happened? Are sequence emails queued by Hubspot and unenrolling doesnt effect those? I am at a read more

Reply Discussion Enterprise Professional

0 upvote

2 Replies

Wesimplifi_

Top Contributor | Platinum Partner

July 10, 2025

Hi @RhoadesM , if a sequence email is already queued (like, it's scheduled and ready to go), unenrolling the contact doesn’t always stop that next ...read more