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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

GaurangW on May 14, 2025

I want to display participant full name in deal section

Hi, I want to display full name in the deal section in the screenshot shared below. I tried creating a custom property with property sync as field type. I have selected Contact object from associated record type but from the prope read more

Reply Discussion Deals

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karstenkoehler

Hall of Famer | Partner

May 14, 2025

Hi @GaurangW , You would have to concatenate the first and last name on the contact object first, within a new property – either a calculation...read more

Jaylin on May 14, 2025

We have an issue with sending emails via hubspot.

Hello everyone, hope you have a great day! we are having a problem when we send email via HubSpot. the email couldn't be send. and i couldn't find the reasons about it. do you have some advice here?

Reply Discussion Enterprise

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8 Replies

Jaylin

Contributor

May 14, 2025

ok, thank you a million~

NrNini8 on May 13, 2025

Deepfakes and copyright in AI

Deepfake technology added complexity to the rapid production and distribution of digital content. AI-generated deepfakes, which can mimic real people, pose serious ethical and legal issues, especially concerning copyright and intellectual property. read more

Reply Discussion Free

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AW309 on May 13, 2025

How to delete new companies created to associate with a domain

Hello! I'm using our CRM to track contacts from many organizations whose email domain does not match the organization they are from. As such, Hubspot keeps creating new companies and automatically associating them with contacts. Even after I go to m read more

Reply Discussion Contacts

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2 Replies

karstenkoehler

Hall of Famer | Partner

May 14, 2025

Hi @AW309 , Firstly, you might want to deactivate this setting: https://knowledge.hubspot.com/object-settings/automatically-create-and-associ...read more

JRGies on May 13, 2025

I have a client that wants me to use his instance of Hubspot. I have tried to set up my account there but hubspot is trying to set it up so that it uses my Instance of hubspot. How can I use the clients email to set up a separate access to their read more

Reply Discussion Professional

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karstenkoehler

Hall of Famer | Partner

May 14, 2025

Hi @JRGies , They would simply have to add you as a user: https://knowledge.hubspot.com/account-management/add-and-remove-users Once t...read more

EVejar on May 13, 2025

ACTIVAR PERMISOS CONFIGURAR LA BANDEJA DE ENTRADA

Hola, actualmente estoy tratando de configurar mi bandeja para recibir correos, sin embargo yo no cuento con los permisos para configurar, pero mi administrador tampoco sabe como activarlos, para que yo lo pueda realizar, ¿Nos podrian orientar por f read more

Reply Discussion Starter

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karstenkoehler

Hall of Famer | Partner

May 14, 2025

Hola @EVejar , El permiso de acceso al correo electrónico puede concederse como se explica aquí: https://knowledge.hubspot.com/es/user-manage...read more