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CRM & Sales Hub

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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
Email signature generator source code copy does nothing
- Hello - I have successfully created a signature using the free generator, but when hit the "Copy signature source code", there is no code copied, it just copies the graphic version. I need the source code to add it to Mac Mail, since it doesn't support any other method. I have tried this on Safari and Firefox (macOS), and also on Edge (Windows), same result. Copying the source code leads to nothing being pasted, even in NotePad. Does ...read more
Mass Removing Contacts from Pipeline
- Hello, Is it possible to mass remove contacts from a pipeline? I want to free up pipelines but I can't if they have records in them. I don't want to delete the contact only remove the contact from the pipeline stage. ...read more
Why can't we use Templates Names (Sales email template names) in custom reports?
- Within custom reports we can use Sequence IDs which when used as the x-axis display as their Text names instead of their numeric IDs. When we try to report on Templates(Sales email templates) there is no field option for Template Name. But there is Template ID, which displays on the x-axis as it's numeric ID: The built in reporting under Templates > Analytics has the desired x-axis, but doesn't have the sorting options, filt ...read more

M_Kelly on June 16, 2025

Activity Leaderboard - New Business filter

Hi - we have an Activity Leaderboard set up for our Account Mangers currently, showing each AMs Count of Activities and breakdown by Activity Type. We are wanting to track new business development and are wanting to see what percentage of these acti read more

Reply Discussion Reports

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PHA_iPadag on June 16, 2025

RingCentral Integration to Mobile App

Good afternoon, Wondering if anyone's had experience with the RingCentral EX and HubSpot integration in this fashion. We've recently implemented the RingCentral integration and it is working great for desktop which is very helpful for our sched read more

Reply Discussion Calling Integrations Mobile App

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ahovingh on June 16, 2025

Help sending emails from deals by getting associated company emails

We have clients that need to receive order confirmations (order confirmations are email templates) based on email addresses found on a company. These order confirmations need to be sent out when a deal is in a specific stage and in a specific pipeli read more

Reply Discussion Workflows

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franksteiner79

Recognized Expert

June 16, 2025

Hi @ahovingh By the sounds of it you are doing a company workflow? How are contacts associated to deals? The easiest way would be a deal b...read more

Drew_Kulas on June 16, 2025

Different Responses Fix when using "/settings/v3/users/" Endpoint

I am using the `/settings/v3/users/' endpoint. I am using this to build custom code for an activty tracker that triggers when certain activites have occured, such as Emails, Calls, Meetings, and Deals. I have set up Teams in HubSpot based on the read more

Reply Discussion CRM

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EGONZALOPALOM on June 16, 2025

add company label Primary in bulk

hi, i want to add primary company label for contacts whose has only one company associated. i tried to import the file with record id, company id and priamry company id but it doesn't work, please cna you help tahnk you

Reply Discussion Starter

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ArisudanTiwari

Top Contributor | Gold Partner

June 16, 2025

Hi @EGONZALOPALOM , To bulk-assign the "Primary" company label for contacts that are associated with only one company, you should use a multi-o...read more

Solved

TLarson3 on June 16, 2025

Inserting a link to email preference center

Hi there everyone, Quick question for you all. In my sales emails, I want to include a link to the email subscription page for a record. How is this done? When I do this in marketing mails it's a dynamic URL that is selected via this opti read more

Reply Discussion Best Practices Connected Email Email Deliverability Enterprise Sales Workaround

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karstenkoehler

Hall of Famer | Partner

June 16, 2025

Hi @TLarson3 , As far as I know, these links cannot be generated for sales emails. The knowledge base article explicitly refers to marketing e...read more