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CRM & Sales Hub

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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

Solved

Patti_R on April 25, 2025

Replying to email from timeline

I'm trying to understand why both I (as the admin) and my user only see the option to reply to an email directly from the timeline on some emails but not all. We are new to HubSpot, so I'm wondering if the issue has to do with replying to older emai read more

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RubenB

Contributor

April 25, 2025

Hello @Patti_R The “Reply” button only shows up on timeline entries that HubSpot classifies as a logged email tied to a still-connected shared ...read more

Bdubs on April 25, 2025

Issues importing list of real estate contacts without contact name

Hello, I'm importing lists of contacts into the CRM. Some of the records are LLCs or Trusts and do not have a first and last name, and email. Because of this, they're not being uploaded into the database. There is a column "Full Owner na read more

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karstenkoehler

Hall of Famer | Partner

April 25, 2025

Hi @Bdubs , Yes, you would have to make sure either first name, last name or email have a value. The full owner name is meant for the responsi...read more

CCrawshaw on April 25, 2025

Changing the reporting frequency on Quota Attainment report

I'm trying to create a quota attainment report that breaks down our quota attainment by quarters as that is how we track our targets. From what I can tell, the only frequency you can choose is monthly, which seems like an oversight when many compani read more

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RubenB

Contributor

April 25, 2025

Hi @CCrawshaw You’re not missing a hidden switch—the built-in Quota Attainment card in Sales Analytics only plots against monthly goal buckets....read more

Drew_Kulas on April 25, 2025

Updating Unknown Country/Timezones Weekly via external file

Hi all! I have a list of zipcodes with city, state, and timezones. These are also linked to the country(United States in this case) and I would like to run a workflow weekly to check for Contacts that are missing a value in either the Country read more

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RubenB

Contributor

April 25, 2025

Hello @Drew_Kulas You can’t embed an Excel sheet directly inside a HubSpot workflow—the workflow tool has no “look-up table” step. You have three...read more

Patti_R on April 25, 2025

Deal stage tracker

Hello! How do I get the Deal Stage Tracker that appears when working in the sales workspace added to the Deal property?

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Fexxi on April 25, 2025

Automatically adding contact to lead in sales workspace

Hi everyone, is there a way to automatically add contacts in the sales workspace to leads? When you create leads from companies that have contacts associates to them, they don't automatically get added to the lead and it says "add contact" on e read more

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karstenkoehler

Hall of Famer | Partner

April 25, 2025

@RubenB wrote: Action: Copy associated record → “Copy all contacts associated with the Hi Ruben, which workflow action is this exactly? Or ...read more