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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

Himalaya1997 on April 23, 2025

How to Block Hubspot Notification on Outlook?

How can I block this Hubspot notification in Outlook?

Reply Discussion Free Professional

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

April 23, 2025

@Himalaya1997 could you please explain what exactly preceded the screen you're seeing? Is this a reply to a previous email that has seen engagement...read more

DJames79 on April 23, 2025

VIEW-ONLY seat

Hi all, So today's question is our view-only seats assigned to our MD's are no longer seeing all the same areas as they did before. Has something changed on this from HubSpot, I can't find an update or news on this. The only change we had applied w read more

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0 upvote

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karstenkoehler

Hall of Famer | Partner

April 23, 2025

@DJames79 could you please provide some examples? What were they able to before / access before which they cannot now?

AAndres on April 23, 2025

Moving deals backwards from Lost to specifis stage

Hello! We are using the feature to prevent deals moving backwards, and it is great! When deals are in Lost stage we allow users to move them back into the active pipeline, but we would like to restrict this to a specific stage (Sales Qualified Lead read more

Reply Discussion CRM

1 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 23, 2025

Hi @AAndres , It's generally not advisable to have deals switch pipelines – pipelines are designed to be a standardized path where a deal star...read more

AAndres on April 23, 2025

Restrict users moving deals between pipelines

Hello! We would like to limit users permisions to move deals from one pipeline to another. For example, w e have noticed that some deals are incorrectly moved from the Sales pipeline to others, such as Outbound , when they are disqualif read more

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1 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

April 23, 2025

@AAndres I updated my previous reply, pipeline rules only affect the current pipeline and are not enforced across pipelines, unfortunately. I...read more

Solved

VRakitski on April 23, 2025

Sent/opened emails report by reps

Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 read more

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VRakitski

Contributor

April 23, 2025

Thanks, Got it

Suheb on April 23, 2025

How can a custom CRM development solution improve customer lifecycle management and automate sales,

How a customized CRM can deliver the same benefits as HubSpot but with more flexibility to meet specific business needs.

Reply Discussion Analytics Tools

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 23, 2025

Hi @Suheb , Could you specify what those business needs are? Knowing what they are, it'll be easier to answer how a solution could potentially...read more