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CRM & Sales Hub

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Update Deals based on Invoice Status
- Hey guys, We use Stripe sync to sync invoices between Stripe and HubSpot. It works well, but we also need to indicate this data in Deals to have proper analytics. While creating deals when a new invoice is added is straight forward, I can't find an option to update associated deals when the invoice status is changed. For example, a new Invoice is added by Stripe. It has a "Draft" status. A deal is created and associated to this in ...read more
HubSpot Sales Workspace (Beta): Manage Target Accounts with Focus and Precision
- Sales is not just about how many leads you have; it’s about knowing which ones truly matter. You log into your CRM. Your pipeline looks full, but you know not all deals carry the same weight. Some accounts are cold, some are unresponsive, and a few are high-potential but scattered across your system. You know where the real revenue lies; it’s in the top 20% of accounts that matter. But how do you keep track of them, ...read more
How to disable automatic saving
- My hubspot started today "automatically saving" changes instead of a save box popping up and having to actually "click the save box" to save changes-how do I disable this? Sometimes if I hit a button by mistake changes are made and I don't like what it is changed to. When the save box pops up I know something is different and then I know I need to review it to change it and make sure it is correct. When it does it automatically I will not ...read more
Exclude free email domains from booking Meetings
- Is it possible to exclude people from booking time through our HubSpot meeting widget with free email domains? I know one can do it on a form but AFAIK the fields on the Meeting settings are not associated to a form. ...read more
How to create a 'Today's date' date property.
- I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property 2) Create a contact-based workflow with the enrollment triggers 'Today's date is known' OR 'Today's date in unknown'. 3) Turn on re-enrollment for 'Today's date is known'. 4) Add an if/then ...read more

BLeung6 on July 15, 2025

Reporting and Dashboard Customization

Hi Community, We are looking to build out more robust reporting for our organization and are running into some limitations both with the prebuilt reports and customized report builder. Here are some objectives we are looking to achieve with read more

Reply Discussion Analytics Tools Best Practices Dashboards Reports

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BLeung6

Participant

July 15, 2025

In addition Is there a way to apply dynamic date filters (like the ones that come with the OOTB reports) to custom built reports? For e,g, I ...read more

PaideiaNova on July 15, 2025

Forwarding Emails for manual log from Gmail Alias (or IMAP-connected) Not Logging in HubSpot

Hi everyone, I'm testing HubSpot and have run into a persistent issue with email forwarding. Here’s the setup: I successfully connected my main Gmail account to HubSpot. Forwarding emails from that Gmail account to my HubSpot forwarding addr read more

Reply Discussion Connected Email CRM

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JegRamos on July 15, 2025

Empty Names Not Appearing as --

When contacts in HubSpot have no first or last name, we normally see a "--" displayed. However, we've recently noticed that some empty names appear as a complete blank. Crucially, when this occurs, we are unable to click on these blank names to go d read more

Reply Discussion Free Professional

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karstenkoehler

Hall of Famer | Partner

July 15, 2025

Hi @JegRamos , Could you check whether these contacts actually have an empty first and last name and not, for example, invisible characters or...read more

Patti_R on July 15, 2025

Using Deal Card for Deal Stage/Exit Criteria

Hi All! We are struggling with lost visibility to the deal stage exit criteria in HubSpot (we were previously in Dynamics which had better visibility to this). I was going to build a Playbook but we don't have Sales Enterprise so we can include dyna read more

Reply Discussion Professional

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karstenkoehler

Hall of Famer | Partner

July 15, 2025

Hi @Patti_R , Could you explain what you mean by deal stage exit criteria? Can you give an example? If you're referring to information t...read more

LeoMac1980 on July 15, 2025

Dashboard Reports Not Reporting

I have a quick question. Ive selected a custom report and created my own and attached it to my dashboard. The first day that I did all my activities it was being reported on that report. Now 2 days later Im refreshing to collect all the data from my read more

Reply Discussion Free

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LeoMac1980

Member

July 15, 2025

This dashboard right here has not been able to update in 2 days, even if I hit refresh. The data in there is two days old and I have already booked m...read more

ASobusiak on July 15, 2025

Email activity in HubSpot from emails sent via AmpleMarket

Hi everyone 🤝 I'm using AmpleMarket to send outbound emails, and I'm trying to figure out the best way to include those emails in HubSpot activity reports. Is there a way to track or import these email activities so that they can be used in cus read more

Reply Discussion Enterprise

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ArisudanTiwari

Guide | Gold Partner

July 15, 2025

Hi @ASobusiak , Based on the official Amplemarket HubSpot integration guide ( https://learning.amplemarket.com/hc/en-us/articles/360052483331-Inte...read more