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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

Solved

ozgesilla on May 10, 2025

Where can I see the contact that will be non-marketing at the next update?

I made a workflow and mark some of my contacts as non marketing. however when I check their contact properties, I couldn't understand they will be mark as non marketing or not?

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karstenkoehler

Hall of Famer | Partner

May 10, 2025

Hi @ozgesilla , It's the last property on your screenshot: Marketing contact until next update (Marketing Hub Starter, Professional,...read more

SDay9 on May 09, 2025

Deal Properties

I have created a freestanding form in Hubspot that is being used to trigger a deal. How do I auto populate the deal properties with the data from the form submission and the associated contact's properties?

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karstenkoehler

Hall of Famer | Partner

May 10, 2025

Hi @SDay9 , Do you want to create a deal from the form submission or update an existing one? If you want to create a deal, this is fairl...read more

ABlasky on May 09, 2025

Set Number of Results in Report

Our team has a Sales Hub Professional account. A request has come in from our leadership team to create a report of the Top 15 Deals by Amount. I see that I can set 10 or 20 rows of results to show in the dashboard. I also see that I can set the r read more

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karstenkoehler

Hall of Famer | Partner

May 10, 2025

Hi @ABlasky , Could you please share a screenshot of your report settings and filters? Are you using the single object report tool or custom r...read more

Trekker on May 09, 2025

Round Robin

I'm looking to have a roun robin schedule that can give to two AEs regularly, but then add in a third AE every other cycle. Is that possible?

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karstenkoehler

Hall of Famer | Partner

May 10, 2025

Hi @Trekker , No, HubSpot's out of the box "Rotate record" action in workflows does not allow custom rules like that. I see two potentia...read more

paulgreen007 on May 09, 2025

How to measure conversion from different calendar pages

I have one calendar event (book a demo). I have a series of different HS landing pages, all with a different lead magnet. And on the thank you page for each one, I will embed the calendar. My goal is to track the conversion rate of visit read more

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CarolinaDeMares

Top Contributor | Platinum Partner

May 11, 2025

Hi @paulgreen007 ! You can create a custom report on contacts with a table format and add in the columns: 1. Recent conversion (usually its...read more

ERejto on May 09, 2025

Contact Property: Number of Sales Activities

I'm trying to run campaigns targeting contacts with low sales activity, but I'm running into an issue with filtering. In the “Number of sales activities” contact field, some contacts show 0 , while others show a dash (–) . I understand that 0 read more

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GIlievski

Contributor | Diamond Partner

May 10, 2025

Hi @ERejto , Depending where you are filtering you can solve this in a few different ways. I am not sure why HubSpot puts a 0 on some and - ...read more