CRM & Sales Hub

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    • Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” The workflow is supposed to work in such a way that if a deal fails, it remains in the failure stage, but a copy is created and moved to another transaction stage in the same pipeline (essential pro ...read more
    • In any way is it possible to create a time sheet or TTM flow to record the deal's pipeline travel in single field? I know we have fields like Date entered "deal Stage", Date exited "Deal Stage" & cumulative time spend "deal stage" to check these. But I want to get all these information in one field. For eg : Deal entered new on say Feb 11th. Deal moved to estimation pendin on feb 12th Deal moved to proposal provided on feb 15hth ...read more
    • We store contract terms for our won deals, and when the term ends, we plan to use a workflow to automatically create a new deal in the pipeline for accurate calculations. Do you think this is the right approach? How do you manage recurring customers in your pipeline? ...read more
    • Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied to bonuses. The challenge: Restricting access via object permissions is not an option because reps still need access to certain shared objects (e.g., contacts) for collaboration. Manually ...read more
    • Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales rep/user and don't assign them a seat, what are their limitations especially around deals? Can they still: Create/close/edit deals? Engage with contacts and log activities? Be affected by workf ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
16 upvotes
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NJaramillo5 on February 18, 2025
I've seen several threads about this and still cannot find a solution. The extension consistently allows my team to log emails on the relevant Contact and associated Company, however, in most cases, there is no checkbox option to log the email on read more
Rombout on February 18, 2025
Hi! I want to create a report that shows how many customers had an up or cross sell deal this year, per month. So everytime a a deal is closed that is not the first deal for a customer, it should be included in the report. I first tried to cre read more
0 upvote
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Albus_Bui on February 18, 2025
Hello all, I created a workflow to mark the timestamp of Latest QBR meeting date (on the company record) whenever the company's associated QBR meetings were marked as completed. However, the workflow didn't allow my criteria to be re-enrolled.. read more
Hall of Famer | Partner
February 18, 2025
Hi @Albus_Bui , This is indeed a limitation of enrollment in workflows. The best workaround is to create a company-based list that mirrors you...read more
devphoenix on February 18, 2025
Hi Team, How can we set a limit in the export API? POST https://api.hubapi.com/crm/v3/exports/export/async Additionally, is there an API that allows exporting contacts based on a specific ListId? Note : We need an export API that provides a C read more
Saassolution on February 18, 2025
Hello HubSpot community experts, Can someone guide me on how I can Migrate from Freshsales to HubSpot please guide the step-by-step process.
0 upvote
3 Replies
Hall of Famer | Partner
February 18, 2025
@Saassolution sure, potentially – that depends on that context that I mentioned. Your budget, the exact data you want to transfer etc.
Solved
TGVD on February 18, 2025
Dear HubSpot Team, I’m using reports to show the number of tickets submitted by our customers, filtered by period. However, there’s no option to sort the report by the number of tickets from high to low. Am I missing anything or is this sor read more
Participant
February 18, 2025
Awesome, that's it! Thank you soooo much @karstenkoehler 🙌