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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

ZPeng on April 27, 2025

How can I find error category?

How many error categories are there in hubspot openapi, and where can I find them, just like VALIDATION_ERROR

Reply Discussion How-To

0 upvote

1 Reply

RubenB

Contributor

April 27, 2025

A resource I found useful for error debugging is this error-handling page from the developer documentation. Another useful resource is the usage g...read more

vmajor on April 26, 2025

Cannot create a new account

I have a brand new email address, I try to sign up using this new email address, I reach the stage when Hubspot sends an email that should provide the PIN to verify, but instead of the PIN I get this: Looks like you already have an account read more

Reply Discussion Getting Started

0 upvote

1 Reply

RubenB

Contributor

April 27, 2025

Is there a chance that maybe someone else created a HubSpot account with a different email than yours? That might be the cause of you not being able ...read more

vmajor on April 26, 2025

Cannot edit primary domain

I am trying to manage the primary domain, but I cannot because a message shows up saying that I need "domain setrtings permission" and to "contact the administrator". I am the administrator.

Reply Discussion Free

0 upvote

1 Reply

RubenB

Contributor

April 27, 2025

What HubSpot tiers do you have, and which domain are you trying to change? If you're trying to change a primary email sending domain, you need to hav...read more

Keegan4123 on April 26, 2025

Calculation Deal Property that Pulls from Line Items

We have line items on all of our deals with custom properties on the products. One of which is a retail price, the deal, and the product's net price is in our wholesale amount. Currently we manually add up the retail totals from each deal and input read more

Reply Discussion Deals

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 26, 2025

Hi @Keegan4123 . There you go, this is how you'd configure a deal rollup property: https://knowledge.hubspot.com/properties/create-calculatio...read more

LWDJR on April 26, 2025

Deal amount not automatically updated when a line-item price is updated through an api call.

https://api.hubapi.com/crm/v3/objects/line_items/XXXXXX DATA : { "properties" :{ "net_initial_license_fee" : "" , "price" : "20000.0000" }} REPLY: { "id" : "XXXXXX" , "properties" : { read more

Reply Discussion Integrations

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RandyPat on April 26, 2025

How to automate birthday emails based on a past Date of Birth property in HubSpot?

Hi everyone, I'm facing a common situation and I’d like to get your advice on the cleanest way to handle it in HubSpot (as of 2025). 👉 Context: I have a "Date of Birth" property on my contacts. This property stores the real year of bi read more

Reply Discussion Sales Workflows

0 upvote

5 Replies

karstenkoehler

Hall of Famer | Partner

April 26, 2025

@RandyPat if the birthday is today, enrolment might not catch the contact anymore as the date is technically in the past (e.g. last midnight). The ...read more