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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

ParkerO on July 14, 2025

Prospecting agent unenroll

Hey everyone! Is there a way to bulk unenroll averyone that is enrolled in the Prospecting agent? We had one running and a bunch of contacts got enrolled and I want to removed everone from the sequencing as it's not allowing those contacts to be e read more

Reply Discussion Enterprise

0 upvote

1 Reply

CarolinaDeMares

Top Contributor | Platinum Partner

July 14, 2025

Hi @ParkerO ! If you're on Sales Hub Pro or Enterprise, you can create an active list + workflow to unenroll contacts automatically — but thi...read more

NBrown67 on July 14, 2025

When will the Popover UI Extension component be released ?

Currently experimental. This is a critical thing to have for building anything nice in the UI. Is there an ETA. The majority of the components that make these cards functional are still in experimental phases (Grid, Iframe, ...) there ar read more

Reply Discussion CRM Custom Objects Developer Enterprise Integrations

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DoctorUkr on July 14, 2025

Not Receiving HubSpot Log In Code Emails on My Domain Email – Need Help

Hi HubSpot Community, I’ve been using the free version of HubSpot for some time without issues. However, recently I’ve stopped receiving any emails from HubSpot (notifications, one-time passwords, etc.) on my custom domain email , which is h read more

Reply Discussion Academy Admin Connected Email Email Deliverability Free Settings

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CarolinaDeMares

Top Contributor | Platinum Partner

July 14, 2025

Hi @DoctorUkr , It sounds like your custom domain email might have been added to HubSpot’s bounce or suppression list. This can happen if a past ...read more

MTraczyk on July 14, 2025

Need to remove an option for manual stage movement

Hi, I am a bit confused about setting up enrolment triggers in my workflow. My goal is to build a workflow where you can enter another stage only if you complete a task from a previous one. The issue is that, I do not pick up Manual triger while read more

Reply Discussion Professional Workflows

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3 Replies

karstenkoehler

Hall of Famer | Partner

July 14, 2025

@MTraczyk just to avoid misunderstandings, workflows aren't rules, they're automations. By creating a workflow, you're not enforcing that deals mov...read more

Solved

HSalah on July 14, 2025

Workflow,List Properties

how to fill workflow, list properties. I created a drop down property called status with options delete,hospitality,seniro living,multi family. I want to fill the properties value manually. Is that possible

Reply Discussion CRM

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3 Replies

karstenkoehler

Hall of Famer | Partner

July 14, 2025

@HSalah ah, I thought you were referring to properties used in lists and workflows, not list properties and workflow properties. You should s...read more

Hrsh on July 14, 2025

How would you implement SLA tracking for Orders in HubSpot (Professional plan)?

Hi folks, I'm working on a task at my company where I need to create SLA rules and reports for orders in HubSpot, we're currently on the Professional subscription. Here's the setup: Each Sales Order (SO) has line items SLA is: Orders read more

Reply Discussion Professional

0 upvote

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BérangèreL

Community Manager

July 14, 2025

Hi @Hrsh and welcome, it's a pleasure to have you here! Great question, thanks for asking the HubSpot Community! Have you already tried this " ...read more