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Top Resources for CRM & Sales Hub

  • Deal Associations Breaking Industry Reports

    • Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" - seems good. The issue I'm seeing is that when I run a report that looks at deals by Deal Industry or by Deal Revenue those deals that have the "Partner" assocation are not being "bucketed" cor ...read more

  • How to correctly track the first sales email sent via workflow

    • Hi everyone! I'm trying to create a contact-based workflow that captures the first time a sales email is sent. I’ve already created a custom property called "First Sales Email Timestamp" , and set up a workflow that fills this property when an outgoing email is associated with a contact and the timestamp is still empty. My challenge: If a contact already received sales emails before I created this workflow, the next email they receive ...read more

  • Lead Record Naming Automation

    • Looking for ways to standardize and automate lead record naming for our team that attends tradeshows/ conferences. ...read more

  • This is how to make signature and email font/color/size match.

    • Hi all, I was at a HubSpot tech event, and community member Justin Givens helped me with the signature. It's pretty straightforward. You must add style formatting to your signature. 1. Goto Settings->General->Email-> Manage email signatures 2. Click on HTML 3. Add <div style="font-family: serif; font-size: 13px;"> YOUR TEXT </div> for each line In my case, I'm using a serif font in the e-mail, so I pu ...read more

  • New validation rules for Phone numbers

    • Hi everyone! I could use some help understanding the impact of enabling phone number validation in HubSpot. The message says: "If you turn on phone number validation, the property value must match E.164 format." Currently, our website collects phone numbers without any restrictions — users can even input letters in the field. If I enable validation, will HubSpot reject those incorrectly formatted numbers entirely? Will they still ...read more

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AWalch on July 10, 2025
Dashboard Reports
Hallo liebe Community, weiß jemand, wie es möglich ist, dass in den Berichten statt Mo.-Fr. die Tag Fr.-Fr. angezeigt werden? Ich freue mich auf eure Hilfe. Gruß Anna
Reply Discussion Professional
0 upvote
0 Reply
mohdisrarmwb on July 10, 2025
Legacy vs Non-Legacy Form Identification in Form List API
When I hit the API endpoint https://api.hubapi.com/marketing/v3/forms/ , I receive a list of all HubSpot forms. Could anyone please let me know how to distinguish between legacy and non-legacy forms from this API response?
Reply Discussion Forms Integrations Marketing
0 upvote
1 Reply
ArisudanTiwari
Top Contributor | Gold Partner
July 10, 2025
Hi @mohdisrarmwb , There’s no specific field in the HubSpot Forms API that explicitly labels a form as “legacy” or “non-legacy” (i.e., created us...read more
Suheb on July 10, 2025
Is there a way to dynamically display HubSpot contact properties in an external React app?
Can I show contact information (like name, email, phone) stored in HubSpot, inside my React app — and update it live (dynamically)?
Reply Discussion CRM
0 upvote
1 Reply
ArisudanTiwari
Top Contributor | Gold Partner
July 10, 2025
Hi @Suheb , Yes, you can dynamically display HubSpot contact properties in an external React app; this mainly depends on your authentication meth...read more
JCusson on July 09, 2025
Format DateTime Workflow as YYYY-MM-DD producing an extra digit on the day
I created a workflow to change the date format of a DatePicker property to YYYY-MM-DD. I used the Format Data option under Data Ops within the workflow builder. However, the output is producing an extra digit on the end of the day. So instead of out read more
Reply Discussion Custom Objects
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 10, 2025
Hi @JCusson , I think I may know what's happening here: DD is returning the 190th day of the year, not month. I can't tell you why (HubS...read more
RhoadesM on July 09, 2025
Email sent after a contact was Unenrolled from a sequence
I unenrolled some contacts from a sequence but they ended up getting a sequence email a few hours later. I am the Huspot admin. Any ideas what may have happened? Are sequence emails queued by Hubspot and unenrolling doesnt effect those? I am at a read more
Reply Discussion Enterprise Professional
0 upvote
2 Replies
Wesimplifi_
Top Contributor | Platinum Partner
July 10, 2025
Hi @RhoadesM , if a sequence email is already queued (like, it's scheduled and ready to go), unenrolling the contact doesn’t always stop that next ...read more
MeganWilliams on July 09, 2025
Client replacing HubSpot with Zoho...I want to talk them out of it
I have a client who wants to replace HubSpot with Zoho and I honestly think it's a bad idea. If anything, they should likely use both. Does anyone know of any good comparison charts or resources to help them make a more informed decision? Their read more
Reply Discussion Best Practices
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 09, 2025
Hi @MeganWilliams , HubSpot has a dedicated comparison page with a downloadable PDF: https://www.hubspot.com/comparisons/zoho-vs-hubspot ...read more

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