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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

OrelJa on April 20, 2025

Automated Meeting Logging to CRM

Hi, I’m looking for a way to log meetings right after they end, without having to manually access the website. Is there an option to automatically receive an email at the end of each meeting, allowing me to input information that will be uploaded read more

Reply Discussion Contacts

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karstenkoehler

Hall of Famer | Partner

April 20, 2025

Hi @OrelJa , This is possible using the calendar extensions for HubSpot: https://knowledge.hubspot.com/manage-your-meetings-in-outlook-ca...read more

TO5 on April 20, 2025

HELLO

HI EVERYONE I AM THERESA AM A STUDENT IN MY THIRD YEAR AND AM NEW TO THE WORLD OF EMAIL MARKETING I LOOK FORWARD TO MEETING GREAT MINDS IN THIS COMMUNITY AS WELL AS ACQUIRING NEW SKILLS

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karstenkoehler

Hall of Famer | Partner

April 20, 2025

Hi @TO5 , Welcome to the HubSpot Community! You might find HubSpot's free email certification useful: https://academy.hubspot.com/courses/ema...read more

RFrota on April 19, 2025

Problemas Site / app mobile

A ordem dos dados dos clientes feita pelo site da Hubspot, no desktop, não é aplicada da mesma forma no app mobile. Isso não foi contado antes. Acredito que tenha havido alguma atualização que tenha deixado assim. Os campos personalizados read more

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CarolinaDeMares

Top Contributor | Platinum Partner

April 19, 2025

Olá @RFrota ! Como isso parece ser um problema de interface do aplicativo mobile e está afetando sua produtividade, é uma boa ideia: Enviar um...read more

GPFlores15 on April 18, 2025

Required fields on Company Record

What is the best way to make certain fields on the Company required. If someone opens up a company record and any of those fields are NOT required, how would be the best way to have the user fill out those fields? The main requirement to trigger t read more

Reply Discussion CRM

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RubenB

Contributor

April 19, 2025

While you cannot make properties mandatory on a company record (unless it's the manual create record form or, as Karsten mentioned above, when a deal...read more

NBolchoz on April 18, 2025

Adding a Second Contact Owner With Automations

Using this community, I've been able to solve the first part of my problem. Thank you! Now, I'm looking for answers to help solve the second half. Our current process has a user submit an inquiry form (a Gravity Form), that then fires off an au read more

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RubenB

Contributor

April 19, 2025

I think you need to look at this from a different angle. Instead of working with contacts and contact owners, create a ticket from each form submissi...read more

NGottlieb on April 18, 2025

Turn Off HubSpot Meeting Reminders after meeting has been scheduled

Hi, I wanted to see if it was possible to turn off reminders for a meeting after the meeting has been scheduled. An example would be I schedule a meeting with a contact, and set a reminder for 30 minutes before the meeting, but they send an email read more

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