JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

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

Psc2147 on April 30, 2025

Approaching HubSpot's COMPANY_TO_EMAIL Association Limit – What Does It Mean?

Hi everyone, We've received an email from HubSpot notifying us that we're approaching the EMAIL per COMPANY association limit. Specifically, the COMPANY_TO_EMAIL association has a maximum limit of 50,000 associated EMAIL records per COMPANY. I hav read more

Reply Discussion Enterprise

0 upvote

0 Reply

kbaine on April 30, 2025

Automated emails not posting to deals

We have recently integrated automated emails into our sales team procedures as a way to increase efficiency. This increase in efficiency however came at the cost of reduced visibility. We automated emails to our customers to alert them of stage read more

Reply Discussion Connected Email

0 upvote

0 Reply

JFirestone on April 30, 2025

Grouping Data within Custom Reports

We have several types of lead capture forms on our site. Request Demo Contact Sales Event We have a large amount of Request demo forms, and I would like to group all of the forms by type withing a report so the data is displayed as total num read more

Reply Discussion Dashboards Forms Reports

0 upvote

0 Reply

STaylor92 on April 30, 2025

Toggling Between Custom Team Views

Hi everyone! We have a couple of different teams that utlize out Hubspot hub in similar but different ways. As such, we've created a handful or some of custom team views for the Contact layout. While super helpful for the team, I was hoping ther read more

Reply Discussion Contacts

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 30, 2025

Hi @STaylor92 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more

TWebber1989 on April 30, 2025

Import issues

I am trying to import from Filogix CRM to Hubspot. It is saying Ready to import contacts, 65 rows scanned, 0 issues found. Then says Notes can't be created. Required properties not mapped. So I have mapped everything but I cannot click Next as read more

Reply Discussion Free

0 upvote

6 Replies

TWebber1989

Member

April 30, 2025

There's only one error with a duplicate email. It's about 56 files.

LKelman on April 30, 2025

what is Latest Traffic Source Data 2 - 262269760

For one of my custoemr thier Latest Traffic Source Data 2 value is 262269760. Does anyone know what that relates too?

Reply Discussion Enterprise

0 upvote