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Top Resources for CRM & Sales Hub

  • 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

  • Email signature generator source code copy does nothing

    • Hello - I have successfully created a signature using the free generator, but when hit the "Copy signature source code", there is no code copied, it just copies the graphic version. I need the source code to add it to Mac Mail, since it doesn't support any other method. I have tried this on Safari and Firefox (macOS), and also on Edge (Windows), same result. Copying the source code leads to nothing being pasted, even in NotePad. Does ...read more

  • Mass Removing Contacts from Pipeline

    • Hello, Is it possible to mass remove contacts from a pipeline? I want to free up pipelines but I can't if they have records in them. I don't want to delete the contact only remove the contact from the pipeline stage. ...read more

  • Why can't we use Templates Names (Sales email template names) in custom reports?

    • Within custom reports we can use Sequence IDs which when used as the x-axis display as their Text names instead of their numeric IDs. When we try to report on Templates(Sales email templates) there is no field option for Template Name. But there is Template ID, which displays on the x-axis as it's numeric ID: The built in reporting under Templates > Analytics has the desired x-axis, but doesn't have the sorting options, filt ...read more

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YogawithDuffs on June 19, 2025
Issue Not Receiving Replies To Emails Back Into Hubspot
Hi Community, This is my first post. I'm currently on the FREE plan evaluating HubSpot as a possible CRM solution for both my own organisation and some others that I freelance for. And I've come across a fundamental issue: Why when I read more
Reply Discussion Free
0 upvote
2 Replies
Markestac
Top Contributor | Gold Partner
June 19, 2025
From what you described, it sounds like you’ve connected your email to send messages from HubSpot, but incoming replies aren’t being pulled back into...read more
Solved
Suheb on June 19, 2025
What’s the best way to track UTM parameters in HubSpot for campaign performance?
How can I see where my leads are coming from (like Facebook, Google Ads, Email, etc.) in HubSpot using special tracking codes?
Reply Discussion CRM
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 19, 2025
Hi @Suheb , With the HubSpot tracking code installed, HubSpot will automatically document the original or latest source of contacts: https:...read more
Solved
Ds-ELAMIR on June 19, 2025
sandbox- permissions
hello everyone, now we have license to create sand box the idea is to allow 3rd party to check our workflows , etc without getting access to our company data or client data, any tips or suggestiond for this ?
Reply Discussion CRM
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 19, 2025
Hi @Ds-ELAMIR , You have full control over which records a sandbox user sees, please see this documentation: https://knowledge.hubspot.com/us...read more
Solved
BStandefer on June 18, 2025
Property for timeline tracking
Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example: Introduction Call Discovery Call Company Presentation etc and it be a multi select field where when you check read more
Reply Discussion Conversations
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 19, 2025
Hi @BStandefer , This can be set up, but this does not exist out of the box. Before I do that, what you're describing sounds an awful lot like...read more
Solved
KMBIT on June 18, 2025
hubspot sales addin not connecting - console error
the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the windo read more
Reply Discussion Free
0 upvote
1 Reply
JessicaBaskey
Top Contributor | Platinum Partner
June 18, 2025
Hi @KMBIT , That error usually means the HubSpot Sales add-in is struggling to load — often because of how it was installed or a browser issue b...read more
Solved
CarolinaDeMares on June 18, 2025
Store answers from Playbooks in properties
Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with read more
Reply Discussion Playbooks
0 upvote
2 Replies
JessicaBaskey
Top Contributor | Platinum Partner
June 18, 2025
Hi @CarolinaDeMares , I totally get it — yep, storing Playbook answers in properties is a Pro/Enterprise feature. On Starter o...read more

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