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CRM & Sales Hub

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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

Suheb on June 18, 2025

How long does it take to develop a fully functional CRM system?

If I want to build a complete CRM software (Customer Relationship Management system) from scratch, how much time will it take to make it ready to use?

Reply Discussion CRM

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himanshurauthan

Thought Leader | Elite Partner

June 18, 2025

Hi @Suheb I believe there is no definitive answer to this question. The time it will take for you to build a complete CRM software will dep...read more

TThompson35 on June 17, 2025

Error for past 2 weeks

My HubSpot account had not had the sales extension used with it before. When I switched the main email on my HubSpot account 2 weeks ago i tried getting the extension. I connect fine but when i am asked to give permissions I go through the menus the read more

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KRosero on June 17, 2025

Prevent emails from attaching to the wrong deal when a contact has more than one associated deal

Hi! I have a few contacts that have multiple deals associated to them but the issue we've been seeing recently is when they send an email regarding a particular deal, HbSpot attaches it to all the deals associated to them. Is there an auto read more

Reply Discussion Deals

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karstenkoehler

Hall of Famer | Partner

June 17, 2025

Hi @KRosero , For one, you can define automatic activity defaults by following these steps: https://knowledge.hubspot.com/object-settings/con...read more

JHelmstaedt on June 17, 2025

Unable to delete a Property

We are using a free version of HubSpot. I have full admin privileges. I can't add any new Properties because it says we are using 10 out of 10 of our custom Properties. However, when I filter our Properties, I only see 8 listed: 4 were created by read more

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ArisudanTiwari

Top Contributor | Gold Partner

June 17, 2025

Hi @JHelmstaedt , The free version of HubSpot allows only 10 custom properties total across your entire account, not per object (like Contacts, Co...read more

Michael_Black on June 17, 2025

Setting lead to "qualified" automatically pulls up Create Deal card

I am in account settings for the lead object. Under "pipeline rules," there is an option to "require a deal to be created" if the lead is qualified. This setting is currently toggled on, and I don't have the option to turn it off (it's greyed out). read more

Reply Discussion Admin Deals Sales Settings

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karstenkoehler

Hall of Famer | Partner

June 17, 2025

Hi @Michael_Black , Are you seeing a tool tip when moving your mouse over the toggle? There's typically a hint that explains why it's blocked....read more

TChappell5 on June 17, 2025

Setup workflow email from another user

I am currently working on a business need that revolves around one of our Deal Pipelines. The pipeline is based on Company records and has Associated Contact record(s). This user wants to automatically send an email to the Contact if the Deal has read more

Reply Discussion Deals Workflows

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karstenkoehler

Hall of Famer | Partner

June 17, 2025

Hi @TChappell5 , Yes, this is possible and a default functionality of HubSpot. Keep in mind however that workflows in HubSpot deliver marketin...read more