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CRM & Sales Hub

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How to Create Commission Reports in HubSpot Based on Lifecycle Stage Conversion Rates?
- Hi Community, I'm trying to figure out how to create commission reports in HubSpot based on the Lifecycle Stage conversion rates of contacts assigned to each insurance agent (sales rep). Here’s our commission structure (sample figures for reference): Each agent is assigned 100 contacts per month. The total commission amount is $500 , distributed equally across 5 lifecycle stages : Lead MQL SQL Customer Evangelist ...続きを読む
Combination of properties for new calculation
- Hi, I have customer stores in different areas and as a reference I have a certain amount of customer stores lets say 3 in an area with a population of 150 000 people which gives me 150 000/3 = 50 000. It means that I need a population density of 50 000 to prospect a new customer store. All my customers have the property State/Region and the property Store (which indicates have many stores they have in that area). This means that I have multi ...続きを読む
Contact to Company Associations?
- Hey everyone, Looking for input on whether this project is worth tackling now or revisiting later: Cleaning up and organizing our Contact to Company Associations. Situation: We have a separate CRM that pushes company data to HubSpot via API. These land as single-line text properties on individual contact records (IE company name, company address, etc.). Meanwhile, we have not really made use of the contact to company associations y ...続きを読む
Personalizing Mobile Sales Follow-Ups with Creative Messaging
- Hi everyone, When following up with prospects via the HubSpot mobile app, I try to keep messages warm and personal — especially when sending post-meeting emails or text check-ins. Recently, I started experimenting with light, friendly phrases in my notes and templates. It may sound odd, but I took inspiration from fun island captions to make my tone more inviting — think “Let’s make waves” or “Catch the next open tide.” It’s a small twis ...続きを読む
Create dropdown containing list of all records in an object.
- We are working on a form. Department 1 initiates a process by completing the form. It then goes to Department 2 to apply the appropriate solution, then back to Department 1 to complete. So far, I've created a Custom Object for Vendors that we will sync from our ERP. The initial form has to have a Vendor field so Department 1 can select the appropriate vendor. I can upload a list of vendors to a drop-down list, but that list would have to be ...続きを読む

awcw 5月 14日, 2025

How to mark a lead object as closed/converted when deal is closed won?

I don't see a way to close out a lead object when the deal associated with that lead o next is closed won. How can I close out the lead object associated with the closed won deal so my sales team doesn't have a bunch of "qualified" leads that are ac 続きを読む

返信ディスカッション Professional

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3 コメント

karstenkoehler

殿堂入り | Solutions Partner

5月 14日, 2025

@awcw what do you see when you click the + sign below the enrollment box? Can you please share a screenshot of where you're getting stuck?

PHA_iPadag 5月 14日, 2025

Looking for advice on how to handle a workflow.

Context: We are still in the midst of building out our HubSpot instance and looking for a way to track and automate change orders for our deals. I'm testing in our sandbox and here's where I'm at. I've created an automated workflow that copies Dea 続きを読む

返信ディスカッション Workflows

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Adam_W 5月 14日, 2025

Emails without replies - Calculated property

We're currently using the Services custom object to track customers' onboarding. This is going well with our responsive customers, but we're struggling with our unresponsive ones. We're not using a sequence (yet) as we're still fleshing out the 続きを読む

返信ディスカッション Best Practices Contacts Enterprise Reports Service

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LeslieVoi 5月 14日, 2025

How to Stop Call Forwarding

Hello everyone, I had to use call forwarding ie, when I place a call from the CRM it would use my cell phone. Now I want to turn that off and just use the desk top version but cannot find how to do that. Please help, I know it's a simple thing bu 続きを読む

返信ディスカッション Calling

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abdul3772 5月 14日, 2025

Static

Wel

返信ディスカッション SEO

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JSteinmeyer 5月 14日, 2025

Validation based on Conditional Logic

We use a custom object for something akin to usage-based projections for products when calculating deal sizes, which includes a multiplier (a percentage property) that differs from product to product. I was wondering if there was any way to add 続きを読む

返信ディスカッション Enterprise

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1 コメント

karstenkoehler

殿堂入り | Solutions Partner

5月 14日, 2025

Hi @JSteinmeyer , As far as I know, no, this is not possible. It seems like a valid and useful request however and I'd suggest you submit it i...続きを読む