I'm trying to run a report for email sent with a specific key phrase in the Email Body. Here are the filters for the custom Activity report details: Activity Type : Email Sent to Contact Email Body : contacts [key phase] Activity Date : th read more

We utilize HubSpot's Business Unit feature. We have a sales rep who works across 2 business units. This means he sends email, has meetings, and creates deals across 2 business units and 2 sales pipeline. Tracking deal activity isn't difficul read more

Hello, I was wondering if there is a way to take a HubSpot user, and retreiving their first and last name, and putting it in a seperate property? I just want to have their first and last name in a single-line text field, rather than a hubspot user f read more

Is there any way I can create a report that reflects the target account reach-outs we wanted to complete on a quarterly basis? Currently, I can report on target accounts by company owner and activity date, but I can’t show the ones we want to comple read more

Hello, I hope my message finds you well. I've created a report to see the signed transactions in the previous weeks (volume and number of transactions) by my sales representaives. I'm happy with the result but I would like to see in the d read more

Hello hello, I have been wondering if there is a feature or any 3rd party tool which could help me creating a report to visualize not just the distinct count closed deals of a team but also the average per person linked to that team. (Number of read more

I have created a Health Score for all of our companies. I can see the history health scores of any individual company. I can report on the *changes* to the health scores of each company. I want to report the *average* health score of all companies, read more

Hi, I noticed that HubSpot is automatically changing the lifecycle stage, even after I manually set it. I do not know what is the creteria is based on to change the values. I'd rather just change the stages manually. Is there a way to prevent th read more

Good day, colleagues, We need help building two reports that compare LinkedIn invitations sent and accepted monthly. Hubspot suggests only a year-to-year option. We have and use a HubLead subscription and build lists where we can see those to whom read more

Hi community! I'm trying to set up recurring revenue reporting based on multiple Deals pipelines. Everything works fine with our primary "New Sales Pipeline," but other pipelines do not work the same. This knowledge article describes how to read more

How can we ensure that whoever is viewing a report can only see information for teams they have default access to? When logging in as a user under "Team A," we can still see details for reps that belong to "Team B." The user has Team-only permission read more

Hello! I want to build use the formula builder tool in some reports I am building - but the formula fields in the report is not showing up for me. I'ev followed the steps in the KB article too just to be sure but no luck. It's still in beta read more