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kara_susvilla on July 17, 2025
Here's the brutal truth: Most deals aren't lost to competitors—they're lost to indecision. You've probably been there. Great discovery call ✅ Killer demo ✅ Budget confirmed ✅ Then... radio silence. Your contact goes dark, stuck in read more
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Solved
prakashhinduja on July 16, 2025
Hello everyone, I am Prakash Hinduja, currently working on organizing my CRM and have come across a number of duplicate contacts. I have really appreciate it if anyone could share suggestions or best practices on how to clean them up effectively read more
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Accepted solution
Guide | Gold Partner
July 17, 2025 05:58
Hi @prakashhinduja , In addition to what @karstenkoehler , I'd also recommend checking out Insycle.com - a great tool to help keep your CRM dat...read more
Solved
Patti_R on July 15, 2025
Hi All! We are struggling with lost visibility to the deal stage exit criteria in HubSpot (we were previously in Dynamics which had better visibility to this). I was going to build a Playbook but we don't have Sales Enterprise so we can include dyna read more
0 upvote
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Accepted solution
Hall of Famer | Partner
July 16, 2025 23:54
@Patti_R in the record customization options, you can make property sections in the left sidebar conditional (by deal stage). https://knowle...read more
Solved
ASobusiak on July 15, 2025
Hi everyone 🤝 I'm using AmpleMarket to send outbound emails, and I'm trying to figure out the best way to include those emails in HubSpot activity reports. Is there a way to track or import these email activities so that they can be used in cus read more
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Accepted solution
Guide | Gold Partner
July 15, 2025 15:21
Hi @ASobusiak , Based on the official Amplemarket HubSpot integration guide ( https://learning.amplemarket.com/hc/en-us/articles/360052483331-Inte...read more
LDeniz on July 15, 2025
Hi all, We are wondering how best to deal with MYDs. We have a workflow that copies information from the closed won deal to the company once the contract start date is met, but we are running into problems when there is price escalation between read more
0 upvote
1 Reply
Community Manager
July 15, 2025 11:55
Hi @LDeniz , I hope that you are well! Great question, thanks for asking the HubSpot Community! There are several threads on this topic, with gr...read more
Solved
MTraczyk on July 14, 2025
Hi, I am a bit confused about setting up enrolment triggers in my workflow. My goal is to build a workflow where you can enter another stage only if you complete a task from a previous one. The issue is that, I do not pick up Manual triger while read more
0 upvote
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Accepted solution
Hall of Famer | Partner
July 14, 2025 11:22
@MTraczyk just to avoid misunderstandings, workflows aren't rules, they're automations. By creating a workflow, you're not enforcing that deals mov...read more
Solved
HSalah on July 14, 2025
how to fill workflow, list properties. I created a drop down property called status with options delete,hospitality,seniro living,multi family. I want to fill the properties value manually. Is that possible
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 14, 2025 07:15
@HSalah ah, I thought you were referring to properties used in lists and workflows, not list properties and workflow properties. You should s...read more
Hrsh on July 14, 2025
Hi folks, I'm working on a task at my company where I need to create SLA rules and reports for orders in HubSpot, we're currently on the Professional subscription. Here's the setup: Each Sales Order (SO) has line items SLA is: Orders read more
0 upvote
1 Reply
Community Manager
July 14, 2025 12:09
Hi @Hrsh and welcome, it's a pleasure to have you here! Great question, thanks for asking the HubSpot Community! Have you already tried this " ...read more
Solved
Fexxi on July 14, 2025
Hi everyone, I made some changes to our deal stages and would like to remove two of them without actually deleting them to retain historic data. Is there any way to archive a deal stage or to remove it from the deal stage dropdowns without delet read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 14, 2025 05:10
Hi @Fexxi , No, unfortunately not. There is no setting or configuration that would let you hide or archive the stage while keeping it in place...read more
Solved
s71 on July 14, 2025
I was wondering if it is possible to directly add association labels in bulk as well? As in, I'd like to associate around a dozen of my contacts with the same four companies using the same association label for each of those associations. Is tha read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 14, 2025 04:13
Hi @s71 , One option would be to do so through these workflow actions, if you have workflows at your disposal: Importing will ...read more
Solved
MDiaz705 on July 11, 2025
Does anyone have any experience creating a Marketing Request Form in HubSpot? We want to have a form for internal team members outside of Marketing to request collateral, giveaways, permission/funding to attend events, etc. Ideally we would rat read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 11, 2025 12:48
Hi @MDiaz705 , Happy to help here! A few considerations: HubSpot has built-in source and activity tracking. Some HR teams, depending on th...read more
Solved
DJames79 on July 11, 2025
Hi all, A tricky one to solve. Before we started using HubSpot are database of clients and non-clients was based on a top down approach, for example, where an international corp was at the top of the tree, it may have 10 regional companies, some read more
Accepted solution
Guide | Gold Partner
July 15, 2025 08:24
Hi @DJames79 , To ensure accurate company associations during import, both the international corporations and their regional entities should be lis...read more
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