Tips, Tricks & Best Practices トピック

Hased Token

AskOren — Fri, 23 Jan 2026 13:20:59 GMT

Hi All,

I'm working with a customer, I'm writing a PRD for a project to migrate the the customer from an existing custome CRM platform to HubSpot.

One of the things that I need to solve it recurring billing,. This will be done outside of HS, do to their product limitaionts.

To make a long story short, I need to save a token that represents the customer CC details to itentify him with the billing company in the next billing cycle.

What would be the best way to charecterize this property, so it will be secured in the best way?
Would you store it somewhere else and not in HS, under the contact object?

Thanks

Tracking User Engagement for a Letter Boxed Game Website

Hellencharless2 — Thu, 22 Jan 2026 16:51:05 GMT

Hello HubSpot Community,

I am managing a website for the Letter Boxed solution game (NYT) and I want to track user engagement and interactions more effectively.

Here’s what I am trying to do:

Monitor which game pages or tips users interact with the most.
Track newsletter sign-ups and content downloads related to Letter Boxed.
Automate follow-up emails to users who frequently engage with specific Letter Boxed strategies or content.

I am using HubSpot CMS and Marketing Hub, but I am unsure of the best way to implement tracking, workflows, and reporting specifically for game-related engagement.

Could anyone guide me on:

How to set up custom tracking for interactive game pages?
Best practices to create workflows for Letter Boxed newsletter content?
How to generate reports on user interactions and engagement metrics?

Dealstage Tracking

SSingh9486 — Thu, 22 Jan 2026 12:39:44 GMT

I want to create table which reflects number of deals that moved dealstages along with the initial & final stage and also wish to filter it by date. What would be correct workflow?

How to create a segment (list) of contacts and companies I have followed?

TBridgeman — Thu, 22 Jan 2026 05:00:33 GMT

I just joined a company and have been reviewing contacts and companies with a co-worker. I have followed some of them to keep track of any future activity. How can I create a list of these records so I can go back to them at any time and review? I am not seeing any filter or logic options when I try to create a segment (list). Thanks in advance.

Improving user experience

AskOren — Wed, 21 Jan 2026 12:56:55 GMT

Hello All,
I'm working with a client and I'm trying to improve their potetnial cusrtomers experice.

Here is the user's flow:

Lead submits a (HS) form that is embedded in the customer's website under his domain.

Once the lead submits the form, he is redirected to a (HS) meeting link - Where he need to submit his details one more time.

This is what I would like to change/improve.

Since the lead already submitted a HS form (and his details are stored in the CRM), is there a way to pre-populate these values in the meeting link that the lead is redirected right after the form submission?

Thank you

Post-Flight Survey

Stacks42 — Tue, 20 Jan 2026 16:06:32 GMT

Our team is in Aviation and we are looking to do post-flight surveys to ID if there were any issues with each trip. The survey would ask about different elements of the flight and customer experience, such as if the WiFI was working, if there was a maintenance issue/delay, etc. We have a custom "Trips" object that we might possibly leverage.

We would like to somehow use a form and "Weight" each of the selections so they would reduce from 100%, and our goal would be that each trip would be above at least an 80% threshold. I'm trying to figure out if it is possible to leverage a scoring system or property in order to do this. It would be similar to how the lead scoring works but opposite, reducting from 100%.

Can this be accomplished? Would calculated fields be involved? Maybe some feature in the Customer Success portal can help?? Thanks!

Rolling Date using Calculated Properties

Zenitsu22 — Tue, 20 Jan 2026 09:26:18 GMT

I wanted to create a property that is based on a specific date. The idea is that every year, the calculation adds a year to the input. I want there to be two properties.

Property A (Initial Input Date)

Property B (Rolling Input Date)

Where Initial Input Date means the date we entered a company within the CRM.

Property A will remain uniform while Property B always changes depending on the year. For example:

Property A (Year 1): January 1, 2025

Property B:

> Year 2: January 1, 2026

> Year 3: January 1, 2027

Ideally, these properties should be the only ones that exist to ensure CRM hygiene.

and so on...

Any ideas how I can achieve this using calculated properties?

Automated Parent / Child association

COHagan8 — Mon, 19 Jan 2026 19:14:20 GMT

Hi all,

I’m building a workflow where ChatGPT identifies whether a company is a parent or a child.
That part works.

Now I want to auto-associate them — and I’m stuck.

Domain matching doesn’t work (parent & subsidiaries often share the same domain)
Company name matching doesn’t work (messy CRM, inconsistent naming)

My question here would be:

Does anyone have an idea what signals could actually work here? .

Thanks!

Multiple Reps for the same company different product lines

SMohan3 — Mon, 19 Jan 2026 17:12:30 GMT

Hi All,

I’m looking for advice on account ownership structure in HubSpot.

For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each line, how do you manage ownership in HubSpot?

Do you split company ownerships by product lines?

Would love to hear how you’ve set this up in HubSpot and what’s worked (or not worked) for your teams.

Thanks in Advance

@Victor_Becerra

Weekly Deal Summary

Fexxi — Mon, 19 Jan 2026 14:45:27 GMT

Hi everyone,

I'm looking for a simple way to have our salesreps submit a weekly deal summary so we get an overview on what's been happening in the previous week. We're already using target accounts & tiers so these will be the foundation for which updates should be submitted on a weekly basis. Unfortuantely, not everything (e. g. calls & notes) is logged in Hubspot so just relying on "last activity" isn't feasible. Any ideas? I want to keep it as simple as possible and avoid that our salesreps are spending an hour on this every week.

Bulk Enrichment of only one property

Xiawanbai — Sun, 18 Jan 2026 21:51:49 GMT

Is it possible to bulk enrich multiple Companies but only update one property called "Industry" via workflow, or is there any other option to do that? I really don't want to update street names or, in general, addresses, but I cannot find a way to exclude them.

Duplicate Lead Management

Stacks42 — Fri, 16 Jan 2026 19:24:33 GMT

I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.

Company Deduplication Issue with Active Salesforce Integration

md2727 — Fri, 16 Jan 2026 17:21:54 GMT

Here’s a cleaner, more professional version with better flow and clarity:

---

Hi all,

Quick question. I’m running into an issue with duplicate company records that I’d like to deduplicate. The challenge is that our SFDC integration needs to remain enabled at all times, and while it’s active, I’m unable to perform any deduplication actions.

We currently have Marketing Enterprise, Sales Hub Pro, and Data Hub Pro, but none of these seem to provide a workable solution for this scenario.

Is there an effective way to handle deduplication without disabling the Salesforce integration?

Thanks in advance.

How to route meeting bookings to the right person based on specific fields

Chloe-Ax — Fri, 16 Jan 2026 14:51:37 GMT

Hi everyone!

I'm currently looking for a solution on how to redirect prospects to the right person when they book a meeting on our website. For example, let's say that they are working in the entertainment industry and working in France, then they will have the meeting with our Head of Sales for this specific market.

I tried to do it with the Forms feature but I wasn't able to add a condtionnal logic to redirect to meeting links.

If anyone has some tips, I'll be happy to read them

Delighted about the improvement on team-based lead routing in HubSpot workflows

tylerdeion — Fri, 16 Jan 2026 11:46:10 GMT

Finallyyyyy. This has been such a pain in lead routing for forever.

This update makes routing so much cleaner for us. we can actually trust team-based routing now instead of doing that annoying workaround where you jump into the assignment workflow and remove the specific contact owner so leads don't get assigned to someone that's not available. It was a lot and difficult to track at times when several reps are OOO and then you have to add them back to the assignment workflow.

We also added an OOO team too and it’s already a game changer: if an old lead comes back inbound, we can reassign it to reps who are actually available instead of it snapping back to someone who’s out. That alone is gonna save a ton of “wait who’s on this?” chaos.

Not even exaggerating, this is one of those “small on paper, HUGE in real life” updates. Massive W for HubSpot. HOORAHHH

Make Deal from Meeting Booking

KPershad — Thu, 15 Jan 2026 15:33:10 GMT

Does anyone know if a deal can be created from a website using a hubspot meeting booking form?

We have this book a meeting form on our wordpress site using the hubspot wordpress plugin and when someone books a meeting, we would like it to create a deal.

Not sure if this possible with the free plan tho?

How to reconcile Sales and Finance views ?

mnigi — Thu, 15 Jan 2026 13:19:47 GMT

Hi
I would welcome any best practices / tips and tricks how to successfully reconcile the sales and finance views.

how to setup
a) optimal Deal Management for sales, where PO = Deal, with different product line items & price / margins

b) optimal forecasting of on pipeline coverage, deal stage and forecasting probability

c) accurate ARR / MRR view relevant to deal type, revenue composition

I have reviewed the trainings and saw fragments here and there but have not found much on how to reconcile.

Any advise would be welcome

PROJECTS QUESTION - Can it relate to closed deals?

VT75 — Wed, 14 Jan 2026 22:15:44 GMT

With the new beta projects, is there a way to tie it to a closed deal? i dont seem to find any way to do this...

help! Added contacts to companies not working... subdomain issues

VT75 — Wed, 14 Jan 2026 19:47:45 GMT

New hubtstotter here...

We have a bunch of companies added to our account.

Trying to add contacts to them. however its giving me a error msg every time.

I figured out why, its because the email domain doesn't match the company url.

This is a big issue, as almost all our clients have a main domain, with many subdomains depending on their division/location/etc...

How do I disable this feature, so we can add whatever email we want under the company? I tried unchecking the "Create and associate Companies with contacts", but it didn't do anything.

For example:

Company ABC COMPANY

Domain abc-company.com

Contact email is JOHNDOE@EAST.ABC-COMPANY.COM

Is this a bug, or ???

thanks!

Copy Created by User Id to custom property

ATU-48 — Wed, 14 Jan 2026 04:07:31 GMT

Hello HubSpot experts,

Our organisation has a requirement to report on a Deal role that is specific to our company. We need this custom property to be populated by the 'Created by user Id' property on the Deal, but the custom property needs to be able to be updated, so a property sync will not work.

I'm in the process of creating a workflow to copy the values from the 'Created by user Id' property to our custom property, but want to format the user Id to a HubSpot user and am struggling with coding this.

Have any users had any success completing this task?

Thanks in advance!