CRM & Sales Hubのすべての掲示板投稿

Re: International Calling System

sennywale — Fri, 23 Jan 2026 08:13:33 GMT

Good question. There is no single “cheapest” tool for every team, but there are several affordable calling systems that integrate well with HubSpot and support outbound calling from the Philippines to the U.S. The right choice usually depends on call volume, team size, and how tightly you want calls logged in HubSpot.

How most teams approach this:
Teams typically use a third-party calling tool that connects natively to HubSpot so reps can call directly from contact records and have calls logged automatically. This usually ends up being more cost-effective and easier to manage than relying only on HubSpot Calling for international calls.

Common affordable options to consider:
CloudTalk is often used by outbound sales teams because it offers native HubSpot integration, U.S. virtual numbers, competitive international call rates, and automatic logging of calls and recordings.
Aircall is another popular HubSpot partner with a very smooth integration and reliable call quality, though the per-user cost is usually higher.
JustCall is frequently chosen by smaller or budget-focused teams and provides basic HubSpot integration with click-to-call and U.S. numbers.

Quick tip before choosing:
Test outbound call rates to the U.S., confirm whether call recordings and dispositions sync automatically to HubSpot, and check if reps can easily dial from contact records.

For teams in the Philippines calling the U.S. regularly, a HubSpot integrated dialer is usually the most practical and cost-effective setup.

Re: Auto association of deals

CDP2023 — Fri, 23 Jan 2026 07:00:24 GMT

Hey @CarolinaDeMares !

Thank you for sharing the insights — they were very helpful.

That said, I wanted to clarify something that still feels inconsistent from our end. Even though we have explicitly configured the auto-association logic to not associate calls with deals (except when associations are explicitly provided via the API), HubSpot continues to automatically associate these calls with all open deals linked to the customer/company.

In our setup, calls are tracked in Zendesk and then synced to HubSpot via the API, with the intention of associating them only to specific deals. However, HubSpot’s default association logic seems to override this behavior and links the calls to all open deals, which appears unintended.

From our perspective, this looks like a platform issue, and the approach you suggested — removing the associations after call creation — feels more like a workaround than a true resolution.

Please let us know if there is a way to fully disable this default association behavior, or if this is a known limitation/bug.

Regards,

CDP

Re: How do I see which contacts viewed my hubspot landing page?

karstenkoehler — Fri, 23 Jan 2026 05:13:54 GMT

Hello @MDePardo,

It's important to keep in mind the requirements for identifying who is viewing a page:

The person must have accepted the HubSpot cookies
They must've either clicked through a HubSpot marketing email with marketing email tracking enabled OR
They must've previously submitted a HubSpot website form
All of the above must have happened within the same session / device / browser

If that's not they case, they wouldn't be identifiable as a visitor. It would be anonymous.

So if you're not seeing this information, there's a good chance recipients simply didn't accept cookies.

If all requirements are met, you can view page views in the contact record timeline: https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline#view-and-filter-activities-on-a-record

You can also build a segment and filter for page views:

Best regards

Re: How do I see which contacts viewed my hubspot landing page?

EugeneAtKiwi — Thu, 22 Jan 2026 21:41:28 GMT

Hey MDePardo!

One way to do this would be to build a segment. Go to CRM -> Segments on your left sidebar menu, create a new contacts segment, and then click on Add Filter -> Events -> Page Views and then you can customize the filters to include a particular page or pages. Here's an article on how to create segments.

How do I see which contacts viewed my hubspot landing page?

MDePardo — Thu, 22 Jan 2026 21:05:10 GMT

Hi Everyone!

I am looking for a way I can view which contacts viewed a specific landing page.

For example, we are currently running a campaign and just sent out letters with a link to one of our hubspot landing pages, we want to know what the best way to track which contacts viewed that page. We are also sending emails out that link to the landing page.

Only people in our CRM are receiving this letter/emails.

Is there a report I can build that can let me easily view these people too?

Thank you!

Re: Automated Parent / Child association

danmoyle — Thu, 22 Jan 2026 20:44:22 GMT

Hey @COHagan8 - interesting project here! +1 for what @SteveHTM offered. I see a lot of folks frustrated by this feature limitation in HubSpot. I was thinking since you're already using a gen AI tool, maybe working with another one might help.

Since we know that reliable signals for auto-associating parent and child companies extend beyond domains and names to include firmographics, keywords, and external enrichment data, I'm thinking about tools like Claude, (which can now write to HubSpot!) Make, or Tray to help. They could maybe help with your auto-associating by integrating AI enrichment services into HubSpot workflows. I also know Insycle has bulk parent-child fixes, dedupe beyond domain and Workflow integration for auto-association.

You should be able to use HubSpot workflows triggered by new companies where ChatGPT tags parent/child. Enroll based on tag, then branch: query enrichment APIs for signals, compute similarity scores (like maybe via Make's AI modules), and associate via HubSpot's "Associate record" action using record ID or custom ID matches.

Hopfully this helps with some additional tools and inspiration.

Re: How to Enable Website User Journey Tracking in HubSpot Contacts?

KMorris3 — Thu, 22 Jan 2026 20:35:58 GMT

Guide me plz how to verify this

Re: How to calculate pipeline coverage for a report?

danmoyle — Thu, 22 Jan 2026 20:33:44 GMT

Hey there @darveesh. Since HubSpot doesn't natively support a single report combining deals and goals data sources for direct pipeline coverage calculation outside the Forecast tool, would it work to use Sales Hub analytics reports like "Quota attainment" for closed revenue vs. goals and "Weighted pipeline forecast"? Or maybe "Forecast category" for pipeline values, then manually compare in a dashboard?

You could also maybe create separate single-object reports (one for open deal pipeline sum {filter open deals by close date} and one for goals) then combine visuals on a dashboard. Not super simple and in one report, but dashboards can help tell fuller stories of your data.

Another option I found is to build a custom dataset from Deals only, summing open deal amounts as pipeline value. You'd need to create a calculated property for gap-to-goal if using a fixed quota (hardcode or use a user/team property), then divide: pipeline / gap. Note: dynamic Goals access remains unavailable in datasets/custom reports.

You also have some native HubSpot options in Sales Analytics. Again, may not be perfect, but might get you what you're looking for. You'ss want to go to the pre-built reports in Reporting > Reports > Sales. Then:

Weighted pipeline forecast: Multiplies deal amounts by stage probabilities.
Quota attainment: Closed revenue against goals (add via Filters > Goal).
These provide near-coverage insights without full goals-pipeline join.

Hopefully that helps get some more inspiration for the full solution for you!

Re: How are you structuring HubSpot CRM as your business scales?

danmoyle — Thu, 22 Jan 2026 19:49:22 GMT

Thanks for the tag and oppotunity to share, @BérangèreL! Hi there @SMittal14 Here's my unfiltered brain.

Start with the simplest possible system that your current team can actually use every day, but design it so you can add nuance without breaking everything six months from now (or later as you continue to evolve).

When to rethink lifecycle and pipelines: First, I agree with @karstenkoehler that overall your lifecycle stages likely won't change a whole lot. But a good rule of thumb: revisit lifecycle stages and pipelines any time your sales motion changes in a way your CRM can no longer “tell the story” clearly. You want to make sure your CRM is serving the team, and if processes or definitions change, you'll want to keep up with them with your own processes, lead scoring, and automation.

Some natural trigger points I'd keep an eye on include:

Adding a new motion (e.g., product-led, partner-led, or outbound on top of inbound) that has different milestones or handoffs.
Feeling forced to “hack” stages (e.g., using Customer for active opportunities or stuffing onboarding into deal stages) just to make reports work.
Leadership asking questions you cannot answer without exporting to spreadsheets or building one-off reports every week.

When that happens, step back and re‑document your actual buyer journey and internal handoffs. Then check whether lifecycle (contact), deal stages (pipeline), and tickets (service/onboarding) each represent what they’re best at: “who they are” vs “where the money is” vs “how we support them.”

How much automation is “too much” early (LOVE this question, btw): Early on, too much automation is anything that hides reality or makes it hard for humans to intervene. Let's compare healthy vs. risky.

Healthy early automation:

Ownership and routing: assign contact owners, create deals from key forms, create tasks when SLAs are missed.
Lifecycle updates tied to clear, objective events (e.g., demo booked, deal created, deal closed-won), not vague scoring rules.
Guardrails like preventing infinite workflow loops and avoiding lifecycle “skips” (Lead → MQL → SQL instead of jumping straight to SQL).

Examples of risky early automation:

Over‑engineered lead scoring where even your ops person can’t explain why someone is an MQL.
Workflows that auto‑create multiple pipelines, repeat activities, or change ownership based on unclear criteria, leading to “ghost” records and confused reps.

Basically, if your team says, “Why did that happen?” more than once a week, you’ve probably gone too far (btw I've been there).

Keeping things simple at first or building with scale in mind from day one? Honestly, I prefer a simple, well-documented setup over a “perfect for future scale” system that no one adopts.

Here's a common pattern I've learned over the years that seems to work (not set in stone, just a framework):

One primary sales pipeline with 5–7 stages aligned to buyer milestones (Connected, Exploring Fit, Proposal Out, Verbal Commit, Closed Won/Lost).
Standard lifecycle stages, with clear internal definitions: Subscriber, Lead, MQL, SQL, Opportunity, Customer, and one post‑sale stage if you truly use it.
One onboarding/support ticket pipeline for what happens after the deal is won, instead of extending the sales pipeline forever.

Here's what I think of when “building with scale in mind”:

Document definitions and entry/exit criteria for each stage.
Minimize custom properties, but making each one clearly owned and used in reporting.
Leave room to add a second pipeline later (e.g., renewals, expansion, or a distinct product line) once there is a real process behind it.

Okay. I want to bring this together for you. Here's what’s worked well (and what I’d redo).

First, some patterns that tend to work well as companies grow. I love designing around conversations, not tools: Start from your actual sales calls, CS handoffs, and marketing campaigns, then map those to lifecycle, pipelines, and tickets. Next, I'm a big fan of using lifecycle + lead status together so lifecycle tells the big-picture story and lead status captures “what’s happening this week” on the sales side. And finally, reporting can quickly become a beast that's hard to tame. Be sure to keep dashboards small: a lead-intake dashboard, a pipeline/forecast dashboard, and a post‑sale health dashboard, all reading from the same simple structure.

And if I were starting over, here are some things worth doing differently. I'd avoid creating multiple pipelines just because different teams “feel” different; use one pipeline with clear ownership unless the sales motions are truly distinct. Also, I'd resist renaming lifecycle stages into super-specific internal jargon; keep the underlying stages predictable and standardize your definitions in documentation and training. Plus this particular property can be used in conjunction with the Lead object, where you can get much more granular. And finally, I wouldn't rely on manual lifecycle updates. I'd make sure I tie them to reliable triggers (form types, meetings booked, deals created/closed) so reporting stays trustworthy as my company grows.

I hope that helps!

Re: Automatically Associate a Contact and Company with a Ticket Based on Logged Email or Activity

danmoyle — Thu, 22 Jan 2026 19:35:17 GMT

Welcome to the Community @KBiduk. If I understand what you're asking, it won't work with standard HubSpot features because it will only auto-associate the original sender’s contact to the ticket. You can't automatically add all other stakeholders on the thread (CC, BCC, forwarded participants) to the ticket out of the box. To get closer to what you want, you might be able to lean on Conversations + ticket settings, plus either process changes or custom code/API.

How I understand basic HubSpot features in this regard... So, when an email is sent from, or received in, a connected conversations/help desk inbox and is associated with a ticket, HubSpot automatically associates that email activity with the ticket and the sender’s contact record. Makes sense. Then by default, only the original sender is automatically linked as a contact on the ticket; CC’d or later-added recipients are not automatically turned into associated contacts on that ticket.

So it would make sense based on that, that you're running into a limit. There's no native setting today that says “for every email on this ticket, associate all participants as contacts on this ticket.” And workflows cannot directly say “whenever an email is logged on a ticket, associate all email participants as contacts with that ticket” without custom code or an external integration.

If you're looking for help with a basic solution, here's some inspiration for beavior workarounds (not technical HubSpot coding or tools). These won’t be perfect automation, but they reduce misses:

Use Help Desk/Conversations as the hub: Ensure all support mail is going through a connected conversations/help desk inbox and tickets are created from that inbox, so all replies stay threaded to the same ticket instead of spawning new ones.

Train agents to manually associate stakeholders as they appear: In the ticket’s right sidebar, add additional contacts as soon as they’re CC’d or appear in the thread; this ensures future ticket emails can be associated with those contacts as well.

Use forms and ticket workflows for known extra contacts: If you often know a second stakeholder at ticket creation (“CC manager” field), create that second contact and associate it to the ticket via a ticket‑based workflow using “Create record” and associations.

If you want to explore technical workarounds, you have some options with Data Hub or APIs. If you have Operations Hub Pro/Enterprise or dev resources, you can get much closer to true automatic association.

With custom‑coded workflow in HubSpot you can use a ticket‑based workflow with a custom code action that:

Pulls email activities associated with the ticket.
Extracts all email addresses on those messages.
Checks if they exist as contacts; creates them if needed.
Uses the Associations API to associate those contacts to the ticket.

Or if you're open to external integration or middleware options, I think a small app (or Make/Zapier/Tray flow calling the HubSpot API) can periodically look at ticket conversations, parse participants, and associate them programmatically in the same way.

I found these tips to help reduce missed responses for now. Again, not a perfect solution, but these help with how HubSpot currently works.

Make sure all outbound stakeholder outreach happens from the ticket’s email composer in Help Desk/Conversations, not from personal inboxes, so everything lands on the ticket thread.

Add a simple internal process: “Anytime you add or CC a new stakeholder, immediately add them as an associated contact on the ticket.” This takes a few seconds and ensures visibility for everyone working the ticket.

If you have Data Hub Pro, prioritize a small custom‑code workflow to auto‑associate email participants; it directly addresses the “responses are being missed because contacts aren’t associated” issue.

I hope that helps you find the right solution for your use case!

Re: Tracking User Engagement for a Letter Boxed Game Website

Victor_Becerra — Thu, 22 Jan 2026 19:08:53 GMT

Thanks for sharing your question @Hellencharless2
I'm tagging a few community experts to help you find a solution here:
Hello there @TomM2 @Lucila-Andimol and @SanjayKumar what do you think? any suggestions here?
Would love to have your insights!
Thanks!

Re: How to Enable Website User Journey Tracking in HubSpot Contacts?

karstenkoehler — Thu, 22 Jan 2026 18:25:17 GMT

@KMorris3 is your expectation that you're seeing this for every contact? This is not the case: Contacts must've:

Accepted cookies
Submitted a form

For the contacts where you're not getting this information, can you confirm that these requirements are met?

The tracking code is not a guarantee that you'll see this information for every contact.

Re: How to Enable Website User Journey Tracking in HubSpot Contacts?

KMorris3 — Thu, 22 Jan 2026 17:47:04 GMT

Kindly understand my condition previously I just paste tracking code on website then hubspot automatically records user journey after form submission which shows in contacts tab now its not recoding automatically

Re: unclear API currency use of custom property (deal vs company)

tomdk — Thu, 22 Jan 2026 17:33:42 GMT

Seems to be doing the job thanks a lot! Hopefully that the HubSpot team will integrate this in the latest API.

Re: unclear API currency use of custom property (deal vs company)

CarolinaDeMares — Thu, 22 Jan 2026 17:08:59 GMT

@tomdk you are right!
Looking once again at the the legacy get-properties v2 endpoint, the property definition does include a field called currencyPropertyName, which indicates which property HubSpot uses to determine the currency. If this is set to deal_currency_code, the value follows the deal’s currency. If it’s not set (or points somewhere else), the value effectively follows the company’s default currency.

So while it’s not explicitly documented as a solution, this field is the only place today where you can infer which currency a currency property is tied to.

Re: unclear API currency use of custom property (deal vs company)

tomdk — Thu, 22 Jan 2026 16:56:09 GMT

Hi Carolina, thanks for your response.

I'm not sure I'm following your suggested workaround, knowing both deal_currency_code and company currency still doesn't give you enough information to derive the value of the Use record currency instead of company currency checkbox? We can only make the assumption that for most of the cases this checkbox is not ticked, and fallback on the company currency. In the opposite case, when this checkbox IS checked it's just impossible to know due to the limits of the API of this day.

Re: Auto association of deals

CarolinaDeMares — Thu, 22 Jan 2026 16:54:12 GMT

Hey @CDP2023!

In HubSpot, activities created by an integration will always follow HubSpot’s default activity association logic, even if you’ve adjusted the automatic association settings in the UI. So if you’re seeing a call appear on an open deal “even though the contact has no deal,” the usual cause is that HubSpot is associating the call to a deal through another path, most commonly the contact’s associated company (or the contact’s “primary company”) that does have open deals, and HubSpot then attaches the activity to those open deals by default.

What I’d do to confirm quickly:

Check whether the contact is associated to a company, and whether that company has any open deals (that’s often the hidden link).
Check your integration payload for the call creation to ensure it’s not unintentionally sending a deal association in the associations section. (Calls v3 supports explicitly associating to records at create time.)

Workaround if you need strict control: after creating the call, explicitly remove any deal associations your integration doesn’t want (using the Associations API). This is currently the most reliable way to prevent “association pollution” when activities are created via integrations.

Hope this help!

Carolina De Mares

ZUID.
Goirkekanaaldijk 12
5046 AT Tilburg
Nederland

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?

Re: can't delete free account

CarolinaDeMares — Thu, 22 Jan 2026 16:27:20 GMT

Hey @DeniseB ! Could you share screenshot or screen video of the steps you are following to understand the error?

In the meantime, I'll recommend changing your browser and following the steps in this article: https://knowledge.hubspot.com/account/how-do-i-cancel-my-hubspot-account

Sad to see you leaving from HubSpot!

Carolina De Mares

ZUID.
Goirkekanaaldijk 12
5046 AT Tilburg
Nederland

Re: unclear API currency use of custom property (deal vs company)

CarolinaDeMares — Thu, 22 Jan 2026 16:23:42 GMT

Hey @AndresDeJonge, What you’re seeing happens because the “Use record currency instead of company currency” setting in the HubSpot UI is mainly a display setting and isn’t fully exposed in the public Properties API. The API will return the numeric value for a currency property, but it doesn’t include a field that tells you whether that value was formatted using the deal’s currency or the account’s company currency. This limitation is reflected in the way custom currency properties behave in HubSpot and how multi-currency settings are managed in the platform documentation, see more info here: Create and edit properties

To interpret the value correctly today, the most reliable approach is to combine information from the deal and the account settings. You can retrieve the deal’s currency code using the deal_currency_code property on the deal record, which tells you what currency that specific deal uses, and you can retrieve the account’s default company currency via the Currencies Settings API. If a property is configured to “use record currency,” it should align with the value in deal_currency_code; otherwise it should align with the company currency from the settings API.
See more info here: https://developers.hubspot.com/docs/api-reference/settings-multicurrency-v3/currency/get-settings-v3-currencies-company-currency

Hope this helps! If you need an extra hand on this on ZUID we can defently support!

Carolina De Mares

ZUID.
Goirkekanaaldijk 12
5046 AT Tilburg
Nederland