CRM & Sales Hubの新しい掲示板トピック

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!

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?

Create deal that shows deal stage and number of tasks open

RSergeant — Thu, 22 Jan 2026 16:03:04 GMT

Good afternoon,

Could you please advise on how I would create a new report show the deal stage on X axis & number of tasks open on Y axis.

I would like to be able to get a list of closed deals (over a certain period of time) with tasks still open to be actioned.

Thank you

can't delete free account

DeniseB — Thu, 22 Jan 2026 14:38:30 GMT

Hi,

I try many times to delete my free account but it don't work. I click on delete account, I digit the ID Account and click "delete" but then i receive this banner "ops, somoething goes wrong!"

Auto association of deals

CDP2023 — Thu, 22 Jan 2026 13:31:22 GMT

Hi!

I am facing a weird issue in Hubspot were when I create an association of a Hubspot call (created through API) to contacts and companies, it auto associates to the deals which are not closed and linked to the contact.
Now I went ahead with this documentation and configured to set the automatic association to deals to None.contact default associations set to Nonecompany default associations set to None

But I still see them getting associated. I saw under Settings -> Calling , another option for AI automatic associations and also turned that down but to no success.
Am I missing something? Is there another setting that needs to be disabled in addition to the two above?

Regards,

CDP

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?

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

AndresDeJonge — Thu, 22 Jan 2026 11:59:31 GMT

Hi all,

I’m working with custom properties (data type currency) on deals and noticed a mismatch between the UI and the API.

When creating a currency property, you can enable “Use record currency instead of company currency”, but this setting doesn’t seem to be exposed via the Properties API.

When retrieving deal data:

the property value is returned as a number only
there’s no indication of whether it uses company currency or the deal currency for this specific property

Question:

Using the public APIs, how can we retrieve the right currency that's being used by the property? /properties only expose showCurrencySymbol and /objects/0-3/{id} only expose deal_currency_code.

Or is there another way to determine which currency applies to a specific property value?

Thanks in advance for any clarification!

How can I track direct mail activity on company records in HubSpot?

SKeohan — Thu, 22 Jan 2026 11:11:52 GMT

We have sales enterprise, operations professional however we only have marketing basic on our HubSpot.

We are working with a local mailing company to send out direct mail letters and we are exporting data from hubspot, to give them the address's however we want to log an activity on the companies we have mailed so it shows in the middle column just like the calls / emails etc.

Is there an app or a way of doing this?

visibility settings in a complex group of companies

borsuk — Thu, 22 Jan 2026 09:11:57 GMT

We recently implemented HubSpot in our company and are having significant difficulty setting user visibility permissions for companies, contacts, and deals due to the complex structure of our organization.

Our situation:

There are over 30 teams in our organization. Some users work in several teams simultaneously.

We want to limit visibility of companies, contacts, and deals to the members of the teams they belong to, plus the managers who oversee those teams.

Current issues:

- There are salespeople who operate in several teams. Due to how HubSpot works, people from one of these teams can see the companies, contacts, and transactions of that salesperson relating to another team IRL.

- These salespeople operating in several teams must choose a primary team, and all their companies, contacts, and deals are always saved to that one primary team. They would like to be able to decide where to save the record.

- By giving managers who actively work in the system access to multiple teams, people from those teams can see the companies, contacts, and transactions of the managers.

Is there a way to work around this situation so that users can cooperate within teams, but without giving too much visibility to their objects to users who should not see them?
We are unable to create separate teams. Too many users work in several teams at the same time IRL.

- Another problem is that if a user does not have visibility of a contact or company and trades with the same contact or company as another team, a problem arises because they cannot create it in the system and cannot see it either. They receive the message ‘The entry must be unique’.

Are there any proven or innovative ideas for solving these problems?

Our idea for solving the company problem is to create a custom ‘Company 2’ object that would be visible to everyone in the system, and no transactions would be added to it; it would only be a very limited object informing whether such a company is in the system and who owns it. A user wishing to trade with this company would have to ask its owner to grant them access to the real Company object.

I would be very grateful for any help.

Is HubSpot a good CRM for UK education consultancy leads?

Nouman1 — Thu, 22 Jan 2026 10:54:20 GMT

Hi,

I work with a UK study consultant agency, there are tons of leads and queries that comes from the website, we are using some custom made CRM which was working fine untill now, I was thinking whether HubSpot will be a good choice for us. Website is https://edulytic.com/

Any suggestions would be appreciated.

THanks

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.

Capture last selection of Custom multiple checkbox property

GFlo_ADB — Thu, 22 Jan 2026 01:20:06 GMT

We created a custom multiple choice property and we want to capture in a separate field the last selection added to that property and the date that the selection was made.

Help with % meeting completion reporting (Contacts + Meetings)

KG800 — Wed, 21 Jan 2026 20:16:32 GMT

Hello!

I need guidance on building percentage-based dashboard reporting for “Success Talks” meetings, given limitations with meetings/activity reporting.

Our setup

Contact properties:

Type = “Remote Professional”
Start Date (date)
Tenure (days) (number)

Success Talks are tracked as Meetings associated to the Contact, identified by meeting name:

“Success Talk: First 45 days”
“Success Talks Weekly”
“Success Talks”

Reporting needed

Dashboard metrics:

% of Success Talks completed within the first 45 days
% completed between 46–90 days
% completed after 90 days

Where we’re stuck

We’re struggling to calculate contact-level completion (e.g., contacts with at least one qualifying Success Talk meeting) and show it as a percentage of a cohort.

Questions

Is there a HubSpot-native report type (custom report builder/datasets/etc.) that can produce these % metrics based on associated meetings and Start Date?
If not, what’s the recommended data structure—e.g., tracking Success Talks as Tickets or a Custom Object—to enable accurate % reporting?

Thank you!

How to Enable Website User Journey Tracking in HubSpot Contacts?

KMorris3 — Wed, 21 Jan 2026 19:07:47 GMT

Hi HubSpot Community,

Previously, HubSpot had a feature that allowed us to track a website visitor’s full journey on a connected website.
In the contact record, it showed:

Pages the user visited before submitting a form
The exact page where the form was submitted
Main form fields like name, email, and phone number

Recently, I’m unable to see this information the same way, and I’m not sure if the feature is disabled, moved, or requires additional settings.

Could someone please guide me on:

How to enable website user journey tracking in HubSpot?
Any specific settings, tools, or subscription requirements needed for this feature?

Thanks in advance for your support!

Report that inlcudes the deal name and associated companies

EmilyHanMo — Wed, 21 Jan 2026 17:08:04 GMT

Hi,

Some times our deals can have two associated companies. For example, deal 12345 has two associated companies, one is Company ABC, the assoiation lable is ¨primary company¨, and the other associated company is Company DEF, the association lable would be "end user".

Now I need to create a report, which is a table, that includes the next columnes: the deal name, Primary company name, and end user company name.

So now in my report, I have the next columns:

But I don´t know how to make the first company name filtered by the association label "primary company" and then the second company name filtered by "end user".

Please help me to create this report.

Thanks!

Salesforce to HubSpot Migration

SSharma168 — Wed, 21 Jan 2026 15:17:28 GMT

Hello HubSpot Community,

I have we are migrating our data from salesforce to HubSpot but we are facing issues while mapping salesforce properties to Hubspot as these are not the deafault properties in HubSpot

can you guide us how can we create the following salesforce properties in HubSpot:

Roll-Up Summary (MIN Opportunity)

Roll-Up Summary (MAX Opportunity)

Formula (Text)

Formula (Percent)

Formula (Checkbox)

Lookup(Contact)

Text(15) (External ID) (Unique Case Insensitive)

Formula (Currency)

Lookup(Custom Projects)

Lookup Research

unable to receive form submission emails

EliteTechnical — Wed, 21 Jan 2026 15:14:44 GMT

no clue if theis is the correct place. the setup of community driven support site is garbage. its not support so far, its just more marketing. where do i find support? i literally searched support and there were no groups... zero

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

Error Creating Property - Please help me see why?

Hyroxware — Wed, 21 Jan 2026 11:52:14 GMT

Hi All,

Please could someone help me understand this error? I am wanting to Property Sync my Contact Country property with a Deal Country property.

Cannot create products – required price field is disabled after downgrade

DenysUA — Wed, 21 Jan 2026 11:34:44 GMT

Hi,

Our HubSpot account previously had a paid subscription with multicurrency enabled. Now we are on the free tools.

We’re experiencing the following issue: we cannot create a new product in the Product Library, because the creation form contains a required system field:

“Enter your product’s flat-rate unit price.” (Required)

This field is currently disabled (greyed out), so we cannot type any value into it, but HubSpot still requires it to be filled in order to save the product.

What we’ve already done:

In Settings → Account defaults → Currency we can't archive other currency and left only one Company currency.
In Settings → Properties → Product properties we created our own numeric price property (currency format) and added it to the product creation form.
The form shows our custom price field and we can fill it in, but we still cannot save the product, because the system “flat-rate unit price” field is empty and disabled.

It looks like a legacy / bug from the previous multicurrency setup after the downgrade: the system field remained Required, but became non-editable.

We kindly ask you to:

Either re-enable this system field so that we can manually enter a value,
Or remove its Required status / remove it from the product creation form, so we can rely on our own custom price property.

Portal ID: [ID]

Happy to provide screenshot.

Thank you!

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