# Tips, Tricks & Best Practices

**URL:** https://community.hubspot.com/c/marketing-content/tips-tricks-best-practices/165.md

[Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md)

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## [How can Nonprofits improve fundraising in HubSpot?](https://community.hubspot.com/t/how-can-nonprofits-improve-fundraising-in-hubspot/163693)

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**Author:** [@wsweller](https://community.hubspot.com/u/wsweller)\
**Replies:** 3\
**Last updated:** [November 6, 2026, 2:29pm UTC](https://community.hubspot.com/t/how-can-nonprofits-improve-fundraising-in-hubspot/163693 "2026-11-06T14:29:28Z")

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@karstenkoehler, This is my first course in HubSpot. What advice would you give to someone who is still learning about the c…

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## [What are the recommended approaches when a business’s employees can also be its customers](https://community.hubspot.com/t/what-are-the-recommended-approaches-when-a-business-s-employees-can-also-be-its-customers/163507)

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**Author:** [@EJoyce2](https://community.hubspot.com/u/EJoyce2)\
**Replies:** 7\
**Last updated:** [November 6, 2026, 2:18pm UTC](https://community.hubspot.com/t/what-are-the-recommended-approaches-when-a-business-s-employees-can-also-be-its-customers/163507 "2026-11-06T14:18:17Z")

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A common scenario looks like this: Some employees are also customers, and their personal email addresses sync into HubSpot …

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## [Updating Logo Link to External Link with New Page Editor](https://community.hubspot.com/t/updating-logo-link-to-external-link-with-new-page-editor/161832)

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**Author:** [@HowdySarah](https://community.hubspot.com/u/HowdySarah)\
**Replies:** 5\
**Last updated:** [November 4, 2026, 3:04pm UTC](https://community.hubspot.com/t/updating-logo-link-to-external-link-with-new-page-editor/161832 "2026-11-04T15:04:56Z")

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Hi there, I’m using the new landing page editor to create my theme. I have my logo link as my primary website (hosted outside…

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## [What segments have you created that have led to greater engagement?](https://community.hubspot.com/t/what-segments-have-you-created-that-have-led-to-greater-engagement/108720)

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**Author:** [@CSales3](https://community.hubspot.com/u/CSales3)\
**Replies:** 10\
**Last updated:** [November 3, 2026, 5:13am UTC](https://community.hubspot.com/t/what-segments-have-you-created-that-have-led-to-greater-engagement/108720 "2026-11-03T05:13:29Z")

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Segmentation is the process of separating your contacts into smaller groups of similar profiles. Because different audience…

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## [What content ideas do you have for your buyers journey?](https://community.hubspot.com/t/what-content-ideas-do-you-have-for-your-buyers-journey/139196)

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**Author:** [@TLombardo6](https://community.hubspot.com/u/TLombardo6)\
**Replies:** 2\
**Last updated:** [November 1, 2026, 9:47pm UTC](https://community.hubspot.com/t/what-content-ideas-do-you-have-for-your-buyers-journey/139196 "2026-11-01T21:47:14Z")

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I work for an ESL company in Poland. For the awearness stage I would wrtie a blog post about how we all make mistakes speaki…

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## [What are the best practices when choosing a marketing automation tool?](https://community.hubspot.com/t/what-are-the-best-practices-when-choosing-a-marketing-automation-tool/138431)

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**Author:** [@RajeshS](https://community.hubspot.com/u/RajeshS)\
**Replies:** 2\
**Last updated:** [October 28, 2026, 7:11am UTC](https://community.hubspot.com/t/what-are-the-best-practices-when-choosing-a-marketing-automation-tool/138431 "2026-10-28T07:11:57Z")

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Hi everyone :waving\_hand: I’m currently exploring marketing automation tools for my company and wanted to get some insights …

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## [How has marketing automation changed your customer acquisition strategy?](https://community.hubspot.com/t/how-has-marketing-automation-changed-your-customer-acquisition-strategy/153993)

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**Author:** [@TarunNagar](https://community.hubspot.com/u/TarunNagar)\
**Replies:** 3\
**Last updated:** [October 26, 2026, 4:07pm UTC](https://community.hubspot.com/t/how-has-marketing-automation-changed-your-customer-acquisition-strategy/153993 "2026-10-26T16:07:41Z")

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I’m interested in learning how marketing automation has influenced your customer acquisition strategy over the past few years…

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## [Best practice for resetting internal test contacts for live testing across multiple brands?](https://community.hubspot.com/t/best-practice-for-resetting-internal-test-contacts-for-live-testing-across-multiple-brands/162738)

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**Author:** [@mlrather](https://community.hubspot.com/u/mlrather)\
**Replies:** 9\
**Last updated:** [October 26, 2026, 12:39pm UTC](https://community.hubspot.com/t/best-practice-for-resetting-internal-test-contacts-for-live-testing-across-multiple-brands/162738 "2026-10-26T12:39:25Z")

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Hi everyone, We manage multiple brands in one HubSpot account, and I’m looking for a reliable, repeatable way to use interna…

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## [How do you keep a clear overview of your entire marketing strategy, campaigns, and activities?](https://community.hubspot.com/t/how-do-you-keep-a-clear-overview-of-your-entire-marketing-strategy-campaigns-and-activities/161512)

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**Author:** [@JMinke](https://community.hubspot.com/u/JMinke)\
**Replies:** 3\
**Last updated:** [October 24, 2026, 12:31pm UTC](https://community.hubspot.com/t/how-do-you-keep-a-clear-overview-of-your-entire-marketing-strategy-campaigns-and-activities/161512 "2026-10-24T12:31:00Z")

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Hi everyone, I’m looking for a practical way to maintain a clear, visual overview of our marketing activities throughout the…

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## [Saving column views when sharing Segments (Lists)](https://community.hubspot.com/t/saving-column-views-when-sharing-segments-lists/144243)

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**Author:** [@Xiawanbai](https://community.hubspot.com/u/Xiawanbai)\
**Replies:** 2\
**Last updated:** [October 6, 2026, 8:48am UTC](https://community.hubspot.com/t/saving-column-views-when-sharing-segments-lists/144243 "2026-10-06T08:48:29Z")

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When I create a list with specific columns, I can’t save that column view. As a result, the person I share the list with has …

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## [Custom Property or Timeline Event](https://community.hubspot.com/t/custom-property-or-timeline-event/67807)

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**Author:** [@LAryan](https://community.hubspot.com/u/LAryan)\
**Replies:** 4\
**Last updated:** [October 5, 2026, 12:43pm UTC](https://community.hubspot.com/t/custom-property-or-timeline-event/67807 "2026-10-05T12:43:36Z")

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Hi there, We want to push data from Segment to Hubspot. In Segment, we have some important events like agent dashboard visit…

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## [Seeking Advice: Topics to dive into for Hubspot training](https://community.hubspot.com/t/seeking-advice-topics-to-dive-into-for-hubspot-training/120326)

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**Author:** [@MNold21](https://community.hubspot.com/u/MNold21)\
**Replies:** 3\
**Last updated:** [September 25, 2026, 7:39pm UTC](https://community.hubspot.com/t/seeking-advice-topics-to-dive-into-for-hubspot-training/120326 "2026-09-25T19:39:41Z")

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I’m part of a very small marketing team, and we’re transitioning our email, website, and CRM to HubSpot. We have 5 training h…

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## [Round Robin Lead Assignment](https://community.hubspot.com/t/round-robin-lead-assignment/99697)

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**Author:** [@ajinkyamurtey](https://community.hubspot.com/u/ajinkyamurtey)\
**Replies:** 5\
**Last updated:** [September 25, 2026, 3:27pm UTC](https://community.hubspot.com/t/round-robin-lead-assignment/99697 "2026-09-25T15:27:59Z")

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Hi, I want to know if there’s any way or logic that can be built to assign the leads to the sales rep on a round robin basis…

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## [New 10DLC SMS registration requirements 2026](https://community.hubspot.com/t/new-10dlc-sms-registration-requirements-2026/145105)

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**Author:** [@Shane\_Janssens](https://community.hubspot.com/u/Shane_Janssens)\
**Replies:** 7\
**Last updated:** [September 21, 2026, 1:17am UTC](https://community.hubspot.com/t/new-10dlc-sms-registration-requirements-2026/145105 "2026-09-21T01:17:42Z")

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10DLC Campaign Submission - Updated Requirements & Recommendations The HubSpot messaging team here with a quick but importa…

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## [Does digital marketing in HubSpot require knowledge of traditional marketing?](https://community.hubspot.com/t/le-marketing-digital-dans-hubspot-necessite-t-il-une-base-en-marketing-classique/155563)

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**Author:** [@Danielrm](https://community.hubspot.com/u/Danielrm)\
**Replies:** 9\
**Last updated:** [September 16, 2026, 10:48am UTC](https://community.hubspot.com/t/le-marketing-digital-dans-hubspot-necessite-t-il-une-base-en-marketing-classique/155563 "2026-09-16T10:48:04Z")

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Does digital marketing have nothing to do with traditional marketing, so one can become a professional without having a foundation in ...

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## [An open discussion on Brands add-on for Marketing Hub Enterprise](https://community.hubspot.com/t/an-open-discussion-on-brands-add-on-for-marketing-hub-enterprise/147417)

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**Author:** [@JasmineOejbro](https://community.hubspot.com/u/JasmineOejbro)\
**Replies:** 7\
**Last updated:** [September 16, 2026, 6:32am UTC](https://community.hubspot.com/t/an-open-discussion-on-brands-add-on-for-marketing-hub-enterprise/147417 "2026-09-16T06:32:33Z")

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For me the shift from business units to brands still feels quite fresh, and as I’m updating my knowledge on what the limits a…

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## [Digital marketing fundamentals](https://community.hubspot.com/t/digital-marketing-fundamentals/158772)

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**Author:** [@Nigina](https://community.hubspot.com/u/Nigina)\
**Replies:** 1\
**Last updated:** [September 13, 2026, 7:10am UTC](https://community.hubspot.com/t/digital-marketing-fundamentals/158772 "2026-09-13T07:10:19Z")

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who is new learner share knowledge and advice

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## [What segments can increase email engagement in HubSpot?](https://community.hubspot.com/t/what-segments-can-increase-email-engagement-in-hubspot/158156)

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**Author:** [@laiba2](https://community.hubspot.com/u/laiba2)\
**Replies:** 5\
**Last updated:** [September 11, 2026, 8:24am UTC](https://community.hubspot.com/t/what-segments-can-increase-email-engagement-in-hubspot/158156 "2026-09-11T08:24:51Z")

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Continuing the discussion from What segments have you created that have led to greater engagement?: Yes ,I want to learn ever…

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## [Using HubSpot to grow a time calculator website](https://community.hubspot.com/t/using-hubspot-to-grow-a-time-calculator-website/148017)

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**Author:** [@jhon\_785](https://community.hubspot.com/u/jhon_785)\
**Replies:** 6\
**Last updated:** [September 8, 2026, 5:19pm UTC](https://community.hubspot.com/t/using-hubspot-to-grow-a-time-calculator-website/148017 "2026-09-08T17:19:13Z")

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Hi everyone, I run a small website that helps users calculate time differences, work hours, and durations for everyday use. …

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## [Marketing Events - how to use them for recurring events](https://community.hubspot.com/t/marketing-events-how-to-use-them-for-recurring-events/146818)

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**Author:** [@SSnoei](https://community.hubspot.com/u/SSnoei)\
**Replies:** 6\
**Last updated:** [September 7, 2026, 10:13am UTC](https://community.hubspot.com/t/marketing-events-how-to-use-them-for-recurring-events/146818 "2026-09-07T10:13:49Z")

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We make extensive use of online webinars and demos via Teams. This involves a lot of email communication, which I would like …

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## [Which SMTP service provider works the best in terms of deliverability and easiness to use?](https://community.hubspot.com/t/which-smtp-service-provider-works-the-best-in-terms-of-deliverability-and-easiness-to-use/151349)

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**Author:** [@Raju001](https://community.hubspot.com/u/Raju001)\
**Replies:** 2\
**Last updated:** [September 4, 2026, 8:07am UTC](https://community.hubspot.com/t/which-smtp-service-provider-works-the-best-in-terms-of-deliverability-and-easiness-to-use/151349 "2026-09-04T08:07:16Z")

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I want to do email marketing and for that need a SMTP service provider which is reliable in terms of delivery rate and easy t…

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## [On my hubspot newsletter, on certain browsers the buttons appear to have an underline to the link](https://community.hubspot.com/t/on-my-hubspot-newsletter-on-certain-browsers-the-buttons-appear-to-have-an-underline-to-the-link/157636)

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**Author:** [@CharlieMorison](https://community.hubspot.com/u/CharlieMorison)\
**Replies:** 5\
**Last updated:** [September 1, 2026, 3:57pm UTC](https://community.hubspot.com/t/on-my-hubspot-newsletter-on-certain-browsers-the-buttons-appear-to-have-an-underline-to-the-link/157636 "2026-09-01T15:57:17Z")

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On my hubspot newsletter, on certain browsers the buttons appear with an underline hyperlink how do i remove the underline? O…

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## [Support Required : The audit log is not showing if any file is deleted](https://community.hubspot.com/t/support-required-the-audit-log-is-not-showing-if-any-file-is-deleted/157632)

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**Author:** [@VigneshMurugan1](https://community.hubspot.com/u/VigneshMurugan1)\
**Replies:** 4\
**Last updated:** [September 1, 2026, 2:35pm UTC](https://community.hubspot.com/t/support-required-the-audit-log-is-not-showing-if-any-file-is-deleted/157632 "2026-09-01T14:35:15Z")

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HI When I am deleting the file, The audit history is not capturing it. I can only see if a file has been uploaded. Is there a…

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## [How do you structure a lead nurture workflow that actually closes deals for service businesses?](https://community.hubspot.com/t/how-do-you-structure-a-lead-nurture-workflow-that-actually-closes-deals-for-service-businesses/157474)

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**Author:** [@Officialoghenekume](https://community.hubspot.com/u/Officialoghenekume)\
**Replies:** 4\
**Last updated:** [September 1, 2026, 12:40am UTC](https://community.hubspot.com/t/how-do-you-structure-a-lead-nurture-workflow-that-actually-closes-deals-for-service-businesses/157474 "2026-09-01T00:40:23Z")

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Hey everyone — John here, building lead systems at Oghenekume Digital Hub (Benin City, NG). I’m working on a Nurture Agent B…

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## [How can I automate book orders and track customers in HubSpot?](https://community.hubspot.com/t/how-can-i-automate-book-orders-and-track-customers-in-hubspot/80908)

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**Author:** [@PBookseller](https://community.hubspot.com/u/PBookseller)\
**Replies:** 6\
**Last updated:** [August 30, 2026, 10:48am UTC](https://community.hubspot.com/t/how-can-i-automate-book-orders-and-track-customers-in-hubspot/80908 "2026-08-30T10:48:42Z")

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Hi! Thanks to those that are taking the time to read. We run a family-owned bookstore that recieves a large number of book r…

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## [Does anyone use an Absorb LMS connector with HubSpot?](https://community.hubspot.com/t/does-anyone-use-an-absorb-lms-connector-with-hubspot/157049)

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**Author:** [@Cronin](https://community.hubspot.com/u/Cronin)\
**Replies:** 1\
**Last updated:** [August 25, 2026, 7:46pm UTC](https://community.hubspot.com/t/does-anyone-use-an-absorb-lms-connector-with-hubspot/157049 "2026-08-25T19:46:16Z")

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Looking for tips/suggestions on integrating Absorb LMS with HubSpot. Thanks!

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## [Pop-up form with custom design](https://community.hubspot.com/t/pop-up-formular-mit-custom-design/157048)

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**Author:** [@CAltindas](https://community.hubspot.com/u/CAltindas)\
**Replies:** 1\
**Last updated:** [August 25, 2026, 6:06pm UTC](https://community.hubspot.com/t/pop-up-formular-mit-custom-design/157048 "2026-08-25T18:06:11Z")

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Hi everyone, how can I embed the form in a popup CTA so that it has the same design as our custom form…

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## [AI Tool to Improve Product Images?](https://community.hubspot.com/t/ai-tool-to-improve-product-images/141642)

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**Author:** [@JKesler5](https://community.hubspot.com/u/JKesler5)\
**Replies:** 2\
**Last updated:** [August 25, 2026, 8:44am UTC](https://community.hubspot.com/t/ai-tool-to-improve-product-images/141642 "2026-08-25T08:44:24Z")

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Can anyone recommend an AI tool to improve images in hubspot? Not generate original images or drastically change images, but …

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## [The editing features you didn't know HubSpot Video had — and won't want to work without](https://community.hubspot.com/t/the-editing-features-you-didnt-know-hubspot-video-had-and-wont-want-to-work-without/156989)

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**Author:** [@HSyed](https://community.hubspot.com/u/HSyed)\
**Replies:** 0\
**Last updated:** [August 24, 2026, 8:10pm UTC](https://community.hubspot.com/t/the-editing-features-you-didnt-know-hubspot-video-had-and-wont-want-to-work-without/156989 "2026-08-24T20:10:58Z")

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If you’ve been using HubSpot Video mostly for trimming clips, you’re leaving a lot on the table. HubSpot Video has grown int…

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## [How should I handle adding replacement contacts when an old contact is no longer with their company?](https://community.hubspot.com/t/how-should-i-handle-adding-replacement-contacts-when-an-old-contact-is-no-longer-with-their-company/33890)

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**Author:** [@lstemley](https://community.hubspot.com/u/lstemley)\
**Replies:** 3\
**Last updated:** [August 24, 2026, 7:29pm UTC](https://community.hubspot.com/t/how-should-i-handle-adding-replacement-contacts-when-an-old-contact-is-no-longer-with-their-company/33890 "2026-08-24T19:29:02Z")

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Hi, When a contact has retired or left their company and leaves a replacement email address in an Out of Office email, what’…

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