Tips, Tricks & Best Practices

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PamCotton on February 29, 2024
Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more
Top Contributor
March 11, 2024 09:42
I know I'm not using Workflows to the best of our ability. I feel that I'm not doing enough but not sure what else I can do. I'm looking forward to...read more
Solved
Shahmiri on March 18, 2024
Hey everyone, I'm Shahmiri, and I'm new to the email marketing game. Super stoked to be part of this awesome group and learn from all you pros! If anyone's got tips, and tricks about email stuff, I'm all ears. Let's dive in and crush it together! read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
March 18, 2024 11:56
Hey @Shahmiri Welcome to the HubSpot Community : ) Here is a blog from HubSpot from where you can learn tips and tricks to improve the...read more
Solved
TB23 on March 17, 2024
Hi, all, We have a free newsletter on HubSpot right now (integrated with the blog). Can we use the Hubspot starter plan to launch a paid version? Or does it need to be a professional plan? Thanks. Kelly
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 18, 2024 08:57
@TB23 this page explains the current functionalities of managing subscriptions: https://knowledge.hubspot.com/payments/manage-subscriptions-for-re...read more
Solved
ajinkyamurtey on March 16, 2024
Hi, Say if we have below two websites and both of them are created in WordPress. www.abc.com www.xyz.com In HubSpot I have added brand domain as abc.com So can I embed HubSpot forms on xyz.com so that those form records gets auto read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
March 16, 2024 16:40
Hi @ajinkyamurtey , Yes, you can embed forms on pretty much any page by following these steps: https://knowledge.hubspot.com/forms/how-can-i-...read more
JKong on March 13, 2024
I like to use Google form.
0 upvote
1 Reply
Hall of Famer | Partner
March 14, 2024 01:12
Hi @JKong , If you want to create HubSpot contacts from Google form submissions, you could look into this app: https://workspace.google.com/m...read more
PHerreroMKT on March 12, 2024
Hello, We've recently encountered a warning message from Chrome on our website, indicating that the following cookies will be blocked: _cfuvid .hsforms.com hubspotapi-prefs .hubspot.com _hjSessionUser_XXXXXX .hubspot.com read more
1 upvote
7 Replies
Key Advisor | Partner
March 13, 2024 11:23
Hey @PHerreroMKT I'm not sure I entirely understand the situation you're explaining, my apologies! When you say your clients who have you regist...read more
ajacks228 on March 11, 2024
Save valuable time and headaches with your Campaigns as these new features will help you collaborate as a team more efficiently & create avenues for more accessible content via Campaigns. Check out this demo!
Most Valuable Member | Diamond Partner
March 12, 2024 11:42
Thanks for looping me in @BérangèreL , appreciate the demo @ajacks228 🙌
KKappelhoff on March 11, 2024
Original source drill-down 2 and 1 showing in property history but not in the contact properties. How can I fix this?
0 upvote
5 Replies
Hall of Famer | Partner
March 11, 2024 11:23
@KKappelhoff apparently, HubSpot is clearing the field, at least that's what the history shows. I don't know why that is but you could explore it f...read more
JLeyder on March 08, 2024
I made a workflow where I send out a weekly email to all my B2B clients. Based on their behaviour in this email (clicked on a link), I have made a branch to send an internal email or not. Now I'm not sure if the branch will activate based on their read more
0 upvote
2 Replies
Member
March 08, 2024 07:15
Sure: here's what you see: the workflow automatically starts every Monday at 10 am (to one of my contact lists filled with b2b customers) 1) e...read more
JRobertshaw on March 07, 2024
Hi All, We are building our engagement scoring and want to exclude a subscription type out of the emails that trigger the workflow we originally had the trigger based off " Marketing Emails Opened" = " known" and contacts could re-enroll everyti read more
0 upvote
2 Replies
Hall of Famer | Partner
March 08, 2024 00:17
Hi @Jnix284 , If I understand you correctly, you want to trigger a workflow based on interactions with marketing emails - but only if those ma...read more
Ginayoyo on March 06, 2024
Currently, I can only know the meeting time which shows my timezone, not contact's timezone. The ability to swiftly identify the local meeting times of my contacts directly from my dashboard would be immensely beneficial. Currently, I'm limited to read more
0 upvote
1 Reply
Hall of Famer | Partner
March 07, 2024 00:21
Hi @Ginayoyo , This is unfortunately not possible at this stage. Just thinking about how other major tools handle this, this information you'r...read more
Simoneponti89 on March 06, 2024
Hello, I am trying to migrate CTAs from the Legacy section to the new section. I have cloned two CTAs to do a test by using image cloning (attachment 0). The migration was successful, but a major problem arose: the vertical CTA is cut off (at read more
0 upvote
1 Reply
Community Manager
March 07, 2024 05:18
Hi @Simoneponti89 , Great question, thanks for asking the Community! I see that when migrating your CTAs, when you edit the new CTA, you have an...read more
Solved
sschmidt2621 on March 06, 2024
In the past, I've created a form to collect RSVPs. This works well, other than one roadblock I continue to run into. Suppose Sally (for example) fills out an RSVP form for Joe (for example). In that case, Hubspot automatically assumes that Joe shoul read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Partner
March 06, 2024 14:46
Hi @sschmidt2621 , Will only Joe's contact need to be updated from this RSVP? If so, you can do this very simply by turning on this setting...read more
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