HubSpot "Aha-Moments"

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Community Manager

Hello everyone,

 
My name is Jess and I'm a Community Manager here at HubSpot.
 
Every now and then it happens to me that I learn something about HubSpot and it feels like a moment of sudden insight, literally an aha-moment.
 
aha moment.gif
 
Often these things are related to HubSpot tools, the HubSpot ecosystem or integrations. In this thread, I would like to share some of these aha-moments and also encourage everyone to do the same if you have experienced the same feeling of discovery. 

A few things to keep in mind:
 
  1.  Use the format: Did you know that...
  2. Only use aha-moments related to HubSpot or HubSpot integrations
  3. No aha-moment is stupid. If the learning awarded you with a feeling of insight other users might feel the same. So feel free to share!
  4. Keep the community guidelines in mind (https://community.hubspot.com/t5/Guidelines-Announcements/HubSpot-Community-Guidelines/td-p/4)
 
That's it!
I'll start 😉

Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


20 Replies 20
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Community Manager

Did you know that "Time in Deal Stage"  will reset to 0 if a deal re-enters a deal stage after having left it.


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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Community Manager

Did you know that importing contacts as part of an opt-out list does not actually create contacts - it merely updates the email address’ subscription status for your portal on the backend. Thus, it doesn't count towards the portal's contact limit

  • If a contact already exists in HubSpot, is added to the opt-out list, then removed from the CRM, their record will remain in the opt-out list and continue to not count per the limit
  • But if a physical contact record exists in your portal, unsubscribed or not, they will count towards your total contact limit

Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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Community Manager

Did you know that a contact's engagements will auto-associate with their deal (and populate on the deal's timeline) if the deal is in an open stage (i.e. is not any of Won or Lost).


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
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Visitor

Did you know that if you edit a contact's Original Source, it erases the drill down 1 and 2 properties..

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Community Manager

Hi @JessicaH ,

 

What a great idea starting this thread 🙂

 

I will be sharing mine...

 

Do you know If you have multiple Google Calendars, but want to restrict one from connecting to HubSpot, you can do so in the Google Calendar settings?

 

  • Click on the 3 grey vertical dots next to the calendar name
  • Settings and Sharing
  • In the Access Permissions section, unselect the box next to "Make available to sync with HubSpot".

 


Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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Occasional Contributor

Did you know that you that if an email was sent to multiple lists, you can analyze the performance by those individual lists or as one email send..

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Community Manager

Did you know that if you centre a  workflow around a date property but then change that date property to a different date, the actions would execute based off of the old date. If you want to base it off the new date, you'd need to have the contact unenroll from the workflow and reenroll based on the updated property.


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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Community Manager

Hey @Josh @Mike_Eastwood @AdamLPW @StefaniUAT @dianalcont @mike-ward @rikkilear @DanielAudio19 @willsmith @karstenkoehler I want to bring to your attention this section! I think you have so much to add and learn 🙂

 

have fun

Sharon



¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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Esteemed Advisor | Platinum Partner

Did you know that you can use active lists and list membership as a way to get around enrollment limitations for workflows or to improve lead scoring criteria?

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Advisor

Did you know that when you're composing an email from within HubSpot in your browser you can now (this changed in maybe June) select any text and insert a meeting link without changing the text?

For example, if your meeting link normally displays as "book some time in my diary" but, in the context of this email, you'd rather say "find some time for a chat", just select that text, insert the meting link, hey presto.

I was so blown away by this I had to reach out to Support and thank them - I'd been inserting links then changing them for AGES!!! Smiley Very Happy


Did my post help answer your query? Help the Community by marking it as a solution
"The rest of my advice my advice has no basis more reliable than my own meandering experience. I will dispense this experience... now!"
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Advisor | Partner

Did you that you can create custom owner properties in HubSpot in addition to the default "Contact Owner"? Sales owner, services owner, etc.

 

I didn't know about this until recently.

 

It's especially useful if owner properties are needed both for user permissions (e.g. which user can view/edit/communicate with contacts in the tool) and for personalized emails from different teams (e.g. automatically populating from name and from email in an email).

 

I've used this to

a) limit permissions and contact access for regional marketing teams in international companies (using the system default contact owner) and

b) creating a sales owner property for from-rep-email-sends

 

The steps are explained here: https://www.hubspot.com/product-updates/assign-objects-to-multiple-owners-using-custom-owner-propert...

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

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Community Manager

Did you know that you can’t add the “internal contact record” personalisation token unless the email has specifically been saved for automation? Otherwise, it just won’t appear as an option.


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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New Contributor

 I know one!!! ☝️

Blog post titles cannot be more than 200 characters in length, and blog post URLs can't be longer than 175 characters.

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Inbound Professor

Fun facts about Sales Hub:

  • Did you know that the fields prospects fill in when booking time through a meeting link is a HubSpot Form? That means you can use it to trigger workflows, filter contacts, create lists, etc.
  • Did you know that when you add an email task to a sequence, you can attach a template to it? When you do, the email template populates the subject line and body of the email when you open the task. That way, you can personalize the emails in your sequence when you send it, rather than having to personalize all the emails in the entire sequence when you enroll a contact in it.
  • Did you know you can add "placeholder tokens" to email templates? These are places where the person sending the email will be required to manually add some information (for example, a call recap). When you enroll a group of contacts into a sequence, you won't be able to finish the enrollment process until all placeholder tokens are resolved.
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HubSpot Moderator

Did you know that if you want to leverage Webhooks in a Contact workflow you don't require Marketing Enterprise. It can be done using the workflow extensions API.

 

This can be useful if you're a marketing professional customer who wants to send data to another system when a specific trigger occurs in the CRM (Page view, CTA click, Form submission etc). 

Jack Coldrick
Solutions Engineer @ HubSpot
Add me on LinkedIn
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Community Manager

Hi @Bryantworks @Nynke_HM @ojobson @AM8 @MatthewShepherd @Joe-Kelp @GuyTaylor @JanetArmstrong @DAnaGuiloff @louischausse, I just wanted to inform you about this thread. I'm sure you have some interesting moments to add?

 

Take care!

Jess 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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Regular Contributor | Gold Partner

Did you know you can connect branches of a workflow together by using "go to other action" and pointing directly to it? It has been a life-saver and reduced the complexity of building out duplicate workflows for minor branches in logic. You can learn more about it here.

 

Did you know you can rename your branches in a workflow instead of just using "Yes" & "No"? It is a great way to give quick context as to which path a contact will take in your workflow so you can make sure you have taken all paths into account properly. You can learn more about branching here.

 

Did you know you can test a workflow to make sure it is working as intended? You can select the contact to test for AND have the system send you the emails that the workflow would deliver so you can double check it all quickly. You can learn more about testing workflows here.

 

As an operations-minded person I can absolutely say, workflows in HubSpot have grown tremendously over the past few years and just get better and better. The HS automation system is the best out there, by far, and absolutely worth the upgrade to Marketing Professional for ANYONE that wants to make their efforts more efficient and streamlined.

√ Did my post help answer your question? Pay it forward and help the Community by marking it as solution!
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HubSpot Moderator

Did you know you can preview / test the look of your email in a number of various email clients (the list of email clients to choose from is truly extensive)?

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HubSpot Employee

Did you know that you can use lists to set up the criteria of contacts you want to build a report for?

Whenever you're having trouble in creating a criteria for your reports, create a list first, save it and then click 'Action'> 'Create a report'. 

Your report will be automaticaly filtered based on the list criteria.

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Regular Advisor | Platinum Partner

Did you know you can use URL query parameters to populate HubSpot form fields? Handy for scenarios such as passing data collected on one page to a form on another page e.g. if a visitor is sent from a product/service page, then populate that product/service into your form on the next page: https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string

Also on the topic of URL parameters, did you know you can use HUBL to dynamically change the text on your HubSpot pages based on URL parameters? Useful for creating paid landing pages where keywords change based on the parameters sent through the ad URL.


Did my post help answer your query? Help the Community by marking it as a solution.

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner