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Tips, Tricks & Best Practices

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PamCotton on February 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

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

Reply Announcement best practices Workflows

9 upvotes

20 Replies

MSI_Sakib

Participant

September 18, 2024 05:19

I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more

Solved

danmoyle on October 20, 2023

Building a website for viewers in China

If I were to add a subdomain to my main site for viewers & prospects in China, for instance asia.mydomain.com, are there ramifactions since I host in North America? For instance, any firewall or glitch implications for hosting a site in the US t read more

Reply Admin SEO Settings Website Pages

1 upvote

5 Replies

Accepted solution

Jnix284

Hall of Famer

October 20, 2023 17:05

Overall it would be better if you could use a top-level country domain like mydomain. cn instead of a subdomain. This is a very loaded questio...read more

Solved

nychd on June 29, 2023

Merging contacts using worfklows?

Is there any way to merge contacts using workflows based on certian criteria? Since the only way to bulk upload multiple email addresses on a single contact is with a custom field. I have a "email 2" and "email 3" field on my contacts. If a cont read more

Reply Admin Contacts How-To Professional Workaround

1 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 30, 2023 00:17

Hi @nychd , Out of the box, this is not possible via workflow. In workflows it would require custom code actions , the help of a developer an...read more

Solved

RChua8 on June 28, 2023

Opt-out and Opt-in Bulk Emails

Hello, I have imported and opted out a huge number of users to Hubspot. Since this is for a tempoary basis (to exclude them from our emails), I am looking for a way to opt-in them back. Is it possible to bulk opt-in a huge number of users? read more

Reply Admin best practices Marketing Workaround

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 28, 2023 13:14

Hi @RChua8 , You can find instructions for this here: https://knowledge.hubspot.com/contacts/remove-an-opt-out-of-email-status Best re...read more

Solved

SP7 on March 27, 2023

Redirected domain

I have domain1.com hosted at hubspot. I would like to have *.domain2.com* to be redirected to domain1.com/landingpage After doing some research on hubspot, looks connecting a redirecting domain is what's needed. The only result that I have read more

Reply Admin How-To Landing Pages Settings

0 upvote

1 Reply

Accepted solution

Ben_M

Key Advisor

March 27, 2023 13:37

This is something you should be looking into with your domain registrar. When you set it up you can just have it redirect there or setup a CNAME reco...read more

KaKaRoT on January 02, 2023

SFDC & HubSpot Marketing Contact Sync

Hi, Can anyone help me how to take care of the sync from SFDC to Hubspot and not get the contacts/leads as default to marketing contact? I want to make not all leads from Salesforce get marked as marketing contact which will exceed our limit. read more

Reply Admin Contacts CRM Enterprise Marketing

0 upvote

3 Replies

LaurenRyan

Top Contributor | Diamond Partner

January 04, 2023 12:41

Hi @KaKaRoT - contacts added by Salesforce (and other integrations) are sent to non-marketing contacts by default ( reference here ). It's likely t...read more

Solved

KaKaRoT on January 02, 2023

Best Approach for Marketing Contacts

Hi, Can anyone of you please help me with the best approach to take care of the marketing contacts? I would like to know the best practices to make sure I do not exceed the marketing contact limits, would be great if anyone can help me with it. read more

Reply Admin Contacts Enterprise Marketing

1 upvote

10 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 09, 2023 02:15

Hi @KaKaRoT , Yes, it does! Keep in mind that people names and company names might include 'test' naturally, e.g. a person named Esther ...read more

Solved

KaKaRoT on January 02, 2023

Contact List Backup

Hi, What's the best approach to back up the lead records? Do I export all contact records or is there any other efficient way? Thanks

Reply Admin best practices Contacts Enterprise Marketing

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 02, 2023 13:32

Hi @KaKaRoT , Exports would be the simplest, most straight forward and cheapest option, yes. If you're looking for something automated t...read more

Solved

shaebert on November 17, 2021

Best Practice for Event Management

Hello, we use HubSpot as an event management tool (non-webinars), but it takes a lot of effort to set everything up once we have an event. Is there a best practice/workflow/example of how I can make this process easier? Below are all the items that read more

Reply Admin Marketing Email Professional Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 17, 2021 10:15

Hi @shaebert , HubSpot doesn't have any event templates that would allow you to create all of these assets with a few clicks. More so, I'd con...read more

kaburke on April 30, 2021

Assistance managing multiple teams, roles and permissions In HubSpot

My name is Katie Burke and I am a Technical Consultant in the ProServices EMEA team. I have a number of customers that have multiple brands, teams, and roles. It can all get a little bit.... Confused man I created this excel read more

Reply Admin Enterprise Free How-To Professional Starter

11 upvotes

7 Replies

KChandler

Participant

January 19, 2023 10:25

This is so helpful thank you 😊