Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
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
Participant
April 22, 2024 04:46
Nice
Solved
danmoyle on October 20, 2023
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
1 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
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
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
Accepted Solution
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
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
Accepted Solution
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
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
Accepted Solution
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
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
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
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
0 upvote
9 Replies
Accepted Solution
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
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
Accepted Solution
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
NRoche on December 22, 2021
We are constantly battling the bulge. I refuse to pay for contacts that don't have the right data to lead score or segment appropriately. We have automation built to support this, but are severely limited because even though we set contacts as non- read more
Community Manager
January 03, 2022 08:22
Hi @NRoche Thank you for sharing! I understand how this would be useful for you and other users. Requesting this in the Idea Forum was indee...read more
Solved
shaebert on November 17, 2021
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
Accepted Solution
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
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
Participant
January 19, 2023 10:25
This is so helpful thank you 😊
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.