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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

PamCotton le Février 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 Lire la suite

Répondre Announcement best practices Workflows

5 Mentions J'aime

5 Réponses

Coolananth

Participant

Avril 22, 2024 04:46

Nice

Résolues

danmoyle le Octobre 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 Lire la suite

Répondre Admin SEO Settings Website Pages

1 Mention J'aime

5 Réponses

Accepted Solution

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Octobre 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...Lire la suite

Résolues

nychd le Juin 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 Lire la suite

Répondre Admin Contacts How-To Professional Workaround

0 Mention J'aime

3 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Juin 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...Lire la suite

Résolues

RChua8 le Juin 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? Lire la suite

Répondre Admin best practices Marketing Workaround

0 Mention J'aime

1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Juin 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...Lire la suite

Résolues

SP7 le Mars 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 Lire la suite

Répondre Admin How-To Landing Pages Settings

0 Mention J'aime

1 Réponse

Accepted Solution

Ben_M

Conseiller clé

Mars 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...Lire la suite

KaKaRoT le Janvier 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. Lire la suite

Répondre Admin Contacts CRM Enterprise Marketing

0 Mention J'aime

3 Réponses

LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Janvier 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...Lire la suite

Résolues

KaKaRoT le Janvier 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. Lire la suite

Répondre Admin Contacts Enterprise Marketing

0 Mention J'aime

9 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Janvier 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 ...Lire la suite

Résolues

KaKaRoT le Janvier 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

Répondre Admin best practices Contacts Enterprise Marketing

0 Mention J'aime

3 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Janvier 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...Lire la suite

NRoche le Décembre 22, 2021

Managing Contact Tier Subscription

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- Lire la suite

Répondre Admin best practices Billing Contacts Enterprise

0 Mention J'aime

1 Réponse

TiphaineCuisset

Gestionnaire de communauté

Janvier 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...Lire la suite

Résolues

shaebert le Novembre 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 Lire la suite

Répondre Admin Marketing Email Professional Workflows

0 Mention J'aime

1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Novembre 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...Lire la suite

kaburke le Avril 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 Lire la suite

Répondre Admin Enterprise Free How-To Professional Starter

11 Mentions J'aime

7 Réponses

KChandler

Participant

Janvier 19, 2023 10:25

This is so helpful thank you 😊

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