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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

PamCotton on Fevereiro 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 Leia mais

Responder Announcement best practices Workflows

4 avaliações positivas

4 Respostas

MiaSrebrnjak

Gerente da Comunidade

Março 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...Leia mais

Solucionado

danmoyle on Outubro 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 Leia mais

Responder Admin SEO Settings Website Pages

1 avaliações positivas

5 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Outubro 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...Leia mais

Solucionado

nychd on Junho 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 Leia mais

Responder Admin Contacts How-To Professional Workaround

0 avaliações positivas

3 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Junho 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...Leia mais

Solucionado

RChua8 on Junho 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? Leia mais

Responder Admin best practices Marketing Workaround

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Junho 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...Leia mais

Solucionado

SP7 on Março 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 Leia mais

Responder Admin How-To Landing Pages Settings

0 avaliações positivas

1 Respostas

Accepted Solution

Ben_M

Conselheiro(a) de destaque

Março 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...Leia mais

KaKaRoT on Janeiro 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. Leia mais

Responder Admin Contacts CRM Enterprise Marketing

0 avaliações positivas

3 Respostas

LaurenRyan

Top colaborador(a) | Parceiro Diamante

Janeiro 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...Leia mais

Solucionado

KaKaRoT on Janeiro 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. Leia mais

Responder Admin Contacts Enterprise Marketing

0 avaliações positivas

9 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 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 ...Leia mais

Solucionado

KaKaRoT on Janeiro 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

Responder Admin best practices Contacts Enterprise Marketing

0 avaliações positivas

3 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 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...Leia mais

NRoche on Dezembro 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- Leia mais

Responder Admin best practices Billing Contacts Enterprise

0 avaliações positivas

1 Respostas

TiphaineCuisset

Gerente da Comunidade

Janeiro 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...Leia mais

Solucionado

shaebert on Novembro 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 Leia mais

Responder Admin Marketing Email Professional Workflows

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 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...Leia mais

kaburke on Abril 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 Leia mais

Responder Admin Enterprise Free How-To Professional Starter

10 avaliações positivas

7 Respostas

KChandler

Participante

Janeiro 19, 2023 10:25

This is so helpful thank you 😊

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