Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
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
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
11 upvotes
28 Replies
RichardEdward
Member
December 09, 2024 06:36
Workflows are key to efficiency, but they can get complicated. If you're feeling stuck, you're not alone! Share your challenges or optimized workflow...read more
Solved
ChristianROSIER on December 09, 2024
Geplante Email in Liste anzeigen
Guten Morgen zusammen, ich bin relativ neu auf Hubspot unterwegs... ich habe eine Frage... ich möchte mir gerne alle geplanten Emails in einer Liste anzeigen lassen, damit ich den Überblick nicht verliere.... geht das?
Reply Best Practices
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
December 09, 2024 01:43
Hallo @ChristianROSIER , meinst du vorgeplante Marketing-E-Mails? Falls ja, dann einfach im Menü > Marketing > E-Mail diesen Tab hier mi...read more
Solved
lgaitan on December 02, 2024
Segmenting by country for language for email marketing
Hello! How is everyone managing this? We do email marketing in multiple languages and I have run into multiple examples of recipients in a Spanish speaking country for example that requested to actually receive the English version. Are you all using read more
Reply Best Practices
0 upvote
3 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
December 02, 2024 12:44
Hi @lgaitan , Typically, this is best solved with a hierarchy that you need to define, and then implement via a workflow, e.g. If the expr...read more
Solved
TAG-MC on November 28, 2024
🚀 Revolutionize Your B2B Marketing
How Can B2B Companies Stay Ahead in a Competitive Landscape? Let's Discuss! In the world of B2B, success isn’t just about quick wins—it's about building trust and guiding clients through a thoughtful journey: Awareness, Consideration, Conver read more
Reply Best Practices
0 upvote
1 Reply
Accepted solution
Gaurav_Aggarwal
Key Advisor | Partner
November 28, 2024 05:12
Hey @TAG-MC You're absolutely right that B2B success hinges on building trust and guiding clients through a thoughtful journey. To create a se...read more
Solved
DBoroi5 on November 26, 2024
Migrate Podcast from Captivate to Hubspot
Does anyone have any clear steps on how to migrate podcast from Captivate to Hubspot, following the download and import of all audio files from Captivate into Hubspot.
Reply Best Practices
1 upvote
2 Replies
Accepted solution
Crystal_Hopper
Key Advisor
November 27, 2024 10:07
Hi @DBoroi5 ! Are you on Content HubSpot Pro and trying to use the Podcast app within Content Hub? I do not currently have this feature but ...read more
Solved
OJones2 on November 21, 2024
Recommendations for social media and website integration for HubSpot
Hi HubSpot Community, I’m Oliver Jones, and I’m currently exploring ways to improve our digital marketing efforts. I’d love to tap into the collective knowledge of this community to get your recommendations and insights! Managing Social Media read more
Reply Best Practices
1 upvote
4 Replies
Accepted solution
GiantFocal
Top Contributor | Partner
November 21, 2024 09:03
Hi @OJones2 , HubSpot has a social media certification: https://academy.hubspot.com/courses/social-media It should help you get all the infor...read more
Solved
Prakash_Rawat on November 18, 2024
How to Add Instagram Reels on Website for Free?
I run a website development agency, and my clients want to display Instagram reels on their websites. Is there a platform that can be used to publish Instagram Reels on any CMS platform?
Reply Best Practices
1 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
November 19, 2024 00:09
Hi @Prakash_Rawat , Happy to help here, there are several ways to display Instagram Reels on websites for free. Platforms like Elfsight ...read more
Solved
MPease8 on November 08, 2024
Workflow to set current contacts birthdates
I have created a new Birthdate property date-picker field type. How do I create a workflow to go back through all my contacts to update the new property field if birthdate is known?
Reply Best Practices
0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
November 09, 2024 01:35
Hi @MPease8 , Could you explain this in a bit more detail? When you say "if birthdate is known", where exactly does that information come from...read more
CdelP on November 04, 2024
Stop Sending Boring Newsletters: Lessons from MKT1's Emily Kramer
Hey, Community! Curt with Masters in Marketing here! "What's that?" you're thinking. (Yes, I can see what you're thinking. I eat a LOT of carrots.) It's HubSpot's newest newsletter, featuring exclusive interviews of top marketers—like read more
Reply Best Practices
8 upvotes
9 Replies
IrynaGorbachova
Member
December 02, 2024 07:45
I absolutely love this idea, maybe because my past background comes from Product as well. But anyway, in fact, how do you even put marketing from Pro...read more
Solved
CCoppit on October 29, 2024
Microsoft Email Jail
Hello! We recently switched to hubpsot and have had issues with our sales reps being put into email jail by Microsoft. We email using seqeunces and we dont send over the 5,000 limit. What are we doing wrong and does anyone have tips or tricks to read more
Reply Best Practices
0 upvote
1 Reply
Accepted solution
MadisonMoniz
Contributor | Diamond Partner
October 29, 2024 17:30
Hey there @CCoppit - I'd love to help! Without access to your account it is a bit tough to ensure that I am not giving you tips you already k...read more
Solved
LK8 on October 17, 2024
RE: Best Practices for Capturing URL Data in HubSpot Forms on External Landing Pages
Hi everyone, I'm looking for some advice on capturing URLs in a form. We have two event landing pages hosted on a different platform (not HubSpot). Our goal is to use a single form across both pages so we don’t have to create new forms eve read more
Reply Best Practices
0 upvote
3 Replies
Accepted solution
LK8
Member
October 17, 2024 20:14
Just a quick update on this, I had a chat with a developer and they said it's the best solution for now! But open to any other comments if you have s...read more
Solved
JVermunt on October 02, 2024
Is the lead status property deprecated now that we have lead objects?
It feels like the lead objects feature with the prospecting tab is a more extensive version of the lead status property. I am wondering whether this means the "lead_status" property is now deprecated, as it is still present in many places in HubSpo read more
Reply Best Practices
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 02, 2024 08:39
Hi @JVermunt , It's still there, yes, and I assume that's mostly because the property is somewhat in use in many, many HubSpot portals. Simila...read more
Solved
AJoachim on September 05, 2024
How to send a recurring weekly survey to contacts
Hello, I am trying to figure out steps on how to create either a workflow or an automated recurring task for a survey to be sent out weekly to an identified contact list. I would like it sent to current students and allow responses to the survey read more
Reply Best Practices
0 upvote
1 Reply
Accepted solution
boostmyemail
Contributor
September 05, 2024 16:13
You should be able to make this work. A couple of key things to do or consider: 1. Are you sending the same survey link each week, or a different on...read more
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
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.

Featured Content

Tagging companies with a property
ABM Marketing & Sales Prospects
Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns