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Tips, Tricks & Best Practices

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Solved

KaKaRoT on September 06, 2023

Can we change create date for New Leads?

Hi, In the company I work we use HubSpot which is integrated with Salesforce CRM. Like in Salesforce we can do the list upload where the create date can be manipulated using a data loader. However, I want to know if there is any way we can d read more

Reply best practices Contacts CRM Professional

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

September 06, 2023 13:30

Hi @KaKaRoT , The create date of records cannot be changed, there aren't any workarounds to this either. The create date reflects the date whe...read more

Solved

SClara on August 28, 2023

Merge or sum of values between deals with the same company

Hello, I need your help/opinion 🙌 I have the following challenge that I don't know how to solve, and I'm going to give you some context. I have a pipeline created specifically to deal with renewal deals. There are two types of deals which I read more

Reply best practices CRM Deals Integrations Professional Workaround Workflows

2 upvotes

2 Replies

Accepted Solution

danmoyle

Thought Leader | Elite Partner

August 29, 2023 08:49

@SClara I'm with @kvlschaefer on this to see if Insycle as a tool can help. Also a thought: What if you had a Deal based workflow that whe...read more

Solved

smartius on May 30, 2023

Newletter Form Best Practices

Hi all, I am getting started with HubSpot. I'd love to setup a new active list with contacts signed up through a simple newsletter box. I'd love to implement the following flow: -> User submits their email on our website which will be sav read more

Reply best practices Contacts CRM Forms GDPR Landing Pages Marketing Email Professional

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

May 30, 2023 15:37

Hi @smartius , If the contact uses the same email address in both forms, HubSpot will automatically update the contact record in the backgroun...read more

Solved

Edmund_Lam on May 17, 2023

Tracking the number of events a participant has registered/attended

I am helping a nonprofit implement HubSpot. They want to track metrics like the number of events a participant has registered for in the last 6 months etc. With the Marketing Hub Starter subscription, is there a way to create this kind of "dynamic" read more

Reply Contacts CRM Marketing

0 upvote

1 Reply

Accepted Solution

elizheleva

Top Contributor | Partner

May 17, 2023 18:28

Hi, @Edmund_Lam , I love the fact that you're helping a nonprofit! 😍 The question I have for you is how the event attendance is trac...read more

abenly on February 24, 2023

Hello, We are looking to add an automated emailing but our e-commerce platform does not have API

We are looking to create an automated email campaign for clients abandoning their basket on our website. Our e-commerce platform is SynXis but they do not have API, they suggested that Hubspot creates a coding via a GTM container. Can anybody please read more

Reply Campaigns Conversations CRM Getting Started

0 upvote

1 Reply

kvlschaefer

Community Manager

February 27, 2023 08:15

Hi @abenly , Thank you for reaching out to the Community! Did SynXis provide additional information on the GTM container? Such as requi...read more

Solved

KaKaRoT on February 03, 2023

Lead Status Modified Date Property

Hello, I want to track the last modified lead status date and what was its value when the lead status was changed to. For example, I have a contact "ABC" that has a lead status - SAL and if Account Executive changes the lead status to SAO th read more

Reply best practices Contacts CRM Custom Objects Enterprise

0 upvote

5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 03, 2023 04:09

Hi @KaKaRoT , The Lead status property isn't set up for this kind of reporting, at least not out of the box. SAL and SAO sound like th...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

LaurenKennedy

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

SashaLibina on October 24, 2022

Migrating one Hubspot account into another (Marketing and Sales hubs)

Hi there, We have one Hubspot account where we only use the Marketing hub, and another Hubspot account that is mainly used as a CRM. We are trying to find the most optimal way to "merge" them, however at the moment it looks like we will loose d read more

Reply best practices CRM Marketing Professional Workaround

0 upvote

3 Replies

Accepted Solution

johnelmer

Top Contributor | Elite Partner

March 02, 2023 10:52

@SashaLibina Recognizing that this is an older thread, there is an app in the HubSpot App Marketplace called the HubSpot to HubSpot Portal Migra...read more

EConway on October 11, 2022

[Free Report] State of Marketing 2022 with a UK Spotlight

📊 State of Marketing 2022 + UK Spotlight! 📊 Planning your marketing strategy for 2023? Download now the report now. The State of Marketing Trends 2022 + UK Spotlight report is a comprehensive look at how read more

Reply Academy Analytics Tools best practices CRM Email Deliverability Feedback Surveys How-To Marketing Marketing Email Quick Tutorial Reports

7 upvotes

3 Replies

BSwaper

Contributor

October 12, 2022 08:42

Thanks for sharing, I'd like to show you the really interesting facts about how the pandemic impacts on marketing around the world. I think now we s...read more

deanrenshaw on August 03, 2022

populating a deal source from workflow campaigns

Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al read more

Reply CRM Deals Workflows

1 upvote

2 Replies

ChrisoKlepke

Key Advisor | Platinum Partner

August 04, 2022 05:38

Thanks @TiphaineCuisset that you keep tagging me and getting me into this topic. Hey @deanrenshaw , I'm not entirely sure if I follo...read more

DJayagoda on June 16, 2022

[Guide] Marketing Automation Software for Scaling Teams

A Buyer's Evaluation Guide: Marketing Automation Software for Scaling Teams Get Your Free Guide Now Spend less time evaluating software and more time delighting customers. At HubSpot, when we look at t read more

Reply Academy Announcement best practices Blog Campaigns Connected Email CRM Enterprise How-To Marketing Marketing Email Professional Sales Service Workflows

4 upvotes

1 Reply

danmoyle

Thought Leader | Elite Partner

July 27, 2022 08:49

@DJayagoda this looks like a really helpful guide. Thanks for sharing!

Solved

BennyB on May 25, 2022

New freelancer using Hubspot to manage clients

Hi all, I'm new here and I'm a freelance web designer. I don't understand which one is the best Hubspot solution for me. I want to create multiple websites for each client I have. Every client has a different business category (food, travel, read more

Reply CRM Freelance Pricing and Packaging

0 upvote

6 Replies

Accepted Solution

Olivia_Bagnall

Guide | Platinum Partner

May 30, 2022 17:15

@BennyB Generally your clients will have their own HubSpot's or CMS's and then add you as a user so you can work using their tools. You would be to...read more

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