JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

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

4 upvotes

4 Replies

MiaSrebrnjak

Community Manager

March 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...read more

Solved

JMartin1094 on March 26, 2024

CRM & Modules Starter Checklist?

I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't k read more

Reply best practices CRM Getting Started Marketing Professional Sales Service

1 upvote

4 Replies

Accepted Solution

Crystal_Hopper

Key Advisor

March 26, 2024 15:56

Hi @JMartin1094 ! Congrats on your first CRM management job! I would encourage you to join this group also: HubSpot Community - HubSpot Admi...read more

Solved

PHerreroMKT on March 12, 2024

Third-party Cookies Ban

Hello, We've recently encountered a warning message from Chrome on our website, indicating that the following cookies will be blocked: _cfuvid .hsforms.com hubspotapi-prefs .hubspot.com _hjSessionUser_XXXXXX .hubspot.com read more

Reply Analytics Tools CRM

1 upvote

9 Replies

Accepted Solution

radapop

HubSpot Product Team

March 28, 2024 08:29

Hi everyone! My name is Rada and I'm a product manager at HubSpot. Thanks for the discussion on this thread The warnings about HubSpot cookies in Ch...read more

Solved

marconetrio on March 04, 2024

Customize lifecycle stages without breaking automatic properties?

I am currently trying to move my small nonprofit's account into using lifecycle stages (we have been relying on deal stages for the customer journey but this is less effective). Our org is a degree program provider, so the default lifecycle stage na read more

Reply best practices CRM Professional

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 05, 2024 00:43

@marconetrio the "Became a" properties are an exception and are being deprecated. You should see all of these properties including the "Entered" pr...read more

lorenabracho on October 11, 2023

Mails not opened

When I send an e-mail marketing campaign in the statistics I can easily identify and create a list of the ones that opened the e-mail, but how can I create a list or identify the ones that didn´t open it?

Reply CRM Lists Marketing Email

0 upvote

3 Replies

Jnix284

Most Valuable Member | Elite Partner

October 12, 2023 13:34

You're welcome @lorenabracho - nothing wrong, just wish it was easier 😉

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

Most Valuable Member | 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

2 Replies

Accepted Solution

elizheleva

Top Contributor | Platinum 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

6 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

LaurenRyan

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

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

[Webinar] Feature Focus: Introducing Content Hub

Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns