Tips, Tricks & Best Practices

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 05:15

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 01:09

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 09:41

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

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3 Replies

Accepted Solution

johnelmer

Top Contributor | Diamond Partner

March 02, 2023 07:52

@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

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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 05:42

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

Chriso-mwx

Guide | Platinum Partner

August 04, 2022 02:38

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 05:49

@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 14:15

@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

DJayagoda on May 11, 2022

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Reply Announcement best practices CRM Developer Enterprise Free How-To Marketing Professional Sales Service Starter

5 upvotes

0 Reply

BLyons on March 04, 2022

Sending emails/triggering events IMMEDIATELY after contact property "is known"

Hi all! Quick couple of questions. I'm building out our HubSpot integration and am wanting to send emails and trigger workflows IMMEDIATELY after we capture certain pieces of data in HubSpot CRM. Particularly, when a user signs up for our se read more

Reply CRM Workflows

0 upvote

1 Reply

Ben_M

Key Advisor

March 04, 2022 09:46

What is your current timing of how long it is taking? Have you tried setting up a timestamp at the same time (ie: MongoDB created time) and then seei...read more

thomasvbe on January 25, 2022

Use CRM object that triggers workflow to personalise email

Is there any way that you can use the object that triggered your workflow, in programmable modules, to personalize your email? Use case: I have a deal object that triggers a workflow that sends out a marketing email. In that email, I want to per read more

Reply CRM Deals Developer Enterprise How-To Marketing

0 upvote

3 Replies

JOHara

Participant

March 29, 2022 07:44

Hey @thomasvbe for multi valued properties email is opinionated about the formatting of the properties and returns a string. You could create a cus...read more

AJohnson8 on December 03, 2021

New Delhi HUG | Building your Marketing Automation Journey with HubSpot | Dec 15 @ 4 PM (IST)

New Delhi HUG | Building your Marketing Automation Journey with HubSpot Wednesday, December 15th | 4:00 PM (IST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the New Delhi HUG led by read more

Reply best practices CRM Sequences Starter Workflows

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