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Tips, Tricks & Best Practices

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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

26 Replies

EJack1

Member

December 02, 2024 09:04

"Absolutely! Automating repetitive tasks and setting clear priorities are game-changers. One tip: use workflows to streamline approvals and reduce ba...read more

Solved

Keegan4123 on November 20, 2024

Unsubscribes- Workflow

We have made the internal descision to move a contact to a non-marketing contact upon an unsubscribe from any of our mailing lists. We don't want to risk our email health, and account status. I can easily build a workflow to do this with a read more

Reply CRM Enterprise

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 21, 2024 00:02

Hi @Keegan4123 , Happy to help here. @Keegan4123 wrote: We have made the internal descision to move a contact to a non-marketing co...read more

Keegan4123 on November 16, 2024

Design Templates with Custom Tokens

We use custom objects to track specific instances of things. We also have templates for posters and facebook ads in Canva to advertise these things. I would like to find a way to have a template setup with tokens that could be pulled from custom obj read more

Reply CRM Enterprise

0 upvote

1 Reply

BérangèreL

Community Manager

November 18, 2024 04:45

Hi @Keegan4123 , I hope that you are well! Thanks for asking the Community! I'd love to put you in touch with some of our Top Experts: Hi @joh...read more

HGajipara on October 28, 2024

File Upload Field Integration with HubSpot Contact API

Hello HubSpot Community, I’m currently integrating a custom form with the HubSpot Contact API to send data upon form submission. However, I’ve run into an issue with mapping the file upload field. The API does not seem to allow file upload data t read more

Reply CRM

0 upvote

1 Reply

PamCotton

Community Manager

October 28, 2024 16:15

Hey @HGajipara , thank you for posting in our Community. Currently, HubSpot's Contact API doesn’t support direct file upload fields, which c...read more

Solved

ChristianRieck on October 23, 2024

Do you have any experience with the new "Buyer Intent" functionality

Dear all, I am wondering if anyone of you is using the "Buyer Intent" functionality in HubSpot. What are your experiences with the domains visiting your website which have been identified by HubSpot? Honestly, I tested it in two portal read more

Reply CRM

1 upvote

1 Reply

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

October 23, 2024 06:24

Hey @ChristianRieck Experiences can vary significantly, as different platforms may use varying methodologies for tracking and identifying dom...read more

Solved

jdv123 on October 03, 2024

How important is time zone sending when improving email engagement

Hi all, I'm looking to improve overall engagement for a client and they believe one of the problems is the large number of contacts missing their timezone, which is not allowing them to send based on localized time. They imported most of thier conta read more

Reply Contacts CRM Enterprise Marketing Email Workflows

0 upvote

1 Reply

Accepted solution

CSteinbach

Contributor

October 03, 2024 18:16

It has a level of importance, but is one of many factors when working to improve email engagement (like subject lines, content, sending domain health...read more

Adriane on April 23, 2024

Optimizing Content Delivery: A Proven Method for Personalized Follow-Up Emails

We frequently partner with clients who offer a diverse range of informational brochures for download on their websites, catering to educational providers showcasing details about their various study programs or similar offerings. Typically, read more

Reply Best Practices CRM Enterprise How-To Marketing Marketing Email Professional Quick Tutorial Workaround Workflows

13 upvotes

3 Replies

Jnix284

Hall of Famer

April 24, 2024 20:07

Thanks for sharing this with me @BérangèreL ! This is pretty cool @Adriane , appreciate you putting this together to share with the community...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

5 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

3 upvotes

12 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

Solved

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

Accepted solution

Jnix284

Hall of Famer

October 11, 2023 20:20

Hi @lorenabracho the easiest way to do this is to create a three lists: 1 - all sent/delivered contacts from the email 2 - all "opened" 3...read more

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

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