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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

PamCotton le Février 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 Lire la suite

Répondre Announcement best practices Workflows

5 Mentions J'aime

5 Réponses

Coolananth

Participant

Avril 22, 2024 04:46

Nice

Adriane le Avril 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, Lire la suite

Répondre best practices CRM Enterprise How-To Marketing Marketing Email Professional Quick Tutorial Workaround Workflows

9 Mentions J'aime

3 Réponses

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Avril 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...Lire la suite

Résolues

JMartin1094 le Mars 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 Lire la suite

Répondre best practices CRM Getting Started Marketing Professional Sales Service

1 Mention J'aime

4 Réponses

Accepted Solution

Crystal_Hopper

Conseiller clé

Mars 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...Lire la suite

Résolues

PHerreroMKT le Mars 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 Lire la suite

Répondre Analytics Tools CRM

1 Mention J'aime

9 Réponses

Accepted Solution

radapop

Équipe de développement de HubSpot

Mars 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...Lire la suite

Résolues

marconetrio le Mars 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 Lire la suite

Répondre best practices CRM Professional

0 Mention J'aime

4 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

lorenabracho le Octobre 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?

Répondre CRM Lists Marketing Email

0 Mention J'aime

3 Réponses

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Octobre 12, 2023 13:34

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

Résolues

KaKaRoT le Septembre 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 Lire la suite

Répondre best practices Contacts CRM Professional

0 Mention J'aime

1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Septembre 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...Lire la suite

Résolues

SClara le Août 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 Lire la suite

Répondre best practices CRM Deals Integrations Professional Workaround Workflows

2 Mentions J'aime

2 Réponses

Accepted Solution

danmoyle

Membre irremplaçable | Partenaire solutions Elite

Août 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...Lire la suite

Résolues

smartius le Mai 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 Lire la suite

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

0 Mention J'aime

1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 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...Lire la suite

Résolues

Edmund_Lam le Mai 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" Lire la suite

Répondre Contacts CRM Marketing

0 Mention J'aime

2 Réponses

Accepted Solution

elizheleva

Contributeur de premier rang | Partenaire solutions Platinum

Mai 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...Lire la suite

abenly le Février 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 Lire la suite

Répondre Campaigns Conversations CRM Getting Started

0 Mention J'aime

1 Réponse

kvlschaefer

Gestionnaire de communauté

Février 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...Lire la suite

Résolues

KaKaRoT le Février 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 Lire la suite

Répondre best practices Contacts CRM Custom Objects Enterprise

0 Mention J'aime

6 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 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...Lire la suite

KaKaRoT le Janvier 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. Lire la suite

Répondre Admin Contacts CRM Enterprise Marketing

0 Mention J'aime

3 Réponses

LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Janvier 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...Lire la suite

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