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Tips, Tricks & Best Practices

Tips, Tricks & Best Practices を検索する

PamCotton 2月 29日, 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 続きを読む

返信 Announcement best practices Workflows

4 いいね！

4 コメント

MiaSrebrnjak

コミュニティーマネージャー

3月 22日, 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...続きを読む

解決済み

JMartin1094 3月 26日, 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 続きを読む

返信 best practices CRM Getting Started Marketing Professional Sales Service

1 いいね！

4 コメント

Accepted Solution

Crystal_Hopper

キーアドバイザー

3月 26日, 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...続きを読む

解決済み

PHerreroMKT 3月 12日, 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 続きを読む

返信 Analytics Tools CRM

1 いいね！

9 コメント

Accepted Solution

radapop

HubSpot製品開発チーム

3月 28日, 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...続きを読む

解決済み

marconetrio 3月 04日, 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 続きを読む

返信 best practices CRM Professional

0 いいね！

4 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

3月 05日, 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...続きを読む

lorenabracho 10月 11日, 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?

返信 CRM Lists Marketing Email

0 いいね！

3 コメント

Jnix284

最優秀メンバー | Elite Partner

10月 12日, 2023 13:34

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

解決済み

KaKaRoT 9月 06日, 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 続きを読む

返信 best practices Contacts CRM Professional

0 いいね！

1 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

9月 06日, 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...続きを読む

解決済み

SClara 8月 28日, 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 続きを読む

返信 best practices CRM Deals Integrations Professional Workaround Workflows

2 いいね！

2 コメント

Accepted Solution

danmoyle

最優秀メンバー | Elite Partner

8月 29日, 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...続きを読む

解決済み

smartius 5月 30日, 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 続きを読む

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

0 いいね！

1 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

5月 30日, 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...続きを読む

解決済み

Edmund_Lam 5月 17日, 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" 続きを読む

返信 Contacts CRM Marketing

0 いいね！

2 コメント

Accepted Solution

elizheleva

トップ投稿者 | Platinum Partner

5月 17日, 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...続きを読む

abenly 2月 24日, 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 続きを読む

返信 Campaigns Conversations CRM Getting Started

0 いいね！

1 コメント

kvlschaefer

コミュニティーマネージャー

2月 27日, 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...続きを読む

解決済み

KaKaRoT 2月 03日, 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 続きを読む

返信 best practices Contacts CRM Custom Objects Enterprise

0 いいね！

6 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

2月 03日, 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...続きを読む

KaKaRoT 1月 02日, 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. 続きを読む

返信 Admin Contacts CRM Enterprise Marketing

0 いいね！

3 コメント

LaurenRyan

トップ投稿者 | Diamond Partner

1月 04日, 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...続きを読む

解決済み

SashaLibina 10月 24日, 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 続きを読む

返信 best practices CRM Marketing Professional Workaround

0 いいね！

3 コメント

Accepted Solution

johnelmer

トップ投稿者 | Elite Partner

3月 02日, 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...続きを読む

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