Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
Mlho on July 12, 2024
Hi - I'm wondering how Hubspot actually associates properties with companies? For example: I've created a new properties that has a dropdown select option between 5 different options on the company level and see that Hubspot has automatically tagged read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 12, 2024 13:19
Hi @Mlho , @Mlho wrote: Hubspot has automatically tagged each company with this new property Could you explain what you mean when yo...read more
Solved
Lyna on March 28, 2024
I’m exploring a 9-month research project at my university, investigating how businesses leverage marketing automation tools like HubSpot to attract and retain profitable customers. This study will involve an in-depth study of the integration of Hu read more
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Elite Partner
April 03, 2024 08:46
Thanks for thinking of me @PamCotton 😊 Hi @Lyna and welcome to the Community! I agree with Pam, it's definitely possible. Connecting wit...read more
Solved
elisestieren on June 09, 2023
Hi there, We have the automation setting that associate contacts with companies turned off. Our CRM is salesforce and at present we do not want Hubspot to create new account records. The only contacts asscociating with companies are salesforce read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Diamond Partner
June 14, 2023 13:57
You can do this using Operations Hub if you have the technical capabilities to create a custom-coded Workflow action. BUT there's a super easy ...read more
Solved
MvanBruggen on July 04, 2022
Hi, when importing an excel sheet with contact , I get a message that some errors occurred. It seems to me that the csv file containing error messages is not properly formatted. Any tips how to handle this csv file with error messages? It seems colu read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
July 05, 2022 02:31
Hi @MvanBruggen , If the original issue was opening the error file in Excel, then I'd recommend this: https://webhelp.optimizely.com/latest/e...read more
Solved
MM-SPONSORs on January 20, 2021
Hi all, Case: Contact changes the company/employer, update of adress data and associated company neccesary. I want to create a workflow that creates a task if the associated company (or its adress data, e.g. city, post code of the company) of a read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 20, 2021 06:58
Hi @MM-SPONSORs , It's not possible to compare two records in HubSpot workflows but luckily, you might not even need that here. The goal...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

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.