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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

PamCotton on Februar 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 Beitrag ansehen

Antworten Announcement best practices Workflows

4 Likes

4 Antworten

MiaSrebrnjak

Community-Manager/-in

März 22, 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...Beitrag ansehen

Gelöst

Lyna on März 28, 2024

09 month applied research project about Hubspot

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 Beitrag ansehen

Antworten Companies Marketing

1 Likes

3 Antworten

Accepted Solution

PamCotton

Community-Manager/-in

März 28, 2024 17:54

Hey @Lyna , thank you for reaching out!! Your proposed 9-month research project focusing on investigating how businesses utilize marketing a...Beitrag ansehen

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elisestieren on Juni 09, 2023

Automation - Associating Contacts with Companies

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 Beitrag ansehen

Antworten Companies Contacts Enterprise

0 Likes

4 Antworten

Accepted Solution

LaurenRyan

Stratege/Strategin | Diamond Partner

Juni 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 ...Beitrag ansehen

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MvanBruggen on Juli 04, 2022

Error log after importing csv

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 Beitrag ansehen

Antworten Companies

0 Likes

6 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Juli 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...Beitrag ansehen

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MM-SPONSORs on Januar 20, 2021

Creating a task as a workflow

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 Beitrag ansehen

Antworten Companies Contacts Workflows

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Januar 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...Beitrag ansehen

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