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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

Résolues

Lyna le Mars 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 Lire la suite

Répondre Companies Marketing

1 Mention J'aime

3 Réponses

Accepted Solution

PamCotton

Gestionnaire de communauté

Mars 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...Lire la suite

Résolues

elisestieren le Juin 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 Lire la suite

Répondre Companies Contacts Enterprise

0 Mention J'aime

4 Réponses

Accepted Solution

LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Juin 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 ...Lire la suite

Résolues

MvanBruggen le Juillet 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 Lire la suite

Répondre Companies

0 Mention J'aime

6 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Juillet 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...Lire la suite

Résolues

MM-SPONSORs le Janvier 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 Lire la suite

Répondre Companies Contacts Workflows

0 Mention J'aime

1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Janvier 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...Lire la suite

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