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Tips, Tricks & Best Practices

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PamCotton on February 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 read more

Reply Announcement Best Practices Workflows

11 upvotes

26 Replies

EJack1

Member

December 02, 2024 09:04

"Absolutely! Automating repetitive tasks and setting clear priorities are game-changers. One tip: use workflows to streamline approvals and reduce ba...read more

Solved

LFlanagan2 on November 25, 2024

Need Help Dynamically Tracking Course Library Page Views at a Contact Level

Hi everyone! I’m looking for the most efficient way to track and capture visits to individual pages within our course library, with each course URL having its own unique path (e.g., /course-library/how-to-ace-a-job-interview). Current Setup read more

Reply Contacts Marketing Workaround Workflows

0 upvote

2 Replies

Accepted solution

danmoyle

Most Valuable Member | Elite Partner

November 27, 2024 14:41

Hey there @LFlanagan2 and welcome to the community. I'm looking for a little clarification here if I could. When you say you want to " track...read more

Solved

oaguirre9 on November 22, 2024

How to create an Active list & Workflow to send Birthday Emails to Members

Hello, I hope someone can assist me with this. I'm trying to create an Active List to send Birthday Emails in HubSpot, but I'm having difficulty retrieving members' birthdays. HubSpot appears to only consider the current year (2024), meaning that n read more

Reply Contacts Lists Workflows

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 22, 2024 12:34

Hi @oaguirre9 , No need for an assisting list, you can do this directly in workflows 🙂 https://knowledge.hubspot.com/workflows/creat...read more

Solved

jdv123 on October 03, 2024

How important is time zone sending when improving email engagement

Hi all, I'm looking to improve overall engagement for a client and they believe one of the problems is the large number of contacts missing their timezone, which is not allowing them to send based on localized time. They imported most of thier conta read more

Reply Contacts CRM Enterprise Marketing Email Workflows

0 upvote

1 Reply

Accepted solution

CSteinbach

Contributor

October 03, 2024 18:16

It has a level of importance, but is one of many factors when working to improve email engagement (like subject lines, content, sending domain health...read more

Solved

ADG5 on August 21, 2024

Connect Instagram Direct Message

Hi! I'd like to ask for help on how can I connect instagram messages to Hubspot and automatically create a contact I've connected Messenger through the Messenger Integration Tool in hubspot but I also need to add Instagram given that most of our read more

Reply Contacts Starter

0 upvote

1 Reply

Accepted solution

kennedyp

Community Manager

August 21, 2024 19:25

Hi @ADG5 ! Welcome to the Community-- happy to have you here 😊 At this time it is not possible to send or receive messages from Instagram...read more

Solved

WillSmith2 on August 07, 2024

Migrating Activity from Pardot (Salesforce Marketing Cloud Account Engagement)

We are migrating from Pardot (Salesforce Marketing Cloud Account Engagement). We can export all contact's historical activity as a .csv, is it possible to import this into Hubspot so we don't lose historical activity? Thanks.

Reply Contacts

0 upvote

2 Replies

Accepted solution

noahmckeon

Top Contributor | Elite Partner

August 08, 2024 09:41

Hey @WillSmith2 - we frequently help customers migrate from Pardot to HubSpot, including pulling across historical activities. You can do this your...read more

Solved

CTimblin6 on June 24, 2024

active/inactive

It is showing that we have this as an option but it is not showing up in the contacts account to make a contact Active/Inactive. It is also not showing up in the actions button where we can make a contact inactive. How do we get this updated? read more

Reply Contacts

0 upvote

5 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 25, 2024 00:07

Hi @CTimblin6 , This is not a default functionality – someone in your portal created a custom property 'Active/Inactive'. That's why it's not ...read more

SWard15 on May 17, 2024

Restoring deleted contacts double counts marketing contacts

Hello I hope someone may be able to help. I have searched for this issue but it seems I am alone in running into a problem with restoring contacts that were deleted when set as marketing contacts. I purchased a 1,000 marketing starter package. read more

Reply Contacts

0 upvote

2 Replies

SWard15

Member

May 20, 2024 04:17

Hi there Because the contacts are still marked as Marketing, I'm not able to restore them as this will take me over the 1,000 tier limit. I can't ch...read more

Solved

AMukhamet on May 02, 2024

Hard bounced and Unsubscribed lists

Hi there, If I delete bounced and unsubscribed contacts permanently and then upload new lists that might include previously bounced contacts, without being able to identify them due to bulk lists, they could bounce again, harming o read more

Reply Contacts

0 upvote

3 Replies

Accepted solution

EmmaAtKiwi

Top Contributor | Platinum Partner

May 02, 2024 13:37

Hi @AMukhamet ! Before you delete those bounced and unsubscribed contacts, export them into a spreadsheet (the only data you need is email address)...read more

Solved

SGoenka on April 26, 2024

Workflow to read form message

I have an Intake Workflow set up to help parse leads to relevant groups (sales, ops, real estate, etc.). I'm looking for keywords that signal which group should get the lead. However, my workflow is failing on the word "lease". Anytime a lead uses t read more

Reply Contacts Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

April 27, 2024 00:36

Hi @SGoenka , The filter "has ever contained exactly" also refers to previous messages / values. Previous tests might thus affect the latest o...read more

Solved

nvawh on April 18, 2024

Seeing queued up workflow emails work around

Hello I am looking for a work around for being able to see what queued up emails are waiting to be sent from a workflow in the contact screen. I want to be able to see that there is an email waiting while I am looking in a specific person's cont read more

Reply Contacts Tasks Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

April 19, 2024 00:15

Hi @nvawh , This can unfortunately not be done with tasks, no, as workflow can currently not close tasks. In general, HubSpot does not h...read more

Solved

KKappelhoff on March 11, 2024

Original source drill-down 2 and 1 showing in property history but not in the contact properties

Original source drill-down 2 and 1 showing in property history but not in the contact properties. How can I fix this?

Reply Contacts

0 upvote

5 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 11, 2024 11:23

@KKappelhoff apparently, HubSpot is clearing the field, at least that's what the history shows. I don't know why that is but you could explore it f...read more

Solved

KRodriguez10 on January 16, 2024

Can you still reach out via Sales Calls to contacts that opted out of Marketing emails?

Can you still reach out via Sales Calls to contacts that opted out of Marketing emails? For opted out of marketing emails contacts, what other forms of outreach can you still do on HubSpot?

Reply Contacts

0 upvote

2 Replies

Accepted solution

JustinPerkinsC

Top Contributor

January 16, 2024 09:55

I believe legally you can still call them but this would depend regionally on where you are, typically you can also send a direct one-on-one email. H...read more

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