Tips, Tricks & Best Practices

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katie_cort on August 04, 2022
Hello! From working with customers on various email automation campaigns and working through deliverability questions that naturally come up, I wanted to compile a post that includes best practices on email automation (specifically marketing email read more
Community Manager
August 05, 2022 06:53
Hey, @katie_cort ! These are great tips 🙂 Thanks for sharing them with us!
Solved
CarlaNadin on July 28, 2022
Hey HubSpot Community! I've been given a list of contacts (comapny name, first name, last name, job role) and I simply want to check to see whether they exist in our database or not. Without checking each one manually is there a way to do this read more
0 upvote
4 Replies
Accepted Solution
Recognized Expert | Elite Partner
July 28, 2022 05:18
Hi @CarlaNadin . I'll second what @Phil_Vallender said. I'd also add that my thought would be to export current HubSpot Contacts, then compare tho...read more
Solved
JBorgeson on June 13, 2022
Hello, I connect Hubspot to Crossbeam for partner work and found a large list of overlapping companies. So now I want to set up an email to announce to those contacts that we have an integration that they might find useful. However, I cannot read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Elite Partner
June 13, 2022 07:26
@JBorgeson if you want HubSpot to auto-create and auto-associate Company objects to the Contacts who have that business email, the setting is here:...read more
jforte on April 14, 2022
A SaaS(sy) B2B attribution guide on Hubspot! (2/3) Oh, look! You haven't given up after my previous article (whew!). So, are you ready to step up and build a multi-touch linear model? Hmm … wait… if you’re still trying to understand why I read more
Community Manager
April 14, 2022 11:24
Awesome stuff @jforte , thank you for posting! 👍 👍
Solved
DzungLương on March 22, 2022
I have a contact property named "X" that has value = "a/b/c" for every contact. Many Contacts can have the same email domain property, for example "aloha.com" (which means they have the same company) my question is: Can I create another prop read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
March 22, 2022 13:13
Hi @DzungLương , Thanks for tagging, @kvonloesecke . There might be an easier solution here, using calculation properties . @DzungLương ,...read more
jforte on March 07, 2022
A SaaS(sy) B2B attribution guide on Hubspot! I've been asked to make this step-by-step guide and I felt that it would be more helpful if shared here in the community. If you are wondering out how to get started with HubSpot Custom Att read more
Contributor
August 11, 2022 07:07
Hey @AHanno9 thanks for the kudos 🙂 Regarding what you asked we're talking about a new dimension of attribution that I call indirect attribu...read more
Solved
danielajk on January 14, 2022
Dear Community, I use Webinarjam and Hubspot for sign ups and webinar execution and am connecting the two via zapier. I want to update a contact property in Hubspot to reflect who attended a webinar and who missed it. For this, I imported a .csv wi read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 14, 2022 10:18
Hi @danielajk , Unfortunately there aren't any file formats for durations or time (aside from the Date picker format). The closest to a dura...read more
NRoche on December 22, 2021
We are constantly battling the bulge. I refuse to pay for contacts that don't have the right data to lead score or segment appropriately. We have automation built to support this, but are severely limited because even though we set contacts as non- read more
Community Manager
January 03, 2022 05:22
Hi @NRoche Thank you for sharing! I understand how this would be useful for you and other users. Requesting this in the Idea Forum was indee...read more
thomasvbe on December 03, 2021
Hi! I'm looking for the best way to sync Salesforce related contact types to HubSpot. We're managing our accounts in Salesforce and this is creating companies in HubSpot. The contacts linked to this company are automatically set, but in SalesFo read more
0 upvote
2 Replies
Contributor
December 03, 2021 08:30
Hi @manda We have the professional level. We also have the associations beta active, with the option to define association labels. It's in tha...read more
Solved
SMorton1 on December 01, 2021
When a new person completes a form online and becomes a Marketing Qualified Lead, should we also be date stamping the 2 previous stages before that? Subscriber and Lead. We are using a custom Lifecycle Stage field but generally the same values. T read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 01, 2021 21:43
Hi @SMorton1 , For users of the default lifecycle stage property, that would be recommended, yes, as funnel reports will not give you the fu...read more
ARivero1 on November 29, 2021
Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more
1 upvote
3 Replies
Participant
December 08, 2021 15:14
Thank you so much for your quick response. I actually had the company domain already set up for Never Log these emails, but for some reason, there are...read more
Solved
ARivero1 on November 29, 2021
Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more
Accepted Solution
Hall of Famer | Partner
November 29, 2021 11:48
Hi @ARivero1 , Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding ...read more
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