Tips, Tricks & Best Practices

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NMacLean on March 24, 2023
Hello, Two of my lead status are 'accepted' and then 'contacted'. Currently my sales team manually change the lead status to 'contacted' after having done a phone call with a lead or sending him an email. Do you know of any way of automatisi read more
0 upvote
1 Reply
March 24, 2023 09:01
Hi @NMacLean ! In the past, I have used workflows for this kind of automation. I create a Contact Based workflow, and the trigger would be " more
DJohnson4 on February 28, 2023
Hi, Is it possible to convert a single-line text field into a date picker property? We are a travel company that has a chatbot live on our website as another channel for people to request a quote. One of the queries in this chatbot is "W read more
Accepted Solution
Hall of Famer | Partner
February 28, 2023 08:07
Hi @DJohnson4 , I'm not aware of any default workflow actions which would help with this. This can however be achieved with custom code more
KaKaRoT on February 03, 2023
Hello, I want to track the last modified lead status date and what was its value when the lead status was changed to. For example, I have a contact "ABC" that has a lead status - SAL and if Account Executive changes the lead status to SAO th read more
Accepted Solution
Hall of Famer | Partner
February 03, 2023 01:09
Hi @KaKaRoT , The Lead status property isn't set up for this kind of reporting, at least not out of the box. SAL and SAO sound like more
KaKaRoT on January 04, 2023
Hi, Can anyone please help me understand in an easy way the difference between the lifecycle stage and the lead status stage? What property usually does SDR/BDR update when lead/contact is hand-off to the sales team from the marketing team? An read more
Accepted Solution
Hall of Famer | Partner
January 04, 2023 06:33
Hi @KaKaRoT , @franksteiner79 published a post here, explaining the difference and how to use each field: more
KaKaRoT on January 02, 2023
Hi, Can anyone help me how to take care of the sync from SFDC to Hubspot and not get the contacts/leads as default to marketing contact? I want to make not all leads from Salesforce get marked as marketing contact which will exceed our limit. read more
Top Contributor | Diamond Partner
January 04, 2023 09:41
Hi @KaKaRoT - contacts added by Salesforce (and other integrations) are sent to non-marketing contacts by default ( reference here ). It's likely more
KaKaRoT on January 02, 2023
Hi, Can anyone of you please help me with the best approach to take care of the marketing contacts? I would like to know the best practices to make sure I do not exceed the marketing contact limits, would be great if anyone can help me with it. read more
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
January 08, 2023 23:15
Hi @KaKaRoT , Yes, it does! Keep in mind that people names and company names might include 'test' naturally, e.g. a person named Esther more
KaKaRoT on January 02, 2023
Hi, What's the best approach to back up the lead records? Do I export all contact records or is there any other efficient way? Thanks
Accepted Solution
Hall of Famer | Partner
January 02, 2023 10:32
Hi @KaKaRoT , Exports would be the simplest, most straight forward and cheapest option, yes. If you're looking for something automated more
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!
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
Thought Leader | 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 more
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
Thought Leader | 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 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! 👍 👍
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 "" (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, @kvlschaefer . There might be an easier solution here, using calculation properties . @DzungLương , more
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