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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

5 Likes

5 Antworten

Coolananth

Teilnehmer/-in

April 22, 2024 04:46

Nice

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 Beitrag ansehen

Antworten Contacts Tasks Workflows

0 Likes

1 Antwort

karstenkoehler

Berühmtheit | 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...Beitrag ansehen

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KKappelhoff on März 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?

Antworten Contacts

0 Likes

5 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

März 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...Beitrag ansehen

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KRodriguez10 on Januar 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?

Antworten Contacts

0 Likes

1 Antwort

Accepted Solution

JustinPerkinsC

Stratege/Strategin

Januar 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...Beitrag ansehen

zacbadgley on Januar 08, 2024

Event Checkin Process for Offline Events

I work closely with the Developer Relations team, who hosts a lot of events and meetups. When meetups are in-person, the team has a very stiched process for tracking attendance, which ranges from paper notes of names to exporting a lead list, m Beitrag ansehen

Antworten Contacts Lists

0 Likes

2 Antworten

zacbadgley

Mitglied

Januar 10, 2024 16:45

Thanks JigarT, I appreciate the response. I'm hoping to do this a bit more "out of the box" instead of adding another tool at this time. I appreciate...Beitrag ansehen

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MaxGPT on Oktober 13, 2023

Merging Contacts with Same Phone Number

Hi all, I am looking for a way to merge contacts with the same phone number and different emails. For context, we get many resubmissions where the person submits with the same phone number, but different email, creating two separate contacts wh Beitrag ansehen

Antworten Contacts Professional Workaround

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4 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Oktober 13, 2023 13:39

Hi @MaxGPT , There is a code snippet here which you (or a developer) can adjust: https://github.com/HubSpot/sample-workflow-custom-code/blob/...Beitrag ansehen

Gelöst

KaKaRoT on September 06, 2023

Can we change create date for New Leads?

Hi, In the company I work we use HubSpot which is integrated with Salesforce CRM. Like in Salesforce we can do the list upload where the create date can be manipulated using a data loader. However, I want to know if there is any way we can d Beitrag ansehen

Antworten best practices Contacts CRM Professional

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

September 06, 2023 13:30

Hi @KaKaRoT , The create date of records cannot be changed, there aren't any workarounds to this either. The create date reflects the date whe...Beitrag ansehen

EDror on August 15, 2023

Key relationships managemet- Target accounts

I'm managing 30 accounts that I am chasing and have roughly 50-60 warm relationships I am managing within those accounts. I am looking for a way to make sure I am on top of all these in one simple place. I have the contacts section within target Beitrag ansehen

Antworten Contacts Enterprise

0 Likes

1 Antwort

PamCotton

Community-Manager/-in

August 15, 2023 17:19

hello @EDror thank you for posting in our Community! I would recommend you work with lists to add specific criteria to stay on top of your targ...Beitrag ansehen

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AGüell on Juli 07, 2023

Creating deals and assigning to an owner

Hi! We have agents in a call center that work at different time schedules. We are having trouble assigning them leads. We have a workflow for creating and assigning deals to our call center. The procedure is very simple: (i) every time a lead Beitrag ansehen

Antworten Calling Contacts Deals Sales Workflows

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Juli 07, 2023 04:53

Hi @AGüell , @AGüell wrote: We've tried different approaches like creating different workflows that are only active in some times of the ...Beitrag ansehen

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nychd on Juni 29, 2023

Merging contacts using worfklows?

Is there any way to merge contacts using workflows based on certian criteria? Since the only way to bulk upload multiple email addresses on a single contact is with a custom field. I have a "email 2" and "email 3" field on my contacts. If a cont Beitrag ansehen

Antworten Admin Contacts How-To Professional Workaround

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3 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Juni 30, 2023 00:17

Hi @nychd , Out of the box, this is not possible via workflow. In workflows it would require custom code actions , the help of a developer an...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

Gelöst

smartius on Mai 30, 2023

Newletter Form Best Practices

Hi all, I am getting started with HubSpot. I'd love to setup a new active list with contacts signed up through a simple newsletter box. I'd love to implement the following flow: -> User submits their email on our website which will be sav Beitrag ansehen

Antworten best practices Contacts CRM Forms GDPR Landing Pages Marketing Email Professional

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Mai 30, 2023 15:37

Hi @smartius , If the contact uses the same email address in both forms, HubSpot will automatically update the contact record in the backgroun...Beitrag ansehen

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seobrien on Mai 22, 2023

Lists of Contacts ranked and organized by Target type

How do I create a Dashboard Report that shows Contacts ranked by Score in lists organized by Target Companies?

Antworten Contacts How-To Marketing

0 Likes

1 Antwort

Accepted Solution

HFisher7

Ratgeber/-in | Elite Partner

Mai 23, 2023 07:31

@seobrien - If on a professional or enterprise subscription, you can: - create a custom report with contacts and companies selected as the data so...Beitrag ansehen

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