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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

9 upvotes

21 Replies

MFne

Member

September 19, 2024 06:44

Hey Community! Workflows can truly be a game-changer when it comes to boosting efficiency, but it's so easy for them to get overly complicated. Wheth...read more

SClarance on November 17, 2023

Unique header and footer for different pages

Hey Everyone, Can we create secondary global headers and footers for different pages on a site ? We need to have seprate headers and footers for a couple of pages Thanks

Reply best practices Conversations Custom Objects Landing Pages Settings

1 upvote

3 Replies

DLoeschorn

Member

April 09, 2024 16:05

Can you please share this solution in detail. Where to create and then find another base layout template?

Solved

PPrévost on June 22, 2023

Hubspot mobile app and Linkedin app

Hello community I have a question about the Hubspot keyboard on the mobile app. Do the Hubspot keyboard can appear when I answer a message on Linkedin app on my phone ? Thank you to everyone ;):)

Reply Conversations

0 upvote

2 Replies

Accepted solution

PamCotton

Community Manager

June 22, 2023 16:38

Hello @PPrévost , thank you for posting in our Community! Per this Community post here : The HubSpot Keyboard allows the user to insert info...read more

Solved

KaKaRoT on May 30, 2023

Chat Bot for Lead Capture

Hello, I want to create a chatbot and need to make it live on the website (hosted on WordPress) & on landing pages (HubSpot Professional). In the chatbot, I want to capture a few details from the visitor such as name, email, contact numb read more

Reply best practices Chat Conversations Professional

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

May 30, 2023 05:23

Hi @KaKaRoT , You can find step-by-step instructions for how to do that here: https://knowledge.hubspot.com/chatflows/create-a-bot Ple...read more

abenly on February 24, 2023

Hello, We are looking to add an automated emailing but our e-commerce platform does not have API

We are looking to create an automated email campaign for clients abandoning their basket on our website. Our e-commerce platform is SynXis but they do not have API, they suggested that Hubspot creates a coding via a GTM container. Can anybody please read more

Reply Campaigns Conversations CRM Getting Started

0 upvote

1 Reply

kvlschaefer

Community Manager

February 27, 2023 08:15

Hi @abenly , Thank you for reaching out to the Community! Did SynXis provide additional information on the GTM container? Such as requi...read more

Solved

LuisaBortoli on April 20, 2022

How do you categorize communications sent to customers?

Hey guys, nice to meet you! Pleasure, I'm Luisa and I work with Customer Marketing at Qulture.Rocks! Giving a little context, as we grew, the number of touchpoints we have with customers also increased, this is because we started to launch more pr read more

Reply best practices Connected Email Conversations Marketing Marketing Email

0 upvote

3 Replies

Accepted solution

Olivia_Bagnall

Guide | Platinum Partner

April 21, 2022 11:58

@LuisaBortoli Hi Luisa! I agree with Pete that email subscription types and custom call/meeting types are the way to go. You could also come up ...read more

Solved

SPoulsen on April 15, 2022

Live Chat on Separate Business Units

Our company recently aquired a buisness unit for our new brand. We have one website for each brand, and we want to have live chat on both. Is there a way to seperate chat by buisness unit?

Reply Chat Conversations Enterprise

0 upvote

2 Replies

Accepted solution

Olivia_Bagnall

Guide | Platinum Partner

April 18, 2022 12:28

@SPoulsen It is possible to have two seperate chats on your two websites, have the two chats come into different inboxes and even have different te...read more

Solved

LAlexandre on March 16, 2021

Demoting an SQL back to a lead - how to handle scoring

Hopefully an easy one for the community. We have hundreds of SQL tagged leads in our Hubspot that have got there based on hitting our score criteria. For whatever reason the SQL is not converted to an opportunity or gone any further and we want to de read more

Reply Conversations Marketing

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 17, 2021 01:32

Hi @LAlexandre , Once a record doesn't meet the positive criteria, those points will be removed from the score (and vice versa for negative...read more

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