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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

4 Likes

4 Antworten

MiaSrebrnjak

Community-Manager/-in

März 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...Beitrag ansehen

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

Antworten best practices Conversations Custom Objects Landing Pages Settings

1 Likes

3 Antworten

DLoeschorn

Mitglied

April 09, 2024 16:05

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

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PPrévost on Juni 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 ;):)

Antworten Conversations

0 Likes

2 Antworten

Accepted Solution

PamCotton

Community-Manager/-in

Juni 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...Beitrag ansehen

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KaKaRoT on Mai 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 Beitrag ansehen

Antworten best practices Chat Conversations Professional

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Mai 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...Beitrag ansehen

abenly on Februar 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 Beitrag ansehen

Antworten Campaigns Conversations CRM Getting Started

0 Likes

1 Antwort

kvlschaefer

Community-Manager/-in

Februar 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...Beitrag ansehen

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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 Beitrag ansehen

Antworten best practices Connected Email Conversations Marketing Marketing Email

0 Likes

3 Antworten

Accepted Solution

Olivia_Bagnall

Ratgeber/-in | 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 ...Beitrag ansehen

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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?

Antworten Chat Conversations Enterprise

0 Likes

2 Antworten

Accepted Solution

Olivia_Bagnall

Ratgeber/-in | 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...Beitrag ansehen

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LAlexandre on März 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 Beitrag ansehen

Antworten Conversations Marketing

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

März 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...Beitrag ansehen

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