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Tips, Tricks & Best Practices

Tips, Tricks & Best Practices を検索する

PamCotton 2月 29日, 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 続きを読む

返信 Announcement best practices Workflows

5 いいね！

5 コメント

Coolananth

参加者

4月 22日, 2024 04:46

Nice

SClarance 11月 17日, 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

返信 best practices Conversations Custom Objects Landing Pages Settings

1 いいね！

3 コメント

DLoeschorn

メンバー

4月 09日, 2024 16:05

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

解決済み

PPrévost 6月 22日, 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 ;):)

返信 Conversations

0 いいね！

2 コメント

Accepted Solution

PamCotton

コミュニティーマネージャー

6月 22日, 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...続きを読む

解決済み

KaKaRoT 5月 30日, 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 続きを読む

返信 best practices Chat Conversations Professional

0 いいね！

1 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

5月 30日, 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...続きを読む

abenly 2月 24日, 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 続きを読む

返信 Campaigns Conversations CRM Getting Started

0 いいね！

1 コメント

kvlschaefer

コミュニティーマネージャー

2月 27日, 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...続きを読む

解決済み

LuisaBortoli 4月 20日, 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 続きを読む

返信 best practices Connected Email Conversations Marketing Marketing Email

0 いいね！

3 コメント

Accepted Solution

Olivia_Bagnall

ガイド役 | Platinum Partner

4月 21日, 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 ...続きを読む

解決済み

SPoulsen 4月 15日, 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?

返信 Chat Conversations Enterprise

0 いいね！

2 コメント

Accepted Solution

Olivia_Bagnall

ガイド役 | Platinum Partner

4月 18日, 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...続きを読む

解決済み

LAlexandre 3月 16日, 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 続きを読む

返信 Conversations Marketing

0 いいね！

1 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

3月 17日, 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...続きを読む