Tips, Tricks & Best Practices

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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

Reply best practices Contacts CRM Custom Objects Enterprise

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karstenkoehler

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 th...read more

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scalabria on June 20, 2022

Editing a default Module

Hi Guys! I hope I can get great feedback regarding an issue with my default email subscription module. I need to edit the style (make it red) of a specific line of text that appears on this module "email.subscriptions.module". The text line is the read more

Reply best practices Custom Objects

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scalabria

Member

June 22, 2022 06:08

Hello guys! Thank you all for the comments, I have managed to solve it using some of your guidance. I have cloned the module and use CSS to style it....read more

dmattauch on November 18, 2021

Log Communication History on Custom Objects

Hi, I created a custom objects, that are linked to my deals and contacts. The email activity from the contacts or deals doesn't log into the custom object activity. Is there a way to do that? Thanks

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dmattauch

Top Contributor

November 22, 2021 05:09

Hey Josh, thanks for the answer. Please let me know when you receive an answer from support. David

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ETatarchenkova on October 13, 2021

connect/synchronize usage data (tracked data on how our customers use/behave on our own platform, li

If that is possible with the HubSpot functionality.... How can I connect/synchronize usage data (tracked data on how customers use/behave on our own platform, like, for example, page views, used filters, downloads, clicks, etc.) with HubSpot. read more

Reply best practices Custom Objects Enterprise How-To Marketing Workaround

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ConnorSlivensky

Key Advisor | Elite Partner

October 14, 2021 08:40

@ETatarchenkova You hit the nail on the head. Behavioral Events can be used to simply store data as you said but they can also display those pred...read more

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thomasvbe on September 30, 2021

Best practice to use custom data as workflow trigger and email content

Hi all I'm looking for a best practice to implement custom website event data in HubSpot and use this data in HubSpot to trigger workflows, create lists, and use this custom data to fill emails. Use case: we have different tools on our websi read more

Reply best practices Campaigns Contacts Custom Objects Enterprise How-To Workflows

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webdew

Guide | Diamond Partner

October 01, 2021 05:38

Hi @thomasvbe , As this does involve custom code, my advice is that you might need to consult an external developer, but let me see if I can ...read more

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