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Tips, Tricks & Best Practices

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PamCotton en Febrero 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 Leer más

Responder Announcement best practices Workflows

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5 Respuestas

Coolananth

Participante

Abril 22, 2024 04:46

Nice

DS17 en Abril 11, 2024

Unable to pull custom object property associated with a contact using personalization token

We're trying to figure out a way to send a few custom product recommendations to our customers. So I created a new custom object named 'Top Recommended Product' and set it up with a many-to-many 'Top product-to-contact' association. Each rec Leer más

Responder Custom Objects

0 Me gusta

2 Respuestas

DS17

Participante

Abril 18, 2024 19:05

Hi Karsten, Thanks a lot for your response. I enrolled in the beta and was able to preview the custom object property properly. However, how ...Leer más

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zacbadgley en Diciembre 05, 2023

Events forms with drop down options

Hello! I am spinning up a technical webinar series and looking for ideas of how best to streamline the process. Ideally, I'd like to have a single landing page with a short description of the upcoming events (3-5 at a time). I would l Leer más

Responder best practices Custom Objects Forms Integrations Workflows

0 Me gusta

3 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Diciembre 05, 2023 14:14

Hi @zacbadgley , When you create a form field, that would be the same as a contact property. In the enrollment criteria of a workflow, you wou...Leer más

SClarance en Noviembre 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

Responder best practices Conversations Custom Objects Landing Pages Settings

1 Me gusta

3 Respuestas

DLoeschorn

Miembro

Abril 09, 2024 16:05

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

Casady54 en May 15, 2023

Map Form fill Properties to Marketing Event Object Properties

Good afternoon. I am looking for creative ways to map form property input values to match Marketing Event Object properties. The idea is to use an internal form to collect information for a marketing event (tradeshow) and be able to tie it Leer más

Responder Custom Objects Forms

0 Me gusta

3 Respuestas

Casady54

Participante

Junio 07, 2023 16:56

Posting an update for anyone who stumbles across this. Marketing Event Objects require the use of third-party services. You cannot utilize Hub...Leer más

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KaKaRoT en Febrero 03, 2023

Lead Status Modified Date Property

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 Leer más

Responder best practices Contacts CRM Custom Objects Enterprise

0 Me gusta

6 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Febrero 03, 2023 04:09

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...Leer más

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scalabria en Junio 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 Leer más

Responder best practices Custom Objects

0 Me gusta

4 Respuestas

Accepted Solution

scalabria

Participante

Junio 22, 2022 09:08

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....Leer más

dmattauch en Noviembre 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

Responder Custom Objects

1 Me gusta

2 Respuestas

dmattauch

Colaborador líder

Noviembre 22, 2021 08:09

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

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ETatarchenkova en Octubre 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. Leer más

Responder best practices Custom Objects Enterprise How-To Marketing Workaround

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2 Respuestas

Accepted Solution

ConnorSlivensky

Asesor destacado | Partner nivel Elite

Octubre 14, 2021 11:40

@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...Leer más

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thomasvbe en Septiembre 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 Leer más

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

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2 Respuestas

Accepted Solution

webdew

Guía | Partner nivel Diamond

Octubre 01, 2021 08:38

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 ...Leer más

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