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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

EricDeinoff 2月 08日, 2024

Hubspot Document Link for LinkedIn Lead Gen Ad Thank You Page

We are running LinkedIn Lead Gen Ads. On the confirmation page, we have a thank you message call to action (i.e. Learn more) and the link will take submitter to a document that is hosted on Hubspot under documents not files. For the cleanest trackin 続きを読む

返信 ads best practices Documents

0 いいね！

1 コメント

Whathcock

トップ投稿者 | Diamond Partner

2月 08日, 2024 15:08

Hi @EricDeinoff , What sort of metrics are you hoping to track, and what will that data inform? I typically link to a file on a thank you pag...続きを読む

解決済み

KaKaRoT 6月 26日, 2023

Download E-Book Chat Window

Hi, I want to create an e-book download chat window or widget that can be displayed on any of the pages I want. The goal here is to show the visitor an e-book download pop-up on the side of the page where the visitor can download an ebook with o 続きを読む

返信 best practices Documents Professional

0 いいね！

2 コメント

Accepted Solution

TomM2

キーアドバイザー | Solutions Partner

6月 26日, 2023 09:08

Hey @KaKaRoT this can all be done (with or without a form) through the new CTA tool! It's currently in beta so you may want to opt in to the CTA b...続きを読む

解決済み

Isherwood 4月 17日, 2023

Document Library? (several dozens of PDFs) ?

I'd like to publish a library of technical documents into a landing page, either as a listing or as a grid. All of the documents are PDF's or technical data. I'd prefer to not have to upload them all one-by-one. Could I put them into the Sales Mo 続きを読む

返信 Documents

1 いいね！

3 コメント

Accepted Solution

Crystal_Hopper

キーアドバイザー

4月 18日, 2023 09:09

Hi @Isherwood ! The Sales Module is not where you'd want those documents if you want the public to access them...after your sign up gate. You'll wan...続きを読む

RobWarren 3月 11日, 2021

Do You Use any Couponing/Referrals within Hubspot? (Seeking Advice)

Howdy Everyone, We're currently in the process of implementing a coupon based referral system. Currently we're thinking the following: 1. When deal closes, we generate a Unique SKU for that customer, which is added to our ERP system and em 続きを読む

返信 Documents Professional Workflows

0 いいね！

1 コメント