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PamCotton on February 29, 2024
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 read more
10 upvotes
21 Replies
Member
October 18, 2024 01:59
That sounds like an excellent approach! Utilizing SOPs to optimize your workflows is highly effective, and customizing them for specific areas like S...read more
Solved
ASobusiak on October 29, 2024
Good day, Is there a way to specify required fields in a Contact that is associated with a Lead that is in a specific status? For example, if a Lead is to move from "Lead" stage to "MQL" stage, specific fields must be filled in in the associated read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 29, 2024 05:52
Hi @ASobusiak , There is unfortunately no configuration that allows for making fields on associated records required. I assume that the produc...read more
JRothschild on October 09, 2024
Hello! I have bought a new Theme to build new website pages and landing pages but I don't know how to see the modules I have bought compared to the other modules (free package or created), especially as they are badly named and organised. Can I ju read more
0 upvote
1 Reply
Community Manager
October 09, 2024 14:17
Hi @JRothschild ! Welcome to the Community-- happy to have you here 😊 ] Are you building this page in the page editor or the design tools?...read more
Solved
jdv123 on October 03, 2024
Hi all, I'm looking to improve overall engagement for a client and they believe one of the problems is the large number of contacts missing their timezone, which is not allowing them to send based on localized time. They imported most of thier conta read more
Accepted solution
Contributor
October 03, 2024 18:16
It has a level of importance, but is one of many factors when working to improve email engagement (like subject lines, content, sending domain health...read more
Solved
MVerma57 on October 03, 2024
We need assistance with updating the "From" address on an email that’s currently active in HubSpot. The email is part of a survey campaign, and the "From" address should be changed to reflect a general company email rather than an individual who no read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 03:42
@MVerma57 you would unfortunately have to recreate the feedback survey from scratch.
Solved
IKubrakov on October 03, 2024
Hi! Is there a way to create custom events based on workflow enrollment, met goals, and workflow completion? Example: a contact enrolled in a nurture workflow - it records as a custom event. As a result, I can track how many events have occurre read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 02:42
Hi @IKubrakov , Does it have to be an event? The easiest solution would be creating a custom date property, using "Set property value" to docu...read more
Solved
JSchneiderOH on August 23, 2024
Hello, Is there a recommended practice for creating a date property (contact side) that captures multiple times a contact filled out a form. We are capturing how many form fills per landing page per month were completed/not completed and wondering read more
0 upvote
2 Replies
Accepted solution
Key Advisor
August 26, 2024 07:35
You could potentially grab all form submissions via the API which would tell you how many submissions were completed, and assuming you are capturing ...read more
Solved
LRrokaj7 on August 13, 2024
Hi, I want to use a form field as a trigger for a workflow but cannot seem to find this as a filter option. Can this be done? Basically, I want a contact to have the option to click on a single check box. I want to use this checkbox as a t read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
August 13, 2024 08:25
Hi @LRrokaj7 , It's not possible to filter for properties being filled through a form submission – just the fact that field is filled and that...read more
Solved
EVudhiwat on July 25, 2024
We have a Salesforce integration that pushes leads and contacts to HubSpot as well as all our accounts. Salesforce contacts get automatically associated with the company in HubSpot but leads do not. We are collecting the account information for read more
0 upvote
4 Replies
Accepted solution
Participant
July 25, 2024 12:17
Turns out, there's a beta that I think I can use which will allow me to create the associations at large: https://knowledge.hubspot.com/workflows/ma...read more
Solved
MSantos24 on July 11, 2024
Hi everyone, I'm trying to embed YouTube videos in our email marketing campaigns (EDMs) to boost viewership. I was using iframes to achieve this, but I'm encountering an error message: "Error: Iframe tags are not allowed. Please rem read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 23:49
Hi @MSantos24 , There are a few concerns with iFrames in marketing emails: Security Risks: iFrames can be exploited to run malicious c...read more
Solved
ajacks228 on June 06, 2024
HubSpot is more powerful, connected, and customizable than ever before. We’re evolving CMS Hub to Content Hub meaning we are empowering marketers with content tools that go beyond the CMS tools you know and love. Content Hub is a one-stop-sho read more
Accepted solution
Hall of Famer
September 26, 2024 20:45
@BrandonFrey it sounds like the scaffolding feature needed for the AI generation to work isn't able to be included in custom templates at this time...read more
Solved
SFinnerty2 on May 24, 2024
Hi everyone, We're facing a challenge with our file management and could use some advice. Our team has been using the Files tab to upload all our collateral. This has been our go-to solution for maintaining version history and ensuring the entir read more
0 upvote
2 Replies
Accepted solution
Key Advisor | Partner
May 27, 2024 06:25
Hi @SFinnerty2 ! If you are trying to avoid a migration. a workaround is to use the file's URL to share the information, allowing you to add...read more
Adriane on April 23, 2024
We frequently partner with clients who offer a diverse range of informational brochures for download on their websites, catering to educational providers showcasing details about their various study programs or similar offerings. Typically, read more
Hall of Famer
April 24, 2024 20:07
Thanks for sharing this with me @BérangèreL ! This is pretty cool @Adriane , appreciate you putting this together to share with the community...read more
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