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Tips, Tricks & Best Practices

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PamCotton on February 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 read more

Reply Announcement best practices Workflows

9 upvotes

20 Replies

MSI_Sakib

Participant

September 18, 2024 05:19

I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more

nicowegher on October 15, 2024

Contact form spam prevention methods?

Hi there, We are experimenting a high volume of spam contacts submittings our hubspot forms. We thought about adding a 2 steps form to validate vía email/whatsapp eatch contact: 1. Complete email/whatsapp number 2. Send validation numb read more

Reply Forms How-To

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 15, 2024 07:49

Hi @nicowegher , Have you considered enabling CAPTCHA? https://knowledge.hubspot.com/forms/prevent-spam-form-submissions Best regards ...read more

Solved

JPair on October 08, 2024

Streamlining Invoice Contact Associations Based on Association Labels

Currently, when creating invoices from the deal card, all contacts associated with the deal are selected by default to be associated with the invoice. This creates an inefficiency as users often need to manually deselect contacts and associate the i read more

Reply Forms

0 upvote

1 Reply

Accepted solution

JessicaBaskey

Top Contributor | Platinum Partner

October 08, 2024 12:10

Hey @JPair , There already is an idea on the ideas forum for this. I'd recommend giving it an upvote and following it for updates. ...read more

KRRussell on October 04, 2024

Adding payment to beta forms

Hello all, I am a beta tester for the new forms builder and am unable to find out how to add payment to the forms I create. Am I just not seeing it or does it not exist? Our beta forms are in Sandbox. Thanks, Kim

Reply Forms

0 upvote

1 Reply

Ktamir

Contributor | Platinum Partner

October 06, 2024 11:55

Since this option is available in the legacy form editor as form type, it doesn't seem to exist just yet in the beta version. This a good suggestion ...read more

Solved

tfhaca on September 05, 2024

How do I make payment on a form not required?

Hi, I have a form on which I've enabled payments. The "Continue to Payment" button appears, I've added my three payment links and this all seems to work well. I would however like to make payment at time of submitting the form optional as we acc read more

Reply Forms

0 upvote

3 Replies

Accepted solution

Jnix284

Hall of Famer

September 05, 2024 15:45

@tfhaca It's not possible to make payment optional on the form, as you noted it's greyed out. I think HubBot is still learning and while it knows t...read more

KRRussell on August 27, 2024

Include quantity in payment link based on content of form

I'm interested in creating this setup. I have a form where a person can order a transcript. We will ask, "Would you like to send another?" If they say yes, there are dependent fields that will ask the user to fill out the information for the 2nd tra read more

Reply Forms

0 upvote

1 Reply

KhushbooRevOps

Participant

August 28, 2024 04:45

Hi @KRRussell , This might help - 1. Build a form that asks, "Would you like to send another?" and shows extra fields if the user says "Yes." Th...read more

Solved

KRRussell on August 22, 2024

Using rich text conditionally

Hi all, I read that the rich text property cannot be used in conditional logic. Has anyone found a way to get around that? I have a drop-down field that asks a student for their grade. If they choose one grade, I would like to show them text abo read more

Reply Forms

0 upvote

3 Replies

Accepted solution

kennedyp

Community Manager

August 23, 2024 18:12

Glad to hear we are aligned! HubSpot just dropped a new Forms editor Beta that could achieve this. I will say that depending on how many optio...read more

Solved

AY2339 on August 21, 2024

Automatically assign contact owner based on form response

New Hubspot user here! On one of our forms, we ask the person filling out the form which representative from our team was the initial point of contact/communication (responses are in a drop-down menu). When they submit the form, it automatically gen read more

Reply Forms

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 22, 2024 00:07

Hi @AY2339 , This can indeed be done automatically but requires a Professional or Enterprise subscription and workflows: https://knowledge.hu...read more

Solved

JHandley4 on August 20, 2024

Referral Program

We are developing a referral program targeted at our top customers based on their NPS scores. The idea is to have these customers refer new contacts by sending out a pre-crafted email template to their networks. When a recipient clicks the CTA, they read more

Reply Forms

0 upvote

4 Replies

Accepted solution

Adriane

Top Contributor | Diamond Partner

September 02, 2024 06:53

Hi @JHandley4 , that's a really nice use case, thanks for bringing it up! I love such challenges and may have an automated solution approach f...read more

Solved

M_Kelly on July 14, 2024

Privacy setting for form submissions?

We currently have a Microsoft Forms form on our Intranet for staff to nominate team members for an internal award. We need to re-do this form and I'm wanting to use HubSpot. However, we want to keep the nominations/submissions private with access read more

Reply Forms

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 15, 2024 04:00

Hi @M_Kelly , You're correct, this cannot be handled on a by-form basis. You would have to look into the general HubSpot user permissions for ...read more

Solved

gms199 on June 05, 2024

Dynamically fill form field based on CTA Popup

Hi All, I have a wordpress site with a button on it. When that button is pressed I want to launch a Hubspot CTA Popup with a Hubspot form on it. I will launch the CTA popup with the code snippet. Now depending on the page that button is pr read more

Reply CTAs Forms

0 upvote

3 Replies

Accepted solution

trevordjones

Recognized Expert | Diamond Partner

June 13, 2024 09:12

Hi @gms199 and thanks for the tag @DianaGomez , You might take a look at the solutions by @MatthewShepherd in this thread for a possibl...read more

Nathanhobbs on June 05, 2024

Pre-populate a booking page after form has been completed

Hi there, We currently use Calendly to handle all our bookings, but new events don't track the source properly. One suggestion was to have a HubSpot form to create the contact, which then pushes them to the calendly booking page to track the sou read more

Reply Forms

0 upvote

4 Replies

Nathanhobbs

Member

June 05, 2024 11:05

Hi Anton, It's not a link sent to the client; it's the external link it pushes them to as soon as they complete the HubSpot form. I want to use t...read more

Steven4 on April 11, 2024

Setting up a form/questionnaire to display whitepapers

Hi, Not sure if i am looking for a form but what i want to achieve is sort of a form/questionnaire where you answer a couple of questions and depending on the answers you will end up seeing whitepapers that matches your answers. I.e Question 1 read more

Reply Forms

1 upvote

1 Reply

Crystal_Hopper

Key Advisor

April 11, 2024 10:23

Hi @Steven4 ! As part of this, are you expecting to collect email addresses? If yes, then my suggestion below won't be ideal. You might have ...read more

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