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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

PamCotton le Février 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 Lire la suite

Répondre Announcement best practices Workflows

4 Mentions J'aime

4 Réponses

MiaSrebrnjak

Gestionnaire de communauté

Mars 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...Lire la suite

eyockim le Avril 10, 2024

If known show custom HTML

Hello, This may be a basic question but I am going for it. In Marketo, they have a "if known show custom HTML" feature where if someone fills out a form and the cookie is enabled and maintainted, the form will not be displayed again (instead a c Lire la suite

Répondre Professional

0 Mention J'aime

1 Réponse

evaldas

Contributeur de premier rang | Partenaire solutions Platinum

Avril 10, 2024 13:27

Hi @eyockim , You are correct, this would probably be best achieved with smart content. It really depends on what your theme is and whet...Lire la suite

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Marinka le Avril 09, 2024

forms

When multiple persons of one company subscribe to a form, Hubspot puts all the contacts together in one contact person, with several different email addresses... What can I do about it? I want Hubspot to make a new contact connected to the company i Lire la suite

Répondre Professional

0 Mention J'aime

8 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 09, 2024 23:56

@Marinka in the options tab of the form editor, enable this option and this behavior should stop:

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JMartin1094 le Mars 26, 2024

CRM & Modules Starter Checklist?

I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't k Lire la suite

Répondre best practices CRM Getting Started Marketing Professional Sales Service

1 Mention J'aime

4 Réponses

Accepted Solution

Crystal_Hopper

Conseiller clé

Mars 26, 2024 15:56

Hi @JMartin1094 ! Congrats on your first CRM management job! I would encourage you to join this group also: HubSpot Community - HubSpot Admi...Lire la suite

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ajinkyamurtey le Mars 16, 2024

Form Embedding on External Site

Hi, Say if we have below two websites and both of them are created in WordPress. www.abc.com www.xyz.com In HubSpot I have added brand domain as abc.com So can I embed HubSpot forms on xyz.com so that those form records gets auto Lire la suite

Répondre Professional

0 Mention J'aime

6 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 16, 2024 16:40

Hi @ajinkyamurtey , Yes, you can embed forms on pretty much any page by following these steps: https://knowledge.hubspot.com/forms/how-can-i-...Lire la suite

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marconetrio le Mars 04, 2024

Customize lifecycle stages without breaking automatic properties?

I am currently trying to move my small nonprofit's account into using lifecycle stages (we have been relying on deal stages for the customer journey but this is less effective). Our org is a degree program provider, so the default lifecycle stage na Lire la suite

Répondre best practices CRM Professional

0 Mention J'aime

4 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 05, 2024 00:43

@marconetrio the "Became a" properties are an exception and are being deprecated. You should see all of these properties including the "Entered" pr...Lire la suite

Résolues

MSarafzadeh le Mars 01, 2024

Using properties in forms

Hi, Is it possible to have one property appear on tickets, deals, and contacts? I see there are three seperate categories when creating a property (ex: ticket property). We have two forms: customer service and repairs. The CS form creates a tic Lire la suite

Répondre Professional

1 Mention J'aime

3 Réponses

Accepted Solution

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Mars 01, 2024 17:18

@MSarafzadeh Every property is created per object (deal, ticket, contact, etc.) and can only be visible on that objects records (specific ticket, c...Lire la suite

jleow le Février 23, 2024

Creating Campaigns for the First Time? Use the Guided Onboarding Tour!

If it is your first time creating a campaign, it is strongly recommended to use the new guided campaigns onboarding tour! This option will appear for: New users who have never created a campaign in HubSpot. Existing users if there Lire la suite

Répondre Campaigns Enterprise Professional

2 Mentions J'aime

1 Réponse

ReminiKing

Membre

Février 27, 2024 11:15

Absolutely! The Guided Onboarding Tour is an excellent resource, especially for those who are new to creating campaigns. While it's primarily designe...Lire la suite

ajinkyamurtey le Février 07, 2024

Tollfree Number Call Record Pushing to HubSpot

Hi, I need a help of one use case that I'm trying to resolve. We have a toll free number where customer calls. We use third party calling provider which is integrated with HubSpot for outbound calls for sales team. If any prospect call on Lire la suite

Répondre Professional

0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 07, 2024 13:12

Hi @ajinkyamurtey , That depends on the third party calling provider - have you checked with them if their integration has the capability to u...Lire la suite

Résolues

ajinkyamurtey le Février 07, 2024

Round Robin Lead Assignment

Hi, I want to know if there's any way or logic that can be built to assign the leads to the sales rep on a round robin basis without sales hub I mean is it mandatory to have Sales Hub for assigning leads on a round robin basis? We have a sa Lire la suite

Répondre Professional

0 Mention J'aime

1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 07, 2024 13:16

Hi @ajinkyamurtey , If you have Marketing Hub Professional and if you're fine with maintaining branches, you can use branches based on a rando...Lire la suite

ajinkyamurtey le Février 04, 2024

HubSpot Multiple Queries

Hello, I work in India real estate company and we are in process of onboarding HubSpot. Not sure considering India real estate we should onboard it or not. Would be great if you can let me know thoughts on below queries. 1. Our website is Lire la suite

Répondre Professional

0 Mention J'aime

1 Réponse

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Février 04, 2024 13:29

Hi @ajinkyamurtey happy to offer some insights for your questions, hopefully others can join in to help with those I'm not able to help with. ...Lire la suite

MounirAtassi le Février 01, 2024

HubSpot Academy Courses for a Designer

Hello everyone, I recently hired a new creative designer for my team. She may be using HubSpot to work on emails and website design. I was wondering if there is a specific training program available for designers who need to use HubSpot? If anyo Lire la suite

Répondre Professional

1 Mention J'aime

1 Réponse

GRajput

Conseiller clé | Partenaire solutions Platinum

Février 01, 2024 08:49

Hi @MounirAtassi I have attached some links for certification which help you to enhance your knowledge. https://academy.hubspot.com...Lire la suite

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NT_ le Janvier 25, 2024

Lead information and stage?

Hey, I just found out that some contacts in Hubspot have this lead stage information - The information is found under contact. I would just like to know more about it, and hoped that someone knew what it was and why it´s there? Mybe how i should/c Lire la suite

Répondre Professional

0 Mention J'aime

1 Réponse

Accepted Solution

Phil_Vallender

Membre irremplaçable | Partenaire solutions Diamond

Janvier 25, 2024 07:31

Hi @NT_ This is related to the new Lead object in HubSpot and the new lead management and prospecting tools recently introduced. There is a lot...Lire la suite

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