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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

4 いいね！

4 コメント

MiaSrebrnjak

コミュニティーマネージャー

3月 22日, 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...続きを読む

NT_ 4月 18日, 2024

Use the history of a property for reporting/workflow/etc

Hey community, I haven't been able to find a solution here, but hopefully somebody knows a nice trick that doesn't involve exporting the property history or an API workaround. Our problem is that two different persons can fill out individual p 続きを読む

返信 Professional

0 いいね！

1 コメント

trevordjones

名誉エキスパート | Diamond Partner

4月 18日, 2024 08:56

Hi @NT_ , Unfortunately, at this time it is still not possible to populate a field with the HubSpot user who made a change to another field w...続きを読む

eyockim 4月 10日, 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 続きを読む

返信 Professional

0 いいね！

1 コメント

evaldas

トップ投稿者 | Platinum Partner

4月 10日, 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...続きを読む

解決済み

Marinka 4月 09日, 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 続きを読む

返信 Professional

0 いいね！

8 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

4月 09日, 2024 23:56

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

解決済み

JMartin1094 3月 26日, 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 続きを読む

返信 best practices CRM Getting Started Marketing Professional Sales Service

1 いいね！

4 コメント

Accepted Solution

Crystal_Hopper

キーアドバイザー

3月 26日, 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...続きを読む

解決済み

ajinkyamurtey 3月 16日, 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 続きを読む

返信 Professional

0 いいね！

6 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

3月 16日, 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-...続きを読む

解決済み

marconetrio 3月 04日, 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 続きを読む

返信 best practices CRM Professional

0 いいね！

4 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

3月 05日, 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...続きを読む

解決済み

MSarafzadeh 3月 01日, 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 続きを読む

返信 Professional

1 いいね！

3 コメント

Accepted Solution

Jnix284

最優秀メンバー | Elite Partner

3月 01日, 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...続きを読む

jleow 2月 23日, 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 続きを読む

返信 Campaigns Enterprise Professional

2 いいね！

1 コメント

ReminiKing

メンバー

2月 27日, 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...続きを読む

ajinkyamurtey 2月 07日, 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 続きを読む

返信 Professional

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

2月 07日, 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...続きを読む

解決済み

ajinkyamurtey 2月 07日, 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 続きを読む

返信 Professional

0 いいね！

1 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

2月 07日, 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...続きを読む

ajinkyamurtey 2月 04日, 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 続きを読む

返信 Professional

0 いいね！

1 コメント

Jnix284

最優秀メンバー | Elite Partner

2月 04日, 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. ...続きを読む

MounirAtassi 2月 01日, 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 続きを読む

返信 Professional

1 いいね！

1 コメント