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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

RishabhS 4月 15日, 2024

How to find low hanging fruits if you are selling multiple solutions?

Dear readers, Do you offer multiple products or services, and are wondering how to find those perfect "low-hanging fruit" sales opportunities? You know, the existing customers who might be a great fit for something new you offer? Here is a simpl 続きを読む

返信 Starter

1 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

4月 15日, 2024 18:27

Hey @RishabhS , Thanks for sharing this helpful strategy! It's a great approach for identifying easy wins among existing customers. Appreci...続きを読む

解決済み

RKumarGustav 4月 08日, 2024

Help Needed: Campaign-Level Email Open Tracking with Slack Notifications

I'm trying to create a campaign-level workflow. I send weekly emails to a select group of people. I want to automate a workflow that triggers a Slack notification whenever someone opens any email from that campaign more than 4 times. The challenge 続きを読む

返信 Starter

0 いいね！

3 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

4月 08日, 2024 09:45

Hi @RKumarGustav , That's unfortunately currently not possible. You actually have to pick each individual email and specify a filter for each ...続きを読む

解決済み

RKumarGustav 4月 08日, 2024

HubSpot Workflow Help - Website Visits and Slack Notifications

Hi, I'm trying to create a workflow in HubSpot that triggers a Slack notification when a visitor meets specific criteria. Here's the scenario: Trigger: A visitor visits our website more than 4 times. Condition: The visitor is identified 続きを読む

返信 Starter

0 いいね！

5 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

4月 08日, 2024 10:03

@RKumarGustav that's not the case, as I explained in my previous reply. There is no automatic link between the browser of a contact and the HubSpot...続きを読む

解決済み

OlenaBondar 4月 01日, 2024

Subscriber vs lead lifecycle stage

Hi, I am debating on removing 'subscriber' stage and start a pipeline with a 'lead' stage. Will this impact my reporting? It seems to be outdated that 'subscriber' is historically the first stage, followed with 'lead'. However, 'lead' can be just 続きを読む

返信 Starter

0 いいね！

2 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

4月 01日, 2024 14:38

Hi @OlenaBondar , The subscriber stage can be safely removed, it's not as integrated into CRM processes like the lead, opportunity and custome...続きを読む

Web24 3月 30日, 2024

Change Hubspot logo in notifications emails

How can you replace the Hubspot logo with your own logo in the notification emails? Heiko

返信 Starter

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

3月 30日, 2024 13:06

Hi @Web24 , The appearance of the default notification emails cannot be changed. In Professional subscriptions, using workflows, you can creat...続きを読む

解決済み

LConsulting72 3月 23日, 2024

Attachment to marketing mail

Hi, Can i add a attachment to a marketing mail? or is it only possible to add a url thats linkes to a document? I would like to add a pdf to this mail. Regards, Jonathan

返信 Starter

0 いいね！

2 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

3月 23日, 2024 15:08

Hi @LConsulting72 , No, this is not possible. Sending emails in bulk is too high of a risk for the receiving party, as attachments could also ...続きを読む

解決済み

TB23 3月 17日, 2024

Is it possible to start a paid newsletter with hubspot starter plan?

Hi, all, We have a free newsletter on HubSpot right now (integrated with the blog). Can we use the Hubspot starter plan to launch a paid version? Or does it need to be a professional plan? Thanks. Kelly

返信 Starter

0 いいね！

4 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

3月 18日, 2024 08:57

@TB23 this page explains the current functionalities of managing subscriptions: https://knowledge.hubspot.com/payments/manage-subscriptions-for-re...続きを読む

Liam_Lucas 3月 02日, 2024

How to Integrate HubSpot with CRM or Email Tool?

I'm currently in the process of optimizing my marketing workflow and considering integrating HubSpot with another platform to streamline processes and enhance efficiency. Specifically, I'm interested in integrating HubSpot with a CRM or email market 続きを読む

返信 Starter

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

3月 02日, 2024 10:04

Hi @Liam_Lucas , Do you have specific tools in mind for CRM and email marketing or are you just generally interested? I'm asking because...続きを読む

zCoates 2月 22日, 2024

Bowling during spring season

Hello I was wondering how do we get customers doing spring time ? Because its going to be real slow for some reason ? Any ideas

返信 Starter

1 いいね！

3 コメント

Jnix284

最優秀メンバー | Elite Partner

2月 26日, 2024 10:24

Love the ideas (and use of AI) @karstenkoehler 🙌 @zCoates here's a suggestion from our local bowling alley that I thought was kind of co...続きを読む

NDumile 2月 21日, 2024

Social media

i m intersted in social media marketing. im work as social media executive in non profit company

返信 Starter

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

2月 22日, 2024 00:09

Hi @NDumile , Welcome to the HubSpot Community! HubSpot has a free social media certification if you want to skill up on this topic: https://...続きを読む

amcgready 2月 21日, 2024

Auto Creating Email for Self

My team is coming across an issue lately with our email tracking. We want emails from our company email addresses tracked, but we do not want HubSpot to create a new contact for members of our company. So far we have not found a way around this. For 続きを読む

返信 Starter

0 いいね！

3 コメント

Jnix284

最優秀メンバー | Elite Partner

3月 27日, 2024 20:05

to clarify, @merfin29 the never log list is only for emails sent via the extension, it has no impact on form submissions - internal contacts who wi...続きを読む

christianChrist 1月 20日, 2024

Orders being sent to the wrong shipping addresses

Our Ecommerce site , which is powered by HubSpot, is currently experiencing an unprecedented problem. Lately, we've observed that certain customer orders are being rerouted to incorrect shipping addresses, leading to significant disruptions and cus 続きを読む

返信 Starter

0 いいね！

1 コメント

Jnix284

最優秀メンバー | Elite Partner

1月 21日, 2024 19:12

@christianChrist the website you linked isn't hosted by HubSpot, it's a WordPress site - how are the orders connecting to HubSpot? Can you share mo...続きを読む

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