Tips, Tricks & Best Practices

Hey everyone — looking for best practices on a simple conference attendance check-in email. I’m trying to see if our contacts will be attending an industry conference. (we aren't hosting, just debating about if we should attend or have a booth). I read more

Hi everyone, Question for the group. I'm to see/understand if there is a Hubspot equivalent here: In Marketo you can use the Interesting Moments set up to track and stamp the URL on known records of the page before a form is submitted. So f read more

Hi, We want to set-up a HubSpot sequence where all threaded emails which are a reply to the initial email have the same subject with one change... we want subsequence emails to start with "RE: ". Example: 1st email gets sent with subject = "Random read more

Good evening everyone, I’m looking for guidance on how to manage a contact’s marketing status based on their subscription activity using HubSpot workflows. Specifically: If a contact has at least one active subscription, they should be set as read more

I'm working with hubspot native marketing SMS, and there has to be a better way for our sales reps to create and send one off messages instead of creating new "templates" every single time?

Is it possible to have a knowledge base item restricted to hubspot users only? It looks like I can only restrict to contacts. I want to make an internal knowledge base for my team.

What would be the best course of action for assigning new leads a state/region if I don't include that as a field on the form I'll be using? I know there's IP state/region but that it can be iffy, so just curious if anyone has attempted this and cre read more

Hi all 🙂 I use HubSpot Marketing and Salesforce as my CRM. I have the integration setup and have the contact/lead owner as a two way sync between HS and Salesforce. I'm looking to set up an autoamtion or workflow, that, once I updat read more

Hi everyone! I’m looking for the most efficient way to track and capture visits to individual pages within our course library, with each course URL having its own unique path (e.g., /course-library/how-to-ace-a-job-interview). Current Setup read more

We would like to be able to dynamically change the consent options shown to website visitors in a form depending on their country. Different countries have very different data privacy and consent management requirements now, and it would be ver read more

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

Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then read more