JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

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

Adriane on April 23, 2024

Optimizing Content Delivery: A Proven Method for Personalized Follow-Up Emails

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

Reply best practices CRM Enterprise How-To Marketing Marketing Email Professional Quick Tutorial Workaround Workflows

13 upvotes

3 Replies

Jnix284

Hall of Famer

April 24, 2024 20:07

Thanks for sharing this with me @BérangèreL ! This is pretty cool @Adriane , appreciate you putting this together to share with the community...read more

Solved

BButterfield on March 25, 2024

Automated email to lost deals

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

Reply Knowledge Base Marketing Sales Workaround Workflows

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 26, 2024 01:05

Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...read more

Solved

DerekBallantyne on January 02, 2024

Recreating automations and journeys from Salesforce Marketing Cloud

Hey HubSpot Community! How easy (or difficult) is it to recreate the automations and journeys that I have in Salesforce Marketing Cloud in HubSpot Marketing Hub? Is there a simple way to copy them across, or does each automation and journey need read more

Reply Enterprise Getting Started How-To Quick Tutorial Workaround Workflows

0 upvote

4 Replies

Accepted solution

vikassharma

Participant

January 16, 2024 01:33

Hello @DerekBallantyne There is no option to switch other platform to Hubspot platform . first you export the all of your data from other CRM Sof...read more

Solved

MaxGPT on October 13, 2023

Merging Contacts with Same Phone Number

Hi all, I am looking for a way to merge contacts with the same phone number and different emails. For context, we get many resubmissions where the person submits with the same phone number, but different email, creating two separate contacts wh read more

Reply Contacts Professional Workaround

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 13, 2023 13:39

Hi @MaxGPT , There is a code snippet here which you (or a developer) can adjust: https://github.com/HubSpot/sample-workflow-custom-code/blob/...read more

Solved

SClara on August 28, 2023

Merge or sum of values between deals with the same company

Hello, I need your help/opinion 🙌 I have the following challenge that I don't know how to solve, and I'm going to give you some context. I have a pipeline created specifically to deal with renewal deals. There are two types of deals which I read more

Reply best practices CRM Deals Integrations Professional Workaround Workflows

2 upvotes

2 Replies

Accepted solution

danmoyle

Most Valuable Member | Elite Partner

August 29, 2023 08:49

@SClara I'm with @kvlschaefer on this to see if Insycle as a tool can help. Also a thought: What if you had a Deal based workflow that whe...read more

Solved

PSaetia on July 03, 2023

How to delete account

How can I delete my account so I can make a new one?

Reply How-To Workaround

0 upvote

1 Reply

Accepted solution

Jnix284

Hall of Famer

July 03, 2023 19:51

@PSaetia To delete your account, click your company name in the upper right corner of the navigation bar. Choose Account & Billing...read more

Solved

nychd on June 29, 2023

Merging contacts using worfklows?

Is there any way to merge contacts using workflows based on certian criteria? Since the only way to bulk upload multiple email addresses on a single contact is with a custom field. I have a "email 2" and "email 3" field on my contacts. If a cont read more

Reply Admin Contacts How-To Professional Workaround

1 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 30, 2023 00:17

Hi @nychd , Out of the box, this is not possible via workflow. In workflows it would require custom code actions , the help of a developer an...read more

HeidiHub on June 28, 2023

HubSpot Landing Page - inline URL ignoring paragraph font formatting

One of my clients recently started using landing pages for their marketing and we're having an issue where the font is being ignored when I have a link in a regular paragraph. Is there a way to force the paragraph to use a certain font, when yo read more

Reply Developer Marketing Website Pages Workaround

0 upvote

1 Reply

Ben_M

Key Advisor

June 28, 2023 14:55

This has to do with the code on the page overriding your styling. Can we see the page in question?

Solved

RChua8 on June 28, 2023

Opt-out and Opt-in Bulk Emails

Hello, I have imported and opted out a huge number of users to Hubspot. Since this is for a tempoary basis (to exclude them from our emails), I am looking for a way to opt-in them back. Is it possible to bulk opt-in a huge number of users? read more

Reply Admin best practices Marketing Workaround

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 28, 2023 13:14

Hi @RChua8 , You can find instructions for this here: https://knowledge.hubspot.com/contacts/remove-an-opt-out-of-email-status Best re...read more

AB_Provide on March 14, 2023

Is there a way to "send a note" to an internal email?

Has anyone found a way to send an email note to a personalized field? Or found a successful way to override contact owners being people IN HubSpot? (As in, is there a way to override that field and make it an email versus a person from a dropdown li read more

Reply Developer Email Deliverability Workaround Workflows

0 upvote

2 Replies

jforte

Top Contributor

March 24, 2023 09:55

Hey @AB_Provide ! As @MiaSrebrnjak mentioned it would be nice if you can share a clear example. Looking to your message it seems that it's possib...read more

Solved

DJohnson4 on February 28, 2023

Converting a single line property into a date property

Hi, Is it possible to convert a single-line text field into a date picker property? We are a travel company that has a chatbot live on our website as another channel for people to request a quote. One of the queries in this chatbot is "W read more

Reply Chat Contacts Developer Enterprise Workaround

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 28, 2023 11:07

Hi @DJohnson4 , I'm not aware of any default workflow actions which would help with this. This can however be achieved with custom code action...read more

Solved

SashaLibina on October 24, 2022

Migrating one Hubspot account into another (Marketing and Sales hubs)

Hi there, We have one Hubspot account where we only use the Marketing hub, and another Hubspot account that is mainly used as a CRM. We are trying to find the most optimal way to "merge" them, however at the moment it looks like we will loose d read more

Reply best practices CRM Marketing Professional Workaround

0 upvote

3 Replies

Accepted solution

johnelmer

Top Contributor | Elite Partner

March 02, 2023 10:52

@SashaLibina Recognizing that this is an older thread, there is an app in the HubSpot App Marketplace called the HubSpot to HubSpot Portal Migra...read more

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Featured Content

Tagging companies with a property

ABM Marketing & Sales Prospects

Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns