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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

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karstenkoehler

Hall of Famer | Partner

October 24, 2022 21:50

Hi @SashaLibina , There are apps on the HubSpot app marketplcae which assist in transferring engagements, namely: HubSpot To HubSpot Migrat...read more

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tsprunk on July 13, 2022

How to track offline and other events/interactions HubSpot can't track automatically

How are you tracking interactions/events that HubSpot can't track automatically (trade show interactions, partner webinar registrations, etc.)? I have some go-to methods but wanted to see if there are any others out there. Ideally, the solutio read more

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Monali

Member | Platinum Partner

July 14, 2022 11:24

Hi @tsprunk , For this you can capture the values by either custom objects or by native integration with the Webinar tools as that will create th...read more

KTimmer1 on April 01, 2022

Retrieve property from separate data table

Hello together, I want to find a solution for the following case in terms of trade fair registrations from customers that we get. We want to assign a code for a free ticket to everyone who signs up through our form on the landing page. The p read more

Reply best practices Forms How-To Workaround Workflows

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AnxiouslyEager

Participant

April 14, 2022 01:59

Hola guys, Michaela from Make here, hope everyone's having an exquisite Thursday! 👋 Looking at what @KTimmer1 is looking to do, I would defi...read more

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TWalsh6 on December 01, 2021

Associating contact communication to a company record

Hi i am wanting some help with my companty records in HubSpot. I want to be able to click into a compant record and see all communication that has been made with the associating contact in the company activity. Currently if i have 30 associated c read more

Reply How-To Marketing Workaround Workflows

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karstenkoehler

Hall of Famer | Partner

December 01, 2021 21:37

Hi @TWalsh6 , HubSpot will associate some activities automatically accross associated records, see here . Anything else you'd have to associa...read more

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ARivero1 on November 29, 2021

Removing Specific contacts from a ticket through a workflow

Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more

Reply Contacts Deals Tickets Workaround Workflows

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karstenkoehler

Hall of Famer | Partner

November 29, 2021 11:48

Hi @ARivero1 , Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding ...read more

rfernandes1994 on October 20, 2021

Running a referral program through Hubspot

Hi guys, We are looking to run a referral program, for the sake of example referrer is Joe Bloggs and referee is Jane Doe. I've marked which stages we've completed and which stages we need guidance on and the best way to manage. Excuse the lengt read more

Reply best practices How-To Marketing Sales Tickets Workaround Workflows

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KirstySharman

Member

December 14, 2021 02:14

Our referral platform integrates with Hubspot - it won't work the exact same way you have described, but it allows you to setup a referral camapign p...read more

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ETatarchenkova on October 13, 2021

connect/synchronize usage data (tracked data on how our customers use/behave on our own platform, li

If that is possible with the HubSpot functionality.... How can I connect/synchronize usage data (tracked data on how customers use/behave on our own platform, like, for example, page views, used filters, downloads, clicks, etc.) with HubSpot. read more

Reply best practices Custom Objects Enterprise How-To Marketing Workaround

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ConnorSlivensky

Key Advisor | Elite Partner

October 14, 2021 08:40

@ETatarchenkova You hit the nail on the head. Behavioral Events can be used to simply store data as you said but they can also display those pred...read more

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jleow on September 08, 2021

How to pass UTM parameters to HubSpot form

UTM parameters are useful for tracking and identifying the original source of your website visitors. However, these parameters are not collected in any of HubSpot’s default properties. As a workaround, similar to auto-populati read more

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briancondon

HubSpot Employee

November 25, 2022 03:17

Hi Alex 😀 Adding my comments here just in case others run into the same problem. After you create your HubSpot forms, you can take the embed ...read more

ERamirez on August 17, 2021

Tracking website traffic brought in from employees

Hello everyone! I'm wondering if anyone has tried this and has gotten anywhere with it... We're running an employee advocacy programme with Hootsuite's Amplify and it's working well so far, our employees like to share via the platform to t read more

Reply Analytics Tools Marketing Workaround

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webdew

Guide | Diamond Partner

August 18, 2021 01:12

Hi @ERamirez , You're completely right that using URL tracking links would be a great way to record where traffic is coming in from. The...read more

jleow on April 05, 2021

Adding Simple Q&As to Marketing Emails with Buttons or CTAs

At the moment, it isn’t possible to conduct questionnaires with Marketing emails. That said, it is possible to track clicks within Marketing emails - this can be used to collect answers from email recipients. Here’s how you can do so: read more

Reply Marketing Email Professional Workaround

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kvonloesecke

Community Manager

May 26, 2022 14:28

Thanks for sharing, @PEvans !

jleow on February 24, 2021

Optimizing Your Time With Workflows [Best Tips and Tricks]

Are you busy? Probably! Do you have access to workflows? I hope so! Here’s a couple of helpful tips and tricks on how to take advantage of your workflows tool and make the best use of your time. [Please read more

Reply best practices Professional Workaround

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NotoriousPiero

Member

December 16, 2021 08:09

Hello, great content. I'm wondering, is there a way to enroll someone in consecutive sequences? I find that the 5 sales mails per sequence fall a bi...read more

fiachra_duffy on October 16, 2020

Calculating Marketing Contacts – unique email recipients in a month (with guide video)

Marketing Contacts is a new way to control your HubSpot CRM. However, to work out if this would be a good fit for you, you need to know how many marketing contact spaces you would need each month. Here is a short video walking you th read more