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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

PamCotton on Februar 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 Beitrag ansehen

Antworten Announcement best practices Workflows

5 Likes

5 Antworten

Coolananth

Teilnehmer/-in

April 22, 2024 04:46

Nice

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, Beitrag ansehen

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

9 Likes

3 Antworten

Jnix284

Koryphäe | Elite Partner

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...Beitrag ansehen

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BButterfield on März 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 Beitrag ansehen

Antworten Knowledge Base Marketing Sales Workaround Workflows

0 Likes

2 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

März 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...Beitrag ansehen

Gelöst

DerekBallantyne on Januar 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 Beitrag ansehen

Antworten Enterprise Getting Started How-To Quick Tutorial Workaround Workflows

0 Likes

4 Antworten

Accepted Solution

vikassharma

Teilnehmer/-in

Januar 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...Beitrag ansehen

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MaxGPT on Oktober 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 Beitrag ansehen

Antworten Contacts Professional Workaround

0 Likes

4 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Oktober 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/...Beitrag ansehen

Gelöst

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 Beitrag ansehen

Antworten best practices CRM Deals Integrations Professional Workaround Workflows

2 Likes

2 Antworten

Accepted Solution

danmoyle

Koryphäe | 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...Beitrag ansehen

Gelöst

PSaetia on Juli 03, 2023

How to delete account

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

Antworten How-To Workaround

0 Likes

1 Antwort

Accepted Solution

Jnix284

Koryphäe | Elite Partner

Juli 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...Beitrag ansehen

Gelöst

nychd on Juni 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 Beitrag ansehen

Antworten Admin Contacts How-To Professional Workaround

0 Likes

3 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Juni 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...Beitrag ansehen

HeidiHub on Juni 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 Beitrag ansehen

Antworten Developer Marketing Website Pages Workaround

0 Likes

1 Antwort

Ben_M

Autorität

Juni 28, 2023 14:55

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

Gelöst

RChua8 on Juni 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? Beitrag ansehen

Antworten Admin best practices Marketing Workaround

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Juni 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...Beitrag ansehen

AB_Provide on März 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 Beitrag ansehen

Antworten Developer Email Deliverability Workaround Workflows

0 Likes

2 Antworten

jforte

Stratege/Strategin

März 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...Beitrag ansehen

Gelöst

DJohnson4 on Februar 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 Beitrag ansehen

Antworten Chat Contacts Developer Enterprise Workaround

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Februar 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...Beitrag ansehen

Gelöst

SashaLibina on Oktober 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 Beitrag ansehen

Antworten best practices CRM Marketing Professional Workaround

0 Likes

3 Antworten

Accepted Solution

johnelmer

Stratege/Strategin | Elite Partner

März 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...Beitrag ansehen

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