Tips, Tricks & Best Practices

Hi everyone, I’m curious about how others use game-like elements or gamification in HubSpot to improve productivity and engagement. 1. Have you tried tracking tasks or achievements like a game? 2. Are there any tips for keeping daily workflo read more

Hi Hope you can help me answer this: We have data being imported into Hubspot every hour from a system outside of Hubspot. One of the datafields sets whether a contact have given consent to Marketing communication via the external platform – its read more

Hi, I have a form that, upon submission, will create a ticket associated with the contact. However, within the form, I have an option to create a 2nd contact. I would like this contact to be associated with the ticket as well, but I'm unsure how read more

I'm Nathanael, a Lead Solutions Architect here at HubSpot. A big part of my job is working with customers to solve complex challenges, and my favorite way to do that is by finding solutions within HubSpot’s more advanced tooling. With that in read more

We use campaigns to track tasks. We have campaigns for our conference attendance. How do I automatically create tasks and associate them with a campaign when a certain type of campaign is created?

Hello, In a workflow where the user fills out a form and I send them a welcome email, we insert a delay and then I want to target those contacts who have not made a purchase in the last x days (delay time) and have received the first email. How sho read more

this is one of the most asked for requests I receive at the moment

I have a pipeline with deal stages where each stage contains workflows to create tasks. I need to to create pipeline rules that say that a deal cannot move to the next stage until all tasks within that stage have been completed. Can that be done ?

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

My organization has a number of tools available for free download. With each tool is a unique workflow that sends a series of nurture emails relevant to the tool's topic/content. I just realized that if someone downloads a bunch of tools in one go, read more

Hi everyone, I’m setting up a training registration flow in HubSpot and would love some insight on how to properly trigger the creation of a custom object record from a form submission. Here’s what I’m trying to accomplish: ✅ What I’ve Bui read more

Hey! I'm pretty new to HubSpot and inherited it from an ex-colleague, so bear with me... We run a customer satisfaction survey through the platform, using a Form for the survey itself, emails and lists synced to SFDC. We have an established work read more