Tips, Tricks & Best Practices

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katie_cort on August 04, 2022
Hello! From working with customers on various email automation campaigns and working through deliverability questions that naturally come up, I wanted to compile a post that includes best practices on email automation (specifically marketing email read more
Community Manager
August 05, 2022 06:53
Hey, @katie_cort ! These are great tips 🙂 Thanks for sharing them with us!
deanrenshaw on August 03, 2022
Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al read more
1 upvote
2 Replies
Guide | Platinum Partner
August 04, 2022 02:38
Thanks @TiphaineCuisset that you keep tagging me and getting me into this topic. Hey @deanrenshaw , I'm not entirely sure if I follo...read more
DJayagoda on June 16, 2022
A Buyer's Evaluation Guide: Marketing Automation Software for Scaling Teams Get Your Free Guide Now Spend less time evaluating software and more time delighting customers. At HubSpot, when we look at t read more
Recognized Expert | Elite Partner
July 27, 2022 05:49
@DJayagoda this looks like a really helpful guide. Thanks for sharing!
CEdwin on April 28, 2022
Hello, I was trying to copy a picklist property to a multi-line text field property via a workflow. But it seems to be weird as the value does not change in Hubspot. I tried testing it with various contacts. Any advice on this please?
0 upvote
2 Replies
Member
May 12, 2022 05:04
Hello Karsten, I double checked and realised that I was testing the enrollment process but I did not publish the workflow and do it real-time. ...read more
Solved
FrankWL on April 24, 2022
Hi, we want to set up a flow with nurturing emails BEFORE a webinar. Once a participant is registered, we want to send a series of nurturing emails. In principle this can be done nicely with the date-based trigger. Date is the webina read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 24, 2022 03:06
Hi @FrankWL , HubSpot takes care of this automatically in date-centered workflows. If an action in a workflow is already in the past, then Hub...read more
MJohnson2020 on April 05, 2022
Hi there, There are so many articles out there and have personally experienced it myself where you can serve people relevant email content based on what they are interested in after downloading content from your site or viewing certain pages. read more
Most Valuable Member | Elite Partner
April 06, 2022 01:31
Hi @MJohnson2020 You'll probably find this article from HubSpot interesting: How HubSpot's Marketing Team Does Lead Nurturing Basci...read more
KTimmer1 on April 01, 2022
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
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
Solved
DzungLương on March 22, 2022
I have a contact property named "X" that has value = "a/b/c" for every contact. Many Contacts can have the same email domain property, for example "aloha.com" (which means they have the same company) my question is: Can I create another prop read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
March 22, 2022 13:13
Hi @DzungLương , Thanks for tagging, @kvonloesecke . There might be an easier solution here, using calculation properties . @DzungLương ,...read more
BLyons on March 04, 2022
Hi all! Quick couple of questions. I'm building out our HubSpot integration and am wanting to send emails and trigger workflows IMMEDIATELY after we capture certain pieces of data in HubSpot CRM. Particularly, when a user signs up for our se read more
0 upvote
1 Reply
Key Advisor
March 04, 2022 09:46
What is your current timing of how long it is taking? Have you tried setting up a timestamp at the same time (ie: MongoDB created time) and then seei...read more
Solved
CLu on February 02, 2022
Hello! I'm trying to come up with enrollment triggers for contacts who register for a Zoom webinar for the first time. The goal is to send them an email that thanks them for joining one of our webinars. The email is agnostic to the details o read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 02, 2022 10:28
Hi @CLu , It could be as simple as this: By default, contacts will only enroll once. For subsequent registrations, contacts wo...read more
AJohnson8 on December 03, 2021
New Delhi HUG | Building your Marketing Automation Journey with HubSpot Wednesday, December 15th | 4:00 PM (IST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the New Delhi HUG led by read more
Solved
TWalsh6 on December 01, 2021
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
Accepted Solution
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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