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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

3 Likes

0 Antwort

HDeven on April 23, 2024

srd change cellphone number online

To update your cellphone number for your SASSA SRD (Social Relief of Distress) application online, visit the official SASSA website and navigate to the section related to social relief programs or COVID-19 relief. Look for an option to update your Beitrag ansehen

Antworten SNA

0 Likes

0 Antwort

drapestory on April 21, 2024

Shopify - Non Hubspot Forms

Hey Folks, All forms in my shopify website are Non Hubspot forms. I have also adding tracking code using GTM and its firing well, but i dont see any forms that got integrated yet. What am i missing? Note :I have also done Shopify integration.

Antworten Free

0 Likes

1 Antwort

BérangèreL

Community-Manager/-in

April 22, 2024 06:02

Hi @drapestory , I hope that you are well! Thank you for reaching out to the Community! When you say "I don't see any forms that got integrated"...Beitrag ansehen

drapestory on April 20, 2024

Original Source for Shopify Websites (Non-Hubspot Forms)

Hey Hi! I am stuck while integrating my shopify website and hubspot. My primary use case for using Hubspot is to understand and map what is the acquistion channels that helped to convert a customer, and to review the pages they visited and eventu Beitrag ansehen

Antworten Free

0 Likes

2 Antworten

drapestory

Mitglied

April 20, 2024 22:10

Thanks for the input Ben. I will explore this. Will it makes sense if i just disable Shopify integration, and let hubspot to capture contacts on it...Beitrag ansehen

Sundas on April 19, 2024

Buyer Persona

I am a B2G marketer. My target audience is in a very niche industry. The are only 18000 companies that are the decision-makers in the target audience. Any recommendations for creating personas? I am using Hubspot for email marketing and practicing i Beitrag ansehen

Antworten best practices

1 Likes

1 Antwort

Shubham_Sharma

Mitwirkender/Mitwirkende

April 20, 2024 01:20

Hey @Sundas When creating personas in a niche industry, it is recommended to start simple and keep the first version of your ideal customer p...Beitrag ansehen

nvawh on April 18, 2024

Seeing queued up workflow emails work around

Hello I am looking for a work around for being able to see what queued up emails are waiting to be sent from a workflow in the contact screen. I want to be able to see that there is an email waiting while I am looking in a specific person's cont Beitrag ansehen

Antworten Contacts Tasks Workflows

0 Likes

1 Antwort

karstenkoehler

Berühmtheit | Partner

April 19, 2024 00:15

Hi @nvawh , This can unfortunately not be done with tasks, no, as workflow can currently not close tasks. In general, HubSpot does not h...Beitrag ansehen

NT_ on April 18, 2024

Use the history of a property for reporting/workflow/etc

Hey community, I haven't been able to find a solution here, but hopefully somebody knows a nice trick that doesn't involve exporting the property history or an API workaround. Our problem is that two different persons can fill out individual p Beitrag ansehen

Antworten Professional

0 Likes

1 Antwort

trevordjones

Trendsetter/-in | Diamond Partner

April 18, 2024 08:56

Hi @NT_ , Unfortunately, at this time it is still not possible to populate a field with the HubSpot user who made a change to another field w...Beitrag ansehen

beatrizlima on April 17, 2024

[Webinar] Feature Focus: Introducing Content Hub

Let’s face it. It’s HARD to create valuable content in multiple formats. It’s also hard to manage content across multiple channels. With HubSpot’s new Content Hub, you’ll get the tools you need to keep pace with the changing landscape. Beitrag ansehen

Antworten Announcement Marketing Social Tools Webinar

3 Likes

1 Antwort

BérangèreL

Community-Manager/-in

April 18, 2024 06:04

Hi @beatrizlima thank you so much for sharing this Content Hub Customer Workshop (23rd of April) with the Community!!! Hi @danmoyle , @Jnix284 ,...Beitrag ansehen

RishabhS on April 15, 2024

How to find low hanging fruits if you are selling multiple solutions?

Dear readers, Do you offer multiple products or services, and are wondering how to find those perfect "low-hanging fruit" sales opportunities? You know, the existing customers who might be a great fit for something new you offer? Here is a simpl Beitrag ansehen

Antworten Starter

1 Likes

1 Antwort

PamCotton

Community-Manager/-in

April 15, 2024 18:27

Hey @RishabhS , Thanks for sharing this helpful strategy! It's a great approach for identifying easy wins among existing customers. Appreci...Beitrag ansehen

AllisonHanna on April 12, 2024

Webinar Purchase + Follow Up Emails

We are starting to offer paid webinars as a product. A person can go to a landing page and purchase a session. Hi all - We're trying to figure out how to do the following after a customer pays for a session: Send a follow up email to Beitrag ansehen

Antworten Enterprise

0 Likes

1 Antwort

Mike_Eastwood

Autorität | Gold Partner

April 15, 2024 00:37

Hi @AllisonHanna Here's a map of how we used to promote Webinar Campaigns for one of our clients: We used Zoom's Webinar P...Beitrag ansehen

Gelöst

JBRAF on April 12, 2024

Issues linking marketing email opt-in to a website form

Hi folks, my web developer and I are new to HubSpot and we're trying to link a HubSpot form to my Wordpress website. We've connected all the fields apart from the marketing email consent to communicate tick box. In the HubSpot form, this is set up u Beitrag ansehen

Antworten Free

0 Likes

2 Antworten

Accepted Solution

JBRAF

Mitglied

April 12, 2024 09:43

Hey Ben, thanks for the message! I think he is using the embed code, but was struggling to match the right object. But we've been working on it again...Beitrag ansehen

DS17 on April 11, 2024

Unable to pull custom object property associated with a contact using personalization token

We're trying to figure out a way to send a few custom product recommendations to our customers. So I created a new custom object named 'Top Recommended Product' and set it up with a many-to-many 'Top product-to-contact' association. Each rec Beitrag ansehen

Antworten Custom Objects

0 Likes

2 Antworten

DS17

Teilnehmer/-in

April 18, 2024 19:05

Hi Karsten, Thanks a lot for your response. I enrolled in the beta and was able to preview the custom object property properly. However, how ...Beitrag ansehen

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