Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

PamCotton le Février 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 Lire la suite

Répondre Announcement best practices Workflows

4 Mentions J'aime

4 Réponses

MiaSrebrnjak

Gestionnaire de communauté

Mars 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...Lire la suite

nvawh le Avril 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 Lire la suite

Répondre Contacts Tasks Workflows

0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 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...Lire la suite

NT_ le Avril 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 Lire la suite

Répondre Professional

0 Mention J'aime

1 Réponse

trevordjones

Expert reconnu | Partenaire solutions Diamond

Avril 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...Lire la suite

beatrizlima le Avril 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. Lire la suite

Répondre Announcement Marketing Social Tools Webinar

2 Mentions J'aime

1 Réponse

BérangèreL

Gestionnaire de communauté

Avril 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 ,...Lire la suite

RishabhS le Avril 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 Lire la suite

Répondre Starter

1 Mention J'aime

1 Réponse

PamCotton

Gestionnaire de communauté

Avril 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...Lire la suite

AllisonHanna le Avril 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 Lire la suite

Répondre Enterprise

0 Mention J'aime

1 Réponse

Mike_Eastwood

Conseiller clé | Partenaire solutions Gold

Avril 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...Lire la suite

Résolues

JBRAF le Avril 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 Lire la suite

Répondre Free

0 Mention J'aime

2 Réponses

Accepted Solution

JBRAF

Membre

Avril 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...Lire la suite

DS17 le Avril 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 Lire la suite

Répondre Custom Objects

0 Mention J'aime

2 Réponses

DS17

Participant

Avril 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 ...Lire la suite

Steven4 le Avril 11, 2024

Setting up a form/questionnaire to display whitepapers

Hi, Not sure if i am looking for a form but what i want to achieve is sort of a form/questionnaire where you answer a couple of questions and depending on the answers you will end up seeing whitepapers that matches your answers. I.e Question 1 Lire la suite

Répondre Forms

1 Mention J'aime

1 Réponse

Crystal_Hopper

Conseiller clé

Avril 11, 2024 10:23

Hi @Steven4 ! As part of this, are you expecting to collect email addresses? If yes, then my suggestion below won't be ideal. You might have ...Lire la suite

Résolues

JSchnakenberg le Avril 11, 2024

Creating Workflow when specific form field has been filled out

Hi Community, At our trial version download forms we have an optional text field for a message. So visitors can add specific questions or comments when filling out the form. is there anyway we could create a workflow that only triggers if s Lire la suite

Répondre best practices

0 Mention J'aime

5 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 11, 2024 03:54

@JSchnakenberg enabling re-enrollment for the "Message is known" filter means that the workflow will trigger every time the value in the field "Mes...Lire la suite

Résolues

GVerini le Avril 10, 2024

Email signup checkbox form

I want to auto-populate active lists based on a form that asks customers which news feeds they would like to sign up for. Having trouble figuring out how to create a checklist in a form that I can connect with active lists.

Répondre Forms

0 Mention J'aime

6 Réponses

Accepted Solution

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Avril 10, 2024 21:01

@aviafriat26 with active lists, there's no need to use the workflow to segment the contacts, this can be done directly from the list via correspond...Lire la suite

Résolues

Jereno le Avril 10, 2024

CTA Button Alignment Issue

Hi HubSpot Community, I'm encountering an issue with the alignment of my Call-to-Action (CTA) button within a section on my website. Despite my efforts, I can't seem to get the button to center properly within the section. I've tried adjusting t Lire la suite

Répondre CTAs Developer How-To

0 Mention J'aime

1 Réponse

Accepted Solution

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Avril 10, 2024 11:41

@Jereno is this a theme you're developing or an existing theme/marketplace theme? Have you already checked the styles tab: You ca...Lire la suite

eyockim le Avril 10, 2024

If known show custom HTML

Hello, This may be a basic question but I am going for it. In Marketo, they have a "if known show custom HTML" feature where if someone fills out a form and the cookie is enabled and maintainted, the form will not be displayed again (instead a c Lire la suite

Répondre Professional

0 Mention J'aime

1 Réponse

evaldas

Contributeur de premier rang | Partenaire solutions Platinum

Avril 10, 2024 13:27

Hi @eyockim , You are correct, this would probably be best achieved with smart content. It really depends on what your theme is and whet...Lire la suite

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Featured Content

[Webinar] Feature Focus: Introducing Content Hub

Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns