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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

9 Likes

20 Antworten

MSI_Sakib

Teilnehmer/-in

September 18, 2024 05:19

I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...Beitrag ansehen

beatrizlima on Oktober 09, 2024

[Live Webinar] The INBOUND 2024 Conference Unveiled Part Two: Breeze AI

AI seems to be everywhere these days, but in order for it to really drive value, you need a solution that’s fast, unified, and easy to use. That’s why we created Breeze . Breeze is HubSpot’s AI that powers the entire customer pla Beitrag ansehen

Antworten How-To Marketing Webinar

2 Likes

0 Antwort

beatrizlima on Oktober 09, 2024

[Free Report] The Intersection of Marketing, Data and AI

AI is transforming marketing across Europe. Are you keeping up? Our latest report, created with LinkedIn , explores how leaders are successfully leveraging AI and data solutions to drive operational efficiency and boost customer engageme Beitrag ansehen

Antworten Marketing Playbooks Reports

2 Likes

0 Antwort

JRothschild on Oktober 09, 2024

Can I separate my Modules while building a page?

Hello! I have bought a new Theme to build new website pages and landing pages but I don't know how to see the modules I have bought compared to the other modules (free package or created), especially as they are badly named and organised. Can I ju Beitrag ansehen

Antworten Enterprise

0 Likes

1 Antwort

kennedyp

Community-Manager/-in

Oktober 09, 2024 14:17

Hi @JRothschild ! Welcome to the Community-- happy to have you here 😊 ] Are you building this page in the page editor or the design tools?...Beitrag ansehen

kara_susvilla on Oktober 08, 2024

3 ways to create compelling customer experiences with the Twilio Segment app for HubSpot

Managing customer data effectively is a challenge for organizations across industries. In HubSpot's 2024 State of Marketing report , one of the top five biggest challenges marketers are facing is having low-quality data. This is where t Beitrag ansehen

Antworten How-To Integrations Marketing

1 Likes

0 Antwort

JPair on Oktober 08, 2024

Streamlining Invoice Contact Associations Based on Association Labels

Currently, when creating invoices from the deal card, all contacts associated with the deal are selected by default to be associated with the invoice. This creates an inefficiency as users often need to manually deselect contacts and associate the i Beitrag ansehen

Antworten Forms

0 Likes

1 Antwort

JessicaBaskey

Stratege/Strategin | Platinum Partner

Oktober 08, 2024 12:10

Hey @JPair , There already is an idea on the ideas forum for this. I'd recommend giving it an upvote and following it for updates. ...Beitrag ansehen

JPair on Oktober 08, 2024

Have the Ticket Form in Teams editable

We're setting up an internal ticketing system and wanting to isolate this with ticketing integration with MS Teams. As we're opening this to the whole business, we're wanting to isolate the fields available and what can be selected. For example, we Beitrag ansehen

Antworten Analytics Tools

0 Likes

1 Antwort

kennedyp

Community-Manager/-in

Oktober 08, 2024 16:41

Hi @JPair ! Welcome to the Community-- happy to have you here 😊 Could you post a screenshot of the form you are trying to edit? It sounds...Beitrag ansehen

Gelöst

JPair on Oktober 08, 2024

Logic-based consent options in forms

We would like to be able to dynamically change the consent options shown to website visitors in a form depending on their country. Different countries have very different data privacy and consent management requirements now, and it would be ver Beitrag ansehen

Antworten Workaround

0 Likes

1 Antwort

Akzeptierte Lösung

karstenkoehler

Berühmtheit | Partner

Oktober 08, 2024 09:32

Hi @JPair , You're correct, this is currently not possible. While one could use custom properties and workflows to update the actual legal bas...Beitrag ansehen

Gelöst

ASobusiak on Oktober 08, 2024

Reports for the Marketing Department

Is it possible to create a report presenting information about the Deals: a wide overview - initial engagement (how we got the lead), further communication (like the offer), who was involved in the deal from customer's side and what what is our actu Beitrag ansehen

Antworten Marketing Reports

0 Likes

1 Antwort

Akzeptierte Lösung

Ktamir

Mitwirkender/Mitwirkende | Platinum Partner

Oktober 08, 2024 05:12

Sure. You can create it as a table and present all the information you want,a s long as they are available as properties.

Gelöst

pinchvalve on Oktober 07, 2024

Form Submission Info...can I Access?

I am trying to build custom notification emails in a workflow (as opposed to using the built-in notifications on a form) but cannot see a way to include the form submission and web page details. These are on the contact record and default notificati Beitrag ansehen

Antworten Marketing Email

0 Likes

6 Antworten

Akzeptierte Lösung

karstenkoehler

Berühmtheit | Partner

Oktober 08, 2024 00:16

@pinchvalve each notification should automatically include a button that takes you to the record it's referencing, but you could also follow these ...Beitrag ansehen

Gelöst

pinchvalve on Oktober 07, 2024

Possible to include company logo in an email?

HubSpot automatically finds compnay logos and displays them in their own form notification email. I am building out my own custom notification emails and would like to keep this feature, but you don't have access to Company information in workflows, Beitrag ansehen

Antworten Marketing Email

0 Likes

1 Antwort

Akzeptierte Lösung

karstenkoehler

Berühmtheit | Partner

Oktober 07, 2024 14:59

Hi @pinchvalve , The logo is pulled via HubSpot insights: https://knowledge.hubspot.com/object-settings/hubspot-insights-on-company-records ...Beitrag ansehen

Gelöst

NBhadoria on Oktober 06, 2024

Hey, I'm Nancy. I'm here to learn about digital marketing.

I'm excited to learn about it and meet new people.

Antworten Free

1 Likes

2 Antworten

Akzeptierte Lösung

danmoyle

Koryphäe | Elite Partner

Oktober 07, 2024 09:04

Welcome to the Community @NBhadoria ! You've found a good group to be a part of in your journey! I'd recommend connecting with fellow Communi...Beitrag ansehen

KRRussell on Oktober 04, 2024

Adding payment to beta forms

Hello all, I am a beta tester for the new forms builder and am unable to find out how to add payment to the forms I create. Am I just not seeing it or does it not exist? Our beta forms are in Sandbox. Thanks, Kim

Antworten Forms

0 Likes

1 Antwort

Ktamir

Mitwirkender/Mitwirkende | Platinum Partner

Oktober 06, 2024 11:55

Since this option is available in the legacy form editor as form type, it doesn't seem to exist just yet in the beta version. This a good suggestion ...Beitrag ansehen

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