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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

9 Mentions J'aime

20 Réponses

MSI_Sakib

Participant

Septembre 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...Lire la suite

JPair le Octobre 11, 2024

Chat Notification

I would like to suggest a feature within the chat notifications. Say my employee Brian is assigned a chat. I would also like to receive that notification even though it was not assigned to me. (I am super admin btw)

Répondre Starter

0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Octobre 11, 2024 12:55

Hi @JPair , The best place for these kinds of suggestions is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/Hub...Lire la suite

HWadhwa le Octobre 11, 2024

HS test

I'm creating this post for testing purposes

Répondre Free

0 Mention J'aime

1 Réponse

Jaycee_Lewis

Gestionnaire de communauté

Octobre 11, 2024 11:00

👋 — Jaycee

pinchvalve le Octobre 10, 2024

Has HubSpot support ended?

This has been the support screen for several days, has chat and callback support ended for everyone or just for me?

Répondre Chat

0 Mention J'aime

3 Réponses

kennedyp

Gestionnaire de communauté

Octobre 10, 2024 17:35

Thanks for sharing your insight @karstenkoehler ! Hi @pinchvalve ! As Karsten mentioned, availability for our live channels can vary. If ...Lire la suite

beatrizlima le Octobre 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 Lire la suite

Répondre Marketing Playbooks Reports

4 Mentions J'aime

1 Réponse

Aakar

Conseiller clé

Octobre 10, 2024 22:38

Thanks for this report.

JRothschild le Octobre 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 Lire la suite

Répondre Enterprise

0 Mention J'aime

1 Réponse

kennedyp

Gestionnaire de communauté

Octobre 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?...Lire la suite

kara_susvilla le Octobre 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 Lire la suite

Répondre How-To Integrations Marketing

3 Mentions J'aime

0 Réponse

Résolues

JPair le Octobre 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 Lire la suite

Répondre Forms

0 Mention J'aime

1 Réponse

Solution Acceptée

JessicaBaskey

Contributeur de premier rang | Partenaire solutions Platinum

Octobre 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. ...Lire la suite

JPair le Octobre 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 Lire la suite

Répondre Analytics Tools

0 Mention J'aime

1 Réponse

kennedyp

Gestionnaire de communauté

Octobre 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...Lire la suite

Résolues

JPair le Octobre 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 Lire la suite

Répondre Workaround

0 Mention J'aime

1 Réponse

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Octobre 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...Lire la suite

Résolues

ASobusiak le Octobre 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 Lire la suite

Répondre Marketing Reports

0 Mention J'aime

1 Réponse

Solution Acceptée

Ktamir

Contributeur | Partenaire solutions Platinum

Octobre 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.

Résolues

pinchvalve le Octobre 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 Lire la suite

Répondre Marketing Email

0 Mention J'aime

6 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Octobre 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 ...Lire la suite

Résolues

pinchvalve le Octobre 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, Lire la suite

Répondre Marketing Email

0 Mention J'aime

1 Réponse

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Octobre 07, 2024 14:59

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

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