Tips, Tricks & Best Practices

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PamCotton on February 29, 2024
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 read more
June 04, 2024 09:14
I've had fun learning about workflows through different courses and of course, through trial and error. So far we haven't done a ton of complicated ' more
MZaks1 on June 18, 2024
Hubspot had recently applied a change that doesn't allow users to change leads to non-marketing immediately, but rather just once per month !!! It distorts the data + it forces inefficient work as the first person who noticed a lead to not be a ma read more
0 upvote
2 Replies
Key Advisor
June 18, 2024 12:09
Hubspot has always been this way. If you made a mistake and roll out the leads quickly you could try to reach out to Hubspot regarding the error and more
GMusgrove on June 13, 2024
If you have not tried out the Academy yet, you are missing a valuable ally. Pick an area (Sales, Marketing, etc.) and start learning new things.
1 upvote
1 Reply
HubSpot Moderator
June 13, 2024 16:42
I couldn't agree more @GMusgrove ! The academy is a great way to learn how to utilize HubSpot tools to upscale your business as well as enhance more
DLalonde on June 11, 2024
Hello! I have a few questions surrounding best practices and tips for Email Marketing, specifically for Opt-in and Opt-out procedures and the like! My org uses Salesforce as a way to keep our client data, but we use Hubspot and integrate the read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 11, 2024 15:30
Hi @DLalonde , Happy to help here. Before I answer, please keep in mind that this reply does not constitute legal advice. Some of your more
BNugent7 on June 11, 2024
Hi - We attend a handful of industry events throughout the year and receive an attendee list post-event. I want to be able to market/send a special offer to these contacts and want to know what the best practice would be. The list has about 1,00 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 11, 2024 10:40
Hi @BNugent7 , Marketing emails or sales email sends in HubSpot always require a contact record - unless you're okay with tracking them to more
ManavGangwani on June 10, 2024
Hello, my name is Manav Gangwani, new user of Hubspot! Someone suggested me to use ActiveCampaign. Can anyone explain what's the difference between Hatchbuck, Hubspot, and ActiveCampaign? Why is Hubspot the most expensive one? Please help, thanks! read more
1 upvote
4 Replies
June 13, 2024 07:10
Thanks for answering, you made my day.
ajacks228 on June 06, 2024
HubSpot is more powerful, connected, and customizable than ever before. We’re evolving CMS Hub to Content Hub meaning we are empowering marketers with content tools that go beyond the CMS tools you know and love. Content Hub is a one-stop-sho read more
Most Valuable Member | Elite Partner
June 18, 2024 13:31
Thanks for the tag @ajacks228 - as part of the Content Hub private beta I was able to create some really cool examples with Content Remix (sadly I more
TiagoMaricate on June 06, 2024
Hi people! I´d like to uderstand what is the best way to setuo CTA for a page with several languages. I know use the clone option not working because when I make a change in one, it replicates the changes to all the others CTA. So the only way is read more
0 upvote
2 Replies
Accepted solution
Community Manager
June 06, 2024 19:03
Hey @TiagoMaricate , thank you for posting in our Community! Instead of cloning and modifying, which can lead to changes being replicated more
kara_susvilla on June 05, 2024
Historically, product teams and go-to-market (GTM) teams have been siloed—especially when it comes to data. But, when GTM teams have access to behavioral product data at their fingertips and in their CRM, they can be more personalized and r read more
HubSpot Moderator
June 13, 2024 16:31
@kara_susvilla Thank you for sharing!
gms199 on June 05, 2024
Hi All, I have a wordpress site with a button on it. When that button is pressed I want to launch a Hubspot CTA Popup with a Hubspot form on it. I will launch the CTA popup with the code snippet. Now depending on the page that button is pr read more
0 upvote
3 Replies
Accepted solution
Recognized Expert | Diamond Partner
June 13, 2024 09:12
Hi @gms199 and thanks for the tag @DianaGomez , You might take a look at the solutions by @MatthewShepherd in this thread for a more
ABraden on June 05, 2024
Hi All! I'm new to HubSpot and I'm still learning how to navigate the platform. We're currently using campaigns to compare email performance, but I noticed you can't have an email in two campaigns. So if we are doing a general and regional campa read more
0 upvote
3 Replies
Accepted solution
Member | Gold Partner
June 07, 2024 06:03
Hi @ABraden , We cannot customize the default "Marketing Email Sent Totals with Engagement Rates" report in HubSpot. However, we can achieve more
CSales3 on June 05, 2024
Segmentation is the process of separating your contacts into smaller groups of similar profiles. Because different audiences require different types of communication.
0 upvote
2 Replies
Accepted solution
Most Valuable Member | Elite Partner
June 11, 2024 08:10
What you say post is true, @CSales3 . 😊 I've found a few simple segmentations can go a long way. In addition to what @PamCotton more
Nathanhobbs on June 05, 2024
Hi there, We currently use Calendly to handle all our bookings, but new events don't track the source properly. One suggestion was to have a HubSpot form to create the contact, which then pushes them to the calendly booking page to track the sou read more
0 upvote
4 Replies
June 05, 2024 11:05
Hi Anton, It's not a link sent to the client; it's the external link it pushes them to as soon as they complete the HubSpot form. I want to use more
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