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Tips, Tricks & Best Practices

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PamCotton on February 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 read more

Reply Announcement Best Practices Workflows

11 upvotes

26 Replies

EJack1

Member

December 02, 2024 09:04

"Absolutely! Automating repetitive tasks and setting clear priorities are game-changers. One tip: use workflows to streamline approvals and reduce ba...read more

Solved

Himalaya1997 on December 06, 2024

Change in company currency once deal is closed?

Once the Deal is closed is there any way to change the amount in company currency. Is there any workflow or integration to work through this?

Reply Deals Enterprise

1 upvote

5 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 06, 2024 05:20

@Himalaya1997 I'll jump in here, I would say that unfortunately both suggestions are misleading as a change in exchange rate will not affect the am...read more

CORourke6 on December 05, 2024

HubSpot requires you to enroll this device to access message links

Hello, recently we met with a partner rep who provided a set of links to us on certificates and additional resources, However when we try to access them, we get a minecast error which we do not use minecast internally as we use Office365. Error as read more

Reply FREE

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

December 05, 2024 10:18

@CORourke6 have you checked with your partner rep and asked them to reshare the resources, asking them to make sure to use the raw links? Maybe the...read more

Solved

CODonnell185 on December 04, 2024

Looking to update a lead in HubSpot that then triggers an email to the new lead owner

Hi all 🙂 I use HubSpot Marketing and Salesforce as my CRM. I have the integration setup and have the contact/lead owner as a two way sync between HS and Salesforce. I'm looking to set up an autoamtion or workflow, that, once I updat read more

Reply Enterprise Workaround Workflows

0 upvote

1 Reply

Accepted solution

TomM2

Thought Leader | Platinum Partner

December 04, 2024 10:57

Hey @CODonnell185 you just need a trigger workflow enrollment criteria, you can set the trigger to contact property > lead owner "is known". If ...read more

Solved

Johnilsonomot on December 03, 2024

SEO Benefits

Thanks for this opportunity to be here. I'm happy to join this community to learn more on SEO and its benefits to business growth and increment in product sales.

Reply Starter

1 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 03, 2024 07:54

Hi @Johnilsonomot , Welcome to the HubSpot community! If you want to learn more about SEO, I highly recommend this free certification co...read more

Solved

LBaldauf on December 02, 2024

We are close to being ready to use custom forms for event registrations and are wondering if there is a workaround for one person to register multiple people for an event on the same form. Thank you!

Reply Forms

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 02, 2024 23:54

Hi @LBaldauf , I've explained how to do this before here: https://community.hubspot.com/t5/CRM/How-to-create-multiple-new-contacts-from-a-for...read more

Solved

lgaitan on December 02, 2024

Segmenting by country for language for email marketing

Hello! How is everyone managing this? We do email marketing in multiple languages and I have run into multiple examples of recipients in a Spanish speaking country for example that requested to actually receive the English version. Are you all using read more

Reply Best Practices

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 02, 2024 12:44

Hi @lgaitan , Typically, this is best solved with a hierarchy that you need to define, and then implement via a workflow, e.g. If the expr...read more

Solved

FMaida on December 01, 2024

Email definition in workflow: excluding people who already used a discount code

Hi! I created a workflow to send people a 2nd email after they purchased a product, with a discount code that it can be used only once. Normally, they receive this code for the first time in the post-purchase email when they buy the product. How read more

Reply Marketing Email Professional Workflows

0 upvote

1 Reply

Accepted solution

franksteiner79

Key Advisor

December 02, 2024 01:06

Hi @FMaida Where are customer completing these purchases? I assume it's outside of Hubspot, correct? If so, how is that purchase infor...read more

Solved

TAG-MC on November 28, 2024

🚀 Revolutionize Your B2B Marketing

How Can B2B Companies Stay Ahead in a Competitive Landscape? Let's Discuss! In the world of B2B, success isn’t just about quick wins—it's about building trust and guiding clients through a thoughtful journey: Awareness, Consideration, Conver read more

Reply Best Practices

0 upvote

1 Reply

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

November 28, 2024 05:12

Hey @TAG-MC You're absolutely right that B2B success hinges on building trust and guiding clients through a thoughtful journey. To create a se...read more

DSmith72 on November 27, 2024

Connect registrations from a Hubspot form to Marketing Events

Greetings! We are close to using Hubspot forms for all registrations for our events that we run (both virtual and in person). People pay directly through Hubspot when they register. I would like those people to automatically be added to a M read more

Reply Professional

0 upvote

3 Replies

DSmith72

Participant

December 02, 2024 13:55

Pam, Thank you for your reply! As I am setting this up, it is trying to make me log in and pay for Marketing Event Management, which is an addi...read more

Solved

DBoroi5 on November 26, 2024

Migrate Podcast from Captivate to Hubspot

Does anyone have any clear steps on how to migrate podcast from Captivate to Hubspot, following the download and import of all audio files from Captivate into Hubspot.

Reply Best Practices

1 upvote

2 Replies

Accepted solution

Crystal_Hopper

Key Advisor

November 27, 2024 10:07

Hi @DBoroi5 ! Are you on Content HubSpot Pro and trying to use the Podcast app within Content Hub? I do not currently have this feature but ...read more

Solved

LFlanagan2 on November 25, 2024

Need Help Dynamically Tracking Course Library Page Views at a Contact Level

Hi everyone! I’m looking for the most efficient way to track and capture visits to individual pages within our course library, with each course URL having its own unique path (e.g., /course-library/how-to-ace-a-job-interview). Current Setup read more

Reply Contacts Marketing Workaround Workflows

0 upvote

3 Replies

Accepted solution

Brenner

Recognized Expert

December 04, 2024 07:02

Hello @LFlanagan2 !! Perfect, @danmoyle ! I'd like to complement with a practical solution that I've done here: > I set u...read more

kara_susvilla on November 22, 2024

How to Convert More Leads with Better Personalization Using HubSpot + Segment

Are you looking to boost your lead conversion rates with personalized marketing strategies? Look no further! Twilio Segment launched a brand new step-by-step guide that will show you how to leverage the powerful combination of Segment and HubSpot to read more

Reply How-To Integrations Marketing

5 upvotes

0 Reply