Tips, Tricks & Best Practices

cancel
Showing results for 
Search instead for 
Did you mean: 
Filter by:
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by:
Most Recent
  • Most Recent
  • Most Upvoted
  • JessicaH on July 24, 2020
    17 upvotes
    35 Replies
    Hello everyone, My name is Jess and I'm a Community Manager here at HubSpot. Every now and then it happens to me that I learn something about HubSpot and it feels like a moment of sudden insight, literally an aha-moment. ...
    Reply
    Participant
    October 05, 2021 11:42
    Thank you for the #placeholder tip! Exactly something I was after today 🙂
  • SteveTa on December 06, 2021
    0 upvotes
    1 Replies
    Hi there, I'm wondering how to add a temporary announcement, similar to the one below, to our HS instance home page. Does anyone know how to do this? I couldn't find a module that offered this type of functionality. Thanks in advance!
    Reply
    Recognized Expert | Platinum Partner
    December 06, 2021 05:53
    Hi @SteveTa , You can do this with form tool from within HubSpot. Choose the Dropdown Banner style form.
  • AJohnson8 on December 03, 2021
    0 upvotes
    0 Replies
    New Delhi HUG | Building your Marketing Automation Journey with HubSpot Wednesday, December 15th | 4:00 PM (IST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the New Delhi HUG led by...
    Reply
  • Solved
    TVanEmon on December 03, 2021
    0 upvotes
    2 Replies
    Trigger email notification to Sales Rep when assigned lead revisits website. Only manual re-enrollment option on Contact enrollment trigger. Don't want to run trigger off page views or time last seen as they may visit multiple pages in one web sessi...
    Reply
    Member
    December 03, 2021 06:12
    Thanks! Also, I put in OR critera with +1 incremental 'number of sessions' to account for future revisits. Think that should work to account for thos...
  • thomasvbe on December 03, 2021
    0 upvotes
    2 Replies
    Hi! I'm looking for the best way to sync Salesforce related contact types to HubSpot. We're managing our accounts in Salesforce and this is creating companies in HubSpot. The contacts linked to this company are automatically set, but in SalesFo...
    Reply
    Contributor
    December 03, 2021 08:30
    Hi @manda We have the professional level. We also have the associations beta active, with the option to define association labels. It's in tha...
  • TWalsh6 on December 01, 2021
    0 upvotes
    1 Replies
    Hi i am wanting some help with my companty records in HubSpot. I want to be able to click into a compant record and see all communication that has been made with the associating contact in the company activity. Currently if i have 30 associated c...
    Reply
    Hall of Famer
    December 01, 2021 21:37
    Hi @TWalsh6 , HubSpot will associate some activities automatically accross associated records, see here . Anything else you'd have to associa...
  • SMorton1 on December 01, 2021
    0 upvotes
    2 Replies
    When a new person completes a form online and becomes a Marketing Qualified Lead, should we also be date stamping the 2 previous stages before that? Subscriber and Lead. We are using a custom Lifecycle Stage field but generally the same values. T...
    Reply
    Top Contributor | Diamond Partner
    December 02, 2021 02:21
    Hi @SMorton1 , Didn't get 'Custom lifecycle stage field'? Are you using a custom property for lifecycle stage property? As we cannot edit the defa...
  • Solved
    rjbudding on December 01, 2021
    0 upvotes
    1 Replies
    I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment ...
    Reply
    Participant
    December 01, 2021 08:24
    Hi @rjbudding ! When creating your forms you can select which business unit it is connected to. This way whenever a contact submits this form they ...
  • Fran_10 on December 01, 2021
    0 upvotes
    1 Replies
    Hi, I have created a landing page but I am unable to upload a featured image. I have tried every way of adding an image - outside of the landing page too too, but I can only add from my library, not upload a new image. Can anyone advise? Thank...
    Reply
    Participant
    December 01, 2021 08:31
    Hi @Fran_10 , can you share a bit more about what's going wrong in the process for you? Is the upload button not working with you click it or not a...
  • JHang4255 on November 29, 2021
    0 upvotes
    1 Replies
    This is my first time using HubSpot. I came from a company that used Marketo. In Marketo, I could create a token for the date, time, location, at the program level and use that token across multiple emails. For example, used the same token in the co...
    Reply
    Guide | Diamond Partner
    November 30, 2021 05:28
    Hi @JHang4255 . I haven't used Marketo specifically, so I'm not sure if the language translates exactly, but I would think HubSpot Campaigns would h...
  • Solved
    TahaLab on November 29, 2021
    1 upvotes
    4 Replies
    Hello everyone, I'm currently taking the Digital Marketing Course and there is a lot of information that I'm learning. I'm looking to put that into work, but I have no idea how to start. Should I create a random Instagram account and start posti...
    Reply
    Participant
    November 30, 2021 08:03
    Thanks a lot. You're making me want to finish this course and dive deeper. Thank you!
  • ARivero1 on November 29, 2021
    0 upvotes
    2 Replies
    Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same...
    Reply
    Member
    December 01, 2021 11:03
    Thank you so much for your quick response. I actually had the company domain already set up for Never Log these emails, but for some reason, there a...
  • ARivero1 on November 29, 2021
    0 upvotes
    1 Replies
    Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same...
    Reply
    Hall of Famer
    November 29, 2021 11:48
    Hi @ARivero1 , Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding ...
Recent contributors
351
Posts
162
Solutions
Create post
Recent contributors