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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
10 upvotes
21 Replies
Member
October 18, 2024 01:59
That sounds like an excellent approach! Utilizing SOPs to optimize your workflows is highly effective, and customizing them for specific areas like S...read more
Solved
jcoakley on October 30, 2024
During HubSpot implementation I was directed by my consultant to not have individual Forms convert people to marketing contacts. Instead they directed us to use a Workflow that would gather all form submissions and mark people as marketing contacts. read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 31, 2024 02:02
Hi @jcoakley , To me this mainly comes down to the question if you 'fear' that a sudden influx of submissions might push you over your marketi...read more
Solved
pinchvalve on October 30, 2024
I have a request to route lead notifications based on keywords in a field. Currently, you can only use "Is Equal To" which works fine if the field has predefined options. We have a field where people describe their needs in a text box and we want to read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 30, 2024 11:07
@pinchvalve if you choose a different branch type (and/or branch) instead, you'll see your regular filter options.
Solved
Time4nicu1 on October 29, 2024
Hello, my name is Jeri and I am a neonatal intensive care nurse in Lexington, Kentucky. My husband and I have started a small business selling resin badge reels to medical staff and 3D printed toys and household items. I am just beginning to u read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 30, 2024 01:00
Hi @Time4nicu1 , Welcome to the HubSpot Community! It’s great to see a healthcare professional bringing creativity into a side project. ...read more
CCoppit on October 29, 2024
Hello! We recently switched to hubpsot and have had issues with our sales reps being put into email jail by Microsoft. We email using seqeunces and we dont send over the 5,000 limit. What are we doing wrong and does anyone have tips or tricks to read more
0 upvote
1 Reply
Contributor | Diamond Partner
October 29, 2024 17:30
Hey there @CCoppit - I'd love to help! Without access to your account it is a bit tough to ensure that I am not giving you tips you already k...read more
Solved
ASobusiak on October 29, 2024
Good day, Is there a way to specify required fields in a Contact that is associated with a Lead that is in a specific status? For example, if a Lead is to move from "Lead" stage to "MQL" stage, specific fields must be filled in in the associated read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 29, 2024 05:52
Hi @ASobusiak , There is unfortunately no configuration that allows for making fields on associated records required. I assume that the produc...read more
Solved
KBartus on October 28, 2024
We're setting up various email sequences to different customer segments. But of course a lot of the 2000+ companies we have in Hubspot aren't customers at all. Many of them have domains that we've tagged as "Never Log" in Hubspot. So it see read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 28, 2024 10:21
Hi @KBartus , There is no way to link the 'Never log' with company records directly, no. You would indeed have to find a way to flag company r...read more
HGajipara on October 28, 2024
Hello HubSpot Community, I’m currently integrating a custom form with the HubSpot Contact API to send data upon form submission. However, I’ve run into an issue with mapping the file upload field. The API does not seem to allow file upload data t read more
0 upvote
1 Reply
Community Manager
October 28, 2024 16:15
Hey @HGajipara , thank you for posting in our Community. Currently, HubSpot's Contact API doesn’t support direct file upload fields, which c...read more
Solved
HMA on October 23, 2024
Hello everyone, I use Hubspot to manage contacts and it's integrated in my wordpress websisite through the official plugin. During the last weeks I've found something that I can't understand. I see some contacts created in Hubspot automatically th read more
1 upvote
3 Replies
Accepted solution
Key Advisor | Partner
October 23, 2024 09:41
Hey @HMA If you have added the HubSpot plugin to your website it will automatically add a HubSpot tracking code to your website and then it wi...read more
Solved
ChristianRieck on October 23, 2024
Dear all, I am wondering if anyone of you is using the "Buyer Intent" functionality in HubSpot. What are your experiences with the domains visiting your website which have been identified by HubSpot? Honestly, I tested it in two portal read more
1 upvote
1 Reply
Accepted solution
Key Advisor | Partner
October 23, 2024 06:24
Hey @ChristianRieck Experiences can vary significantly, as different platforms may use varying methodologies for tracking and identifying dom...read more
Solved
Shuler on October 21, 2024
We'd like to give certain customers gift cards (for renewals, filling out surveys, etc) - but we're not quite sure how to go about setting it up. An idea we have is to have a landing page where customers can claim their card (for a renewal for examp read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 22, 2024 00:28
Hi @Shuler , The HubSpot app marketplace has a few integrations that could meet your requirements. BHN Rewards (formerly Rybbon) https:...read more
Solved
pinchvalve on October 21, 2024
As we all know, you cannot mark forms as active/inactive despite there being a STATUS field included. (This field even shows up as an available filter for views, why I cannot say since it defaults to active and that's it. But I digress.) Only real o read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 21, 2024 11:35
Hi @pinchvalve , I handle this in a similar way, however I typically add an 'ARCHIVED' at the beginning of the name to make 100% sure users do...read more
Solved
Anonymous on October 21, 2024
I'm looking for advice on the best ways to integrate HubSpot with social media platforms like LinkedIn, Facebook, and Instagram. Specifically, I'm interested in how to effectively track engagement, automate posting, and gat read more
1 upvote
1 Reply
Accepted solution
Key Advisor | Partner
October 21, 2024 10:37
Hey @Anonymous To integrate HubSpot with social media platforms like LinkedIn, Facebook, and Instagram, and effectively manage your social medi...read more
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