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Tips, Tricks & Best Practices

Tips, Tricks & Best Practices を検索する

PamCotton 2月 29日, 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 続きを読む

返信 Announcement Best Practices Workflows

11 いいね！

26 コメント

EJack1

メンバー

12月 02日, 2024 09:04

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

解決済み

Himalaya1997 12月 06日, 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?

返信 Deals Enterprise

1 いいね！

5 コメント

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karstenkoehler

殿堂入り | Solutions Partner

12月 06日, 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...続きを読む

CORourke6 12月 05日, 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 続きを読む

返信 FREE

0 いいね！

3 コメント

karstenkoehler

殿堂入り | Solutions Partner

12月 05日, 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...続きを読む

解決済み

CODonnell185 12月 04日, 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 続きを読む

返信 Enterprise Workaround Workflows

0 いいね！

1 コメント

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TomM2

ソートリーダー | Platinum Partner

12月 04日, 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 ...続きを読む

解決済み

Johnilsonomot 12月 03日, 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.

返信 Starter

1 いいね！

2 コメント

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karstenkoehler

殿堂入り | Solutions Partner

12月 03日, 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...続きを読む

解決済み

LBaldauf 12月 02日, 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!

返信 Forms

0 いいね！

3 コメント

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karstenkoehler

殿堂入り | Solutions Partner

12月 02日, 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...続きを読む

解決済み

lgaitan 12月 02日, 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 続きを読む

返信 Best Practices

0 いいね！

3 コメント

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karstenkoehler

殿堂入り | Solutions Partner

12月 02日, 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...続きを読む

解決済み

FMaida 12月 01日, 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 続きを読む

返信 Marketing Email Professional Workflows

0 いいね！

1 コメント

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franksteiner79

キーアドバイザー

12月 02日, 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...続きを読む

解決済み

TAG-MC 11月 28日, 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 続きを読む

返信 Best Practices

0 いいね！

1 コメント

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Gaurav_Aggarwal

キーアドバイザー | Solutions Partner

11月 28日, 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...続きを読む

DSmith72 11月 27日, 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 続きを読む

返信 Professional

0 いいね！

3 コメント

DSmith72

参加者

12月 02日, 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...続きを読む

解決済み

DBoroi5 11月 26日, 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.

返信 Best Practices

1 いいね！

2 コメント

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Crystal_Hopper

キーアドバイザー

11月 27日, 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 ...続きを読む

解決済み

LFlanagan2 11月 25日, 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 続きを読む

返信 Contacts Marketing Workaround Workflows

0 いいね！

3 コメント

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Brenner

名誉エキスパート

12月 04日, 2024 07:02

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

kara_susvilla 11月 22日, 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 続きを読む

返信 How-To Integrations Marketing

5 いいね！

0 コメント