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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
11 upvotes
20 Replies
Member
November 11, 2024 15:36
Hey Community, Let’s dive into optimizing workflows! Whether you're new or experienced, we can help make your workflows more efficient. If you’re st...read more
kelseyj0786 on November 13, 2024
What is the best way to integrate the LinkedIn widget into my website using the LinkedIn official APIs, NOT scrapping? Right now, can you suggest anyone who can provide this and what is best for me?
0 upvote
1 Reply
Community Manager
November 13, 2024 16:50
Hey @kelseyj0786 , thank you for posting in our Community! To integrate LinkedIn widgets on your website using LinkedIn’s official API (with...read more
kara_susvilla on November 12, 2024
Ready to unlock marketing growth with product qualified leads (PQLs)? Elevate your marketing game with insights from the best in the industry. Our Insights to Growth Webinar, brought to you by Amplitude, HubSpot, and Aptitude 8, is read more
3 upvotes
0 Reply
Solved
MNold21 on November 12, 2024
I'm part of a very small marketing team, and we're transitioning our email, website, and CRM to HubSpot. We have 5 training hours scheduled with the agency that helped us set everything up. This will be my first time using HubSpot, though I’m experi read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 12, 2024 10:43
Hi @MNold21 , If you have the basics down (HubSpot Marketing Software Certification and – for context – HubSpot Sales Software Certification),...read more
Solved
squigglebit on November 12, 2024
I have a workflow that the trigger is based on a contact property, when the person completes this workflow they should reenroll in it again if their criteria still matches. I have reenrollment turned on. I have tested contacts and it says they shou read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 12, 2024 10:56
Hi @squigglebit , HubSpot would consider that a loop – reenrollment works actually differently. https://knowledge.hubspot.com/workflows...read more
Solved
MPease8 on November 08, 2024
I have created a new Birthdate property date-picker field type. How do I create a workflow to go back through all my contacts to update the new property field if birthdate is known?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 09, 2024 01:35
Hi @MPease8 , Could you explain this in a bit more detail? When you say "if birthdate is known", where exactly does that information come from...read more
Solved
MStevens11 on November 08, 2024
I want to create forms that don't assoicate with properties, I would just like to collect responses and they would live in that form but not actually change or make contacts and the properties would just be made for the form and not created as prope read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 08, 2024 13:57
Hi @MStevens11 , Unfortunately not, no, this is not possible. You need to create properties - but you can of course always archive them later ...read more
Solved
TM-OML on November 08, 2024
Our users have two email accounts, to accomodate our two brands. They have their Hubspot login email address (which is one of the brands) and two email accounts connected to their Hubspot account. This way they can send emails from Hubspot from eith read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 08, 2024 11:57
Hi @TM-OML , The owner email address pulls from their account login address, not their connected inbox. If you want to use a different a...read more
AJ_Kakrot on November 08, 2024
Hello, I want to know how does HubSpot and LinkedIn integration works? We have certain sales team who does the outreach through their personal LinkedIn accounts. So is there a way to integrate each sales users LinkedIn account and once they send read more
0 upvote
2 Replies
Member
November 11, 2024 06:42
Hi Have you considered eZintegrations for this? It’s designed to help bridge platforms like HubSpot and LinkedIn so that every time your sales te...read more
Solved
GPinder on November 08, 2024
Hello all I'm looking for a bit of help. I'm wanting to set up automation that recognises a property change after a specific marketing email has been sent, which will in turn create them into a deal. I know how to do the last part, just not read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 08, 2024 06:35
Hi @GPinder , You would have to set up a custom date property that is set to the current date by a workflow right when/after the email is sent...read more
Solved
jomo on November 07, 2024
Hello, I'd like to set-up an automated email to those who complete a form and it should include the data that they've submitted. Is there a way to do this? I havne't been able to figure it out. Thank you.
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 07, 2024 03:43
Hi @jomo , This can be achieved with personalization tokens: https://knowledge.hubspot.com/website-pages/personalize-your-content When...read more
Solved
pinchvalve on November 06, 2024
I need my contacts to be able to upload a document and ADD it to their record. As it is now, whenever someone uploads a document from a form it overwrites the old info. Is there a way to add documents sequentially over time, or upload to the same pl read more
0 upvote
2 Replies
Accepted solution
Participant
November 07, 2024 13:34
After some work, I have discovered the following. The Attachments card, a standard part of the Contact layout, is not tied to attachments from form...read more
Solved
ASobusiak on November 06, 2024
Good day! Is it possible to place (add) the Date of transition to new status value in the Leads view (for example next to the "Created on" field)? Do you have any good tips on how to prepare a report for Marketing (preferably in visual fo read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
November 06, 2024 04:30
@ASobusiak when you create a custom report, you should see a data source leads. Within that source, you'll also have the "Date entered" properties ...read more
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