Tips, Tricks & Best Practices

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
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
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
23 Replies
Participant
November 05, 2024 10:51
Great post! Workflows can really be a game-changer, especially when they’re set up to run smoothly. One tip that’s worked well for me is grouping sim...read more
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
1 Reply
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
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
Hall of Famer | Partner
November 08, 2024 14:32
@MStevens11 I find it very unlikely, but you can always request it in the HubSpot Ideas section of the community.
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
Member
November 08, 2024 11:59
Hi Karsten That's a really helpful suggestion, thank you. I've done something similar already for mobile phone numbers for the contact owner, so ...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
1 Reply
Guide
November 08, 2024 11:30
Hi @AJ_Kakrot , there is a nice article about this topic in HubSpot's Knowledge Base: https://knowledge.hubspot.com/integrations/how-to-connect-hub...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
1 Reply
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
CdelP on November 04, 2024
Hey, Community! Curt with Masters in Marketing here! "What's that?" you're thinking. (Yes, I can see what you're thinking. I eat a LOT of carrots.) It's HubSpot's newest newsletter, featuring exclusive interviews of top marketers—like read more
4 upvotes
4 Replies
Member
November 08, 2024 18:43
Hey Curt! Great post — I love the idea of marketing being seen more as a "product team" than a "sales team"! Emily Kramer's perspective is spot-on. ...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
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.