JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

PamCotton on February 29, 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 read more

Reply Announcement Best Practices Workflows

11 upvotes

28 Replies

RichardEdward

Member

December 09, 2024 06:36

Workflows are key to efficiency, but they can get complicated. If you're feeling stuck, you're not alone! Share your challenges or optimized workflow...read more

Solved

DRaza0 on December 13, 2024

Best Free Resources for Learning Digital Marketing and More

Hello HubSpot Community, I wanted to share a resource I recently discovered that offers a variety of free courses on digital marketing, web development, graphic design, and other skills. If you're looking to upskill or explore new areas, freecou read more

Reply Quick Tutorial

1 upvote

3 Replies

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

December 13, 2024 05:09

Hey @DRaza0 Hello! It sounds like you've found a valuable resource for learning new skills. I benefited from platforms like Coursera an...read more

esraaabdo11111 on December 13, 2024

im here for solve your problems

hi , my name is esraa I'm ready to begin working

Reply Professional

1 upvote

1 Reply

Gaurav_Aggarwal

Key Advisor | Partner

December 13, 2024 05:12

Hey @esraaabdo11111 Welcome to HubSpot community! We are thrilled to have you join us and look forward to embarking on this exciting journey ...read more

PMaharjan7 on December 12, 2024

Needed new friends

Hi,I am Prajwal from Nepal just wanted a help from you guys need to learn the basic email marketing willing to help me,dm me on insta it's=Prajwal8222

Reply FREE

1 upvote

2 Replies

Jigar_Thakker

Key Advisor | Diamond Partner

December 12, 2024 08:48

Hi @PMaharjan7 , Thank you for reaching out! To get started with learning the basics of email marketing, I highly recommend going through ...read more

Solved

BBrown5 on December 11, 2024

data organization

do you have suggestions on sorting data across multiple business units for marketing services....photos, collateral material, budgets, marketing plans etc ? By BU, by year, by marketing category or marketing category of services by BU by year or ma read more

Reply File Manager

0 upvote

2 Replies

Accepted solution

GiantFocal

Top Contributor | Partner

December 11, 2024 23:20

Hi @BBrown5 , Based on your context, I would structure them in 3 levels: Level 1: Business Unit Level 2: Marketing Category/Service Type (OP...read more

Solved

JHayes30 on December 10, 2024

Email notifications for inbound SMS

I'm trying to give our sales reps and account managers better insight when we get inbound SMS from outbound SMS campaigns. Right now, only the marketing team has access to the HubSpot. Is there a way through workflows to trigger an email to inte read more

Reply SMS

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 11, 2024 00:26

Hi @JHayes30 , HubSpot email notifications require recipients to be HubSpot users – that would be the requirement for someone to receive notif...read more

Solved

ChristianROSIER on December 09, 2024

Geplante Email in Liste anzeigen

Guten Morgen zusammen, ich bin relativ neu auf Hubspot unterwegs... ich habe eine Frage... ich möchte mir gerne alle geplanten Emails in einer Liste anzeigen lassen, damit ich den Überblick nicht verliere.... geht das?

Reply Best Practices

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 09, 2024 01:43

Hallo @ChristianROSIER , meinst du vorgeplante Marketing-E-Mails? Falls ja, dann einfach im Menü > Marketing > E-Mail diesen Tab hier mi...read more

Solved

Himalaya1997 on December 06, 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?

Reply Deals Enterprise

1 upvote

6 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 06, 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...read more

Solved

CORourke6 on December 05, 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 read more

Reply FREE

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 05, 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...read more

Solved

CODonnell185 on December 04, 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 read more

Reply Enterprise Workaround Workflows

0 upvote

1 Reply

Accepted solution

TomM2

Thought Leader | Platinum Partner

December 04, 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 ...read more

Solved

Johnilsonomot on December 03, 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.

Reply Starter

1 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 03, 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...read more

Solved

LBaldauf on December 02, 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!

Reply Forms

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 02, 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...read more

Solved

lgaitan on December 02, 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 read more

Reply Best Practices

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 02, 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...read more

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.

Featured Content

Tagging companies with a property

ABM Marketing & Sales Prospects

Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns