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
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
Solved
CGoodwinOlsen on November 04, 2022
💡 Looking for guidance regarding a form we aim to implement in HubSpot, to replace a 3rd party data collection tool we are using to map customer and user details. Background : we are a B2B SaaS company, and in our onboarding process (docum read more
Accepted Solution
Top Contributor | Partner
November 08, 2022 13:02
@CGoodwinOlsen , an idea that comes to mind is doing multiple forms around specific data requests. For example, Company info forms and POCs. Th...read more
AngadM on October 14, 2022
I have migrated Salesforce's records (Leads, Contacts, Opportunities, Tasks, Accounts) from Salesforce to HubSpot, but activities are not synced. How can I sync activities from Salesforce to HubSpot ?
1 upvote
1 Reply
Member
October 14, 2022 07:02
Hey AngadM ! There's a resource link here that goes over how to connect Salesforce activities to HubSpot tasks: https://knowledge.hubspot.com...read more
Solved
TwoBeard on December 08, 2021
Hello, I just recieved an email regarding that some of our contacts had been exported. However, I have no idea who did it. Is there a way to look that up?
0 upvote
2 Replies
Accepted Solution
Member
December 08, 2021 14:32
Hi. Yes you can view it Go to settings from your Super Admin profile, on the left hand side bar, you find Import and Export listed below Objects u...read more
Solved
B1 on November 09, 2021
Hi everyone, We are currently reaching the final steps of our Hubspot implementation and we are looking to test the system before going live. I was wondering if there is something existing that can help us to conduct a testing scenario? Like read more
Accepted Solution
Hall of Famer | Partner
November 09, 2021 22:10
Hi @B1 , Your best option here would be a HubSpot sandbox account , available in the Enterprise subscriptions. Super admins can create san...read more
Solved
KyleSelf16 on August 06, 2021
How should we manage our properties across objects to improve data integrity? Would it make sense to set up custom properties that would essentially duplicate the HubSpot properties for data consistency? For example, here are some of the issues read more
Accepted Solution
HubSpot Moderator
August 06, 2021 14:01
Hi @KyleSelf16 , happy to provide some insight on your questions and examples! I recommend editing any existing default properties (created ...read more
Solved
RLewis on June 01, 2021
I was just curious as to when a small business might start taking stakeholders and forming a board of directors in their company? Any thoughts? Thank you.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 02, 2021 21:01
Hi @RLewis , You might find this Medium piece on setting up a board and running board meetings useful: https://medium.com/swlh/https-medium-c...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.