Tips, Tricks & Best Practices

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dmattauch on September 26, 2022

Sequence vs Marketing email opening rate

Hi, In the marketing email i understand that the opening rate is impacted by email privacy rules. Is it also the case in sequence opening rates? if for example, my marketing email has a 80% opening rate(94% adjusted) but my sequence has read more

Reply CRM Email Deliverability

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chrisworqflow

Participant

September 26, 2022 07:40

@dmattauch Hello! This one took some research for me to come up with a hypothesized answer for, it looks like that email privacy mainly affects ma...read more

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dmattauch on September 22, 2022

sales vs service emails

Hi, How would i go about tracking service email response. Does the property "sales email replied date" would work in a workflow from my support users? Thanks David

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webdew

Guide | Diamond Partner

September 23, 2022 00:29

Hey @dmattauch , These emails will come under marketing emails. In workflows Navigate to > If/then branches > select Marketing emai...read more

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dmattauch on September 21, 2022

Deleted Record History

Hi, If i go to the restore bin, and i see a bunch of contacts deleted, and the user that deleted them, but is there a way to see the deletion history. Like if it was deleted manually or by a workflow, etc?? I have a user that deleted 320 read more

Reply best practices Contacts CRM

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karstenkoehler

Hall of Famer | Partner

September 21, 2022 07:57

Hi @dmattauch , In these cases, I'd recommend reaching out to HubSpot customer support to investigate. They can usually identify the cause of ...read more

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Ktamir on August 21, 2022

Custom unique property

Hi, I remember seeing somewhere an update about the option to create a custom unique property. Is this correct?

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karstenkoehler

Hall of Famer | Partner

August 21, 2022 02:15

Hi @Ktamir , That's correct, see the full announcement below. Best regards! -- Contacts | Companies | Deals | Tickets | Set...read more

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samthemiller on August 17, 2022

Lead status best practice sharing

Hey all ! I know that HubSpot offers a ton of customisation options for this, but I am curious to know: how do your (sales) teams use lead status? For us, we're currently using: New (for everything that is fresh into our CRM and has never been read more

Reply best practices Contacts CRM

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Josh

Recognized Expert | Platinum Partner

August 17, 2022 12:09

Hi @samthemiller , We've used a similar approach in the past. Another way is using an active list (using whatever criteria mix makes sense) an...read more

jolle on August 05, 2022

Multi-Hub Use Case: Pipeline Re-enagement Campaigns

How many of you believe (or have clients have who believe) that the secret to growing a business is more new leads? It seems to check out — more new leads means more new opportunities to make a sale and expand that market that you serve. But wha read more

Reply best practices Campaigns CRM Deals Quick Tutorial Sales

6 upvotes

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kvonloesecke

Community Manager

August 16, 2022 11:55

Hey @jolle , You're very welcome! 🙂 Thank you for helping out our community! Best, Kristen

dmattauch on July 18, 2022

Having Communication History on Custom objects

Hi, I created a custom object that is associated to deals, contacts and companies. However, the email/call communication from those objects doesn't show on my custom object. I'm unsure how to investigate the problem/fix it. T read more

Reply CRM Custom Objects Enterprise

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TiphaineCuisset

Community Manager

July 19, 2022 02:29

Hi @dmattauch Thank you for reaching out. From what I can see here , it seems it should be possible with deals and tickets. However,...read more

maxclark on July 14, 2022

What to do when a contact leaves a company?

Hey 👋 What do you do when a contact leaves a company? I don't want to remove the association with the company so we can keep the history, etc... I also don't want to change their name, or email address (makes searching not ideal It wou read more

Reply best practices Contacts CRM Professional Starter

3 upvotes

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KLawrence9

Participant

July 27, 2022 06:49

We also want to keep the contact so we can have a clear history of what that person's role was in specific projects. We leave in HubSpot, unsubscribe...read more

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dmattauch on June 30, 2022

See object association history

Hi, I was wondering if there was a way to see the association history. For example if a contact was associated with a company, i want to know -date -source of association (manual, API, etc..) I need it to troubleshoot some association read more

Reply best practices CRM Workaround

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karstenkoehler

Hall of Famer | Partner

June 30, 2022 01:51

Hi @dmattauch , Yes, you can find the instructions here: https://knowledge.hubspot.com/crm-setup/associate-records#view-a-record-s-associatio...read more

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dmattauch on June 24, 2022

Export/Report on Properties

Hi, I am trying to do some cleanup as i created many properties over time. Is there a way to export my list of created properties with : -number of the property with a value -number of workflows/reports that use this property Many than read more

Reply CRM Enterprise

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karstenkoehler

Hall of Famer | Partner

June 24, 2022 02:27

Hi @dmattauch , The official property export ( Settings > Properties > Export all properties ) tells you which other assets referenc...read more

Edyta7510 on June 21, 2022

Managing product unit costs

Hello, I'm struggling to set up a good framework for managing product unit costs in HubSpot. The unit cost for the same product may differ from customer to customer, it may be even different for certain orders of the same product on the same acc read more

Reply CRM Deals Enterprise How-To Sales Workaround

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Edyta7510

Top Contributor

June 28, 2022 05:12

@TrujayJay @LouiseGlover Hi Guys, You are both right this can be done with custom fields on products. The only drawback is that the values wo...read more

CNina-Soto on June 18, 2022

Real Estate Subject Property

For all the real estate peeps in the room... How are you tracking subject properties??? I'm trying to figure out a way to track the properties owned by any particular contact. The goal is to be able to search for anyone who currently owns a single read more

Reply CRM Custom Objects How-To Professional Workaround

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MiaSrebrnjak

Community Manager

June 21, 2022 04:46

Hi @CNina-Soto , Thank you for reaching out to the Community! I wanted to tag a couple of HubSpot experts to see if they have any advice: ...read more

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