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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

MiaSrebrnjak le Janvier 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Lire la suite

Répondre Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 Mentions J'aime

11 Réponses

MiaSrebrnjak

Gestionnaire de communauté

Février 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Lire la suite

JCameron2 le Avril 05, 2024

Maximizing CRM Usage: Proven Strategies to Empower Your Sales Team

Hey everyone! Are you finding it challenging to inspire your sales team to fully embrace the potential of your CRM system? Fear not, you're in familiar territory... Many of our customers here at HubSpot have encountered this challenge through Lire la suite

Répondre best practices Calendar Calling Connected Email CRM Sales

7 Mentions J'aime

5 Réponses

Tanushri

Participant

Avril 13, 2024 23:38

Good cameron

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RolandGP le Janvier 16, 2024

Associate multiple emails to a new company

Hi There, I have certain contacts who work for the same company, but in a different region. I have therefore created a new company to keep them seperate. Now I want to move all past email to the new company. As a first step I have associated the c Lire la suite

Répondre Connected Email

0 Mention J'aime

1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Janvier 16, 2024 08:20

Hi @RolandGP , In the HubSpot user interface, there is unfortunately no such thing as bulk activity association. You would have to do this one...Lire la suite

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KMace3 le Novembre 02, 2023

Viewing email responses

What are your best practicing for seeing your email responses in HubSpot? We create records (tickets) in a custom object to fulfill our service department's orders. The service department communicates with the customer and needs a way to see wh Lire la suite

Répondre Connected Email Custom Objects Tickets

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1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Novembre 02, 2023 14:53

Hi @KMace3 , Have you set up your custom object like the native ticket object? If so, I'd approach this by filtering for the status the ticket...Lire la suite

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AP-ARWCV le Septembre 18, 2023

Track Multiple Visits with same email

Hello - We are a small art boutique where people visit us several times to make a variety of projects. They register via their email address (which I realize is the primary key). We want to track each visit (date and workshop name - each is uni Lire la suite

Répondre best practices Connected Email CRM Free Starter

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1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Septembre 18, 2023 01:01

Hi @AP-ARWCV , If you want to see the individual visits on a contact record, you could indeed use activities. These are explained in detail he...Lire la suite

DDalton le Août 13, 2023

Connecting to gmail and junk mail

Hello, I am VERY new to hubspot and struggling. I attached hubspot to my gmail and cannot figure out how to filter all the junk mail out.. I finally just unconnected and will just email from Hubspot.. Thanks in advance

Répondre Connected Email

0 Mention J'aime

3 Réponses

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Août 13, 2023 12:43

Hi @DDalton , Could you please provide more details? There are various tools inside and outside of HubSpot you could be referring to. There is...Lire la suite

kauthar le Août 12, 2023

Email signature for Online Exchange

I need your kind assitance to create HTML code for a charity school.

Répondre Connected Email Free Professional

0 Mention J'aime

1 Réponse

MiaSrebrnjak

Gestionnaire de communauté

Août 14, 2023 04:54

Hi @kauthar , Thank you for reaching out to the Community! Are you creating an email signature from scratch? If that's the case, I'd recomme...Lire la suite

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alexagatiss le Juillet 24, 2023

Separating personal contacts after automatically logged to HubSpot

What sorts of effective solutions have people found for marking some HubSpot contacts as "personal"? Since a lot of reps have their emails automatically logging to HubSpot, and sometimes send personal emails from their work email, how can I keep the Lire la suite

Répondre Connected Email Contacts CRM

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1 Réponse

Accepted Solution

franksteiner79

Conseiller clé

Juillet 25, 2023 00:48

Hi @alexagatiss My recommendation here is to make use of HubSpot's "never log feature". This allows allows individual users and admins t...Lire la suite

Ktribbian le Juillet 02, 2022

Scrubbing Emails - Need Some Help

Hii to Whoever is there! This is my first post here on the HS Community, so if I am posting in the incorrect forum, please guide me to the correct one, I am currently tasked with importing company excel data into HS. The data in the spreadsheets c Lire la suite

Répondre Connected Email

0 Mention J'aime

1 Réponse

BukunmiOdetayo

Contributeur de premier rang | Partenaire solutions

Juillet 02, 2022 13:55

Hello @Ktribbian , Yes, this is the right place to ask whatever questions you might have regarding hubspot. From what you've explained, I t...Lire la suite

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PaceSales le Juin 10, 2022

Help Scrubbing Emails

Hello, This is my first post here on the HS Community, so if I am posting in the incorrect forum, please guide me to the correct one, I am currently tasked with importing company excel data into HS. The data in the spread sheets contains customer Lire la suite

Répondre best practices Connected Email CRM Email Deliverability Workaround

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1 Réponse

Accepted Solution

BukunmiOdetayo

Contributeur de premier rang | Partenaire solutions

Juin 11, 2022 05:09

Hi @PaceSales , Have you tried importing the data into HS? If not, you should give it a try. HS automatically looks up a contact's company based...Lire la suite

KHolmes7 le Septembre 15, 2021

Hubspot HTML Signature Issue

Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema Lire la suite

Répondre best practices Connected Email Contacts Conversations CRM Email Deliverability How-To Marketing Email Quick Tutorial

0 Mention J'aime

3 Réponses