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
MrBean on October 05, 2022
Anyone wanna brag about their best practices about using Custom Lifecycle stages? Or be a rebel and argue against them? Doing some CRM restructuring and wonder what the vast Hubspot Community thinks about this new feature. Cheers. happy p read more
Solved
JDuPlessis3 on September 19, 2022
Good day Is there a way to copy the URL of an object or task to another deal or task using a workflow? or by creating a note on the object with the URL? It would be great if there is that function as we copy a deal to another pipeline and wh read more
0 upvote
5 Replies
Accepted Solution
Participant
September 21, 2022 05:21
Hi Nigam Thank you for your suggestion. I appreciate all the assistance. I was able to solve this by creating a single-line text box to copy the ...read more
bhascher on September 07, 2022
Hi, my sales team has the following reporting issue. When we add a recurring deal, these are often deals with no end date. The Analytics Report for recurring revenue is fine. However our sales needs to report on order intake as well (Closed Deal amo read more
0 upvote
1 Reply
Not applicable
September 07, 2022 03:31
Hi @bhascher recurring revenue reporting in HubSpot is notoriously tricky. However, you can add line items to a deal and make them recurring, popul...read more
Solved
ACastro6 on August 25, 2022
Hello, Is it possible to copy a meeting activity from one deal to another? I have two pipelines (one for SDR´s and another for AE´s). The SDR schedules a meeting and I need that meeting appears in new deal in AE´s pipeline. And I can´t co read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Partner
August 25, 2022 15:15
HI @ACastro6 , there is no way to automate this that I have ever been able to find. The only way I know is to click on the meeting and add the a...read more
Solved
jtelfer on August 24, 2022
Hi Guys, I am looking at creating a portal for partners of the business to log in be able to view the status of the leads that they have submitted via a form. I am unable to see currently an object within the page editor to be able to displa read more
1 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 24, 2022 13:13
Thank you @Jnix284 ! Yes @jtelfer we do indeed have this solution here at Impulse Creative. It's a CRM-based PRM (partner relationship management)...read more
Solved
Adam_V2 on August 22, 2022
We use quite a few lists, static, and active for communication. These lists also contain vital contact information that I want to sync back to outlook. Example, I have a CEO list that is synced to outlook. I can make changes to a person's name, read more
0 upvote
1 Reply
Accepted Solution
Contributor | Platinum Partner
August 23, 2022 01:09
Hi The integration with Outlook contacts allows you to select which outlooks contact folder is being synced. You will need to remove the...read more
JFisher8 on August 17, 2022
Hi I am wanting to create a unique sidebar for one team. In the editor there is the 'account wide section', whilst I don't seem to be able to remove this section (I'm guessing that has to be there?) I can edit the properties but I'm nervous th read more
0 upvote
3 Replies
Participant
August 23, 2022 01:18
Having the same problem here so keen to see if there's an answer
Solved
Edyta7510 on August 01, 2022
Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac read more
Accepted Solution
Key Advisor
August 01, 2022 03:23
Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could...read more
Olivia_Bagnall on July 18, 2022
Ever import your products and then need to make a change to many at one go such as a pricing update? You can bulk update products via import using the object ID. To get the product ID of your products you can export them again o read more
Community Manager
July 18, 2022 13:21
This is great 😄 Thanks for sharing this guide with us, @Olivia_Bagnall !
dmattauch on July 18, 2022
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
1 upvote
1 Reply
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
Solved
lancelunsford on July 06, 2022
We are trying to update the lifecycle stages, and while we had success getting them added as outlined in the link: https://knowledge.hubspot.com/crm-setup/create-and-customize-lifecycle-stages ... we are not able to update contacts with the new s read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Platinum Partner
July 07, 2022 16:06
Hi @lancelunsford Hope you are doing great. Did you tried bulk editing contacts with the new Lifecycle stages you have set up? You ca...read more
Solved
EMunselle on June 29, 2022
Is there a way to automatically flag duplicate deals? Or a way to build a workflow based on a property being the same in multiple deals?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
June 29, 2022 13:53
Hi @EMunselle , HubSpot doesn't have any native features to identify duplicate deals. The best option is currently to pick a third-party solut...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.