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
Solved
MReyes13 on October 07, 2022
Hi! We have a non-Hubspot-based form on our website that acts as a Waitlist, so Contacts can enter their email and receive updates when a product is back in stock. Form submissions tell us the name, email, date of submission, and conversion page read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
October 07, 2022 16:09
Hi @MReyes13 Non-HubSpot Form fields are automatically mapped to matching HubSpot properties. So you can create custom properties to get the...read more
Solved
CKline4 on September 14, 2022
We have an inquiry form. Based on the answer to a question, we enroll in various sequences some include a Book Meeting ( Calendly) link. We would like to offer the meeting link more immediately/on-screen rather than an email, but we can't seem to f read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Platinum Partner
September 15, 2022 02:13
Hi @CKline4 You could use smart content for this! Depending on the contact's answers, you could add them to a certain list and display the l...read more
Solved
MWilliams3 on August 25, 2022
Hi, I'm trying to give my customers the option of enrolling in a series of emails without me having to touch it. They will need to select what they want to enrol in from a form submission. Simple enough I thought. The idea is that they wil read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
August 25, 2022 05:17
Hi @MWilliams3 , By default, the first workflow would keep on running. There are however settings in the options tab of the workflow where you...read more
snwokoro on February 10, 2022
Hi guys, I've created a form with dependent fields but on the website I cant seem to fix the width. I was wondering if there was a way to fix it.
0 upvote
1 Reply
Community Manager
February 10, 2022 15:12
Hello @snwokoro Thank you for reaching out to our Community! I would like to invite some top experts to this matter @Josh @karstenkoeh...read more
Maadiah on January 18, 2022
Hello community I would like to know how to add a calendly link to a hubspot follow up email. Here is the context: When prospects visit my website, they will have the option of subscribing to my newsletter. I have already set up this fo read more
0 upvote
1 Reply
Key Advisor | Gold Partner
January 18, 2022 23:06
Hi @Maadiah In HubSpot you can create a Follow Up Email from the form submission. If you edit your Subscription Form you will see a ...read more
Solved
StephaneBadel on January 17, 2022
Dear Hubspot community, Fairly new user here ! We are receiving mail notifications from contact us forms on our website, this is all good, the only issue is that the mail titles are really long and not conveying the important information (Sende read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 17, 2022 21:39
Hi @StephaneBadel , The default form submission notifications cannot be edited. It is however possible to turn off the default notifications ...read more
Solved
WGwardjak on December 27, 2021
Hello everyone 🙂 Is there an easy way to limit form submissions to one per user? I mean not logged in users, probably per session or using cookies. Is there a solution for that using Hubspot?
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
December 27, 2021 22:51
Hi @WGwardjak , This is unfortunately not possible in HubSpot. Other users have requested this before and I'd recommend you upvote the HubSpo...read more
Solved
MFortier on November 08, 2021
hey all - I'm looking to add some logic to one of my forms where when certain options from a property are selected they will be directed to a different page upon submission from the overall submission redirect. Has anyone thought about doing th read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
November 08, 2021 08:45
Hi @MFortier You would most likely need to use a custom form (and send the contact to HubSpot by API to achieve this) and determine the corr...read more
infiniteloop on September 09, 2021
So we have an external form via Jotform that we use. When the form gets submitted we receive an email in our Conversation Inbox. Is there a way that either: Automatically creates a deal for us from the Jotform submission directly. Automatical read more
0 upvote
6 Replies
Member
October 04, 2021 00:38
Howdy, since it seems as though you're utilizing the discussion inbox to catch the data from the request, a typical workaround is to utilize the inbo...read more
Edyta7510 on September 07, 2021
Hi All, I'm looking for some best practices when it comes to managing new contacts and companies that get created via HubSpot forms. In our case there are 2 types of forms (contact us/ lead gen forms used on LPs with gated content). I've outlin read more
0 upvote
1 Reply
Guide
September 07, 2021 12:05
Hello @Edyta7510 , Every business have their own way to gather leads but yes in my experience many business use to create company after aquirin...read more
Solved
Edyta7510 on May 18, 2021
Hi All, I've realized I've got the tendency to create multiple short workflows on my account (vs. more complex ones based on if/then branch). At this point, organizing them in folders still does the job. I was wondering though what is the imp read more
Accepted Solution
Hall of Famer | Partner
August 31, 2022 12:22
Hi @BBaumgardner , I answered a similar question two days ago here 🙂
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.