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
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • Unsolved
  • No Replies Yet
RicardoCampos on September 28, 2020
Hi, is there any option to know the readed post? I can see this option in each topic board: But, how can I mark a readed post? I can´t find a label or filter... Thanks!
0 upvote
1 Reply
Accepted solution
HubSpot Alumni
September 29, 2020 10:46
Hi @RicardoCampos , Thanks for reaching out. Currently, this is not a functionality of the tool. If you would like to see this implemented more
SeanReid on September 22, 2020
Did you know that 42% of salespeople say that prospecting is the most difficult part of the sales process for them? That's a huge number that struggles with getting that right connection or trying to uncover whom they should speak with. This post is read more
1 Reply
Accepted solution
HubSpot Alumni
September 22, 2020 09:17
Lead scoring is also a great way to maximize your priority setting when it comes to prospecting. I have a detailed guide here on how you can bring more
SeanReid on September 22, 2020
When it comes to discussing prospecting with my clients, I often get asked if a call or an email is the best approach to make to try connect with a lead. The answer to this is of course " Try both! ", but in terms of first engagement, both have thei read more
0 upvote
1 Reply
HubSpot Alumni
September 22, 2020 08:51
Interested in how you could use sequences to help with your connect calls and emails together as a single process? Have a read of my guide here on more
kaburke on September 16, 2020
I created the below as a project for one of my customers and within days, I was sharing it and changing it for multiple customers of mine so I wanted to share the non-personalized one here. This is the bare bones for setting up a simple HubSpot/Sa read more
32 Replies
Accepted solution
Top Contributor | Diamond Partner
March 11, 2024 10:31
@SyN-Thmn this is easily accessible in Salesforce under Setup. Search in the Quickfind box for Installed Packages. Click into the HubSpot Package more
kaburke on September 09, 2020
A few months ago I came across a document that my US colleague Kit Lyman put together and I fell in love with the layout. I piggybacked on her amazing resource and built it out to include all of the different elements that need to be taken into c read more
5 Replies
Accepted solution
Contributor | Elite Partner
August 17, 2022 15:37
@MortenL Stepping in for John here. Yes! It will create custom properties from the source portal. You can review all the custom properties more
SeanReid on September 07, 2020
I've worked very closely with Sales teams for the past 4 years, and when I bring up sequences as a tool to use, I'm sometimes greeted with " But we do outbound prospecting also, how can it help us there? " However, I would always challenge them that read more
7 Replies
August 28, 2023 15:31
I am just getting started in sequences - what ACTUALLY starts the execution of the sequence? I don't see any buttons that says "start" or "schedule" more
Jwberry on August 31, 2020
Quite often Users ask for help with meetings, and so often what they want is just not possible.. like editing the default confirmation email that is sent after the meeting is booked. But wait!?!?!?!??!? WOrKARouNd!! 🕺 There's a cleve read more
15 Replies
Accepted solution
Hall of Famer | Partner
October 04, 2023 03:13
Hi @Jwberry and everyone, Great news, there is now a beta for a native feature! Meetings [Public Beta] Reminder Defaults, more
AmyLou on August 24, 2020
Hello! I'd love to find out what everyone is using to add contracts and proposals to their deals as well as what is deemed best practices in this case. Are you attaching the documents to your deals in HubSpot or using another program like PandaDoc read more
6 Replies
Accepted solution
Top Contributor | Diamond Partner
August 25, 2020 15:52
Hi @AmyLou I agree with @Josh on this. All three are what I would suggest, but I also have clients that like creating a deal property where more
jleow on August 11, 2020
The ‘Company Name’ property on a Contact Record is a useful data point - it’s a handy property for use in personalization tokens and the reporting tool. That said, the property value for the contact’s ‘Company Name’ isn’t automatically pop read more
3 Replies
May 10, 2022 05:20
Fantastic! This seems like it should be an auto thing, and now I know why [Contact company name] it's not working in some of my workflows!
llegault on August 05, 2020
Do you ever wonder about the contact property called Company Name? Why does it not automatically have the contact's associated company name set as the value? It's because the contact property called Company Name is just your basic, average, default read more
2 Replies
HubSpot Product Team
September 01, 2020 09:41
Hi @Lucila-Andimol , Thanks for your comment! I have a solution for a Starter portal that does not have Workflows. While Workflows is automated, more
kaplankada on July 28, 2020
We use a shared inbox for a group of customer service agents. One of those agents with ongoing conversations is going to be out of the office for a few days. While other agents can respond when appropriate we would like to be able to have an automat read more
7 Replies
Accepted solution
Community Manager
July 29, 2020 11:53
Hello @kaplankada , Currently, in HubSpot, there is an option to set up email filters in your conversations inbox, being able to "Automated more
Cattel001 on July 20, 2020
I am looking for a way to create a workflow from a property based on a date. I have seen the post from 2017 which the person created a workflow based on a "less than 11 days ago" but I can't seem to duplicate the "less than" option. We created a sin read more
0 upvote
4 Replies
Accepted solution
Key Advisor | Platinum Partner
March 05, 2024 15:04
We've built a Recipe to handle Renewals. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any more
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.