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
  • All
  • Solved
  • No Replies Yet
JWhitham on March 10, 2023
How do we import more than one new company and associate them to one new deal in the same import. How did include custom association labels (eg Reseller) in the same import, when the Association Label tab has three options: Deal to Company, Dea read more
0 upvote
1 Reply
Contributor | Partner
March 10, 2023 10:34
Hi @JWhitham , Hubspot has a nice article about the imports with sample files and screenshots - more
RGroothuis on February 27, 2023
I'm building an mobile App to retrieve information from the HunSpot CRM. The App requires a sign up and login in functionality. When somebody signed up I want the user data to end up in the Contacts (so that I can see new customers coming in). And w read more
1 upvote
2 Replies
February 28, 2023 06:59
Thanks for the feedback Dan. But I don't believe SSO is the solution I'm looking for. Each user of the mobile app requires their own login details ( more
MEyre on February 15, 2023
Our Global CRM system is not integrated with HubSpot, I've downloaded all contacts exporting everyone with an 'Email' Or 'First name' populated. We've completed an extensive matching exercise externally and have managed to merge with our CRM data. read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2023 04:47
Hi @MEyre , That's a bit unusual – unfortunately, you would have to clean up your file to have one column for contact IDs, one column for more
ZChurney3 on January 24, 2023
Hello everyone! I have a tricky question. We have a list of 800+ contacts listed in an XLSX file but only the Account ID numbers. Every contact on this list has Salutation data missing and we need to update these manually (due to another software in read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
January 24, 2023 01:32
Hi @ZChurney3 , It sounds like you would like to update the the Salutation outside of HubSpot as it's faster, correct? If so, it more
ZChurney3 on January 05, 2023
Hello everyone! This question is similar to another one I have asked but I wanted to see if there were any updates to this. We are wanting to track a contact's interest based on their visiting specific blog or web pages. For example, there may be pa read more
0 upvote
7 Replies
Accepted Solution
Thought Leader | Elite Partner
January 06, 2023 08:55
Nothing new, just giving a +1 to both @Jnix284 and @trevorjones71 here. I'd start with the HubSpot score property (lead scoring) and then look more
BHugill on December 14, 2022
Hi, My organsitation is currently working on a strategy across multiple stakeholders both internally and externally. My task is to collate information and conversations that take place in an easy and accessible way as we undertake our consultation read more
0 upvote
2 Replies
December 16, 2022 08:25
Hi Dan, Thanks for your reply, I appreciate you taking the time to repsond. I know that we have the package linking our emails to HubSpot, more
ccarli on December 13, 2022
Is it possible to have multiple orders under one deal? Our clients have multiple shipments and we need to be able to keep track of things such as shipment status, amount, invoice paid, etc for each shipment. Is this possible? Any ideas would be grea read more
0 upvote
3 Replies
Accepted Solution
Top Contributor | Gold Partner
December 14, 2022 05:34
Hi @ccarli This situation probably justifies adding Custom Objects to reflect the way that the business operates, beyond the boundaries of more
KSimmons on December 06, 2022
I'm new to Hubspot and I'm trying capture meeting notes that I record during the discussion. I don't need to report on them but do want easily see if the notes are from a meeting. Seems like there are three options: Add a comment to a meeti read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
December 06, 2022 12:02
@KSimmons Great question - there are a couple of options here: 1. You can create a note and title it with the name, date, and time of the more
EConway on November 11, 2022
Prospecting and Objection Handling: Templates and Best Practices for Sales Success ➡️ Download the kit here ⬅️ 🔍 How you behave when a prospect pushes back can make or break your sale. 💡 It’s report read more
January 04, 2023 12:15
DJayagoda on November 07, 2022
CRM You Don’t Need A PHD To Use: HubSpot for Education Scrap the spreadsheets Your ticket to joyful journeys You’re doing all you can to get more enrolments, better insight and a bigger bang for your ma read more
DJayagoda on November 03, 2022
Your guide to CRM-powered evangelism: Stop Selling and Start Evangelising Cut through the noise Convert crowds to congregations. Your tech business does something special. Something that could change t read more
Thought Leader | Partner
November 21, 2022 17:27
Thank you @DJayagoda , this is a really wonderful resource!
ChrisEriksson on October 19, 2022
When I am importing line-items into a Deal the line-items does not show up in the same order as in the csv file and when creating a Quote all the rows are mixed. Is there a way to fix this in the csv file? Does Hubspot sort the rows in a specific lo read more
Community Manager
October 20, 2022 04:53
Hi @ChrisEriksson , Thanks for reaching out! This is a great question 🙂 I would like to add our subject matter experts to 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.