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
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
Mlho on September 12, 2024
Hello, Is there any way to automatically update a list based on a form submission. I have a form that gets sent out each quarter to a certain contact in a company. In the form, there is an option to request the next form be sent out to a differe read more
1 upvote
2 Replies
Accepted solution
Key Advisor
September 13, 2024 12:35
Hi @Mlho Utilize workflows to update a custom contact property and manage your list accordingly. First, create a custom property for the new...read more
Solved
DWesterholm on August 27, 2024
Hi there, I have a simple request. I want to see how many companies our sales team is reaching out to again that were previously cold prospects. What I need is to filter companies by their "next to last contact date" to find those contacted read more
0 upvote
3 Replies
Accepted solution
Participant
August 27, 2024 22:24
@DWesterholm not exatly what you asked for, but you could use a workflow to set a property to Cold Lead if the Last Contact date is more than 90 da...read more
Solved
CGiggy on August 16, 2024
I need to build an Active List from a Static List of our "good" marketing contact customers. We were having issues with or previous list being used for email marketing in that we were getting a lot of hard bounces forcing the emails to stop sending. read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
August 16, 2024 08:16
Hi @CGiggy , Have all of the 6,000 contacts submitted the form? Or did they end up on the marketing recipient list via other means? If so, tha...read more
Solved
SKeohan on July 11, 2024
I am trying to create a list of companies based on a certain person creating them. For example our admin added some clients to the system on behalf of my director and I want to find which clients they were, Ive tried creating a list based on 'Create read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 04:19
Hi @SKeohan , Just to confirm, how did you look up the user ID? You can either grab this by opening a user record in the settings for 'Users &...read more
Solved
CFU on July 01, 2024
I need to have all new contacts that are added to List A automatically also be added to List B and List C. All three lists already exist. Any tips on how to take this happen? Thank you.
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
July 02, 2024 00:30
Hi @CFU , If lists B and C are active lists, this can be simply achieved by adding a filter for list membership: ...read more
MSpratley on April 29, 2024
Hello! I have a sequence running and we enrolled contacts on the same date, but because of the sending limits (500 emails/day), the first step then happened at different dates for different contacts. E.g. if they were within the first 500 of the read more
0 upvote
2 Replies
Member
April 29, 2024 07:35
@karstenkoehler Thanks! I'm afraid not, as they were all enrolled on the same date but had the first step executed on different dates. I'd like to ...read more
Solved
LittleF on March 12, 2024
Hi there, I'm new to HubSpot & I have a question regarding Lists. In CRM tools I have used in the past, I was able to import CSV files & create a static list that automatically filtered the customers & populated the data with other info read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Partner
March 12, 2024 11:14
Hey @LittleF , Do you have email address in your excel or is it only phone number? HubSpot has 2 standard unique identifers for contacts - emai...read more
Solved
RReicker on February 21, 2024
Looking for some input on best practices and i am not even sure i know how to convey this. There are only a few people in the company that I work for that actually use Hubspot to its fullest. I have never been to Inbound to learn nor do they provi read more
1 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
February 22, 2024 00:22
Hi @RReicker , @RReicker wrote: I started by creating a sequence where there were phone calls and emails to be sent but i discovered tha...read more
Solved
NBeal on December 11, 2023
Hi all- We have a group attending a conference soon and will be using the business card scanner to pull leads. How can I automatically have these put into a list? I can't seem to find this answer anywhere. Thanks!
0 upvote
4 Replies
Accepted solution
Hall of Famer
December 11, 2023 14:40
Hi @NBeal When you add contacts via the business card scanner during the event, you can then create an active list that uses the dates of your even...read more
Solved
BilalAhmad on December 04, 2023
Hi, I want to copy the list name a contact is a member of and paste that into a seperate contact property of that contact. Is that possible? If so, how?
Accepted solution
Hall of Famer | Partner
December 04, 2023 06:12
Hi @BilalAhmad , Not out of the box, no. This would require custom code actions: https://developers.hubspot.com/docs/api/workflows/custom-cod...read more
Solved
DChimenti on November 06, 2023
I am trying to do some mitigation on marketing to our current customer. I started a sequence and selected the prospects from the contact level view, filtering buy 'contact owner', 'lead status', and 'lifecycle stage' at the contact level. Some of read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 07, 2023 00:15
Hi @DChimenti , In contact-based lists (Menu > Contacts > Lists), you can filter for both contact and company properties. If you remembe...read more
Solved
05469 on September 20, 2023
Have a list 460 already in Hubspot, want to add an action or activity plan - call & add to social Media. Not sure of best way to do this?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 20, 2023 08:45
Hi @05469 , This is a great use case for tasks (Menu > Sales > Tasks). You can create tasks in bulk by following these steps: https://k...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.