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Tips, Tricks & Best Practices

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JBigbee1 on November 14, 2024

Best Practice Tip for Shortening Forms/Handling Location Data

Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more

Reply Best Practices Companies Contacts CRM Forms Getting Started How-To Integrations Marketplace Quick Tutorial Workaround

0 upvote

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Accepted solution

JBigbee1

Participant

November 14, 2024 23:56

Thank you!!! Please check it out and tell your friends 😄

Solved

PAtlan on May 28, 2024

I need to parse text from specific documents in HubSpot

Hi, I'm looking to get the content of text from specific documents in HubSpot (in this case, resumes from a subset of my contacts) so the content can be included in HubSpot search. I just need the raw text from pdf / Word documents dumped into a c read more

Reply Marketplace

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karstenkoehler

Hall of Famer | Partner

May 28, 2024 04:25

Hi @PAtlan , HubSpot search crawls notes: https://knowledge.hubspot.com/account-management/search-within-your-hubspot-account Have you...read more

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BWitcher on November 13, 2023

Employee Time Tracking

Does anyone have a recommended service/add-on that my employees can use as a clock-in/clock-out system?

Reply Marketplace

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5 Replies

Accepted solution

OliviaReed3

Member

June 20, 2025 03:20

Absolutely! If you’re looking for a reliable clock-in/clock-out system that also helps build better daily habits, I’d recommend going with a tool tha...read more

Solved

HKlaasen on October 24, 2023

Syncing Hubspot to app sandbox environment

Hi all, I'd like to sync Hubspot to Exact Online. First off, I'd like to connect Hubspot to a test environment in Exact Online (one out of four), but unfortunately I do not have that option. I also only see only one Exact Online environment as a read more

Reply CRM Deals Marketplace

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Accepted solution

HKlaasen

Member

November 13, 2023 07:35

Hi @deepikaverma found my issue; on the Exact side I had not allowed the Exact administration that I wanted to link allowed to Hubspot. Users can c...read more

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