Tips, Tricks & Best Practices

Hi eveyone, Hoping to get some advice please. We have recently had a string of public holidays. Over this time there are some actions that need to be completed prior to the holiday in anticipation of people being out of the office. Has a read more

I want to share something that happened to me yesterday in case it can help someone else. I know some HubSpot users have to be careful about how many contacts they have in their portals. To follow this process you may need to give up a seat for a ti read more

We are revamping how our Customer Engagement team sends monthly/quarterly meeting recap emails to company personnel who do not use HubSpot. (They currently use ConnectWise Marketing Groups to do this, but we are migrating the Engagement team from Co read more

Since the sunsetting of the Send Internal SMS option in the workflows, I am looking for a solution that will allow our sales team to receive text message notifications when a new hot lead is assigned to them. I'm curious if anyone has recommendation read more

I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o read more

Hi all I'm trying to see if this is possible. I've tried but can't seem to get it right. We have a single form we created to insert into our site. One of the options is a dropdown. Of the four options the email notifications should be handle read more

Is it possible to get notifications for live chats, even if it's been assigned to another person in my team?

Hello, I would like to use HubSpot to send automatic notifications to our clients about any changes to our service with them. Does anyone here have any experience with setting up something like this? I was thinking of creating a workflow read more

I do sales support and I am wondering what the best practices are for tracking meetings in scheduling pages/calendars that you are not the owner of. Our head of sales gets notified via email when someone scheduels a meeting in his calendar, ok great read more

Hi everyone, I am trying to access a deal property on a contact-based workflow for a Teams or Slack notification, however that does not seem to be possible. Is there a way I can access the properties of an associated deal like {{ deal.na read more

As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old read more

Hello! Has anyone figured out a way to have the content of Meeting "Team Notes" sent directly to a Slack channel? We currently have a work around but both the "Attendee Description" and the "Team Notes" are sent and it's a lot for our colleagues read more