Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Member
March 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
Adriane on February 27, 2024
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H read more
Top Contributor | Elite Partner
February 27, 2024 22:31
Great workaround! I might also suggest Clone Attack by hapily...
SaraP on November 22, 2023
In workflows or reporting, it can be useful to compare activities based on today’s date or understanding data in the context of today’s date . As this isn’t a default property provided by HubSpot, we can easily set this up by: Creating a read more
Key Advisor | Diamond Partner
November 22, 2023 03:09
Thanks for Sharing @SaraP
pjungaker on October 23, 2023
Live Sales Demo in Dutch Benieuwd om te zien hoe de Sales Hub er uit ziet? Volg dan de live demo voor sales teams, managers & business owners. 👉🏼 Schrijf je hier in 👈🏼 Populaire features die we ga read more
2 upvotes
0 Reply
Roeland_RS on June 21, 2023
Does the default Hubspot CRM font make you feel like you're looking through a rainy window as well? Or just don't like it? I finally got fed up staring at the wavey font type and found a chrome plugin that lets you persistently change the font s read more
Community Manager
June 22, 2023 03:55
Hi @Roeland_RS , Thank you for your feedback and for sharing this option! If you haven't done so yet, I would recommend adding this feedback by c...read more
jforte on May 12, 2023
[Check Step-by-step video here] Step 1: Get Ready for Action! The goal is to create a report similar to SLAs (Service Level Agreements) for the SDRs (Sales Dev Teams). By dividing the time into intervals, we can set our read more
Most Valuable Member | Diamond Partner
May 25, 2023 06:44
Thanks @kvlschaefer , this is really cool @jforte thank you for putting this together and sharing with the community, I've already bookmarked it...read more
EConway on November 24, 2022
📊 2023 Sales Trends Report + UK Spotlight 📊 Planning your sales strategy for 2023? Download now the report now. Did you know that in-person meetings were ranked the most effective sales channel in the UK? read more
Key Advisor
January 20, 2023 01:44
Great 👌
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
Key Advisor
January 04, 2023 15:15
Nice
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
jolle on August 05, 2022
How many of you believe (or have clients have who believe) that the secret to growing a business is more new leads? It seems to check out — more new leads means more new opportunities to make a sale and expand that market that you serve. But wha read more
Community Manager
August 16, 2022 14:55
Hey @jolle , You're very welcome! 🙂 Thank you for helping out our community! Best, Kristen
KHolmes7 on September 15, 2021
Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema read more
Key Advisor
September 16, 2021 10:30
Oo good to hear that your issue have solved and yes you can mark this ticket as solved. Thank you
carinafoo on July 29, 2020
When it comes to email automation on HubSpot, two tools come to mind -- Workflows and Sequences! Which tool should you use to send a series of emails automatically and what is the benefit of using one over the other? Here are some of the ke read more
17 upvotes
7 Replies
Member
October 22, 2021 14:44
thanks for the help
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