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
RichardM50 on September 01, 2022
Prior to using HubSpot we used to use ACT! where we were able to schedule a series of activities to nurture a cold lead. Typically this would consist of a series of activiest starting at Day 0 - the achor date. The activity series would typically read more
0 upvote
7 Replies
Accepted Solution
Recognized Expert | Partner
September 02, 2022 07:27
Hi @RichardM50 yes, there is no delay on the first task, it starts on enrollment, all subsequent tasks can be delayed. I'm glad you were able to more
DarrenScottUK on August 16, 2022
Hello everyone, Hope everyone is well. Just wondering if there's anyone out there who has created some really powerful sequences and which help create some efficient automation for sales teams. Looking for inspiration and ideas.
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 17, 2022 14:31
@DarrenScottUK hopefully I can add a little something to what's already been said by @jolle & @Jnix284 . Specificity is key to a good 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 11:55
Hey @jolle , You're very welcome! 🙂 Thank you for helping out our community! Best, Kristen
Edyta7510 on August 01, 2022
Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac read more
Accepted Solution
Key Advisor
August 01, 2022 03:23
Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you more
chrisking on July 18, 2022
Solutions partners’ sales teams can now learn to sell HubSpot like HubSpot! This lesson will teach salespeople how to prepare, set up, personalize, and close the “Why Choose HubSpot CRM platform sto read more
1 Reply
Community Manager
July 18, 2022 13:49
Exciting! Thanks for sharing this update with the Community, @chrisking !
TFOUILLADE on July 06, 2022
Hello everyone, Let me post my problem here. I have built an automation on my pipeline. For example, I have an email on D+1, then a task on D+2 then an email on D+3 if the prospect does not answer me. How do we stop the automation if we change stag read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
July 06, 2022 07:31
Hi @TFOUILLADE , I'm not sure this setting is available in the view that you're currently looking at. You'll have to go into the workflow more
Edyta7510 on June 21, 2022
Hello, I'm struggling to set up a good framework for managing product unit costs in HubSpot. The unit cost for the same product may differ from customer to customer, it may be even different for certain orders of the same product on the same acc read more
Top Contributor
June 28, 2022 05:12
@TrujayJay @LouiseGlover Hi Guys, You are both right this can be done with custom fields on products. The only drawback is that the values more
SClara on June 09, 2022
Hello! I'm currently using to collect new contacts, however, I think the database for Portugal and Spain is too small. Can anyone recommend a better tool for these markets than LinkedIn Sales Navigator? Or the Sale Navigator is the read more
0 upvote
3 Replies
Accepted Solution
Member | Platinum Partner
June 09, 2022 17:58
Hi @SClara There are multiple alternatives to apollo for prospecting available in the market but most of them do struggles with the smaller more
Todor on June 09, 2022
Hi, Do you how to display the source (offline, marketing...) of the leads across the different stages of the pipeline? Here is the case: Go to Sales -> Deals where you see all stages and the relevant companies. Let's take the SQL st read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 09, 2022 00:45
Hi @Todor , In the deals board view, you can customize the deal cards to include the "Original source" field. To do so, follow these more
NEloy-Agres on June 09, 2022
When inserting in a sequence the placeholder "Owner's Meeting Link", how do you handle it if the said owner has several meeting links created?
0 upvote
3 Replies
Community Manager
June 10, 2022 06:04
Hi @NEloy-Agres , apologies about that! 🙂 Here it is: more
kvonloesecke on June 07, 2022
Hey Community, How many of your sales reps are familiar with inbound calling? Are they familiar with the terms “warm calling” and “hot calling”? Most reps are likely familiar with cold calling, a long-used technique that’s becoming less ef read more
Community Manager
June 08, 2022 08:33
I'm so excited to hear that your team and clients are happy with this new feature, @KSenette4 ! Thanks for the example on how Inbound Calling is more
kvonloesecke on May 31, 2022
Hey Community, Have you ever ended a phone call with a prospect or customer and tried to remember everything you talked about? Or maybe are wondering if you could have used a better selling technique? Or perhaps you’re trying to make sense read more
Community Manager
June 15, 2022 06:57
This is great, @deepikaverma ! Thanks for sharing your use case with us!
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.