Tips, Tricks & Best Practices

Filtrer par
  • Tous les libellés
  • 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
Trier par 
Plus récents
  • Plus récents
  • Plus de mentions Jaime
  • Tout
  • Résolues
  • Non résolue(s)
  • Sans réponses
MiaSrebrnjak le Janvier 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. Lire la suite
Gestionnaire de communauté
Février 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Lire la suite
JCameron2 le Avril 05, 2024
Hey everyone! Are you finding it challenging to inspire your sales team to fully embrace the potential of your CRM system? Fear not, you're in familiar territory... Many of our customers here at HubSpot have encountered this challenge through Lire la suite
Contributeur de premier rang
Avril 08, 2024 14:54
JCameron2 thanks for sharing this! I always set-up a Data Quality Dashboard / Clean your room dashboard. This is strongly linked to your points ...Lire la suite
IMunsterman le Avril 05, 2024
Hello everyone, we are facing an issue with creating cumulative percentages in our quotes. We often sell Development hours with a quality assurance percentage added on. Then, we apply a project management percentage on the subtotal of Development h Lire la suite
0 Mention J'aime
4 Réponses
Leader d'opinion | Partenaire solutions Platinum
Avril 09, 2024 11:59
Hey @IMunsterman have you tried doing this with calculated properties and workflows?
DJohnson4 le Mars 28, 2024
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse Lire la suite
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: la suite
KArbova le Mars 26, 2024
Hi, why aren't my SQL leads showing in the leads funnel? I change the lifecycle stage to SQL, but when I go to Sales Analytics > Lead funnel > Leead Journey, they don't show up in the lead journey progress. Any tips?
0 Mention J'aime
2 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 27, 2024 00:58
Hi @KArbova , By default, this reports wants a lead to go through all displayed stages sequentially. If a lead skips a stage, they're being om...Lire la suite
NBosnian le Mars 20, 2024
Hi Everyone, My organization works with academic research Universities. The Universities are divided by department (chemistry, physics, biology, etc.) with multiple labs in each department. I would like to organize each university in a simil Lire la suite
0 Mention J'aime
3 Réponses
Accepted Solution
Contributeur de premier rang
Mars 20, 2024 16:54
Hi @NBosnian , I think you're on the right track with how I would set it up. There are a few things that come to mind such as parent-child compa...Lire la suite
SBanthia le Mars 07, 2024
Whilst analyzing data, we have realised that we have a lot of active customers with whom we have established no contact (from sales perspective). We want to focus on establishing contact, nurturing relationship and farming for opportunities. I Lire la suite
3 Mentions J'aime
2 Réponses
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Mars 11, 2024 11:59
Hey @SBanthia so this is a great question. You have a lot of features that can support the nurturing, activation and upskalling process in Hub...Lire la suite
DRStowe le Mars 05, 2024
We are new to HubSpot and needing some direction on ecommerce and phone orders. The process in our old CRM: Website (woocommerce), order placed/paid, imported into CRM, packing slip printed, order fulfilled, shipping label printed, order sent o Lire la suite
0 Mention J'aime
4 Réponses
Accepted Solution
Mars 07, 2024 06:27
Hi @DRStowe , Nice to meet you! I have a solution for the packing slip section of your question We have an document automation app for HubSpo...Lire la suite
Adriane le Février 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 Lire la suite
Membre irremplaçable | Partenaire solutions Elite
Avril 08, 2024 07:40
Awesome, thank you for confirming @Adriane 🙌
SBanthia le Février 16, 2024
I have another question related to this: Let us say a contact has passed through different lifecycle stages and became customer. This contact (now a customer) then showed possible interest in another service whch needs to be explored. I am Lire la suite
2 Mentions J'aime
1 Réponse
Accepted Solution
Conseiller clé | Partenaire solutions Diamond
Février 16, 2024 10:33
Hey @SBanthia HubSpot's default lifecycle stages might not fully capture the nuance of a customer showing interest in a new service. ...Lire la suite
TSajaia le Février 13, 2024
Hello, I created 50 association labels Contact-to-Contact, now I want to use the same labels for the Deal-to-Contact association, but the program is not giving an opportunity, telling me that I should Enter a unique internal name value. Please, Lire la suite
0 Mention J'aime
6 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Février 13, 2024 08:51
@TSajaia I don't disagree but for now, it unfortunately is what it is. You can request a change under HubSpot Ideas: la suite
DKreynen le Février 05, 2024
Hi Within our line of business (Digital Healthcare) we are in contact with a bunch of different stakeholders (different jobfunctions) within each organization we work with. The prospecting tool automatically pulls in leads based on the lifecycle s Lire la suite
0 Mention J'aime
3 Réponses
Accepted Solution
Guide | Partenaire solutions Platinum
Février 05, 2024 13:29
@DKreynen My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! As of right now, the prosec...Lire la suite
WRowland9 le Janvier 13, 2024
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin Lire la suite
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Janvier 16, 2024 16:31
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...Lire la suite
Affichage des résultats de 
Rechercher plutôt 
Vouliez-vous dire : 

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.