Tips, Tricks & Best Practices

Filtrar por
  • Todos os rótulos
  • 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
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
Estado
Todos
  • Todos
  • Solucionado
  • Unsolved
  • Sem respostas ainda
MiaSrebrnjak on Janeiro 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. Leia mais
Gerente da Comunidade
Fevereiro 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...Leia mais
Solucionado
TV5 on Abril 05, 2024
Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc Leia mais
1 avaliações positivas
2 Respostas
Accepted Solution
Autoridade no assunto | Parceiro Platinum
Abril 09, 2024 11:46
Hey @TV5 when you are working with BU each BU get to have their own integrations. You can connect different Xero accounts independently. I...Leia mais
Solucionado
Hildegaard on Março 15, 2024
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re Leia mais
Accepted Solution
Autoridade no assunto | Parceiro Platinum
Março 20, 2024 11:45
Hey @Hildegaard so this is a very good (and frequent question) In general the best suggestion is to deactivate the user as soon as it leave th...Leia mais
NKucherenko on Março 12, 2024
Hello HubSpot Community, I'm trying to set up the HubSpot inbox which will be used by our Team. Our Team is responsible for the working with clients all over the world and we don't want that the admin who is responsible for US can see the e-mail Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 12, 2024 03:48
Hi @NKucherenko , This is unfortunately not possible, no. If someone has access to a specific inbox, they have access to everything in there. ...Leia mais
ARoy22 on Fevereiro 26, 2024
I use HubSpot in Chrome and allow cookies. For the past few weeks, ever time I open HubSpot in a new tab, it makes me long in. I'm clicking the "remember me" box, but it doesn't matter. This is resulting in me logging in multiple times every day, an Leia mais
0 avaliações positivas
9 Respostas
Participante | Parceiro Elite
Março 18, 2024 08:33
Hi @BérangèreL I'm not clearing or blocking cookies, it's not 24 hours since the last login, and I'm not using SSO. Best, Abby
Solucionado
WRowland9 on Janeiro 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 Leia mais
Accepted Solution
Participante de valor | Parceiro Elite
Janeiro 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...Leia mais
Solucionado
JWronski on Dezembro 15, 2023
Can someone help me out? I'm hoping to figure out how I can set-up snippets in notes and have it populate information that's already in the system. I currently have 8 big projects going on that I need to track what's going on. I've turned this te Leia mais
Accepted Solution
Membro do Hall da Fama | Parceiro
Dezembro 15, 2023 14:04
Hi @JWronski , Which object are you adding the note to? If I'm not mistaken, tokens for objects where there might be multiple records to pick ...Leia mais
Solucionado
BilalAhmad on Dezembro 04, 2023
Hi, I want to copy the list name a contact is a member of and paste that into a seperate contact property of that contact. Is that possible? If so, how?
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Dezembro 04, 2023 06:12
Hi @BilalAhmad , Not out of the box, no. This would require custom code actions: https://developers.hubspot.com/docs/api/workflows/custom-cod...Leia mais
DrewSchmidt7 on Outubro 05, 2023
I got this message today, how do I set myself to available to ensure I receive my emails?
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Outubro 06, 2023 03:51
Hi @DrewSchmidt7 , Thanks for reaching out to the Community! You can set your availability status by following the step-by-step instruct...Leia mais
EAdamczyk on Agosto 22, 2023
Hi, My account has been deactivated (I missed the login by 1 day due to being away with no access to the internet). Please could you re-activate my account? Hub ID: xxxxx; Account: Music Artist Agency; email: x xxx Thank you in advance! Leia mais
0 avaliações positivas
2 Respostas
Membro
Agosto 31, 2023 17:32
Hi Pam, Thank you for your response. Can you please clarify that my account can no longer be recovered? Many Thanks, Estie
Solucionado
npuri on Julho 24, 2023
Hello community! I have a situation. Lets say I merge two contacts for the same person because they had different email addresses. For one of the email addresses though, the person had unsubscribed to all email communication. How would the merg Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Conselheiro(a) de destaque
Julho 25, 2023 00:54
Hi @npuri That's an interesting question! My understanding is as follows, and I'd recommend testing this with a few dummy contacts: ...Leia mais
Roeland_RS on Junho 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 Leia mais
1 avaliações positivas
1 Respostas
Gerente da Comunidade
Junho 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...Leia mais
GPontanilla on Abril 05, 2023
Is there an option in HS Sales & CRM that does not allow any other user to edit a note/call log/email log of another user? Like in comments, the author is the only one allowed to edit the comments, but its not the same for Notes/Logs Thank you Leia mais
0 avaliações positivas
4 Respostas
Membro
Setembro 23, 2023 07:05
Hi @Syeda_Fatima . Could you share some screenshots how it is done? And which type of Hubspot account would be eligible for this private notes featu...Leia mais
cancelar
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the Community Newsletter

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