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
Community Manager
February 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...read more
Solved
JMorchipont on February 28, 2024
Hello, I'd like to gather some thoughts about what would be the best way of extracting a list of contacts that are linked to a company. I have a view of companies based on specific filters that are on companies properties, and I want to be able t read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 28, 2024 10:51
Hi @JMorchipont , This is best done with a contact-list: https://knowledge.hubspot.com/lists/create-active-or-static-lists When you cr...read more
JMorchipont on February 27, 2024
Hi, Im trying to build a report to find contacts created by a specific user ID but when typing in the user ID it automatically puts commas and then no results are shown, anyone know why is that ? I also don't understand why this property doesnt read more
1 upvote
5 Replies
Thought Leader | Gold Partner
February 28, 2024 09:39
Done. So if you want to upvote, or add more info so it 'd be consider by the products team, great! https://community.hubspot.com/t5/HubSpot-Idea...read more
spnc on February 22, 2024
In Companies:  LinkedIn Company Page is not clickable Which is really frustrating as I can't click on it. I'm forced to click on Company Preview, find LinkedIn Company Page, which only then offers a link arrow. That wastes me 5 seconds e read more
1 upvote
3 Replies
Most Valuable Member | Diamond Partner
February 22, 2024 18:08
@spnc I feel like the LinkedIn URL used to be clickable before the Company/Contact view tables became click to edit. I would add this as an ...read more
AlessandraRauh on February 21, 2024
Hello, We work with companies all over the world and use multiple languages to nurture our contacts. We're having a hard time updating the language preference on a contact base because of the volume. It would be much easier if we could set thi read more
1 upvote
2 Replies
Thought Leader | Gold Partner
February 21, 2024 09:27
Hey @AlessandraRauh if you want to set a specific country for all of your leads you can put it as a hidden field in your forms. For the cont...read more
saamir on February 01, 2024
Hi, since there is no way to create a sub deal for a deal, i'm associating multiple deals to an existing deal to achieve that functionality. What i want is to have them grouped together in the deal's board view so that its easier to understand that read more
0 upvote
1 Reply
Hall of Famer | Partner
February 01, 2024 07:38
Hi @saamir , This is currently not possible, the deal board view does not have any grouping functionalities. You could request this in t...read more
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
Community Manager
February 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...read more
SBromley6 on January 29, 2024
I am really struggling to find a way to set my default email font on HubSpot to Aptos. It's also very strange how the stanard text when you wrtie a template is in Aptos, yet I cant set Aptos as my default font across the board. I think it' read more
2 upvotes
10 Replies
Participant
January 30, 2024 09:55
Hi Tom, Thanks for getting back. But if you send an email, let's as Aptos, and the receiver does'nt have this font on their computer it would...read more
Solved
RvandenBerg on January 20, 2024
Hi there, I would like to know if there are any best practices for setting up the sales pipeline for existing versus new customers (recurring business). Does it make sense to have 1 sales pipeline for new and existing customers or is it wise read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 20, 2024 12:09
Hi @RvandenBerg , This depends on whether the deal stages are the same or different for new and returning customers. If they are exactly the s...read more
Solved
JMariano on January 18, 2024
Hi! We're currently using Keap and would like to migrate to Hubspot. Is it possible to migrate deals, notes of all the contacts from Keap? We are currently using Keap to view and update records. Thanks!
Accepted Solution
Top Contributor
January 21, 2024 08:58
Hi @JMariano , Yes, that's definitely possible! I have done several data migrations to HubSpot and these are the main steps: 1) Export deals, conta...read more
Solved
hshabbir on January 18, 2024
Hey HubSpot pros! Dealing with SEO struggles for my medical blog on HubSpot. Despite using keywords, I'm not ranking as well as I'd like. Any guidance on boosting SEO for healthcare content within the HubSpot platform? Here is the URL
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 18, 2024 01:48
Hi @hshabbir , In case you're trying to generate a backlink, I'm sorry to have to break to you that links in the community are by default no-...read more
Solved
sanjeevmansotra on January 05, 2024
Hello people, myself Sanjeev Mansotra currently living in India, born and brought up in Uganda (Africa). I am new to this community, just wanted to know how can I export lists in Hubspot.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 05, 2024 00:31
Hi @sanjeevmansotra , Happy to assist! When you open a list, you should see an Actions button in the top right corner. Click it and you can ...read more
Solved
PlanetPluto on December 29, 2023
I' currently using the free CRM and I am after some clarification of the possibilities of mixing paid and free seats. My understanding is that if I upgrade to a paid service, it is still possible to have free users on the platform too? How does it w read more
0 upvote
3 Replies
Accepted Solution
Community Manager
December 29, 2023 12:09
Hi @PlanetPluto , I hope you are having a great day! In HubSpot, it is absolutely possible to have free users on the platform, even if ...read more
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