Tips, Tricks & Best Practices

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Solved
dmattauch on September 21, 2022
Hi, If i go to the restore bin, and i see a bunch of contacts deleted, and the user that deleted them, but is there a way to see the deletion history. Like if it was deleted manually or by a workflow, etc?? I have a user that deleted 320 read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2022 07:57
Hi @dmattauch , In these cases, I'd recommend reaching out to HubSpot customer support to investigate. They can usually identify the cause of ...read more
Solved
LBedford on September 07, 2022
Our D2C mobile app (AND & iOS) generates about 1000 new users per day. All signup, some pay (and go onto Pro version) and most use the app to some extent. At the moment we have our own backend DB, but it is not very good. We have various tools read more
0 upvote
3 Replies
Accepted Solution
Guide | Platinum Partner
September 08, 2022 08:09
Thanks for the mention, @TiphaineCuisset , and great question, @LBedford ! I'm glad to hear that you're considering all the moving parts you ...read more
Solved
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 ge...read more
JWestbrook on August 29, 2022
Hi -- We need a calendar tool that makes it easy to log meetings and send reminder emails in hubspot. What about the calendar tool in hubspot? This tool doesn't allow us to set the location to the contact's address and our sales team travels on-site read more
0 upvote
2 Replies
Top Contributor | Platinum Partner
August 31, 2022 01:59
Hi @JWestbrook unfortunately, this it not something you can currently do in HubSpot. While you can collect the contacts address in the meeting form...read more
Solved
JErnst on August 22, 2022
Hi there, I'm looking for the best way to track sales demos in HubSpot. Our SEs get a kicker based on the number of demos they do each quarter. Is there something more automated and reportable than logging activities on a deal for each demo read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
August 23, 2022 03:56
Hi @JErnst , Custom reports are a Professional feature, there isn't any way around that. If that's not an option, this means that reporting wi...read more
Solved
samthemiller on August 17, 2022
Hey all ! I know that HubSpot offers a ton of customisation options for this, but I am curious to know: how do your (sales) teams use lead status? For us, we're currently using: New (for everything that is fresh into our CRM and has never been read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
August 17, 2022 12:09
Hi @samthemiller , We've used a similar approach in the past. Another way is using an active list (using whatever criteria mix makes sense) an...read more
BukunmiOdetayo on August 14, 2022
Hello guys 🤗 Not to interrupt you, but I know you're quite engulfed trying to work things out. As your HubSpot helper, I just want to share a few expert suggestions that might help you with you - they help me and my team at least. As you move read more
7 upvotes
8 Replies
Top Contributor | Partner
August 21, 2022 13:41
THank you @SJyoti
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
Solved
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 could...read more
ADantas on July 21, 2022
We all know that Hubspot incredibly gathers tons and tons of integrations that make our days each day better. 💪 😁 In light of that, we put together the 7 tools you should try on your HubSpot to knock the socks off your clients while letting y read more
Recognized Expert | Partner
July 24, 2022 16:50
@ADantas quite a few integrations on the list that were new to me, including chatwerk - definitely wish I had an integration like this in my previo...read more
TomMahoney on July 20, 2022
Hi all, We are new to HubSpot CRM and want to ensure that all of our leads moving forward are tracked correctly. I can see the original source will populate automatically but had a couple of questions that relate to best practices: 1) If read more
0 upvote
1 Reply
Community Manager
July 20, 2022 16:07
Hello @TomMahoney welcome to HubSpot and to our Community! I would like to invite our top experts to share their best practices @Josh @Mike_Ea...read more
maxclark on July 14, 2022
Hey 👋 What do you do when a contact leaves a company? I don't want to remove the association with the company so we can keep the history, etc... I also don't want to change their name, or email address (makes searching not ideal It wou read more
Participant
July 27, 2022 06:49
We also want to keep the contact so we can have a clear history of what that person's role was in specific projects. We leave in HubSpot, unsubscribe...read more
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