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
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
ASobaci on December 10, 2024
Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag read more
Hall of Famer | Partner
December 10, 2024 03:04
@ASobaci thank you for adding this context. When it comes to the source, I'd recommend working with a custom property that clearly labels con...read more
Solved
Anschmid on November 27, 2024
We manage business partners (VAR, Value added Resellers) as well as endcustomers. All our email-based communication is supposed to by synched with/in the Hubspot account of the corresponding endcustomer. But when interacting with the business part read more
1 upvote
5 Replies
Accepted solution
Thought Leader | Platinum Partner
November 28, 2024 05:08
Exactly @Anschmid emails need to be first synced into HubSpot to be able to associate them to any record. Here is an article on how to setup ...read more
Solved
Xiawanbai on November 27, 2024
A few people in my company reported that when they try to associate a contact to a company the company they had selected as the primary changed once they clicked save and created the contact. Is there any bug in HS?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 04:55
@Xiawanbai this indeed sounds like a bug and I'd recommend flagging it with HubSpot support in-app directly.
Solved
SThatcroos on November 22, 2024
Hi Is there any way we can do a search in Hubspot for the below image: This is directly under Communcation Subscriptions, we would like to identify all contacts who have "not specified" under a specific subscription type. We hav read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 22, 2024 05:19
Hi @SThatcroos , You can find this in lists as a filter here: https://knowledge.hubspot.com/lists/create-active-or-static-lists ...read more
Solved
JoshVe on November 21, 2024
We have a partner that uses hubspot, we are looking for a native solution to share with them spesific deals and companies that they can update the information on those companies and deals. As they are external company and they have their own sys read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 21, 2024 08:10
Hi @JoshVe , If you both want to keep on using your own HubSpot portals, then there are two options: Development based on the HubSpot API:...read more
Solved
DJohnson4 on November 19, 2024
Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more
Accepted solution
Participant | Gold Partner
November 20, 2024 08:03
Hi @DJohnson4 , You can try this approach, Policy (Deal) : The Deal object is used to represent the insurance policy as the central hub. ...read more
Solved
JBigbee1 on November 14, 2024
Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more
Accepted solution
Participant
November 14, 2024 23:56
Thank you!!! Please check it out and tell your friends 😄
Solved
KlemenHrovat on November 13, 2024
I’m exploring ways to improve engagement and response rates with MQLs and SQLs, especially for more personalized (contextualized and relevant) follow-ups. Even with all the data available already within HubSpot and outside (LinkedIn activities, co read more
Accepted solution
Top Contributor
November 14, 2024 05:27
Hey @KlemenHrovat ! By helping out prospecting roles I understood that personalization tokens directly used on the email body could be tricky. On on...read more
GVilla on November 12, 2024
I work with customers daily here at HubSpot and I’ve seen how powerful a well-placed, optimized Call-to-Actions (CTAs) can be in driving conversions and generating leads. The trick is not just to have a CTA, but to create one that’s designed to read more
4 upvotes
0 Reply
lbaez on November 12, 2024
As a Customer Success Manager, I often hear from businesses looking for efficient ways to generate high-quality leads that can drive growth. One of the most effective ways to do this is through targeted advertising. However, the challenge often lie read more
4 upvotes
0 Reply
GVilla on November 11, 2024
I work with customers daily here at HubSpot and I’ve seen how automation can significantly improve sales team efficiency and help close more deals. HubSpot offers powerful tools to automate critical aspects of the sales process. By automating key t read more
3 upvotes
0 Reply
lbaez on November 11, 2024
As a customer success manager at HubSpot, I’ve helped many sales teams track and improve their performance. When it comes to developing sales opportunities, tracking your activities is key to identifying what’s working—and what’s not. Today, I’ll sh read more
1 upvote
0 Reply
cancel
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.