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
KWyatt6 on January 14, 2025
What systems or processes do franchisor organizations utilize for registering contacts for training? Marketing event, registrations? Looking for best scalable systems that other large 100+ unit zors are utlizing. Prefer something inside of HS, bu read more
0 upvote
1 Reply
Community Manager
January 14, 2025 17:26
Hey @KWyatt6 , happy Tuesday! I would recommend our tools like workflows , forms, and marketing events to register contacts and track parti...read more
msoren42 on January 14, 2025
Does anyone know how to navigate to this Postal Mail Overview page? I can't find it.
0 upvote
1 Reply
Hall of Famer | Partner
January 14, 2025 15:08
Hi @msoren42 , Which page exactly are you referring? Your post sounds like it includes a screenshot but I'm not seeing any. Best regards...read more
Solved
GRichey on January 14, 2025
Hi HubSpot Community, I'm looking for advice on best practices for assigning contact owners when it's not obvious who should take ownership of a contact. We often encounter situations where leads come in without directly connecting to a specific read more
Accepted solution
Hall of Famer | Partner
January 14, 2025 14:19
Hi @GRichey , Without having more context, options 1 and 2 seem sensible to me – but if possible I would try to gather the information require...read more
Solved
alext87 on January 14, 2025
We sometimes get leads that we can't take care of directly, so we refer the business out to a partner who in turn comes back to buy the equipment from us. Lead came in for salesperson A, gets referred to partner B who is taken care of by salespe read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 14, 2025 11:55
Hi @alext87 , If partner B purchases from you, it could be as simple as that, couldn't it? Create a deal for partner B when they purchase the ...read more
Solved
NDooly on January 14, 2025
Hi, I've started to send emails via HUBS to track the interactions on the sent email (ie open 4 times etc). However I've noticed (after checking the sent folder on my email) that the format of the emails sent from HUBS look poor (different font etc read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Diamond Partner
January 14, 2025 11:51
To ensure the font and format of your emails remain consistent when sending them through HubSpot, follow these steps: 1. Avoid Copy-Pasting Di...read more
Solved
lishba on January 14, 2025
Hi everyone, I'm using Hubspot free version at the moment, but we're planning to shift to a paid version in the near future. I've created products in HubSpot and my Meta ad form currently captures team size and workspace type which I've integrat read more
1 upvote
2 Replies
Accepted solution
Key Advisor | Partner
January 14, 2025 09:40
Hey @lishba Yes, you can set this type of workflow with If, then branches, and when you collect data through form submissions, we can set the...read more
AAkwaji on January 14, 2025
Thank you for having me here. I'm here to learn and connect with others to grow in the field of Email Marketing.
1 upvote
1 Reply
Key Advisor | Partner
January 14, 2025 08:20
Hey @AAkwaji Welcome to the HubSpot community it's a great place to learn and grow you can get started with the HubSpot academy course to grow...read more
OBetzalel on January 14, 2025
Hi, We want to have a calculated field for discounted unit price. In the quotes we have the total price after discount but we want to display what was the price after discount for a unit. Is it possible to create a formula field on the line item / read more
0 upvote
4 Replies
Top Contributor
January 14, 2025 08:46
@Jigar_Thakker There is a post that saying it is not possible to create a formula field for line item - https://community.hubspot.com/t5/HubSpot-I...read more
Kelly_Halls on January 14, 2025
Hi everyone, I hope it’s okay to ask for a bit of help here! I’m working on setting up my startup and having some trouble with tracking visitors on my Squarespace website. I’m using a code I created with GPT to track visitors and form submissions, read more
0 upvote
2 Replies
Member
January 14, 2025 11:32
Thats annoying though but good to know, it was one of the issues I suspected so at least I feel smart lol, thank you 🙂
venturew on January 13, 2025
Is there a way to export all notes written or files attached to each deal in your pipeline? Not on a deal by deal basis but one large export for notes and one export for all file attachments?
0 upvote
2 Replies
Community Manager
January 14, 2025 05:42
Hi @venturew , I hope that you are well! Thanks for asking the HubSpot Community! Great article to share, thanks so much for your help @Blumen...read more
evmwang on January 13, 2025
Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more
1 upvote
0 Reply
beatrizlima on January 13, 2025
  As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in th read more
0 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.