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 more
RReicker on February 21, 2024
Looking for some input on best practices and i am not even sure i know how to convey this. There are only a few people in the company that I work for that actually use Hubspot to its fullest. I have never been to Inbound to learn nor do they provi read more
1 upvote
3 Replies
Hall of Famer | Partner
February 22, 2024 00:22
Hi @RReicker , @RReicker wrote: I started by creating a sequence where there were phone calls and emails to be sent but i discovered 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 more
samsonaylon on February 21, 2024
An issue with the email tracking feature not functioning as expected. Despite enabling email tracking for my outbound emails, I'm not receiving accurate or timely notifications when recipients open or interact with the emails. This has led to uncer read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 21, 2024 05:29
Hi @samsonaylon , HubSpot tracks based on an invisible tracking pixel: more
Ysepulvedar1 on February 20, 2024
Hello, I've been trying to connect one of my 3 facebook pages with Hubspot, But it is not letting me do it. It has letting me connect the other 2 pages. But this third one that I really need it doesn't appear. Those 3 bussiness pages are linked to read more
2 Replies
Accepted Solution
Thought Leader | Gold Partner
February 21, 2024 09:33
Hey @Ysepulvedar1 so Facebook has changed a little bit the permissions but can follow the instructions here more
CBoccaccini1 on February 20, 2024
Hi everyone! I'm new with Hubspot, and I'm trying to create an automation on Zapier for a client, a law firm. The client would like to send an automated email to his accountant, that will remind him to prepare a quote for clients of the law firm a read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
February 20, 2024 06:25
Hi @CBoccaccini1 , You should be able to retrieve any property from the deal record with a simple two-step Zap, but retrieving data from the more
DrAJ71 on February 19, 2024
Hi all, I'd be grateful for some advice please? If you look at the image associated with this post, what is the panel on the right (pointed to by the red arrow) called, and is it editable? (and if so, how/where?) I've received a request to read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 15:05
Hi @DrAJ71 , As far as I know, the order of the elements in the sidebar cannot be changed. There aren't any settings specifically for this. more
MikelMangold on February 19, 2024
Hi Everyone, I am part of a Cybersecurity Seed Stage startup; and we're fundraising. my colleague started to just create a filer and put the category "Investor" and "interest level"; I thought that was great but somehow I prefer the deal pipel read more
0 upvote
4 Replies
Accepted Solution
Top Contributor
February 20, 2024 01:56
Hi @MikelMangold , Happy to help! (A) Keep the lifecycle settings as is. (B) Correct! (C) Perfect. Extra tip: A custom property "investor more
OBetzalel on February 19, 2024
Hi, 1. Assume a customer record has region and industry, is it possible to set up permissions for users to see only customers (and deals) related to specific regions and industries? Bonus question: 2. Is it possible to have different stages read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 02:49
Hi @OBetzalel , Unfortunately not directly, no. Record access in HubSpot is managed through record ownership: more
OBetzalel on February 18, 2024
Hi everyone, We create a custom object. Is it possible to relate the custom object to himself? or we need to create 2 different custom objects? Thanks! 😀
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
February 18, 2024 21:06
Hi @OBetzalel Yes, you can with Same objects associations you can associate objects of same type - that includes Contacts, companies, deals, more
OBetzalel on February 18, 2024
Hi, We created a custom line item property by calling the HubSpot's end point. We want to change the field name, is it possible to modify the field metadata after it was created? (We can't reach the line items through the UI). Thanks! 😀
1 upvote
4 Replies
Accepted Solution
Thought Leader | Gold Partner
February 20, 2024 11:02
Hey @OBetzalel Line items is different object from Products. So for line items you need to take a look at here
sboerstler on February 16, 2024
What is the difference between Lead Stage and Lead Status? or, What is the relationship between Lead Stages and Lead Statuses? The default Lead Stages of Prospecting include similar selections of Lead status. But Lead status has more options. read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
February 16, 2024 19:01
Hi @sboerstler with Lead Stages / Prospecting being very new, many new to HubSpot users are ignoring Lead Status entirely and focusing on more
RClerico on February 16, 2024
Reading the different comments throughout the community, I don't need to harp or belabor the significance of the attachments management crisis in HubSpot. However, I am guessing that people HAVE found workarounds to this, yes? What are they? The read more
0 upvote
3 Replies
February 20, 2024 12:32
THank you for the quick response! I have up-voted the solution they are working on and hopefully these solutions will be released sooner rather than more
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