Tips, Tricks & Best Practices

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  • KHolmes7 on September 15, 2021
    0 Replies
    Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema...
  • MMuraski on September 13, 2021
    2 Replies
    Hello All - Our company is new to Hubspot and I hope that our issue is easily solved by this group. Is there a way to make a Vendor contact sharable with all the members of our Sales team? We would like to be able to attach a Vendor to a De...
    September 13, 2021 11:21
    Hi Kristen, Thank you for the easy to implement solution! We will implment it. Best regards, Mike
  • infiniteloop on September 09, 2021
    2 Replies
    So we have an external form via Jotform that we use. When the form gets submitted we receive an email in our Conversation Inbox. Is there a way that either: Automatically creates a deal for us from the Jotform submission directly. Automatical...
    September 10, 2021 07:00
    And workflows could be applied to third-party form submissions from Jotform too?
  • Solved
    JTay8 on September 08, 2021
    5 Replies
    Hello! We're headed into conference season and as my company is B2B we want to document and track notable attendees we should connect with. We're currently just using Google Sheets to track Companies, Attendees (Contacts), notes, priorities, and...
    September 14, 2021 09:09
    Thanks Josh! Getting a better handle on this, especially considering we're just on the Marketing Starter/Sales Pro plans. Looks like a Company b...
  • Heimator on September 08, 2021
    4 Replies
    Hi Hubspot community, I connected my calendar successfully with my MS365 email account and calendar to use HubSpot Meetings and calendar sync. If a meeting is booked, the confirmation-email is sent from my email account (You booked a meeting...
    September 09, 2021 09:11
    Thanks, Thipaine. Just sent it to you
  • Edyta7510 on September 07, 2021
    1 Replies
    Hi All, I'm looking for some best practices when it comes to managing new contacts and companies that get created via HubSpot forms. In our case there are 2 types of forms (contact us/ lead gen forms used on LPs with gated content). I've outlin...
    September 07, 2021 12:05
    Hello @Edyta7510 , Every business have their own way to gather leads but yes in my experience many business use to create company after aquirin...
  • etroiani on September 07, 2021
    1 Replies
    Hello community, I would like to ask if you might recommend any good apps that allow sending messages from HubSpot to end-users. The main goal is for managers to be able to write to users in any chat that users have, and also use these feat...
    Community Manager
    September 07, 2021 20:51
    Hi @etroiani 🙂 Let's see if our Community top contributors have some ideas for you- @JenBergren and @KTownsend , would you be able to ...
  • Solved
    celiasjr on September 02, 2021
    1 Replies
    We have been using HubSpot CRM for several years but still don't have clear steps for how to handle contacts, companies, deals when a sale rep leaves the company. I get that we can just reassign those to another rep, but it can be thousands of cont...
    Top Contributor | Platinum Partner
    September 02, 2021 12:24
    Our practice is to assign all Deals, Companies and Contacts from that user in advance of deactivating them. If you need to divide the ownership I wo...
  • RoshaBeli on September 01, 2021
    3 Replies
    Does anyone have any experience with using hubspot as a CRM? My company's marketing department started using hubspot for email campaigns and back end website stuff. They've bought the bolt-on CRM package and have been trying to get out outside rep...
    Participant | Platinum Partner
    September 01, 2021 14:37
    My best tip for this would be involving the Sales manager - get them to post activity. When there's very little, that'll alarm the salespeople and t...
  • KyleSelf16 on August 31, 2021
    2 Replies
    For context, we're about to hire a customer success manager who'll own the NRR for current clients. So I'm looking for any insight on tracking NRR bookings in Hubspot. My initial thoughts would be to set up a separate pipeline for tracking upsells t...
    September 09, 2021 06:03
    Great thanks so much! 👍
  • Solved
    jscottCFM on August 24, 2021
    3 Replies
    We are new to HubSpot, so we're trying to set it up as best as possible to start with. We are a digital agency who works directly with our own clients but also with other agencies as a white-labeled partner for some of their clients. Is this a ...
    Most Valuable Member
    August 25, 2021 11:01
    Thanks for the kind words and good luck 🙂
  • ToniCH on August 24, 2021
    1 Replies
    Up to now, we have listed the customers in an Excel spreadsheet and stored the budget (sales) that we want to achieve with the customer in the fiscal year. We then broke down the sales to be achieved into further areas / product groups, but this is ...
    Participant | Platinum Partner
    August 25, 2021 06:26
    Hello @ToniCH ! My recommendation is to store that budget as a custom property if it is truly a simple input field. What hubs are you u...
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