Tips, Tricks & Best Practices

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VegaWu on December 01, 2024
Hello Support Team, I am a little confused about your plugin. I mean, is there any way for HubSpot to automatically send me an email notification when somebody try to get in touch with me via Livechat? The plugin is now on my WordPress website. read more
0 upvote
1 Reply
Key Advisor
December 01, 2024 11:24
Hi @VegaWu This is not HubSpot Support but a community of volunteers. Just check your notification settings for chat and email conver...read more
MConnelly3 on November 29, 2024
I want to set stages for reachout to contacts - the first three are: 1. No Pending Deal 2. Initial Outreach Approved 3. Initial Outreach Sent 4. Response Recieved 5-10 [there are others] 1-2 is manual. 2-3 is automated and is working pe read more
0 upvote
4 Replies
Top Contributor
November 29, 2024 12:52
What you could also do to be safer and for the sake of explainability of the workflow, not using "after expert stage" but using "after became initia...read more
Solved
springlearns on November 28, 2024
Hi HubSpot CRM Community, We at Springlearns , a provider of professional training solutions, are exploring how HubSpot CRM can help us enhance client engagement, streamline our training program processes, and improve communication across our te read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Partner
November 28, 2024 05:53
Hey @springlearns To enhance client engagement, streamline training program processes, and improve communication across teams using HubSpot C...read more
Solved
rajeshchawla on November 28, 2024
Hello HubSpot Community! I’m Rajesh. I’m curious, how can HubSpot CRM empower businesses, especially in industries like real estate, to replicate a relationship-driven approach like his? Specifically: What HubSpot CRM tools work bes read more
1 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
November 28, 2024 02:39
Hi @rajeshchawla , Hope your day is going good. HubSpot CRM is a powerful platform for emulating the relationship-driven success of l...read more
Solved
KWhite1 on November 27, 2024
Hi there! With one of the recent updates, I have having a hard time editing my enrollment and unenrollment triggers in my workflows. I have several workflows set up and connected to pipelines so that if a deal enters a state of a the pipeline read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 23:58
Hi @KWhite1 , Are you able to create new workflows and set up unenrollment based on deal stages in the left sidebar / unenrollment tab as show...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
DSantin1 on November 27, 2024
Hi. We want to be able to understand how many quote requests (new business quotes) we receive and how long we take to reply to our customers. At the moment, we receive all new quotes on a shared Inbox and Hubspot automatically creates a tick read more
0 upvote
3 Replies
Participant
November 27, 2024 13:51
Yes, we have a hub sales professional. Any help will be welcome. Thanks.
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
Xiawanbai on November 26, 2024
How can I update the "associate records" for the company so it automatically updates the company that is primarily associated to the contact?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 26, 2024 09:57
Hi @Xiawanbai , The prospecting / sales workspace doesn't offer this level of customizability just yet and it seem like the product team has n...read more
Solved
VinceRapp on November 26, 2024
Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead read more
Accepted solution
Top Contributor | Platinum Partner
November 27, 2024 06:01
Hi @VinceRapp , What a great (and really unique) use-case for Notes, I love reading about these! Mirroring what Pam has said, a workflow...read more
Solved
MConnelly3 on November 26, 2024
I am trying to set up a workflow for when a contact is at a "stage" (I created a property) and when that contact sends an email inbound it changes a different property (Response Required) to "Yes". I have a separate workflow for when the respons read more
0 upvote
5 Replies
Accepted solution
Top Contributor
November 26, 2024 05:27
Hey @MConnelly3 when you use associated objects as triggers you're not able to use them as re-enrollment trigger. In this case try to switch "Email...read more
Solved
LDeniz on November 26, 2024
How can I make a number of associated won deals field on companies? I have deals in two pipelines (sales and customer success) and want the total number of won deals on the company. Ideally it would only populate the primary company.
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 26, 2024 04:18
Hi @LDeniz , I recently answered a similar question here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-...read more
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