Tips, Tricks & Best Practices

BukunmiOdetayo on August 14, 2022

What are you implementing in your CRM now?

Hello guys 🤗 Not to interrupt you, but I know you're quite engulfed trying to work things out. As your HubSpot helper, I just want to share a few expert suggestions that might help you with you - they help me and my team at least. As you move read more

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2 upvotes

1 Reply

MiaSrebrnjak

Community Manager

August 15, 2022 04:49

These are great tips, thank you for sharing @BukunmiOdetayo ! Cheers Mia, Community Team

ZBunji on August 13, 2022

Listening for Active Leads

I just noticed how the focus when it comes to identifying and conecting with active leads is digital focused. Are ther anyways (perhaps in the past or now) that people use to identify active leads out of the digital?

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0 upvote

1 Reply

JShrinth

Member

August 14, 2022 02:10

HubSpot is a marketing, sales, and service platform that helps companies to attract visitors, convert leads, and close & retain customers. It doe...read more

Solved

MLane86 on August 12, 2022

What does show entire month mean?

Hi, I am creating some reports on a dashboard, and for activity for the team for the current month, if i tick, "show entire month" it dramatically changes the numbers, so what does this tick box do to the data? Thanks M

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0 upvote

6 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 12, 2022 05:38

Hi @MLane86 , Without the checkbox ticked, you should be seeing activities up until including today. With the box ticket, you should see all a...read more

stuartbalcombe on August 10, 2022

How to connect product usage data to HubSpot

One thing that is often touted by dedicated customer success platforms that seems less common in the HubSpot community is pulling product usage data (or any other data from an external system) into the CRM for reporting and/or driving behavior based read more

Reply Deals Integrations Professional Workflows

3 upvotes

1 Reply

TiphaineCuisset

Community Manager

August 11, 2022 00:49

Hi @stuartbalcombe Thank you for sharing this with the community!!

Wavelengthimage on August 09, 2022

Email Notifications When a New Contact is Created

Hello! I am looking for a way to generate an email notification when a contact is created from a Facebook form submission. The Facebook Ads account is linked to Hubspot in the marketing menu. How do I have everyone on my team get an email when t read more

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1 upvote

1 Reply

Chriso-mwx

Top Contributor | Platinum Partner

August 09, 2022 23:08

Hey @Wavelengthimage , when you've set up everything for your ads account including lead syncing within the settings (Tools > Ads > Le...read more

jolle on August 05, 2022

Multi-Hub Use Case: Pipeline Re-enagement Campaigns

How many of you believe (or have clients have who believe) that the secret to growing a business is more new leads? It seems to check out — more new leads means more new opportunities to make a sale and expand that market that you serve. But wha read more

Reply best practices Campaigns CRM Deals Quick Tutorial Sales

5 upvotes

4 Replies

jolle

Contributor

August 10, 2022 05:39

Thanks so much, and glad to hear that this was helpful! Best of luck to you and the team with your pipeline re-engagement campaigns 🙂

BukunmiOdetayo on August 04, 2022

Are you up to date with HubSpot CRM newest features?

Hey, hubspotters? I hope things are going well over there. I have been following our academy professor @KyleJepson on LinkedIn for some time now, and Kyle shares the latest updates, features and properties that make your using the HubSpot CRM read more

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4 upvotes

5 Replies

BukunmiOdetayo

Top Contributor | Partner

August 05, 2022 13:36

Thanks for this @Jnix284 Sincerely, HubSpot has got so much for us and we're not ready for it yet. I look forward to us exploring these l...read more

Solved

YuliaD on August 04, 2022

Hubspot Company ID to Ticket Property

Hi! We have our main Handoff Workflow that is creating a new Contact+Company+Deal+Ticket for each new customer. This Workflow is associatiating the new Ticket to all "Companies Associated to the enrolled Contact". Currently we are moving our Onboa read more

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1 upvote

2 Replies

Accepted Solution

Chriso-mwx

Top Contributor | Platinum Partner

August 04, 2022 03:41

Hey @YuliaD , thank you for getting into detail about your question. This really helps understand what you're trying to do. Unless I ...read more

AMiller7 on August 03, 2022

Quickly Re-enroll Contact in Sequence at the Step They Left Off On

Hi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of th read more

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0 upvote

2 Replies

AMiller7

Participant

August 05, 2022 05:36

Thanks, Levi. We have HubSpot Sales Professional, but I'm not sure the workflow is exactly what we would need here. If I set a sequence with 3 steps ...read more

JDundas on August 03, 2022

Need Help Tracking Referred Affiliate Leads

Hello, We have an affiliate we work with who frequently sends us leads for prospective clients who would like to receive a demo of our software on Zoom. What we've done is we've provided our affiliate with their own unique calendar link they can us read more

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0 upvote

1 Reply

Levi

Top Contributor | Elite Partner

August 03, 2022 21:45

Hi @JDundas , does creating a UTM per affiliate meeting work for you in the tracking URL builder? Via reports > Traffic analytics > Tracking ...read more

KPayne1 on August 02, 2022

Task View Options

Do you know if there is a way to add a "country" or "state" property to a task view?

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0 upvote

1 Reply

DianaGomez

Community Manager

August 02, 2022 14:47

Hi @KPayne1 hope you are doing well 🙂 At this time, it is not possible to filter by state or country, as those are contact-based properti...read more

ABundel on August 01, 2022

Hubspot Tracking URLs

Hello Everyone, I am trying to create Hubspot Tracking URLs for youtube links. But I don't know why it is not working, I can't see any traffic. Can anyone provide me with any solution? Thanks and Regards Atul

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0 upvote

3 Replies

SNigam

Top Contributor

August 02, 2022 00:29

Hello @ABundel , Okay you are sending emails with CTA's or simply links set in text of email content so one thing I want to tell you that HubSp...read more

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