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
helplease on March 18, 2025
Under a contact's activity feed, I get a lot of emails and activities that does not belong to that contact or associated deals. I tried to manually removed them, refresh, but nothing changes. Besides the fact that this same situation is in several read more
0 upvote
0 Reply
JSingh60 on March 18, 2025
For an external integration, I am getting the values in Multiple Checkboxes field. I want to save these values in another field with field type - rich text field. How can I achieve this
0 upvote
2 Replies
Member
March 18, 2025 16:06
@BBaber Yes. The multiple checkboxes field is in HubSpot
alexagatiss on March 17, 2025
How can I create a workflow that notifies a contact owner if their contact opened an email more that once?
Contributor
March 18, 2025 09:10
Okay! So this is possible its just really hard and difficult... First you need to decide on a trigger: something like every Email which has "XXX" in...read more
Vetromark on March 17, 2025
Can anyone tell me what makes some properties unavailable in the Additional Condition filter of a rollup property? I created a calculation field on the deal record to indicate if it is an active deal or not, and it returns true/false. I'm trying to read more
0 upvote
1 Reply
Hall of Famer | Partner
March 18, 2025 00:28
Hi @Vetromark , I'm not sure if this is documented but last I checked, I experienced the same and HubSpot might simply not allow calculation p...read more
Solved
Carmel97 on March 17, 2025
how to fix this? once i created a followup meeting in hubspot it will not enroll because it says event meeting booked occured but the meeting is after 2 days.
0 upvote
4 Replies
Accepted solution
Recognized Expert
March 17, 2025 12:34
Hi @Carmel97 Thanks for the additional information. The trigger you have selected is the wrong one - see definitions here . Try the...read more
KBrandt0 on March 17, 2025
Description: We want to set up a workflow in HubSpot that automatically links a contact and company to the logged ticket based on a logged email or activity—such as meeting notes, calls, or chats. This would ensure that tickets always have the rig read more
0 upvote
1 Reply
Community Manager
March 17, 2025 17:29
Hey @KBrandt0 , thank you for posting in our Community. Currently, HubSpot workflows alone can’t directly associate contacts and companies w...read more
Solved
CalAm on March 14, 2025
How can I lock the ascending order of a column in a view? When I open the Contact and then close it back to the view, the order has changed and I have to find where I was in my list
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 14, 2025 11:08
Hi @CalAm , Once you save a view, that will also save any sorting you have applied. Some views cannot be saved (the default "A...read more
Solved
KBrandt0 on March 14, 2025
Description: We would like to set up a workflow in HubSpot that automatically associates a contact and company based on a logged email or other activity (e.g., meeting notes, calls, chats). The goal is to improve data management and reduce the nee read more
0 upvote
1 Reply
Accepted solution
Contributor | Elite Partner
March 14, 2025 10:13
If you navigate to Settings > Objects > Companies, you should see a checkbox you can enable for "Create and associate companies with contacts"....read more
Solved
AudeTlln on March 14, 2025
Hello! More and more, we end up with 10 contacts or more, associated to 1 company. For example when we work with partners: at 1 partner we know multiple people, but we only work regularly with few of them. I would like to find a way to pri read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 14, 2025 04:51
Hi @AudeTlln , If you maintain properties on the record that indicate who the most important one is, you can define a sorting setting: ...read more
ElodieDel on March 14, 2025
hello, I created a unique property [unformatted_phone] as a unic value to handle the duplications in my data base. Currently, I only have the phone number with +33 etc completed. I would like to import a data base but make sure duplications are h read more
0 upvote
4 Replies
Key Advisor | Partner
March 18, 2025 07:04
Hi @ElodieDel ! How are you? There's an option in HubSpot that allows you to o require unique values for a property. I believe that could be ...read more
Solved
msoren42 on March 13, 2025
Hey all, I have been trying to come up with a way to solve this problem... we have automations in place to set up MQLs and an associated lead in the lead object, so the sales guys can work the lead and qualify it. How can I make it so they don't ju read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 14, 2025 01:06
Hi @msoren42 , At this stage, it's not possible to force deal creation through a lead and not simply create a deal directly. While there a pip...read more
Solved
HEllis1 on March 13, 2025
Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited read more
0 upvote
2 Replies
Accepted solution
Contributor | Elite Partner
March 13, 2025 16:04
One of my favorites tools to use is the Marketing Events object for both webinars and in person events! You can create them manually for in-p...read more
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.