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Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

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

Reply Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

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 to...read more

cp_sk on April 24, 2024

Send email to HubSpot and create deal from it

Hi, is there a way to send an email to HubSpot and create a deal from the content of the mail? I thought that there is an HubSpot email address where you can send emails to. And from that I want to build a workflow to create a deal. Is t read more

Reply Connected Email Deals Sales

0 upvote

0 Reply

Solved

OBetzalel on April 24, 2024

Change a property value automatically based on date

Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now read more

Reply Professional

0 upvote

8 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 24, 2024 10:13

@OBetzalel 1. Correct 2. No, this would have to be changed to "is more than 0 days from now" 🙂

JMOT on April 24, 2024

Pre-filled forms for onboarding

Hey I'm brand new to Hubspot so forgive me if I'm asking something silly.. What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs. If I send t read more

Reply best practices

1 upvote

5 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024 09:59

@JMOT wrote: So those variables would automatically populate if I send the client an email from within Hubspot? Correct 🙂 They work like...read more

Solved

OBetzalel on April 24, 2024

Best practice question for Workflows

Hi, I have a question on what's best to do when you create a workflow for a custom object for example. We want to create a workflow that will be triggered everytime there is an update / create action on the record? or set the triggers that will ex read more

Reply Professional

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 24, 2024 04:20

Hi @OBetzalel , I'm not sure I'm reading the exact question from your post. Are you asking whether that's a good idea or how to do it? I...read more

Solved

OBetzalel on April 24, 2024

Add custom field from the Deal to the Quote

Hi, We are using the standard quotes in HubSpot. We created a custom field on the Deal level (Purchase Term) and we want to place it on the quote. Is it possible? Thanks!

Reply Professional

0 upvote

3 Replies

Accepted Solution

james-portant

Participant

April 24, 2024 06:30

Yes, that should be possible using the HubSpot Quote tool. There are instructions on how to do it in the first link. Please let me know if you have an...read more

BHopkins78 on April 23, 2024

Adding multi-locations to 1 quote

We have several businesess that have more than 1 location but we only want to send 1 quote but have all the locations on the quote. We thought we had a work around by adding the other locations as "products" but the issue we ran into is that is show read more

Reply Sales

0 upvote

3 Replies

trevordjones

Recognized Expert | Diamond Partner

April 24, 2024 11:09

Hi @BHopkins78 and thanks for the tag @PamCotton , I've been pondering this for a bit, and I think the biggest challenge is that there is n...read more

Solved

SThatcroos on April 23, 2024

Time zone Query

We are using the Time Zone drop down provided by Hubspot on our contacts. I wanted to find out how does Hubspot determine what Timezone a contact is in? We have seen some anomalies, for example, we have a UK contact, and their timezone has been read more

Reply best practices

1 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 23, 2024 07:12

@SThatcroos the property history suggests that HubSpot uses the IP address to determine the time zone. This can show as incorrect when employ...read more

jforte on April 23, 2024

Auto-Translate SDR Notes & Conquer the Language Barrier!

HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier! Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly read more

Reply Admin Contacts CRM Custom Objects Developer Free Integrations Professional Sales Workaround Workflows

2 upvotes

2 Replies

jforte

Top Contributor

April 24, 2024 05:34

I asked for Kudos and you showed how to do it @PamCotton ahaha thanks for the kind words ❤️

EHollingworth on April 22, 2024

Best way to work in multiple teams?

Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b read more

Reply Contacts CRM Free

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 22, 2024 23:54

Hi @EHollingworth , A user can be a member of multiple HubSpot portals - and switch easily between them 🙂 https://knowledge.hubspot.com/ac...read more

RReicker on April 22, 2024

Work flow not working

Hi, Tring to create workflow where a slack notification gets sent out in the event of an order eing processed on the Canadian ide of our business. We have something similar setup where a slack messsage is sent out to the team when we sign up a ne read more

Reply Workflows

0 upvote

2 Replies

RReicker

Participant

April 23, 2024 09:05

I did the test, as well as the "Why didn't this company enroll option". Results were nothing. I did add to the one not working "Is Deal Closed = ...read more

HMA on April 22, 2024

problems with hubspot plugin in wordpress

Hi everyone, I use Hubspot (free version) on a Wordpress website. I'm using the plugin and from the settins it seems installed correctly. Unfortunately I have a problem, the contacts who fill a form in the website who comes from "paid search" (googl read more

Reply Free

0 upvote

3 Replies

trevordjones

Recognized Expert | Diamond Partner

April 23, 2024 09:37

Hi @HMA , You have two options: 1.) Embed the hubspot forms Javascript in your page s instead of using Contact Form 7. 2.) Use this...read more

CLim-ABB on April 19, 2024

Not seeing contacts outside of SuperAdmin access?

Hello, I am the hubspot CRM admin and I invited somebody from my team (sales) into HS. Unfortunately, when he got into HubSpot he wasn't able to see ALL of the imported contacts, he only saw 50 which I thought was weird. I cant realistically giv read more

Reply Free

0 upvote

5 Replies

karstenkoehler

Hall of Famer | Partner

April 23, 2024 00:25

@CLim-ABB you seem to be clicking at the column header, yes, which sorts a column. You first need to click the blue name on the left.