Tips, Tricks & Best Practices

絞り込み条件
  • すべてのラベル
  • 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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
ソート
最新
  • 最新
  • いいね!が多い
ステータス
すべて
  • すべて
  • 解決済み
  • 回答待ち
JSamuel85 9月 29日, 2023
New to Hubspot, currently have a Microsoft feedback form that we send out as a link, then we can view the responses on it. Can we load this to Hubspot, or create one without having Service Hub subscription?
1 いいね!
4 コメント
メンバー
9月 29日, 2023 10:32
Please share me any specific audience details for my tshirt business.I am facing a hard time i can not target audience properly as a result my ad cos...続きを読む
MBurack 9月 28日, 2023
Wont bore you with my frustating past, only lookign forward!! Struggling with Lead status vs Lifestyle change. We are pretty simple place. We sell new golf carts. We run facebook and google ads and get form leads in with good contract info 続きを読む
1 いいね!
3 コメント
投稿者 | Platinum Partner
9月 29日, 2023 09:04
Hi @MBurack ! To answer your question, " How would you set up the transition the lifestyle change and also the lead status change" > It s...続きを読む
JCaliguire 9月 28日, 2023
I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
9月 28日, 2023 14:46
Hi @JCaliguire , The best tool for this are sequences: https://knowledge.hubspot.com/sequences/create-and-edit-sequences In short, the...続きを読む
kevinphelps 9月 28日, 2023
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
9月 28日, 2023 16:55
Hi @kevinphelps , Great news! I came across a similar question from another user, and it seems that there is an app available in our Marketp...続きを読む
解決済み
LHysell 9月 28日, 2023
Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
9月 28日, 2023 10:54
Hi @LHysell , It's unfortunately all manual, as you described. Create separate record manually, copy paste property values manually, where pos...続きを読む
JClementson 9月 28日, 2023
when I remove an attachment in an account but don't permanently delete the file where does it go and how can it be accessed again?
0 いいね!
1 コメント
コミュニティーマネージャー
9月 28日, 2023 16:27
Hi @JClementson , Happy to help here! When you say "attachments", are you referring to file attachments on a contact record? e.g. JPEG ...続きを読む
JCaliguire 9月 27日, 2023
I am looking to transfer everything owned by one user to another user. Is there any way to transfer ownership of all records from one user to another?
0 いいね!
1 コメント
殿堂入り | Solutions Partner
9月 27日, 2023 15:38
Hi @JCaliguire , Yes, this can be done by bulk assigning ownership as explained here: https://knowledge.hubspot.com/crm-setup/how-to-set-an-o...続きを読む
PatEnergy 9月 27日, 2023
Hey all, I created a report that shows the cumulative number of deals in a certain stage analyzed over time. x-axis: became "stage" date y-axis: count of deals The problem is that the report also includes deals after they already ch 続きを読む
0 いいね!
6 コメント
メンバー
9月 27日, 2023 06:41
Sure, please find them attached:  
Edyta7510 9月 27日, 2023
Hello, I'd like to find a way to be able to edit line items associated with deals "in bulk" just like we can edit deal properties in bulk from the deal view. anything that can prevent from entering every deal and then entering every single line it 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
9月 27日, 2023 16:32
Hi @Edyta7510 , Thank you for your inquiry. Here are some options to achive your goal. 1. Update the line items on all deals ...続きを読む
SV51 9月 26日, 2023
Is there a way to retain utm info on HS form for some time (eg 30 mins or so)? I have a lot of utm info getting dropped off between HS --> SF.
0 いいね!
2 コメント
トップ投稿者 | Diamond Partner
9月 28日, 2023 14:25
Can you post screenshots of an example? It sounds like you may have a field mapping issue where Salesforce is overwriting the data in HubSpot.
解決済み
PatEnergy 9月 26日, 2023
Hey all, in order to correctly calculate ARR the billing frequency policy of line items should be as follows: (1) Contract duration <=12 months : one-time billing frequency (2) Contract duration >12 months : monthly billing 続きを読む
1 いいね!
2 コメント
Accepted Solution
ソートリーダー | Elite Partner
9月 27日, 2023 08:37
Hey @PatEnergy - great question. (and thanks for the tag @BérangèreL 🙂 ) In my experience, I'm in agreement that calculating ARR with th...続きを読む
Anansh1 9月 26日, 2023
So, as i have completed the email marketing learning and moving further to start email marketing practice. I want to create segment as a fresher. how can I build my public image for the segments.
0 いいね!
1 コメント
殿堂入り | Solutions Partner
9月 26日, 2023 11:43
Hi @Anansh1 , could you explain what exactly you mean when you say segment?
キャンセル
次の結果を表示 
次の代わりに検索 
もしかして: 

新しくスレッドを立ち上げてディスカッションをしたり、質問をすることができます。

投稿する

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.