Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024
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
Member
March 29, 2024 20:05
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 ...read more
CSimpson19 on March 29, 2024
Hi! New to HubSpot so sorry if this is obvious. I want to add properties that we have on our e-commerce site like VAT (Tax), Shipping Costs etc and deduct that from the "real" total. I then want the real total displayed in reports. I've adde read more
0 upvote
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MRoberts8 on March 29, 2024
I'm trying to create a calculated deal property that looks at the total contract value (i.e., the value from the associated line items) vs. the total quote amount (i.e., the value from the line items less the one-tiem discounts). When I'm trying read more
0 upvote
1 Reply
Community Manager
March 29, 2024 17:58
Hey @MRoberts8 , thank you for posting in our Community! Please ensure you have custom properties set up to capture the necessary informatio...read more
LMinck on March 28, 2024
Hi, Apparantly the image tool slider is for free. But when I'm working on a landingspage, I don't get the possible to select the slider image. How can I use it? Laura
0 upvote
1 Reply
Community Manager
March 28, 2024 18:05
Hey @LMinck , thank you for posting in our Community! Ensure that the template you're using for your landing page supports the image slider ...read more
ramiren on March 28, 2024
Hello Hubspot Community! We are experiencing a unique challenge with our CRM contact property/segmentation strategy and are seeking advice on best practices for managing multilingual contact properties. Our company publishes web content in read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 28, 2024 09:27
Hi @ramiren , I would use a multi-checkbox property to track the language of their form submissions, so you have insight into all of the lang...read more
OBetzalel on March 28, 2024
Hi, I want to create a logic as follows: We don't have the operations hub professional so we can't create a scheduled workflow. We have a field named: Inactive date (Date field) and another field - Inactive condition (Checkbox - Yes, No). read more
0 upvote
1 Reply
Top Contributor | Partner
March 28, 2024 08:40
Hi @OBetzalel , I'm a little confused by your description above. In simple terms could you describe When you want a deal to enroll in thi...read more
Solved
DJohnson4 on March 28, 2024
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse read more
Accepted Solution
Hall of Famer | Partner
March 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...read more
Solved
ParkerO on March 27, 2024
Hey everyone! I'm looking to create an active list that pulls new contacts that are created from a specific form. I can't seem to figure it out. Eventually I'd love to have a list of new contacts that have come in for each of the different forms w read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2024 15:11
@ParkerO in that case you would filter for the contact property "First conversion" and insert the form name in the filter 🙂
KArbova on March 26, 2024
Hi, why aren't my SQL leads showing in the leads funnel? I change the lifecycle stage to SQL, but when I go to Sales Analytics > Lead funnel > Leead Journey, they don't show up in the lead journey progress. Any tips?
0 upvote
2 Replies
Hall of Famer | Partner
March 27, 2024 00:58
Hi @KArbova , By default, this reports wants a lead to go through all displayed stages sequentially. If a lead skips a stage, they're being om...read more
NMackay on March 26, 2024
Hello, Is it a possibility to input a picture into a snippet yet? It would be really helpful to use it as an addition to a signature, as hubspot don't yet allow the option of 2 different signatures to be used. Thank you!
0 upvote
2 Replies
Contributor
March 27, 2024 02:03
Hi @NMackay , While snippets doesn't support the option to allow photos, if your intent is to use it to load different signatures. You could use...read more
val_spot_on on March 26, 2024
Hello HubSpot community! I'm curious about the best practices for creating recurring deals and whether it's better to manage them in separate pipelines. I'm particularly interested in to handle different payment options like One-Time Payment, Mon read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 26, 2024 11:42
Hi @val_spot_on , Deal line items have these values in them. When you create your products in Settings > Objects > Products, you speci...read more
jsmith88 on March 26, 2024
Hello fellow HubSpot enthusiasts! I thought it would be great to kick off some discussions on how we can make the most out of HubSpot's CRM features. Whether you're using it for sales, marketing, or customer service, there are always new tricks a read more
0 upvote
4 Replies
Key Advisor | Partner
March 28, 2024 06:52
Map out your CRM, Marketing, sales and service journeys, on paper/whiteboarding tools. Don't think of HubSpot at all. Work with the teams leaderships...read more
Solved
NT_ on March 26, 2024
Hello, I have a question regarding closed lost stage that we use in our sales pipeline. Right now our sales team thinks the closed lost stage kills the validity. The reason why, is that they think a deal never "dies" and never resets, it just s read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 26, 2024 05:53
Hi @NT_ , Once a deal is closed lost, it should stay closed lost. This movement is permanent and you could consider it from another angle: Onc...read more
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