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
  • All
  • Solved
  • Unsolved
  • No Replies Yet
JvanSchaick on July 16, 2024
Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effective read more
0 upvote
0 Reply
AditiSood22 on July 16, 2024
I want to understand is there a way I can auto-populate timestamps in the workflows that I have created? I have creted 2 different workflows to auto populate Lead Creation Time and First Time Contact properties to calculate a third property called L read more
0 upvote
3 Replies
Hall of Famer | Partner
July 16, 2024 03:56
@AditiSood22 there's a newly launched beta for datetime properties which should work for your requirements:
jforte on July 16, 2024
If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for read more
YuliaD on July 14, 2024
Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w read more
Accepted solution
Hall of Famer | Partner
July 15, 2024 05:00
@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you're not able to pick an existing more
NatFrilay on July 12, 2024
Hi ! I would like to create a free text section in the company profile page where I could write about the sales strategy for this company. How would you go about it?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 12, 2024 08:56
Hi @NatFrilay , One option would be a custom company multi-line text property: more
robertmaclean on July 11, 2024
I'd like to create an automated system whereby I can see my customers moving through the stages of a pipeline depending on how far they are into an annual contract, and to be sent a task to touch base with them once they are one month out from renew read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 12, 2024 00:16
Hi @robertmaclean , This can be achieved with the help of workflows, requiring a Professional subscription: more
04509 on July 11, 2024
Good Day, I have a question regarding the drop down select option in properties. I have a drop down property that I have at the company level for all my customers. I manually created the options in that drop down selection, however as I work thr read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 12, 2024 00:00
Hi @04509 , No, this is currently not possible out of the box and would require working with the HubSpot API and the help of a developer. more
MChanning on July 11, 2024
I give up. I thought there woudl be an intuitive way to upload images to the library, so I can imsert images into my email templates. Not so!! But this is HubSpot!! Could anyone help me please? Thank you. Mike
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 10:13
Hi @MChanning , @MChanning wrote: Not so!! What makes you think that? You can upload images by following these steps: more
SKeohan on July 11, 2024
I am trying to create a list of companies based on a certain person creating them. For example our admin added some clients to the system on behalf of my director and I want to find which clients they were, Ive tried creating a list based on 'Create read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 04:19
Hi @SKeohan , Just to confirm, how did you look up the user ID? You can either grab this by opening a user record in the settings for 'Users & more
Mlho on July 10, 2024
Hi - I see that from the contacts side, I can see the companies that we have introduced these contacts to. I was wondering on the flipside, is it possible to see the contacts that we have introduced companies to?
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 00:14
Hi @Mlho , When opening a record in HubSpot, you can always see the associated records in the right sidebar. When opening a contact more
Mlho on July 10, 2024
Hi - I was wondering if anyone knows how to create a landing page on Hubspot to get people to sign-up for a newsletter? Ideally these people who signed up will be automatically added to a certain list.
5 Replies
Accepted solution
Thought Leader | Platinum Partner
July 12, 2024 07:44
Hi @Mlho adding other suggestions here for you 'd be to add pop-up forms into your current website or blogs. Also Standard forms can also more
SYu5 on July 10, 2024
Hi wonder if anyone has run into this - we have set up the Gmail integration, and one team member is also using Superhuman. The emails sent from Superhuman are not tracked. Is there a solution for this? Thank you!
0 upvote
3 Replies
July 12, 2024 20:47
@SYu5 It's not possible to track the emails while using 3rd party app like Superhuman
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.