Tips, Tricks & Best Practices

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  • Solved
    gjs on September 22, 2021
    3 Replies
    All of a sudden today on my meeting booking page, instead of my picture, it shows a compressed company logo. I tried removing and adding my picture and also removing and adding the company logo but no joy. Any ideas? Thanks
    HubSpot Employee
    September 23, 2021 13:04
    You're very welcome, Gjergj! I'm glad to hear that did the trick 🙂 Best, Kristen
  • derek4 on September 21, 2021
    1 Replies
    Hi all. I'm looking for a way to create a drop down property in Products that contains a list of companies that have a certain property selected as true. So for example: 1. I open a deal and go to add line items 2. I select a product to add...
    Community Manager
    September 24, 2021 01:22
    Thank you for your post @derek4 ! You are referring to this page, is that correct? We can add both default and custom Product pro...
  • user2384734 on September 16, 2021
    2 Replies
    I thought there would be an easy solution for this, but my google searches have come up empty. It's fairly straightforward. I would like a way to simply (one click import) import contact details from a Linkedin Profile page. Is there a reputabl...
    September 18, 2021 16:06
    Thanks for the detailed response. Good to know LinkMatch is a legit extension. That's the one I came across, but was concerned about enabling it, as ...
  • KHolmes7 on September 15, 2021
    3 Replies
    Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema...
    September 16, 2021 07:30
    Oo good to hear that your issue have solved and yes you can mark this ticket as solved. Thank you
  • MMuraski on September 13, 2021
    2 Replies
    Hello All - Our company is new to Hubspot and I hope that our issue is easily solved by this group. Is there a way to make a Vendor contact sharable with all the members of our Sales team? We would like to be able to attach a Vendor to a De...
    September 13, 2021 11:21
    Hi Kristen, Thank you for the easy to implement solution! We will implment it. Best regards, Mike
  • infiniteloop on September 09, 2021
    2 Replies
    So we have an external form via Jotform that we use. When the form gets submitted we receive an email in our Conversation Inbox. Is there a way that either: Automatically creates a deal for us from the Jotform submission directly. Automatical...
    September 10, 2021 07:00
    And workflows could be applied to third-party form submissions from Jotform too?
  • Solved
    JTay8 on September 08, 2021
    5 Replies
    Hello! We're headed into conference season and as my company is B2B we want to document and track notable attendees we should connect with. We're currently just using Google Sheets to track Companies, Attendees (Contacts), notes, priorities, and...
    September 14, 2021 09:09
    Thanks Josh! Getting a better handle on this, especially considering we're just on the Marketing Starter/Sales Pro plans. Looks like a Company b...
  • Heimator on September 08, 2021
    4 Replies
    Hi Hubspot community, I connected my calendar successfully with my MS365 email account and calendar to use HubSpot Meetings and calendar sync. If a meeting is booked, the confirmation-email is sent from my email account (You booked a meeting...
    September 09, 2021 09:11
    Thanks, Thipaine. Just sent it to you
  • Edyta7510 on September 07, 2021
    1 Replies
    Hi All, I'm looking for some best practices when it comes to managing new contacts and companies that get created via HubSpot forms. In our case there are 2 types of forms (contact us/ lead gen forms used on LPs with gated content). I've outlin...
    September 07, 2021 12:05
    Hello @Edyta7510 , Every business have their own way to gather leads but yes in my experience many business use to create company after aquirin...
  • etroiani on September 07, 2021
    1 Replies
    Hello community, I would like to ask if you might recommend any good apps that allow sending messages from HubSpot to end-users. The main goal is for managers to be able to write to users in any chat that users have, and also use these feat...
    Community Manager
    September 07, 2021 20:51
    Hi @etroiani 🙂 Let's see if our Community top contributors have some ideas for you- @JenBergren and @KTownsend , would you be able to ...
  • Solved
    celiasjr on September 02, 2021
    1 Replies
    We have been using HubSpot CRM for several years but still don't have clear steps for how to handle contacts, companies, deals when a sale rep leaves the company. I get that we can just reassign those to another rep, but it can be thousands of cont...
    Top Contributor | Platinum Partner
    September 02, 2021 12:24
    Our practice is to assign all Deals, Companies and Contacts from that user in advance of deactivating them. If you need to divide the ownership I wo...
  • RoshaBeli on September 01, 2021
    3 Replies
    Does anyone have any experience with using hubspot as a CRM? My company's marketing department started using hubspot for email campaigns and back end website stuff. They've bought the bolt-on CRM package and have been trying to get out outside rep...
    Participant | Platinum Partner
    September 01, 2021 14:37
    My best tip for this would be involving the Sales manager - get them to post activity. When there's very little, that'll alarm the salespeople and t...
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