Tips, Tricks & Best Practices

I’m experimenting with interactive, word-based content and want to understand how to properly track user engagement inside HubSpot CMS. What’s the best way to measure interaction events (like clicks or completion) without hurting page performance? Lire la suite

I have connected Workflowmax with HubSpot. Workflowmax is the source of truth. I have contacts that have been archived, but this property cannot be shared with HubSpot through the mapping. I can export a cvs from WorkflowMax that will tell me which Lire la suite

I've created a few custom properties on the line item object, and formatted them as numbers (formatted as a currency). When entering an amount, it seems to default tothe company currency (Euros), rather than the deal or line item's currency. So Lire la suite

Hi all. I am currently looking for a way to track volunteer hours for our nonprofit so that we can let orginizatons and companies know how many hours their company has donated as well as how much that equates monetarily. Hope that makes sense. Lire la suite

Unfortunately, and to be honest the CRM looks very complicated making me think to find another CRM.. theres, contacts, leads and deals and this is making a big confusion.. I want leads coming from Facebook ads to go directly and automatically t Lire la suite

Hi all, we’re trying to find a good way to identify company records with domains that no longer work (e.g. domain doesn’t resolve, expired, typo, parked page). The company domain is used heavily in our setup (deduplication, enrichment, ou Lire la suite

Hi, I have decided that Workflowmax (Bluerock) is my source of truth. I have Clients (companies)that are active, and others archived. What is this field called on HubSpot? I want to filter out the archived companies. My goal is to assign my com Lire la suite

Dear HubSpot community, I would like to know your suggestions and ideas. My client's HubSpot account’s fiscal year has been changed from January–December to April–March . The client would like clarification on the following: Lire la suite

How can I set up hubspot to track the time between contact creation and first call attempt? I have been able to track the time to first call disposition, which is the end of the first call attempt's disposition but I would like to use time the ca Lire la suite

Is there a way to modify the options in Bulk Task Assigning to include whast you want it to associate with - In particular the COMPANY? @Victor_Becerra

Hello! I want to automatically, through a workflow, create a Subscription and associate it to the Company, the Contact with the association lable = Billing Contact, and the recently closed Deal. The trigger should be upon closing the deal and m Lire la suite

Hi zusammen, im Salesprozess erfahren wir den company name. Dann irgendwann Demo call und dann irgendwann Angebotsunterschrift. Nun gibt es aber noch weitere Daten die zB für die Rechnugnsstellung oder andere Themen (Datenschutz) vom Kunden beantwo Lire la suite