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
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
RBanola on December 02, 2024
Hi Team, I tried creating a report for marketing emails using two methods. method 1: Selected two datasets and marketing emails. Method 2: selected " Marketing Analytics + Contacts + Companies" method 1 fetches 0% ma read more
RBanola on December 02, 2024
Hi, I have 96 total deals in hubSpot (PFB screenshot). But I am trying to create a deal stage report it shows inaccurate number (93 deals total). PFb screenshot, I tried playing with filters, manually checked if any deal is missing deal s read more
0 upvote
1 Reply
Hall of Famer | Partner
December 03, 2024 00:14
Hi @RBanola , This seems to be a bug and I'd recommend reaching out to HubSpot support directly, via chat / email / phone, in-app. Since you're o...read more
Solved
KeithCFC on December 02, 2024
Hi All, My company is moving to hubspot from Salesforce so this question may make sense for those of you who know... Is it possible to adjust object views or are we limited to the 3 column views? Also with navigation, i couldn't see wher read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
December 02, 2024 15:23
Hi @KeithCFC so navigation and object view in 3-columns are standard and not customizable. How ever: - you can have bookmarks in the menu ...read more
Solved
SRodriguez69 on December 02, 2024
I can do it as an admin, but they can't. The problem with opening another lead is that the other lead's history is lost.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 02, 2024 13:11
Hi @SRodriguez69 , I haven't checked this but if you're experiencing this, that seems to be the case, yes. For now, they would have to reach o...read more
Solved
KMarciano7 on December 02, 2024
Hi - we would like to start to use HS ILO quickbooks online and in generating quotes, how can I add a % markup to a line item Example Name Unit Price Qty Markup Total Labor $57.00 30 20% read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
December 02, 2024 15:37
Hi @KMarciano7 so the first thing 'd be creating Markup as a custom property for your products and adding it as a column in the products view. ...read more
dmattauch on December 02, 2024
Hi, I created a marketing event in the object marketing event I created a form to attend event. How do i sync both, so people who fill in form, are registered as event attendees?
0 upvote
1 Reply
Key Advisor | Partner
December 02, 2024 07:55
Hey @dmattauch I saw this post on community which might be helpful for you kindly go through this suggestion here Also kindly go through...read more
Solved
VegaWu on December 01, 2024
Hello Support Team, I am a little confused about your plugin. I mean, is there any way for HubSpot to automatically send me an email notification when somebody try to get in touch with me via Livechat? The plugin is now on my WordPress website. read more
0 upvote
2 Replies
Accepted solution
Key Advisor
December 01, 2024 11:24
Hi @VegaWu This is not HubSpot Support but a community of volunteers. Just check your notification settings for chat and email conver...read more
Solved
MConnelly3 on November 29, 2024
I want to set stages for reachout to contacts - the first three are: 1. No Pending Deal 2. Initial Outreach Approved 3. Initial Outreach Sent 4. Response Recieved 5-10 [there are others] 1-2 is manual. 2-3 is automated and is working pe read more
0 upvote
4 Replies
Accepted solution
Top Contributor
November 29, 2024 12:52
What you could also do to be safer and for the sake of explainability of the workflow, not using "after expert stage" but using "after became initia...read more
Solved
springlearns on November 28, 2024
Hi HubSpot CRM Community, We at Springlearns , a provider of professional training solutions, are exploring how HubSpot CRM can help us enhance client engagement, streamline our training program processes, and improve communication across our te read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Partner
November 28, 2024 05:53
Hey @springlearns To enhance client engagement, streamline training program processes, and improve communication across teams using HubSpot C...read more
Solved
rajeshchawla on November 28, 2024
Hello HubSpot Community! I’m Rajesh. I’m curious, how can HubSpot CRM empower businesses, especially in industries like real estate, to replicate a relationship-driven approach like his? Specifically: What HubSpot CRM tools work bes read more
1 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
November 28, 2024 02:39
Hi @rajeshchawla , Hope your day is going good. HubSpot CRM is a powerful platform for emulating the relationship-driven success of l...read more
Solved
KWhite1 on November 27, 2024
Hi there! With one of the recent updates, I have having a hard time editing my enrollment and unenrollment triggers in my workflows. I have several workflows set up and connected to pipelines so that if a deal enters a state of a the pipeline read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 27, 2024 23:58
Hi @KWhite1 , Are you able to create new workflows and set up unenrollment based on deal stages in the left sidebar / unenrollment tab as show...read more
Solved
Anschmid on November 27, 2024
We manage business partners (VAR, Value added Resellers) as well as endcustomers. All our email-based communication is supposed to by synched with/in the Hubspot account of the corresponding endcustomer. But when interacting with the business part read more
1 upvote
5 Replies
Accepted solution
Thought Leader | Platinum Partner
November 28, 2024 05:08
Exactly @Anschmid emails need to be first synced into HubSpot to be able to associate them to any record. Here is an article on how to setup ...read more
cancel
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.