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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
fierceweek on May 26, 2023
Is there a way to conduct a mass delete of templates & sequences through the API based on given parameters? Even better if I can set up a script to routinely clean out templates/sequences after the one year mark.
0 upvote
0 Reply
MichaelRe on May 26, 2023
Hi, If you add additional emails to an active Workflow, will contacts active in that Workflow be sent the new email (i.e. assuming there is a Xday delay in the Worflow before any contact reaches the end? The reason I'm asking this is wrt a m read more
0 upvote
2 Replies
Participant
May 26, 2023 12:52
Thanks Josh, really appreciate you helping out - appreciate the speedy reply! 😊
Shanmac0803 on May 26, 2023
HI Is there a software uptate to allow drag and drop attachments into a deal/ company/ contacts. I really do not wish to save my files then upload. Drag and drop is easier and does not take up space. Please implement! 🙂
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2023 08:43
Hey @Shanmac0803 , thanks for reaching out! As far as I know, the only area where you're able to drag and drop images and files for upload is ...read more
Solved
IAkpakoun on May 24, 2023
Hello, our two businesses Peeq and Peeq Pro have been used together as the same business for a while but now we want to separate them to collect more accurate data. Both domains are different and we want to make sure we can differenciate both entiti read more
1 upvote
5 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 24, 2023 13:29
No problem! Hope all goes smoothly. You are able to add an additional brand domain that can be used to send email from a different sending doma...read more
Solved
JSchneiderOH on May 24, 2023
Does anyone have any tips or tricks on keeping contacts enrolled in a sales sequence, even if a prospect replies to an email?
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 24, 2023 11:49
Hi @JSchneiderOH , From a purely technical standpoint, that's unfortunately not possible. Unenrollment triggers for sequences cannot be adjust...read more
Solved
AOgbe on May 24, 2023
My boss wants to see a forecast of our future revenue, but the problem is our business is not subscription based. The amount changes from month to month and it is difficult to determine what the next month's revenue will look like. He is not satisfi read more
0 upvote
1 Reply
Accepted Solution
Contributor | Elite Partner
May 24, 2023 15:53
@AOgbe - How are you capturing the payment amount and date in your HubSpot portal? Have you considered building out a dataset to enable your reven...read more
JFox50 on May 24, 2023
Hi all! I have only just started to use Hubspot and there are already stages built for leads and deals but what I am trying to analyse is: the number of days between each stage to get an understanding of where there are delays or long cycles in the read more
0 upvote
2 Replies
Member
May 27, 2023 14:34
Hi Great work
cmasonuk on May 23, 2023
Hi, been trying to understand all the tools, very intuitive, but also lots to learn. What would I need to set up for the following scenario? Small business has 3 separate products: 1) Franchises 2) Selling Equipment 3) Staff Training Services I m read more
1 upvote
2 Replies
Member
May 23, 2023 10:25
Hi thanks a lot. Can I please just ask: Add the HubSpot tracking code to your website - Is the only use of this for getting analytics into the d...read more
Solved
RNeibauer on May 22, 2023
I would like to be able to sort on multiple columns in the deal views. When working with the pipeline, I would like to show the multitude of deals based on stage, probability, revenue, last contact date, etc. Right now, I can only sort by read more
1 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
May 22, 2023 12:56
Hey @RNeibauer , thanks for reaching out! Are you using the deal board view or the deal list view? The deal list view will allow you to...read more
Solved
Shanmac0803 on May 22, 2023
Hello! we sell construction equipment and take trades. At times we get requests for equipment that we do not have but may get in on trade in the future. So I need a way to keep those listed and in front of us. Any suggested that could be used. We ha read more
1 upvote
4 Replies
Accepted Solution
Member | Diamond Partner
May 22, 2023 13:00
Hi! How do you currently sell construction equipment through hubspot? Do you use deals and if so do you use an external software for mainting you...read more
Solved
NFergis on May 21, 2023
Does anyone out there know a way to sort the Deal Owner in the dropdown by name? Thx
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 22, 2023 01:28
Hi @NFergis , This is currently not possible. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Sort-the...read more
WSlater7 on May 18, 2023
Hello, Is there any way in which i can see when a Company owner was changed - so i need to see the date it was changed and the person it was changed from and to Thanks Wendy
0 upvote
2 Replies
Member
May 18, 2023 08:56
Thank you! ive literally just worked this out 😁 - i do amaze myslef sometimes, but thank you for your quick response 😃
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.