Tips, Tricks & Best Practices

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MiaSrebrnjak en Enero 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Leer más
Administrador de la comunidad
Febrero 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Leer más
JLu85 en Febrero 23, 2024
Situation: We have a partner who has clients. When the deal is created, it is associated with the client company details. We want every deal from this partner to have both the client company and partner company associated. The deals from thi Leer más
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Susanne12 en Febrero 23, 2024
Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone Leer más
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Accepted Solution
Miembro del salón de la fama | Partner
Febrero 23, 2024 03:50
@Susanne12 in that case, yes, you'll have to work with custom properties but I would advise against it for a few reasons: These preferences wil...Leer más
CGammon en Febrero 22, 2024
We are starting a new account and I am setting up 2 specific workflows: Unsubscribes --> Non-Marketing Hard Bounces --> Non-Marketing Are there other workflows you always set up?
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Miembro estimable | Partner nivel Diamond
Febrero 22, 2024 17:45
Hi @CGammon we have a bunch of best practice workflows to keep data clean, I highly recommend reviewing your sales pipeline to see if there are oth...Leer más
MRoberts8 en Febrero 22, 2024
Is there a simple way to create a property for accounts based on the date a different property got a value. Similar to how Hubspot makes timestamps as deals move deal stages.
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Miembro del salón de la fama | Partner
Febrero 23, 2024 00:35
Hi @MRoberts8 , Yes, this can be achieved with workflows. For example, if you wanted to capture the date when the first name of a contact beco...Leer más
TRossi en Febrero 22, 2024
So I have signed on for SalesHub for 2 seats and to manage my duplicate contacts, I need to purchase an Operatiions Hub? Why can't the Contacts in Sales Hub just manage themselves?
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Miembro del salón de la fama | Partner
Febrero 23, 2024 00:58
Hi @TRossi , Your users should be able to access the deduplication tools without Operations Hub and without the current paid sets by following...Leer más
ALieber en Febrero 22, 2024
Good Afternoon, I need to create a form for my sales reps, of pertinent info needed to enter a new company/contact, or I am going to be buried with post-it's & business cards! lol Does anyone already have a template they'd like to share? Or, Leer más
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Líder intelectual | Partner nivel Gold
Febrero 22, 2024 14:36
Hey @ALieber I have 2 good solutions for you 1) Get them the mobile app: They 'll be able to scan business cards and sync automatically the co...Leer más
EMann en Febrero 22, 2024
Hello everyone, I feel like this is possible to do, that I've seen it before, but for the life of me I cannot figure out why I can't set it up. We have a stage in our Sales Pipeline that is "Deal Lost" i.e. the job was lost. There's an addi Leer más
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Líder intelectual | Partner nivel Gold
Febrero 22, 2024 14:41
Yes, of course. Most of the personalizations are available in the paid versions of the Hubs.
spnc en Febrero 22, 2024
In Companies:  LinkedIn Company Page is not clickable Which is really frustrating as I can't click on it. I'm forced to click on Company Preview, find LinkedIn Company Page, which only then offers a link arrow. That wastes me 5 seconds e Leer más
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Miembro estimable | Partner nivel Diamond
Febrero 22, 2024 18:08
@spnc I feel like the LinkedIn URL used to be clickable before the Company/Contact view tables became click to edit. I would add this as an ...Leer más
RReicker en Febrero 21, 2024
Looking for some input on best practices and i am not even sure i know how to convey this. There are only a few people in the company that I work for that actually use Hubspot to its fullest. I have never been to Inbound to learn nor do they provi Leer más
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Miembro del salón de la fama | Partner
Febrero 22, 2024 00:22
Hi @RReicker , @RReicker wrote: I started by creating a sequence where there were phone calls and emails to be sent but i discovered tha...Leer más
AlessandraRauh en Febrero 21, 2024
Hello, We work with companies all over the world and use multiple languages to nurture our contacts. We're having a hard time updating the language preference on a contact base because of the volume. It would be much easier if we could set thi Leer más
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Líder intelectual | Partner nivel Gold
Febrero 21, 2024 09:27
Hey @AlessandraRauh if you want to set a specific country for all of your leads you can put it as a hidden field in your forms. For the cont...Leer más
samsonaylon en Febrero 21, 2024
An issue with the email tracking feature not functioning as expected. Despite enabling email tracking for my outbound emails, I'm not receiving accurate or timely notifications when recipients open or interact with the emails. This has led to uncer Leer más
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Miembro del salón de la fama | Partner
Febrero 21, 2024 05:29
Hi @samsonaylon , HubSpot tracks based on an invisible tracking pixel: más
Ysepulvedar1 en Febrero 20, 2024
Hello, I've been trying to connect one of my 3 facebook pages with Hubspot, But it is not letting me do it. It has letting me connect the other 2 pages. But this third one that I really need it doesn't appear. Those 3 bussiness pages are linked to Leer más
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Accepted Solution
Líder intelectual | Partner nivel Gold
Febrero 21, 2024 09:33
Hey @Ysepulvedar1 so Facebook has changed a little bit the permissions but can follow the instructions here más
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