Tips, Tricks & Best Practices

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MiaSrebrnjak on January 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. read more
Community Manager
February 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...read more
CGammon on February 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?
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
February 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...read more
MRoberts8 on February 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.
1 upvote
1 Reply
Thought Leader | Gold Partner
February 22, 2024 15:44
Hey @MRoberts8 yes, you can create your custom timestamps too if I understand correctly what you mean.
TRossi on February 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?
1 upvote
1 Reply
Thought Leader | Gold Partner
February 22, 2024 15:42
Hey @TRossi you can manage (manually) your duplicated from here Operations Hub is to perform massive actions like Standardize capitali...read more
ALieber on February 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, read more
1 upvote
2 Replies
Thought Leader | Gold Partner
February 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...read more
EMann on February 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 read more
0 upvote
5 Replies
Thought Leader | Gold Partner
February 22, 2024 14:41
Yes, of course. Most of the personalizations are available in the paid versions of the Hubs.
spnc on February 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 read more
1 upvote
3 Replies
Most Valuable Member | Diamond Partner
February 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 ...read more
RReicker on February 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 read more
1 upvote
3 Replies
Hall of Famer | Partner
February 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...read more
AlessandraRauh on February 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 read more
1 upvote
2 Replies
Thought Leader | Gold Partner
February 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...read more
Solved
samsonaylon on February 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 read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 21, 2024 05:29
Hi @samsonaylon , HubSpot tracks based on an invisible tracking pixel: https://knowledge.hubspot.com/connected-email/understand-hubspot-sales...read more
Solved
Ysepulvedar1 on February 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 read more
2 upvotes
2 Replies
Accepted Solution
Thought Leader | Gold Partner
February 21, 2024 09:33
Hey @Ysepulvedar1 so Facebook has changed a little bit the permissions but can follow the instructions here https://knowledge.hubspot.com/...read more
Solved
CBoccaccini1 on February 20, 2024
Hi everyone! I'm new with Hubspot, and I'm trying to create an automation on Zapier for a client, a law firm. The client would like to send an automated email to his accountant, that will remind him to prepare a quote for clients of the law firm a read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
February 20, 2024 06:25
Hi @CBoccaccini1 , You should be able to retrieve any property from the deal record with a simple two-step Zap, but retrieving data from the ...read more
Solved
DrAJ71 on February 19, 2024
Hi all, I'd be grateful for some advice please? If you look at the image associated with this post, what is the panel on the right (pointed to by the red arrow) called, and is it editable? (and if so, how/where?) I've received a request to read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 15:05
Hi @DrAJ71 , As far as I know, the order of the elements in the sidebar cannot be changed. There aren't any settings specifically for this. ...read more
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