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
  • All
  • Solved
  • No Replies Yet
WFoster on December 06, 2022
Hi, Me and my team are currently drafting some email templates to send to prospects. We'd like to insert a personalisation token that will say 'Good morning' or 'Good afternoon', depending on the time of day. I've seen there isn't a cle read more
0 upvote
0 Reply
BusWiFi on December 06, 2022
Hi, maybe a basic task, but I can't figure it out. I recently "released" some contacts that were assigned to sales staff member who doesn't work with us anymore. They are now unassigned. Is there a way where I could display a list of all unassigne read more
0 upvote
2 Replies
December 06, 2022 05:02
Thanks @RCoutu for your tip. You're right on 1st assumption (contact owner is unknown) but wrong on 2nd assumption (there are two sales people more
tuser2 on December 05, 2022
good evening, I need to send an email with a different attachment to each customer when they redeem a reward on my site. Is it possible to manage infoproducts in this way? Is the free plan enough or do I have to buy a paid plan?
0 upvote
1 Reply
Community Manager
December 06, 2022 03:36
Hi @tuser2 , Thank you for reaching out to the Community! Could you tell us a bit more about the desired outcome? Do you wish to more
scannon11 on December 05, 2022
Hi there, We're an early stage SaaS company, and are looking to build more comprehensive reporting across our entire sales funnel. It's a bit disjointed right now, with lead reporting on the contact record level and then deal reporting for the r read more
December 05, 2022 15:08
Hi Sean, I have developed some very advanced Sales Funnel Reports by exporting Hubspot data, and I would be open to share more, please feel free to more
NGutgsell on December 05, 2022
Hi HubSpot community, I've heard that with the professional subsciption comes a direct contact person from HubSpot. Where can I find the contact information in HubSpot? Or is it 'just' the support inbox, which comes with the subscription read more
0 upvote
1 Reply
Accepted Solution
Community Manager
December 05, 2022 03:16
Hi @NGutgsell , Thank you for reaching out to the Community! I wanted to refer you to this help article regarding your HubSpot more
EBrambilla on December 02, 2022
Hello! I'm new in Hubspot and we're setting up the system in our company. I would to have some tips about the best practice to manage alternative deals. I mean, we sell complex automation and safety products. Technically we can offer two, three or read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Elite Partner
December 02, 2022 13:25
@EBrambilla what about a property (maybe in the Deal object) that lists the varying services, along with resources that explain them in details, more
EPullyblank on December 02, 2022
Hi there, while I work though the list to manage current duplicate companies, I was wondering if it's possible to create a rule that either 1.) notifies an individual that the account already exists or 2.) prevents a duplicate account from being cre read more
0 upvote
7 Replies
Accepted Solution
Hall of Famer | Partner
December 03, 2022 01:00
Hi @EPullyblank , On top of the automatic deduplication by company domain, you could look into tools like Insycle which let you set up more
AONeill7 on December 01, 2022
We've had an employee leave so we want to transfer all his contacts to another member of staff and make another person secondary contact. Is there a way of doing that? It might be we can only change the primary contact which is still time-saving! read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
December 01, 2022 04:54
Hey @AONeill7 That's certainly possible with the bulk edit option in HubSpot . You simply do the following: : Go to the contact more
JStenbaek on December 01, 2022
We are having problems that deals are closed without contacts associated which makes it possible to do attribution to lead source etc. Is there a good way to secure this?
0 upvote
1 Reply
Accepted Solution
Guide | Platinum Partner
December 01, 2022 04:06
Hey @JStenbaek , thank you for reaching out to the community. Of course, you could do that with an automation that creates a task or more
CGoodwinOlsen on December 01, 2022
Hi! Is it possible to use workflows to set Marketing Contact status, based also on a contact's association label? Our use case explained: A Deal may have multiple contacts associated, so 1 should always be tagged with the association label "P read more
Accepted Solution
Hall of Famer | Partner
December 01, 2022 01:42
Hi @CGoodwinOlsen , Since the association label refers to a relationship between two records, not a single record ( = contact), this can only more
SMohan3 on November 30, 2022
Hi HubSpot Community, How do you deal with duplicate companies being created in HubSpot? I know HubSpot de-duplicates companies based on their domain names but we have come accross several instances where the domain name is different but read more
0 upvote
6 Replies
December 06, 2022 06:22
Thank you for taking the time to look into this 🙂 We do use Insycle for our imports already and it does a really good job of de-duplication for more
JDijksman on November 30, 2022
Hi I am trying to create a chatbot for our website through Hubspot and I am a little stuck. I have two main issues at present. 1. Please could you someone explain how I can create an action that prompts a visitor to enter an order number, in read more
0 upvote
1 Reply
Community Manager
December 01, 2022 02:38
Hi @JDijksman Thank you for reaching out. I want to tag some of our experts here - @Chriso-mwx @jolle @Jnix284 do you have any more
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.