Tips, Tricks & Best Practices

Showing results for 
Search instead for 
Did you mean: 
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
  • 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
  • kmilnes on January 21, 2022
    0 Replies
    Based on other posts, it seems that the Entered Stage and Entered Stage Date properties are not editable. I'm wondering if anyone has found a clever way around that. I have a few deals that were erroneously moved down funnel, which has thrown o...
  • Billy_madison on January 20, 2022
    0 Replies
    Hey Folks, We are trying to sync our activities from hubspot. however, we keep getting an error. Does anything have any experience with this and could possibly help/? Cheers
  • PeterP on January 20, 2022
    1 Replies
    Hi all - we use as our primary VOIP phone system. One of the options on our IVR is to contact our customer support team. We would love to tie inbound calls to HubSpot Service to automatically open a ticket, create a record, pull customer i...
    Guide | Diamond Partner
    January 20, 2022 21:00
    Hi @PeterP , I couldn't find any native integration of phone dot com with HubSpot but its through Zapier only. Check thsi article here . Hope ...
  • Solved
    RGiesen on January 20, 2022
    4 Replies
    Hi There Hupspot Community, I am configuring the Service Ticket system in Hubspot ( i got acces to Service Starter ). And i am trying to get a report that shows me the total tickets over the last month per Associated Company. I am supprise...
    January 20, 2022 04:14
    Aha ok thank you, that was not what i was hoping for but we will find an Solution. Thanks again!
  • StacyCook on January 19, 2022
    0 Replies
    Why is the external CSS being ignored where preview works but the email itself is not showing the CSS?
  • MDamiani on January 19, 2022
    1 Replies
    HubSpot does not identify all duplicates in our case, e.g. because of typos of our sales team, automated creation of deals etc. I am therefore looking for a tool which allows for automated deduplication (that is deduplication which can be integrate...
    Community Manager
    January 21, 2022 01:53
    Hi @MDamiani Thank you for reaching out. I want to tag some of our experts on this - @Phil_Vallender @Mike_Eastwood @Dan1 do you...
  • lgalina on January 19, 2022
    2 Replies
    Hello, I would like to know how does it work deletion of contact from the Restore page. There is a Delete button for each archived user on the page and when you click it the user seems to be gone. Still, when I extract archived users from Hubspot A...
    January 19, 2022 05:35
    I`m asking about the situation when a contact is deleted from the restore page, like on the screenshot below A contact deleted in such way can ...
  • Solved
    Henryyeung on January 18, 2022
    3 Replies
    Hello everyone, I have set a property to determine with the company level, which has 3 levels: Excellent, Monitor, and Alert. The level is calculated by the level scores. Since the score will be calculated every day, the company level will ...
    Hall of Famer
    January 19, 2022 00:59
    Hi @Henryyeung , I would probably call the property "Health Score Level (Delayed)" instead of "Previous Health score level", to avoid confusio...
  • Maadiah on January 18, 2022
    1 Replies
    Hello community I would like to know how to add a calendly link to a hubspot follow up email. Here is the context: When prospects visit my website, they will have the option of subscribing to my newsletter. I have already set up this fo...
    Key Advisor | Gold Partner
    January 18, 2022 23:06
    Hi @Maadiah In HubSpot you can create a Follow Up Email from the form submission. If you edit your Subscription Form you will see a ...
  • Solved
    StephaneBadel on January 17, 2022
    1 Replies
    Dear Hubspot community, Fairly new user here ! We are receiving mail notifications from contact us forms on our website, this is all good, the only issue is that the mail titles are really long and not conveying the important information (Sende...
    Hall of Famer
    January 17, 2022 21:39
    Hi @StephaneBadel , The default form submission notifications cannot be edited. It is however possible to turn off the default notifications ...
  • BLyons on January 17, 2022
    1 Replies
    Hi all! A quick organizational question. Is it typical for each staff member at an organization to have a separate, individual inbox - as well as be a member of a shared inbox for a team?
    Hall of Famer
    January 17, 2022 10:35
    Hi @BLyons , Generally the conversations inboxes are meant to be shared channels and not a replication of an individual's inbox, see here: ht...
  • JRobertshaw on January 16, 2022
    1 Replies
    Hi All, Our clients have fixed contract periods (which are all different for each client) when creating a line item for services we add the "Term" (Number of months service is for). We are hoping to create a notification when the the term is one m...
    Guide | Diamond Partner
    January 17, 2022 00:20
    Hi @JRobertshaw , You can create a deal-based wf because line items can be associated with Deals only. Check the loom . In this wf, you have to c...
Recent contributors
Create post
Recent contributors