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
CMcRae-Thompson on June 02, 2023
I have two workflows utilized by a lead generation team that require re-enrollment but contacts are not currently re-enrolling since their activity-based triggers are not eligible conditions. I contacted HubSpot support and they said it was due to a read more
0 upvote
1 Reply
Hall of Famer | Partner
June 02, 2023 14:47
Hi @CMcRae-Thompson , You're correct, activity properties can't be used for re-enrollment. However, this can be easily bypassed using an activ...read more
OMueller7 on June 02, 2023
Hey there, I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property. I work in an industry where it's not unusual for a deal to take 3 years to move through o read more
0 upvote
0 Reply
phtheref on June 01, 2023
Hi! I have an urgent need for create & update deals from Google Sheets to Hubspot. I managed to did this with zapier zap but it doesn't create line items. I can live without this (because all deals which are coming from Google sheet are using s read more
0 upvote
7 Replies
Top Contributor | Elite Partner
June 02, 2023 05:33
@phtheref - They don't, no.
CKishon on June 01, 2023
Hi, Now there in inbound calling in Hubspot. however I didn't succeeded to understand if I can get inbounds call to my number and not to new number that Hubspot provide. Thank you
1 upvote
2 Replies
Participant
June 01, 2023 13:00
Thank you for your response, So if I understood correnct, there is no way to get a phone call via Hubspot and the number the client dial is the numb...read more
VIyengar on May 31, 2023
Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt read more
0 upvote
3 Replies
Contributor | Elite Partner
May 31, 2023 09:28
The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...read more
Solved
LCoveyduck on May 30, 2023
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see read more
0 upvote
4 Replies
Accepted Solution
Member
May 30, 2023 12:43
Perfect thanks!
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
1 Reply
Top Contributor | Partner
May 29, 2023 08:42
Hey @fierceweek this isn't possible at the moment unfortunately. There's limited public apis for the sales tools. The only way to delete sequences ...read more
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
ACrozim on May 25, 2023
I'm an avid user of WordPress and recently started exploring the benefits of integrating HubSpot into my website strategy. I'm aware that HubSpot offers a wide range of tools and features to enhance marketing efforts, lead generation, and overall we read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
May 26, 2023 09:24
Hello @ACrozim and thanks for the tag @kvlschaefer ! I've used the two platforms together for years - here are a few things I would start w...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
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.