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Tips, Tricks & Best Practices

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Solved

AWalch on February 19, 2025

Workflow

Hello, I have built a workflow with 3 mails and in the branching should be divided into has responded, unsubscribed/spam, bounce and not sent to be pushed into an extra list. Can someone help me how to sort out the contacts to whom the mail was not read more

Reply Marketing Email Starter Workflows

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 19, 2025 08:52

@AWalch Keine Abonnementeinwilligung ist filterbar, wenn man direkt nach hinzufügen von Listen- und Workflowfiltern "Abonnementtypen" auswählt ...read more

Solved

mgbribiesca on December 05, 2024

Repeating Tasks

How do I mass delete repeating tasks. Everytime I delete them they simply get recreated for the next period

Reply Starter

1 upvote

2 Replies

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

December 05, 2024 11:26

Hey @mgbribiesca Please make sure this check box remains unchecked while creating the tasks this will prevent creating tasks repetitively for...read more

Solved

JPair on October 10, 2024

Why Is My Idea Not Appearing in My Profile?

When I create an idea but it doesn't appear in the profile, what is the reason? __________________________________

Reply Starter

0 upvote

2 Replies

Accepted solution

kennedyp

Community Manager

October 10, 2024 18:14

Hey @JPair ! New threads and comments to the Ideas Forum are moderated and approved by the Community Team. Typically these posts can take up to 24...read more

Solved

SMelet on August 02, 2024

Time Zone in Calendar Link

I have created a calendar link in Hubspot so that leads can book an appointment directly in my calendar. I have defined CEST as the time zone in the settings, just like in Outlook. Nevertheless, external parties are shown Eastern Time so that they c read more

Reply Starter

0 upvote

9 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 02, 2024 09:51

@SMelet can you please follow these steps? https://knowledge.hubspot.com/meetings-tool/why-does-my-availability-for-meetings-not-match-my-integrat...read more

Solved

04509 on July 31, 2024

About This Deal is no longer showing

Hello, Noticed today that "About This Deal" is no longer showing in the Deal View. Is this something that has happened to anyone in the past? How do I fix this? Or is this a glitch? Thanks!

Reply Starter

0 upvote

7 Replies

Accepted solution

franksteiner79

Recognized Expert

August 02, 2024 03:15

Hi @04509 Assuming you have acess to the records customisation settings, please follow these steps: Let me know if that worke...read more

Solved

Rebejo on July 26, 2024

Making a Company Inactive

Is there a way to make a company inactive so that it doesn't show up on my reports? Thanks in advance for your help!

Reply Starter

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 26, 2024 09:47

Hi @Rebejo , HubSpot does not have a default feature for this, no. You can however create a custom property on the company object, e.g. ...read more

Solved

SSmith94 on April 11, 2024

Need Help Starting Email Outreach to 5000 Websites

I have collected extensive data on 5000 websites, including their contact details, and am eager to begin email outreach. However, I am not sure of the best way to start this outreach effectively. Any advice or tips on kick-starting the outreach proc read more

Reply Starter

0 upvote

3 Replies

Accepted solution

DianaGomez

Community Manager

April 12, 2024 13:34

Hi @SSmith94 , Great to hear from you and thank you for reaching out to the community! Before you kick-start the outreach process, it...read more

Solved

KHird on February 27, 2024

New user

Hi I need to add a new user but our lead admin has left the business?

Reply Starter

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 27, 2024 07:50

Hi @KHird , Ideally, you reach out your previous super admin, ask him to log in one more time and to transfer super admin permissions to anoth...read more

Solved

AUlusan on February 15, 2024

How should I track med operations at my clinic?

So I have been using hubspot for my clinic to store customer data, track sales and etc... recently I wanted to track each customer's each session at the clinic. For example, sometimes the deal won includes 5 sessions of a treatment and I want to read more

Reply Starter

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 15, 2024 08:11

@AUlusan This sounds like medical information to me: "treatments, their medicaa details, pictures and date/time occured". In any case, you wo...read more

Solved

DMARKETING1 on September 20, 2023

How to use HubSpot to generate leads for your roofing company in Spokane

I'm a roofing contractor in Spokane roofing , Washington, and I'm trying to use HubSpot to generate more leads. I've been using HubSpot for about six months now, but I'm not sure if I'm using it to its full potential. Does anyone have any tips on read more

Reply Free Starter

0 upvote

2 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

September 20, 2023 08:21

Hi @DMARKETING1 , While the tools are there to help you the lead generation will come from strategy and implementation. At a high level, I wou...read more

SSayed on September 08, 2023

Question about 'Blackout Hours' & Scheduled Automated Emails

Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp read more

Reply Analytics Tools Calendar Dashboards Email Deliverability Enterprise Free Professional Reports Service Settings Starter Tickets Workflows

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

September 11, 2023 06:34

Hi @SSayed , Thank you for reaching out to the Community! Are you using the HubSpot Conversations inbox to manage your customer communicat...read more

Solved

RMiller00 on August 27, 2023

Delete Chatbox option from my website

I do not want the hubspot chatbot option on my website at all, however I cannot seem to disable it. Can anyone out there help me? Thanks

Reply Starter

0 upvote

4 Replies

Accepted solution

RMiller00

Member

August 27, 2023 20:19

Thank you Karsten - it worked.