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
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
JLopes7 on October 11, 2024
I am new here so if this is not the right place to post this question please let point me to the right discussion topic 🙂 I have a free account and the files tool vanished from my UI, it's not in the Library Tab, I have checked everywhere and c read more
0 upvote
2 Replies
Accepted solution
Hall of Famer
October 11, 2024 19:16
Hi @JLopes7 , I can confirm that Files are not accessible via the Library menu in a free account. I believe the logic here is that ...read more
Solved
MPalmer6 on October 11, 2024
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 11, 2024 06:58
Hi @MPalmer6 , This is possible but would have to be a separate workflow: Create ticket-based workflow For enrollment criteria, select "...read more
fitover30plus on October 11, 2024
Hello, is it possible to add my hubspot tracking code to my canva website? i cant find any info anywhere?
0 upvote
1 Reply
Hall of Famer | Partner
October 11, 2024 03:36
Hi @fitover30plus , Generally, you would follow these steps: https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code C...read more
JPair on October 10, 2024
When I create an idea but it doesn't appear in the profile, what is the reason? __________________________________
0 upvote
1 Reply
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
DanaIrvine on October 10, 2024
Here is my scenario. I have some tickets which will come in with a company code in the subject line. example: 411 some text [zipele] I have the need to change the primary company association based on the text within the []. I have written c read more
0 upvote
2 Replies
Contributor
October 10, 2024 13:11
This sounds perfect, but that item is not available to be added to our environment. I tried in our sanbox and production environments.
LCunningham1 on October 10, 2024
Has anyone managed to successfully build customer Health Scores using the new beta feature yet? I have just enabled our after a lot of back and forth on the best way to configure as it's really not intuitive at all, had a session with one of the read more
0 upvote
2 Replies
Participant
October 11, 2024 10:56
Thanks Kennedy. I'd prefer they start at 0 as then it's easier for you see your true score. The 50 just confuses it, as everything is being added in ...read more
Solved
JoeNarvadez on October 09, 2024
Hi, I just created a landing page for our webinar and I can't seem to figure out 2 things: 1.) Removing the the form border (white) 2.) Removing the green highlight background in the copyright In addition, I'm using a theme ca read more
Accepted solution
Guide | Elite Partner
October 09, 2024 23:12
Hi @JoeNarvadez , There are three potential locations the forms style/look can be edited. Since you are adding it to a page there is the t...read more
Solved
EAsta on October 09, 2024
Hello everyone, Has anyone else encountered the same issue, where multiple duplicate tasks are being created at the same time? If so, I’d appreciate any insights or solutions you’ve found. Could someone advise me on h read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 09, 2024 06:12
@EAsta before the task creation, and an and/or branch and add an activity filter, checking whether the record is associated to an activity with tas...read more
Solved
Colombo on September 26, 2024
Hey there, We have been developing a custom object to track our client's service inventory and just saw that @hubspot has added a new standard object called SERVICES to the object libary. (See below). Our development team is trying to decide i read more
Accepted solution
Participant
September 27, 2024 05:18
Hi @Colombo , Good question! The new service object definitely has some perks over a custom object. Here’s a quick breakdown. Pros of using th...read more
Solved
SteveHTM on September 20, 2024
Colleagues - I'm sure I must be missing something. I'd like to connect a client top level domain that contains 'ü' (u with umlaut) to host various HubSpot functions but the actual brand domain name is being rejected with various error messages. read more
0 upvote
5 Replies
Accepted solution
Key Advisor
September 24, 2024 16:44
Hi @SteveHTM You can use online tools like punycoder.com to convert the domain name Instance- To convert the domain Pülles.com to it...read more
Solved
nigeld27 on September 12, 2024
Hello, I'm not sure where to post this so I'm trying here... We are a consulting business which means our consulting team works on projects that have deadlines, they submit timesheets, they have project plans etc. Right now we are using A read more
0 upvote
5 Replies
Accepted solution
Top Contributor | Platinum Partner
September 13, 2024 05:29
Hi Nigel, Scoro might be a good alternative for you: https://www.scoro.com/marketplace/hubspot-integration/ Have you considered that befor...read more
DCopertino on September 10, 2024
Hi, I am trying to make the accounting@ company email the billing contact instead of mine. I created a view only profile for the accounting team, but they said they didnt have access to the billing info. So i upgraded them to a sales / service read more
0 upvote
1 Reply
Community Manager
September 10, 2024 16:23
Hi @DCopertino ! Welcome to the Community-- happy to have you here 😊 Great question. In order for a user to access your Account & Bil...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.