Tips, Tricks & Best Practices

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Solved
ZVeach on April 14, 2025
Hi there, We’re using HubSpot as a lead generator for our ConnectWise PSA sales team and are running into a few issues I’m hoping to sort out. 1.Do people typically leave the sync bi-directional between ConnectWise and HubSpot for lead gener read more
0 upvote
1 Reply
Accepted solution
Member
April 14, 2025 16:15
Hi there, if HubSpot is the origin of your leads - I would recommend making the sync run from Hubspot ---> Connectwise. For #2: If your forms ...read more
Solved
joshkimber on April 09, 2025
I wanted to see if anyone has come across any best practices for using the new Course and Appointment objects in HubSpot. While HubSpot has released the standard documentation, I haven’t seen much around real-world examples or how others are put read more
1 upvote
5 Replies
Accepted solution
Participant
April 10, 2025 08:38
Hi Josh, We are using the Appointments tool to build reports for our salespeople's weekly activities. They set appointments for account visits th...read more
Solved
Adam_W on April 02, 2025
TL;DR: Should we stop using the Service object and switch to Tickets for project management? We're currently using monday.com for project management; frankly, it's not great. We almost exclusively communicate with customers via HubSpot as we m read more
Accepted solution
Top Contributor | Diamond Partner
April 03, 2025 04:22
Hi @Adam_W , Of course you're absolutely right with regards to the changes - there's no magic happening in the background that does it all for...read more
KBartkus on March 31, 2025
If you want uncalculated fields or empty properties used in a calculation to automatically become zero (instead of manually entering zero for each one) you can create a workflow. Go to "Workflows" under the "Automations" tab on the left side ba read more
0 upvote
1 Reply
Community Manager
April 01, 2025 05:36
Hi @KBartkus , Huge thanks for sharing this workflow tip! This is a real time-saver for anyone looking to optimize their data hygiene within...read more
Solved
brokerkit on March 21, 2025
Hello! I'm using Luma with HubSpot, and I've noticed that when a user says the word "Agent," it automatically triggers a "transfer to human." Is there a way to prevent this from happening while still allowing transfers in other appropriate scenarios read more
0 upvote
5 Replies
Accepted solution
HubSpot Employee
March 26, 2025 12:46
Hey @brokerkit , You're on the right track! If the setting is blank, it typically means it defaults to "Agent." You can usually find ...read more
Solved
JFielder8 on March 20, 2025
where is the best place to find free training vidoes on hubspot for a beginner? I am about to luanch my new buysiness and need to set up Hubspot with my website, FB, X and LinkedIn but cant find training to do it? any help woudl be greatly read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 20, 2025 15:42
Hi @JFielder8 , The best place would be the HubSpot academy, and for marketing basics this certification: https://academy.hubspot.com/courses...read more
Solved
FvanderPijl on March 19, 2025
Hi all, For our health scoring in HubSpot we would like to have three types of properties: - Meeting with champion in last 30 days - Meeting with decision maker in last 30 days - Amount of meetings in last 30 days Would this be possible read more
0 upvote
4 Replies
Accepted solution
Contributor
March 20, 2025 05:41
Hey Guys, We have something similar but at company level only, a property for 'last success review' date to be able to segment from other meetings t...read more
Solved
ACreti on March 12, 2025
Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the For read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
April 14, 2025 10:26
Hey @ACreti ! This is now possible!!! In the new form editor, select Settings > Submission Settings > toggle on Automatic Ticket Cr...read more
Solved
KoryB on March 12, 2025
New to Hubspot, trying out the free version of service hub. We sell and offer service contracts for the printers we sell. Our service contracts are usually 1 year and we currnelty manage these in Excel which I'm trying to move away from. A custom read more
0 upvote
2 Replies
Accepted solution
HubSpot Employee
March 12, 2025 17:51
Hey @KoryB , thank you for posting in our Community! Subscriptions in HubSpot might be a good option, but if you need to track multiple serv...read more
greg_incon on March 11, 2025
I have gone through to double check the email log but no one at the domain level is receiving emails from the hubspot system. Password reset or account setup emails sent to the domain are not being received. I have gone through the Not receiving read more
0 upvote
4 Replies
Community Manager
March 17, 2025 15:50
Thanks for the help, @TomM2 ! Hey @greg_incon -- I see you have a few HubSpot accounts. I checked the one associated with the same domain as your ...read more
TMiller5 on March 11, 2025
I would like to offer these courses in a high school setting where the students are 16 & 17 years old. Is that allowed?
0 upvote
1 Reply
Hall of Famer | Partner
March 11, 2025 14:19
Hi @TMiller5 , This depends, I would say on many factors, such as local legislation, terms and conditions etc. I would recommend consulting a ...read more
Solved
LHunt9 on March 04, 2025
How do I get more custom properties on the free version for a website enquiry form? Can I edit existing properties? I don't seem to be getting much help from anyone.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 05, 2025 00:04
Hi @LHunt9 , You can try and edit properties in the property settings: https://knowledge.hubspot.com/properties/create-and-edit-properties ...read more
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