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Tips, Tricks & Best Practices

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PamCotton on February 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more

Reply Announcement best practices Workflows

4 upvotes

4 Replies

MiaSrebrnjak

Community Manager

March 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...read more

CurryCat on March 20, 2024

Recruitment Marketing and Employer Branding

Hi HubSpot Community, Just curious if there's anyone who's using HubSpot for recruitment marketing and employer branding purposes? I would like to hear more about your HR tech stack and best practices using HubSpot for recruitment marketing.

Reply best practices Integrations

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 21, 2024 01:22

Hi @CurryCat , There is an existing ongoing thread around this which you might find interesting 🙂 https://community.hubspot.com/t5/CRM/U...read more

Fra-Zuck on January 08, 2024

AI assistant

Hi, we built a platform to create custom AI assistants that can provide answers 24/7, trained on your data. They can be added into a website in minutes, no code required. We are now developing a direct HubSpot integration, and are looking for fe read more

Reply Integrations

0 upvote

2 Replies

Fra-Zuck

Participant

January 09, 2024 03:02

thanks!

Solved

zacbadgley on December 05, 2023

Events forms with drop down options

Hello! I am spinning up a technical webinar series and looking for ideas of how best to streamline the process. Ideally, I'd like to have a single landing page with a short description of the upcoming events (3-5 at a time). I would l read more

Reply best practices Custom Objects Forms Integrations Workflows

0 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 05, 2023 14:14

Hi @zacbadgley , When you create a form field, that would be the same as a contact property. In the enrollment criteria of a workflow, you wou...read more

Solved

rulpats on November 21, 2023

Property Sync with Salesforce

We have the Lifecycle Stage property in Hubspot. I have also created a field in Salesforce to pass on Lifecycle stage values. I am planning to sync these two fields for the first time. I wanted to pass on values from Hubspot only to SF and not the read more

Reply Integrations Professional

0 upvote

3 Replies

Accepted Solution

DianaGomez

Community Manager

November 21, 2023 11:35

Good day @rulpats , I hope it's been a productive day so far and thanks for reaching out to the Community 😊 My understanding of your ...read more

Solved

dhejl on November 20, 2023

How to sync MORE data from Zoom forms to HubSpot?

Hi all, I understand that the current Zoom x HubSpot integration can only sync three fields across to HubSpot: First Name, Last Name, and Email ( source ). I'm trying to find out if there's a way to sync MORE data fields across. Zoom read more

Reply Integrations Webinar

1 upvote

3 Replies

Accepted Solution

Jigar_Thakker

Key Advisor | Diamond Partner

November 21, 2023 02:53

@dhejl , In this case, you can try Zapier

Solved

SClara on August 28, 2023

Merge or sum of values between deals with the same company

Hello, I need your help/opinion 🙌 I have the following challenge that I don't know how to solve, and I'm going to give you some context. I have a pipeline created specifically to deal with renewal deals. There are two types of deals which I read more

Reply best practices CRM Deals Integrations Professional Workaround Workflows

2 upvotes

2 Replies

Accepted Solution

danmoyle

Most Valuable Member | Elite Partner

August 29, 2023 08:49

@SClara I'm with @kvlschaefer on this to see if Insycle as a tool can help. Also a thought: What if you had a Deal based workflow that whe...read more

Solved

AMilchem9 on August 17, 2023

Data tables

I'm looking for an app that will enable me to display large amounts of data in separate tabs and in a way that's searchable and sortable. HubDB doesn't really do the job so I'm looking for something along the lines of wpDatTables or some of the plug read more

Reply Integrations

1 upvote

4 Replies

Accepted Solution

danmoyle

Most Valuable Member | Elite Partner

August 21, 2023 08:37

Hi @AMilchem9 and welcome to the community! Thanks for the tag @PamCotton . While I don't personally have a recommendation, a quick glance in the ...read more

Solved

Andrew_nicholas on April 19, 2023

Original source data 1 - Zapier

Hi, I have a form in JotForm and with Zapier he are integration in hubspot, create a contact and a deal. But the problem is when I create the deal in zapier, we can't populate Original source data 1. can you help me? thank you

Reply Analytics Tools best practices Integrations

0 upvote

4 Replies

Accepted Solution

MatthiasKunz

Participant | Partner

April 20, 2023 02:37

Hello @Andrew_nicholas and @PamCotton , the field Original Source Data 1 (also 2) is a read-only field and to my knowledge cannot be filled o...read more

Solved

AnythingPrintca on February 05, 2023

Have HS Marketing Starter - Do not utilize, Could I spend my money better?

Hey Everyone, Have both HS Sales and Marketing Starter. Currently steamlining Sales account, updating templates, sequences etc. I am really just starting to consider marketing and not sure I'm quite where I need to be to best use my curr read more

Reply Getting Started Integrations Marketing Marketing Email Starter

1 upvote

4 Replies

Accepted Solution

franksteiner79

Key Advisor

February 07, 2023 08:48

Hi @AnythingPrintca I would echo what @danmoyle and @Ben_M have said - withhout knowing your business, what you have done so far in term...read more

Solved

DJohnson4 on October 26, 2022

Google Sheets Workflow

Hi all, I have a workflow which feeds data into a Google Sheets document, once the data is in the Google Sheets doc I want to delay until 8:45 the following morning and send an internal email to a member of my team to notify them that the docume read more

Reply best practices Enterprise Integrations Notifications Workflows

0 upvote

5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 26, 2022 11:01

Hi @DJohnson4 , As a workflow step, yes, this would trigger an email for every single contact. If you want to send an email every mornin...read more

Solved

AnnaPiera on September 27, 2022

Smart functions and cookieless

Hello, I am implementing smart forms in my website and I have planned to implement also Smart CTAs and Smart pages. Do you know how these features will be influenced by the google cookieless update? It will come in 2024 (not that far) and I wo read more

Reply Integrations Marketing

0 upvote

1 Reply

Accepted Solution

LeeBartelme

HubSpot Employee

September 27, 2022 11:32

I'm pretty certain Google's change only deals with 3rd party cookies. HubSpots "smart content" shouldn't be affected. The cookies that HubSpot uses a...read more

PAviles on March 01, 2022

Zoom / Zendesk Integrations overriding primary email address

Hello all! We have contacts that have 2 to 3 emails associated with them. we send them emails to their primary email, but it's constantly changing as it gets replaced with the latest email entered. This means that we invite people via their read more

Reply Email Deliverability Integrations

0 upvote

1 Reply

PamCotton

Community Manager

March 02, 2022 17:53

Hello, @PAviles ! I want to add some of our top experts to share their ideas @JonPayne @Alex_ @andrus any recommendations to @PAviles ? ...read more