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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

RishabhS on April 15, 2024

How to find low hanging fruits if you are selling multiple solutions?

Dear readers, Do you offer multiple products or services, and are wondering how to find those perfect "low-hanging fruit" sales opportunities? You know, the existing customers who might be a great fit for something new you offer? Here is a simpl read more

Reply Starter

1 upvote

1 Reply

PamCotton

Community Manager

April 15, 2024 18:27

Hey @RishabhS , Thanks for sharing this helpful strategy! It's a great approach for identifying easy wins among existing customers. Appreci...read more

Solved

RKumarGustav on April 08, 2024

Help Needed: Campaign-Level Email Open Tracking with Slack Notifications

I'm trying to create a campaign-level workflow. I send weekly emails to a select group of people. I want to automate a workflow that triggers a Slack notification whenever someone opens any email from that campaign more than 4 times. The challenge read more

Reply Starter

0 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 08, 2024 09:45

Hi @RKumarGustav , That's unfortunately currently not possible. You actually have to pick each individual email and specify a filter for each ...read more

Solved

RKumarGustav on April 08, 2024

HubSpot Workflow Help - Website Visits and Slack Notifications

Hi, I'm trying to create a workflow in HubSpot that triggers a Slack notification when a visitor meets specific criteria. Here's the scenario: Trigger: A visitor visits our website more than 4 times. Condition: The visitor is identified read more

Reply Starter

0 upvote

5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 08, 2024 10:03

@RKumarGustav that's not the case, as I explained in my previous reply. There is no automatic link between the browser of a contact and the HubSpot...read more

Solved

OlenaBondar on April 01, 2024

Subscriber vs lead lifecycle stage

Hi, I am debating on removing 'subscriber' stage and start a pipeline with a 'lead' stage. Will this impact my reporting? It seems to be outdated that 'subscriber' is historically the first stage, followed with 'lead'. However, 'lead' can be just read more

Reply Starter

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 01, 2024 14:38

Hi @OlenaBondar , The subscriber stage can be safely removed, it's not as integrated into CRM processes like the lead, opportunity and custome...read more

Web24 on March 30, 2024

Change Hubspot logo in notifications emails

How can you replace the Hubspot logo with your own logo in the notification emails? Heiko

Reply Starter

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 30, 2024 13:06

Hi @Web24 , The appearance of the default notification emails cannot be changed. In Professional subscriptions, using workflows, you can creat...read more

Solved

LConsulting72 on March 23, 2024

Attachment to marketing mail

Hi, Can i add a attachment to a marketing mail? or is it only possible to add a url thats linkes to a document? I would like to add a pdf to this mail. Regards, Jonathan

Reply Starter

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 23, 2024 15:08

Hi @LConsulting72 , No, this is not possible. Sending emails in bulk is too high of a risk for the receiving party, as attachments could also ...read more

Solved

TB23 on March 17, 2024

Is it possible to start a paid newsletter with hubspot starter plan?

Hi, all, We have a free newsletter on HubSpot right now (integrated with the blog). Can we use the Hubspot starter plan to launch a paid version? Or does it need to be a professional plan? Thanks. Kelly

Reply Starter

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 18, 2024 08:57

@TB23 this page explains the current functionalities of managing subscriptions: https://knowledge.hubspot.com/payments/manage-subscriptions-for-re...read more

Liam_Lucas on March 02, 2024

How to Integrate HubSpot with CRM or Email Tool?

I'm currently in the process of optimizing my marketing workflow and considering integrating HubSpot with another platform to streamline processes and enhance efficiency. Specifically, I'm interested in integrating HubSpot with a CRM or email market read more

Reply Starter

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 02, 2024 10:04

Hi @Liam_Lucas , Do you have specific tools in mind for CRM and email marketing or are you just generally interested? I'm asking because...read more

zCoates on February 22, 2024

Bowling during spring season

Hello I was wondering how do we get customers doing spring time ? Because its going to be real slow for some reason ? Any ideas

Reply Starter

1 upvote

3 Replies

Jnix284

Most Valuable Member | Elite Partner

February 26, 2024 10:24

Love the ideas (and use of AI) @karstenkoehler 🙌 @zCoates here's a suggestion from our local bowling alley that I thought was kind of co...read more

NDumile on February 21, 2024

Social media

i m intersted in social media marketing. im work as social media executive in non profit company

Reply Starter

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

February 22, 2024 00:09

Hi @NDumile , Welcome to the HubSpot Community! HubSpot has a free social media certification if you want to skill up on this topic: https://...read more

amcgready on February 21, 2024

Auto Creating Email for Self

My team is coming across an issue lately with our email tracking. We want emails from our company email addresses tracked, but we do not want HubSpot to create a new contact for members of our company. So far we have not found a way around this. For read more

Reply Starter

0 upvote

3 Replies

Jnix284

Most Valuable Member | Elite Partner

March 27, 2024 20:05

to clarify, @merfin29 the never log list is only for emails sent via the extension, it has no impact on form submissions - internal contacts who wi...read more

christianChrist on January 20, 2024

Orders being sent to the wrong shipping addresses

Our Ecommerce site , which is powered by HubSpot, is currently experiencing an unprecedented problem. Lately, we've observed that certain customer orders are being rerouted to incorrect shipping addresses, leading to significant disruptions and cus read more

Reply Starter

0 upvote

1 Reply

Jnix284

Most Valuable Member | Elite Partner

January 21, 2024 19:12

@christianChrist the website you linked isn't hosted by HubSpot, it's a WordPress site - how are the orders connecting to HubSpot? Can you share mo...read more

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