# \#tips

**URL:** https://community.hubspot.com/tag/tips/26.md

[Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md)

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## [How do you keep follow-up going on leads that go quiet?](https://community.hubspot.com/t/how-do-you-keep-follow-up-going-on-leads-that-go-quiet/162418)

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**Author:** [@Ahsan\_Iqbal\_Tekrevol](https://community.hubspot.com/u/Ahsan_Iqbal_Tekrevol)\
**Replies:** 19\
**Last updated:** [October 28, 2026, 11:15am UTC](https://community.hubspot.com/t/how-do-you-keep-follow-up-going-on-leads-that-go-quiet/162418 "2026-10-28T11:15:06Z")

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Hi all, I’m researching how sales teams using HubSpot handle leads that go quiet after the first one or two follow-ups, and …

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## [Starting marketing email in HubSpot? Build a deliverability plan first](https://community.hubspot.com/t/starting-marketing-email-in-hubspot-build-a-deliverability-plan-first/161992)

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**Author:** [@MelGaviria](https://community.hubspot.com/u/MelGaviria)\
**Replies:** 0\
**Last updated:** [October 15, 2026, 2:04am UTC](https://community.hubspot.com/t/starting-marketing-email-in-hubspot-build-a-deliverability-plan-first/161992 "2026-10-15T02:04:59Z")

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After five-plus years working with HubSpot customers, I’ve seen the same concerns come up when teams move their marketing ema…

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## [Your HubSpot call reports are only as good as what your reps log after each call](https://community.hubspot.com/t/your-hubspot-call-reports-are-only-as-good-as-what-your-reps-log-after-each-call/160502)

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**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\
**Replies:** 2\
**Last updated:** [October 1, 2026, 7:39pm UTC](https://community.hubspot.com/t/your-hubspot-call-reports-are-only-as-good-as-what-your-reps-log-after-each-call/160502 "2026-10-01T19:39:04Z")

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Hey HubSpot community! This is something I see a lot with sales teams and it quietly kills reporting accuracy. Most calling …

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## [Prospecting Agent for the First Time: Pilot It Before You Scale It](https://community.hubspot.com/t/prospecting-agent-for-the-first-time-pilot-it-before-you-scale-it/160279)

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**Author:** [@06897](https://community.hubspot.com/u/06897)\
**Replies:** 0\
**Last updated:** [September 28, 2026, 9:39pm UTC](https://community.hubspot.com/t/prospecting-agent-for-the-first-time-pilot-it-before-you-scale-it/160279 "2026-09-28T21:39:10Z")

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Setting up the Prospecting Agent for the first time? Join a Small Group Coaching session to learn more! Prospecting Agent ca…

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## [Custom properties limit reached - Even with fewer than 10 properties](https://community.hubspot.com/t/limite-atteinte-de-proprietes-personnalisees-meme-en-dessous-de-10-proprietes/159401)

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**Author:** [@Coline.C](https://community.hubspot.com/u/Coline.C)\
**Replies:** 6\
**Last updated:** [September 21, 2026, 5:40pm UTC](https://community.hubspot.com/t/limite-atteinte-de-proprietes-personnalisees-meme-en-dessous-de-10-proprietes/159401 "2026-09-21T17:40:19Z")

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Hello, I created fewer than 10 custom properties, yet I am receiving an error message indicating that I can no longer …

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## [How do you get HubSpot deals into Google Sheets without paying for a full connector?](https://community.hubspot.com/t/how-do-you-get-hubspot-deals-into-google-sheets-without-paying-for-a-full-connector/158978)

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**Author:** [@preflightchecklist](https://community.hubspot.com/u/preflightchecklist)\
**Replies:** 1\
**Last updated:** [September 17, 2026, 2:21pm UTC](https://community.hubspot.com/t/how-do-you-get-hubspot-deals-into-google-sheets-without-paying-for-a-full-connector/158978 "2026-09-17T14:21:40Z")

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Curious what people actually run in production for pipeline → Google Sheets. Context I’m seeing: Official HubSpot Sheets a…

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## [If your team is texting leads from HubSpot, here's what to look for in an SMS integration](https://community.hubspot.com/t/if-your-team-is-texting-leads-from-hubspot-heres-what-to-look-for-in-an-sms-integration/158652)

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**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\
**Replies:** 0\
**Last updated:** [September 10, 2026, 6:49pm UTC](https://community.hubspot.com/t/if-your-team-is-texting-leads-from-hubspot-heres-what-to-look-for-in-an-sms-integration/158652 "2026-09-10T18:49:59Z")

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Hey everyone, thought I’d share this since SMS inside HubSpot comes up a lot and there’s a big difference between what differ…

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## [Your AI agent can automatically create a HubSpot ticket the moment it hands off to a human](https://community.hubspot.com/t/your-ai-agent-can-automatically-create-a-hubspot-ticket-the-moment-it-hands-off-to-a-human/157984)

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**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\
**Replies:** 0\
**Last updated:** [September 3, 2026, 7:43pm UTC](https://community.hubspot.com/t/your-ai-agent-can-automatically-create-a-hubspot-ticket-the-moment-it-hands-off-to-a-human/157984 "2026-09-03T19:43:44Z")

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Hey everyone, thought I’d share a feature I don’t see talked about enough when it comes to AI and HubSpot. When an AI agent …

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## [How to call or text a lead the second they fill out your HubSpot form](https://community.hubspot.com/t/how-to-call-or-text-a-lead-the-second-they-fill-out-your-hubspot-form/157281)

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**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\
**Replies:** 1\
**Last updated:** [September 1, 2026, 5:12pm UTC](https://community.hubspot.com/t/how-to-call-or-text-a-lead-the-second-they-fill-out-your-hubspot-form/157281 "2026-09-01T17:12:30Z")

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Hi all, Aloware team jumping in here! This is one of our favorite HubSpot workflow setups and we don’t see it talked about en…

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## [Best practise on organizing and using snippets?](https://community.hubspot.com/t/best-practise-on-organizing-and-using-snippets/152098)

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**Author:** [@ETu](https://community.hubspot.com/u/ETu)\
**Replies:** 4\
**Last updated:** [August 17, 2026, 11:39am UTC](https://community.hubspot.com/t/best-practise-on-organizing-and-using-snippets/152098 "2026-08-17T11:39:06Z")

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Hi everyone, I wanted to share some feedback and see whether others have found a good workaround for this. When creating sn…

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## [Did you know you can trigger calls and texts from inside HubSpot workflows?](https://community.hubspot.com/t/did-you-know-you-can-trigger-calls-and-texts-from-inside-hubspot-workflows/156046)

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**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\
**Replies:** 0\
**Last updated:** [August 13, 2026, 6:56pm UTC](https://community.hubspot.com/t/did-you-know-you-can-trigger-calls-and-texts-from-inside-hubspot-workflows/156046 "2026-08-13T18:56:49Z")

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Hi all, team Aloware here! This is one of those things a lot of HubSpot users don’t realize is possible so wanted to put it o…

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## [Solution: Making a smart module completely invisible](https://community.hubspot.com/t/solution-making-a-smart-module-completely-invisible/153543)

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**Author:** [@MyaRiley](https://community.hubspot.com/u/MyaRiley)\
**Replies:** 3\
**Last updated:** [August 10, 2026, 10:00pm UTC](https://community.hubspot.com/t/solution-making-a-smart-module-completely-invisible/153543 "2026-08-10T22:00:48Z")

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I’ve found a way to completely hide smart modules, without awkward spaces left behind. You can use Design Manager to create …

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## [Have you ever gotten to the stage at which it's easier to rebuild your HubSpot portal than to fix it](https://community.hubspot.com/t/have-you-ever-gotten-to-the-stage-at-which-its-easier-to-rebuild-your-hubspot-portal-than-to-fix-it/155384)

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**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\
**Replies:** 0\
**Last updated:** [August 6, 2026, 7:47am UTC](https://community.hubspot.com/t/have-you-ever-gotten-to-the-stage-at-which-its-easier-to-rebuild-your-hubspot-portal-than-to-fix-it/155384 "2026-08-06T07:47:49Z")

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I recently spoke about a HubSpot portal which had been in existence for several years. It had all those features: dozens of …

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## [The Best HubSpot Documentation I've Written Wasn't for Me](https://community.hubspot.com/t/the-best-hubspot-documentation-ive-written-wasnt-for-me/155168)

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**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\
**Replies:** 1\
**Last updated:** [August 6, 2026, 7:42am UTC](https://community.hubspot.com/t/the-best-hubspot-documentation-ive-written-wasnt-for-me/155168 "2026-08-06T07:42:57Z")

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For a long time, I hardly kept any records within HubSpot. I mean, I was the one who was building the workflows, setting up t…

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## [Why I Always Review My Deal Pipelines Before Changing Them](https://community.hubspot.com/t/why-i-always-review-my-deal-pipelines-before-changing-them/155282)

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**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\
**Replies:** 1\
**Last updated:** [August 5, 2026, 10:20am UTC](https://community.hubspot.com/t/why-i-always-review-my-deal-pipelines-before-changing-them/155282 "2026-08-05T10:20:54Z")

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Here’s something I’ve learned about HubSpot: a deal pipeline can slowly turn into something way more complicated than anyone …

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## [The First Things I Check Before I Trust a New HubSpot Portal](https://community.hubspot.com/t/the-first-things-i-check-before-i-trust-a-new-hubspot-portal/154995)

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**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\
**Replies:** 1\
**Last updated:** [August 3, 2026, 12:56pm UTC](https://community.hubspot.com/t/the-first-things-i-check-before-i-trust-a-new-hubspot-portal/154995 "2026-08-03T12:56:49Z")

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Every time I get access to a new HubSpot portal, I tell myself the same thing: don’t assume everything is working the way it …

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## [Running multiple tools for calling and SMS in HubSpot? Here's what to look for in a unified solution](https://community.hubspot.com/t/running-multiple-tools-for-calling-and-sms-in-hubspot-heres-what-to-look-for-in-a-unified-solution/153103)

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**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\
**Replies:** 0\
**Last updated:** [July 15, 2026, 3:46pm UTC](https://community.hubspot.com/t/running-multiple-tools-for-calling-and-sms-in-hubspot-heres-what-to-look-for-in-a-unified-solution/153103 "2026-07-15T15:46:23Z")

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Hey everyone, Aloware team here! We see this come up a lot so wanted to share some guidance for teams juggling separate tools…

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## [Aloware CTI for HubSpot: Answer inbound calls without leaving your CRM](https://community.hubspot.com/t/aloware-cti-for-hubspot-answer-inbound-calls-without-leaving-your-crm/152362)

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**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\
**Replies:** 0\
**Last updated:** [July 7, 2026, 4:42pm UTC](https://community.hubspot.com/t/aloware-cti-for-hubspot-answer-inbound-calls-without-leaving-your-crm/152362 "2026-07-07T16:42:16Z")

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Hey everyone, Aloware team here! Wanted to share something we recently launched that came up a lot in conversations with HubSpot users. The outbound side was always covered, click to call, logging to the record, done. B…

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## [ダウンロードファイルが文字化けした時の対処法](https://community.hubspot.com/t/topic/17722)

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**Author:** [@natsumimori](https://community.hubspot.com/u/natsumimori)\
**Replies:** 4\
**Last updated:** [June 20, 2025, 1:45am UTC](https://community.hubspot.com/t/topic/17722 "2025-06-20T01:45:27Z")

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HubSpotでインポートエラーのファイルをダウンロードした時などに、ファイルの内容が文字化けすることがあります。これはExcelがCSVファイルを正しく開かないために起こります。 この現象が発生した場合には、Google Sheetsを使用する方法がおすすめです。文字化けしたファイルをGoogle Sheetsで開くと、文字化けのない状態を閲覧することができます。 HubSpotで\[コンタクト\]→\[コンタクト\]と進む \[…

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## [🎥 Cómo resolver los retos más comunes en las etapas del proceso de ventas](https://community.hubspot.com/t/como-resolver-los-retos-mas-comunes-en-las-etapas-del-proceso-de-ventas/87208)

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**Author:** [@DianaGomez](https://community.hubspot.com/u/DianaGomez)\
**Replies:** 0\
**Last updated:** [August 10, 2023, 2:55pm UTC](https://community.hubspot.com/t/como-resolver-los-retos-mas-comunes-en-las-etapas-del-proceso-de-ventas/87208 "2023-08-10T14:55:30Z")

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Hola Comunidad, Te invito a explorar este contenido en donde una de nuestras profesoras del equipo de Academy, enseña “Cómo Resolver los Retos Más Comunes en las Etapas del Proceso de Ventas”. En este video, encontrarás…

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## [Mejores Prácticas en Automatización y Entregabilidad de Correo Electrónico](https://community.hubspot.com/t/mejores-practicas-en-automatizacion-y-entregabilidad-de-correo-electronico/87167)

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**Author:** [@DianaGomez](https://community.hubspot.com/u/DianaGomez)\
**Replies:** 0\
**Last updated:** [August 9, 2023, 10:15pm UTC](https://community.hubspot.com/t/mejores-practicas-en-automatizacion-y-entregabilidad-de-correo-electronico/87167 "2023-08-09T22:15:53Z")

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¡Hola Comunidad! A partir de mi experiencia trabajando con clientes en diversas campañas de automatización de correo electrónico y resolviendo preguntas de entregabilidad que surgen naturalmente, quería compilar una pub…

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## [⭐ Tip del día por: Fredy González](https://community.hubspot.com/t/tip-del-dia-por-fredy-gonzalez/85202)

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**Author:** [@DianaGomez](https://community.hubspot.com/u/DianaGomez)\
**Replies:** 0\
**Last updated:** [July 12, 2023, 4:14pm UTC](https://community.hubspot.com/t/tip-del-dia-por-fredy-gonzalez/85202 "2023-07-12T16:14:51Z")

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Si se están creando duplicados en tu cuenta de Salesforce, esta solución te interesa. :blush: Esto ocurre, en algunos casos, porque el usuario que ha conectado la integración HubSpot-Salesforce no tiene los permisos…

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## [🎯 Tips para vender con inteligencia por: Santiago Andrade](https://community.hubspot.com/t/tips-para-vender-con-inteligencia-por-santiago-andrade/83582)

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**Author:** [@DianaGomez](https://community.hubspot.com/u/DianaGomez)\
**Replies:** 1\
**Last updated:** [June 20, 2023, 3:40pm UTC](https://community.hubspot.com/t/tips-para-vender-con-inteligencia-por-santiago-andrade/83582 "2023-06-20T15:40:47Z")

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Hola Comunidad :blush: Si ya te has familiarizado con el reciente artículo escrito por @Gilempert, una de las fundadoras de Vende Más y socia de HubSpot Solutions, donde explica cómo aprovechar un CRM para aplicar e…

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## [🎯 Tips para vender con inteligencia por: Angie Romero](https://community.hubspot.com/t/tips-para-vender-con-inteligencia-por-angie-romero/82022)

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**Author:** [@DianaGomez](https://community.hubspot.com/u/DianaGomez)\
**Replies:** 0\
**Last updated:** [May 25, 2023, 1:34pm UTC](https://community.hubspot.com/t/tips-para-vender-con-inteligencia-por-angie-romero/82022 "2023-05-25T13:34:41Z")

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Hola Comunidad :blush: Si aún no haces parte de la conversación - Y para ti, ¿Qué significa vender con inteligencia? No te pierdas las opiniones de los expertos de la Comunidad y comparte la tuya aquí. A partir d…

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## [Automatizar, la clave del éxito](https://community.hubspot.com/t/automatizar-la-clave-del-exito/44437)

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**Author:** [@DSegura](https://community.hubspot.com/u/DSegura)\
**Replies:** 4\
**Last updated:** [October 2, 2021, 9:20pm UTC](https://community.hubspot.com/t/automatizar-la-clave-del-exito/44437 "2021-10-02T21:20:44Z")

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Desde sus primeros años de vida, Cargamos ha tenido un crecimiento que supera el 8x, lo que nos ha permitido posicionarnos en la mente los VCs que buscan a las nuevas startups que pueden ser aquellas que marquen una dife…

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## [HubSpotで契約更新プロセスを構築したい](https://community.hubspot.com/t/hubspot/26677)

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**Author:** [@Yutaka](https://community.hubspot.com/u/Yutaka)\
**Replies:** 4\
**Last updated:** [March 5, 2021, 1:44am UTC](https://community.hubspot.com/t/hubspot/26677 "2021-03-05T01:44:11Z")

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HubSpotを使用して契約更新のプロセスを組み立てたいと思っております。すでに実践されている方がいらっしゃれば、どの機能を使用してどのようにプロセスを構築したのかアドバイスを伺えますと幸いです。よろしくお願いします。

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## [Recomendaciones para el diseño de tu firma de correo](https://community.hubspot.com/t/recomendaciones-para-el-diseno-de-tu-firma-de-correo/25065)

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**Author:** [@kestrada](https://community.hubspot.com/u/kestrada)\
**Replies:** 0\
**Last updated:** [September 4, 2020, 12:37pm UTC](https://community.hubspot.com/t/recomendaciones-para-el-diseno-de-tu-firma-de-correo/25065 "2020-09-04T12:37:43Z")

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Hola a toda la Comunidad en Español. ¿Cómo estamos todos? Espero que muy bien :slightly\_smiling\_face: Hoy me gustaría que repasemos juntos qué hay que tener en cuenta cuando estamos creando una firma para tu correo ele…

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## [ワークフローを使って自動的にコンタクトプロパティー”会社名”に値を入れる方法](https://community.hubspot.com/t/topic/24096)

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**Author:** [@jleow](https://community.hubspot.com/u/jleow)\
**Replies:** 1\
**Last updated:** [August 14, 2020, 4:55am UTC](https://community.hubspot.com/t/topic/24096 "2020-08-14T04:55:53Z")

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コンタクトレコードの”会社名”プロパティーは、パーソナライゼーショントークンやレポートに使用できる便利なデータです。 このプロパティーは、紐づいている会社レコードから自動的に入力されるものではありません。同じ会社が紐づいていても様々にカスタマイズ可能にするためです。例えば、同じ会社でも「A株式会社 大阪支社」と「A株式会社 福岡支社」などのように区別したい場合などには便利です。 しかし、この仕様によりコンタクトプロパティーの”会社名…

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## [Snippets: padronize suas ligações na HubSpot e ganhe produtividade](https://community.hubspot.com/t/snippets-padronize-suas-ligacoes-na-hubspot-e-ganhe-produtividade/18180)

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**Author:** [@DanielSanchez](https://community.hubspot.com/u/DanielSanchez)\
**Replies:** 1\
**Last updated:** [June 29, 2020, 7:04pm UTC](https://community.hubspot.com/t/snippets-padronize-suas-ligacoes-na-hubspot-e-ganhe-produtividade/18180 "2020-06-29T19:04:06Z")

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Olá HubSpotters! Quanto maior um time de vendas, maiores são as dificuldades de organização, manutenção e gerenciamento das atividades. Em operações que contam com um Call Center os desafios são aindas maiores, especial…

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## [ブログのサマリー文を、任意のテキストで表示させる方法（開発者向け）](https://community.hubspot.com/t/topic/19955)

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**Author:** [@Yoshi](https://community.hubspot.com/u/Yoshi)\
**Replies:** 0\
**Last updated:** [April 9, 2020, 7:28am UTC](https://community.hubspot.com/t/topic/19955 "2020-04-09T07:28:14Z")

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通常HubSpotのブログテンプレートは、ブログの文章の一部をブログ記事一覧にサマリー文が表示される仕様となっております。 こちらを任意の文章にする事ができますので、こちらの投稿でご案内させていただきます。 ステップ１：カスタムモジュールを作る。 以下添付画像のように、テキストフィールドを追加し、モジュールを作成してください。 モジュールのHTML部分にはコードは特に記述は必要ございません。（注：必ずブログ用のモジュールと…

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