Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

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

8 upvotes

12 Replies

Mattheus

Contributor | Elite Partner

July 18, 2024 04:51

Visually map your workflows. That's a great tip to understand as a team what happens, or should happen, on a macro level. Not everybody is able to un...read more

ASłowik on July 17, 2024

Considering Migrating from Webflow to HubSpot CMS: Seeking Advice and Opinions

Hi there, I’m new to HubSpot and I have an important question for you. 🙂 I’m considering migrating my website from Webflow to HubSpot CMS. This decision isn’t easy because it involves a significant investment of time and money. I want to read more

Reply Professional

0 upvote

1 Reply

Markestac

Member | Gold Partner

July 18, 2024 07:40

Hi @ASłowik , Based on my knowledge and experience, here are my points regarding your questions: What are the key advantages of using H...read more

Solved

daisysmith786 on July 17, 2024

How To Embed Instagram Feed On Hubspot Website?

I am looking to host my website on hubspot and looking forward to some tools and features before getting-started. For instance, I need a tool like yoast SEO for SEO perspective and an Instagram widget to showcase my Instagram profile posts. Kindly, read more

Reply How-To Marketing Social Tools

0 upvote

2 Replies

Accepted solution

Gaurav_Aggarwal

Top Contributor | Partner

July 17, 2024 02:43

Hey @daisysmith786 Here is the step-by-step guide on how you can embed an Instagram feed on the HubSpot website: https://www.sociablekit.com/...read more

Solved

Mlho on July 16, 2024

Hubspot Signatures on Gmail

Hi - I was wondering if anyone knows h ow to use Hubspot signatures on gmail? For some reason the Hubspot signatures are not transferring?

Reply Connected Email

1 upvote

2 Replies

Accepted solution

TomM2

Thought Leader | Platinum Partner

July 16, 2024 18:42

Hey @Mlho there's a guide from HubSpot on this here , specifically the "add a html signature to Gmail"

Solved

M_Kelly on July 14, 2024

Privacy setting for form submissions?

We currently have a Microsoft Forms form on our Intranet for staff to nominate team members for an internal award. We need to re-do this form and I'm wanting to use HubSpot. However, we want to keep the nominations/submissions private with access read more

Reply Forms

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 15, 2024 04:00

Hi @M_Kelly , You're correct, this cannot be handled on a by-form basis. You would have to look into the general HubSpot user permissions for ...read more

Solved

Mlho on July 12, 2024

Tagging companies with a property

Hi - I'm wondering how Hubspot actually associates properties with companies? For example: I've created a new properties that has a dropdown select option between 5 different options on the company level and see that Hubspot has automatically tagged read more

Reply Companies

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 12, 2024 13:19

Hi @Mlho , @Mlho wrote: Hubspot has automatically tagged each company with this new property Could you explain what you mean when yo...read more

Solved

MSantos24 on July 11, 2024

Embedding Youtube Video into Emails using iframe

Hi everyone, I'm trying to embed YouTube videos in our email marketing campaigns (EDMs) to boost viewership. I was using iframes to achieve this, but I'm encountering an error message: "Error: Iframe tags are not allowed. Please rem read more

Reply Enterprise

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 11, 2024 23:49

Hi @MSantos24 , There are a few concerns with iFrames in marketing emails: Security Risks: iFrames can be exploited to run malicious c...read more

Solved

DanMar on July 10, 2024

Career change into Digital Marketing

Hi everyone, I'm Daniel and I decided to leave my current career (Finance) to embark in the digital marketing field. I'm 30 and i had just a small experience with social media 5 years ago. I will start gaining some kills through courses and obtainin read more

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 15, 2024 02:46

Hi @DanMar , Making a career switch to digital marketing is an exciting and strategic move, especially given the growing importance of online ...read more

Solved

rojono1 on July 10, 2024

send automated email after a specific REPLY

Has anyone done this? I'd like to send a report to people who 'reply' to an email (not click). And ideally, I'd like them to reply with a specific word in order to get the report (this is a nice to have, not a need to have). Is this easily possi read more

Reply Marketing Email

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 10, 2024 14:03

Hi @rojono1 , Yes, this is possible, after setting up your sending address like explained here: https://knowledge.hubspot.com/marketing-email...read more

Solved

jchNkem-Onuh on July 09, 2024

Conceptualizing content creation

I would have to do more creative and in-depth planning of my contents and schedule them to stay consistent

Reply Academy Starter

1 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 10, 2024 00:14

Hi @jchNkem-Onuh , t’s great to hear that you're focusing on conceptualizing your content creation. Developing a more creative and in-depth pl...read more

HRafferty on July 09, 2024

ABM Marketing & Sales Prospects

Hi, Just hoping someone can help from experience 🙂 What is the best practice for running prospecting & ABM communication Campaigns in hubspot?

Reply best practices

1 upvote

1 Reply

Gaurav_Aggarwal

Top Contributor | Partner

July 09, 2024 12:45

Hey @HRafferty For running prospecting and ABM communication campaigns in HubSpot begin by identifying and targeting your key accounts using H...read more

Solved

ECáceres on July 08, 2024

Remitente de las encuestas

Hola a todos! Estoy creando una encuesta y en el remitente y correo estoy indicando que asigne mis datos, pero en los envío de prueba el correo llega desde noreply@hubspot.com Saben cómo puedo cambiarlo? Muchas gracias!!

Reply Starter

0 upvote

1 Reply

Accepted solution

sam_baybrad

Participant

July 08, 2024 13:22

¡Hola! @ECáceres En la configuración del correo electrónico, deberías poder ver una opción en negrita para conectar un dominio. Desde aquí, nece...read more

Solved

ABERETE on July 07, 2024

Hello

I'm happy to join you

Reply Free

1 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 08, 2024 00:07

Hi @ABERETE , Welcome to the HubSpot Community! If you're interested in resources to get started, I'd this overview page: https://community...read more

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.

Featured Content

Tagging companies with a property

ABM Marketing & Sales Prospects

Alignment Simplified: Enhancing Collaboration and Accessibility in Your Campaigns