If we want to enable the “always create new contact” to avoid leads being overwritten, but also want to utilize progressive profiling and avoid duplicates, what workarounds exist/ other measures could we put in place?
To enable something like this, you’d likely need to code a solution to handle this. Would you be willing to share some more info about your form and the data you’re collecting so I can understand the problem leads being overwritten is causing?
The form inputs are pretty standard, name, email, title, company but we’ve had instances of people getting overwritten, so it has the old contacts name, but the new contacts email (I’ve heard this can happen if say a new employee is on an old employees same device or if an email gets forwarded, etc)
Thanks for sharing, it’s true, this could potentially occur where two users work on the same device. Unfortuanately, there isn’t a way around that without a custom coded solution.
Is there any downside to setting up Enhanced Conversions in Hubspot and Google Ads?
I haven’t done it yet, and I’m wondering if there are any scenarios where it isn’t worth it.
Hi @DMatson ,
Thanks for your question.
There’s honestly no downsides (many ads experts and agencies recommend, for the best results, to set up Enhanced Conversions ASAP - even if you don’t have any currently running campaigns). The only thing you would need to consider is if your organization would be comfortable with sending your contacts’ personal information (name, email, phone number, etc.) to Google for matching purposes. But even if your organization isn’t, you can choose not to send those fields.
Please let me know if this answers your question. Feel free to reach out via DM and I’m happy to connect you with our Ads Product Manager, to discuss this further.
With best regards,
Jenny Mueller
Recently upgraded to Content Hub Professional (as of yesterday) because of the new Case Studies feature. We have a Wordpress website but I’m building blog, landing pages, and case studies in HubSpot.
What are the most beneficial aspects of Content Hub Pro that I should start making right away. AND do you know if there is a way to put case studies into private content or in a customer portal? (I’m trying to use case studies slightly differently than the norm).
Looking forward to hearing your thoughts!
Hi @DDAngelillo ! Case studies are still relatively new, so they don’t yet support memberships or content embeds. That being said, I would love to learn more about your use case for this!
To answer your second question about the most beneficial aspects of Content Hub Pro to make use of right away: you mentioned you are already building blogs, landing pages, and case studies in HubSpot, so I will focus on tools to help you optimize your productivity and get the most mileage out of those content types.
1. Content agent- Content agent is a CH Pro feature that allows you to use AI to co-author landing pages, case studies, and blog posts (and podcasts, if you’re interested in trying out a new content type!) Content agent can help you scale your content production of those content types and create first drafts for you to build on.
2. Content remix- Content remix allows you to take existing content and repurpose it into other content formats using AI! This allows you to get more mileage from your content (for example, you can turn a blog post into several social posts, emails, and more!) As of INBOUND, we introduced a brand new video remixing editor that allows you to cut and repurpose videos into reels.
3. Brand voice- If you’re using Content Agent and Content remix, you should definitely set up your Brand voice in HubSpot as well! You can upload samples of your content and writing to HubSpot to configure your brand voice, add modifiers to specify the tone and voice, and then it will be automatically applied to most content you create with AI in HubSpot.
4. Memberships. I’m mentioning this feature since you asked about private content. While memberships aren’t yet supported for case studies yet, you can set up private content accessible only by certain lists/contacts in your CRM for blogs and website pages!
Hi HubSpot Community,
My name is Karim Mehouri, and I specialize in telecom and IT, focusing on B2B sales strategy. I’m currently finalizing my MBA while developing my consulting offer to help businesses optimize their sales processes and prospecting efforts.
Indeed - it is a great questions :
What are the best practices for using AI messaging insights to craft personalized emails?
Maybe an AI Agent can help here 
Hi Karim! You can use AI in many different ways to craft personalized emails! Here are a few of my favorites:
- Using smart content to make your emails more relevant and effective. Try using these tools to help gather more detailed information about your contacts and tailor your emails accordingly.
- Levarging drag and drop tools to maintain brand consistency and analyze email performance using analytics to understand what’s best.
- Automate your tasks like welcome emails or follow up sequences. For example, you could send an email to your website visitors based on a page visited.
I hope this helps as you continue to explore HubSpot!
How can i use hubspot
Hey @DInnocent,
Can you please provide more context on your HubSpot journey? Are you just getting started with HubSpot, or are you interested in learning more about getting started with Marketing Hub and Content Hub?
The more details you can provide on your goals and use case, the better the community can assist.
Thanks!
Kristen