I come from a background using Salesforce and recently joined a new company that utilizes Hubspots CRM. Does any one have any recommendations on the best way to track lead sources and campaigns similar to how you do in Salesforce. From a basic reporting standpoint I want to see what "campaigns" a lead engaged in along their journey.
Thanks for your input. Do you know if campaign reporting is used in the ROI reporting in Hubspot.
We use the Hubspot CRM/Sales Hub as well, so I am trying to get figure out the closest thing to campaigns in SFDC in Hubspot.
For example, I would love to be able to have a campaign field and fill it up with event tracking, webinar tracking, see what resources were downloaded etc. In salesforce this used to be done through setting a SFDC campaign and member status. What is similar to that in Hubspot?
In fact the campaign tool that I pointed out in my other post does exactly that but is, in my opinion, event better than the SFDC campaigns.
Take a look at the resources that I pointed out, and if you still have question do not hesitate to ping me and we could hop on a video call so I can show you how it works.
I am going to use campaigns, but how do you see these on a lead record.
Ie if John Smith comes in with a lead source of live event and campaign is tagged dreamforce (for the event). How would you see the campaign as a contact property?