Workflows, forms, and lists best practices

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New Contributor

Hello! We're building out our marketing operations at the moment and I'm wondering if anyone has any recommended best practices for how to use forms, lists, and workflows.

 

Context

we're using HubSpot for our marketing automation and Salesforce as our CRM. We're a SaaS company and marketing's primary responsibility is to drive leads to Sales. Right now, we're syncing with leads across into SFDC whenever they become an MQL.

 

Here's my question:

What's the best way to structure forms, lists, and workflows? My instinct is to create unique forms that feed unique lists, and then use multiple lists to feed a few, larger workflows. Is that right / wrong / outrageously stupid?

 

Thanks!

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Community Thought Leader

hubspot-SMART-Goals-gif.gifHubSpot SMART Goals

Interestingly enough, just had this conversation with another Community member yesterday.

 

Short Answer: It depends.

 

Longer Answer: Start with the end in mind.


What's that look like?


- Decide what your most important goals are. Make sure they're SMART.

 

- Decide what you NEED to see in reporting. [Address 'wants' later.]


Only then can you put the myriad of HubSpot tools to use appropriately while aligning with your overall HubSpot marketing strategy.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

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