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Tips, Tricks & Best Practices

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LizaMischel on May 13, 2022
Creating a record of property changes
I'd like to create a "Marketing Notes" property and have a record of all those property changes easily seen by our sales team. They won't go into the property history for each one. Example: Lead Downloaded Asset #1 on Dec 12 2020 Marketin read more
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0 upvote
6 Replies
karstenkoehler
Hall of Famer | Partner
May 13, 2022 21:22
Hi @LizaMischel , I would echo the suggestion by @Chriso-mwx , the activity timeline contains this information, only that it's presented in a...read more
Solved
Colin_Perry on May 13, 2022
HubSpot account migration
We're currently migrating one of our teams from an old Pro license that just they were using into a separate Enterprise license that is being used by the the company globally. They have their specific domains linked to their Pro license but we have read more
Reply Domains & URLs
0 upvote
1 Reply
Accepted Solution
Tnichs
Contributeur de premier rang | Partenaire solutions Diamond
May 13, 2022 21:56
HI Colin You'd be able to set it up on the HubSpot side, but you'd have difficulty setting the CNAME records in your domain manager. e..g. if ...read more
Solved
NGross623 on May 12, 2022
Best Practice on Form Organization
I'm looking for best practices or strategy on form creation and organization. What has and has not worked for you? Do you create a form per page, campaign, buying stage?
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0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 12, 2022 21:31
Hi @NGross623 , Great question. I'd always recommend to keep the number of forms as low as possible. Over time, portals grow and redundant for...read more
DJayagoda on May 11, 2022
[EVENT] GROW 2022: Nurture what's next | 27th June
GROW 2022: Nurture what's next Register for FREE Now Join us on Monday 27th June In-person a nd/or online. GROW 2022, powered by HubSpot, is a hybrid event for pioneers in marketing, sales, and cust read more
Reply Announcement best practices CRM Developer Enterprise Free How-To Marketing Professional Sales Service Starter
2 upvotes
0 Reply
Mraymond24 on May 09, 2022
Resources for Hiring Email Marketing Specialist
Hello, Does anyone have a good resource for hiring a part-time email marketing specialist with experience using Hubspot?
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1 upvote
2 Replies
Jnix284
Contributeur de premier rang | Partenaire solutions
May 13, 2022 10:24
@Mraymond24 have you thought about posting on the HubSpot Jobs Board ?
AKwiatkowska on May 09, 2022
Odoo CRM integration with Marketing Hub
Hi everyone, I was curious if anyone ever connected their Odoo CRM with Marketing Hub? If yes, was it easy, is it working good? Any tips? Would appreciate any information. Best, A.K.
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0 upvote
1 Reply
Ben_M
Key Advisor
May 09, 2022 06:08
I had used Odoo for a brief period, but we had moved off it to Salesforce because we had outgrown Odoo. The sync between Hubspot and Odoo was very l...read more
Solved
Jbacon on May 05, 2022
Update Internal Value
Hello! Someone change the Lable name on a form, but the internal value did not get updated. Is there a way to change that value? As well as update the internal_value for previous submissions before the change? Thanks, Jessica
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0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 05, 2022 21:15
Hi @Jbacon , Changes to values in a form are only applied to this form. You can change the actual value in the property settings: Settings &...read more
Solved
EugenieB on May 05, 2022
Lead to Sales flow implementation timeline
Hello HubSpot Marketing community, Looking for recommendations on how long should we plan on average to implement a full lead management process from scratch in HubSpot? Thanks!
Reply Enterprise Marketing Professional
0 upvote
3 Replies
Accepted Solution
danmoyle
Key Advisor | Diamond Partner
May 05, 2022 05:10
Hi @EugenieB . Like @karstenkoehler mentions, the answer is ambiguous. When you say "a full lead management process," what does that mean f...read more
Solved
DHernandezEsq on May 03, 2022
B2B marketing for conservative energy industry
Hi! I work for a company that sells steam turbines to generate electricity. It's a tough industry since my audience is mostly a conservative group of mechanical engineers. I feel like most HubSpot recommendations are a little too bubbly for my audie read more
Reply Campaigns
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 03, 2022 21:56
Hi @DHernandezEsq , HubSpot's recommendations are indeed quite focused start-ups, scale-ups and more leaning towards tech and SaaS than tradit...read more
Solved
07994 on May 02, 2022
Best practice nurturing outbound leads
Hello, I'm a B2B marketing manager Lifecycle at a startup that sends marketing emails only to "Marketing Contacts". This means that any lead that was generated via the sales team (purchased from Zoominfo etc) will never receive a marketing email. I read more
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0 upvote
2 Replies
Accepted Solution
Olivia_Bagnall
Contributor | Platinum Partner
May 03, 2022 13:23
@07994 Great question! I work with a client who consider themselves too small to use MQL and SQL. They are just a sales team who do their own mar...read more
Solved
Swaroop16 on April 28, 2022
I want to increase my clinic search hits on google
Hi I am a doctor and I wish to see my clinic address in top three searches when someone searches for my speciality like Hypertension, Diabetes, Cardiac problems, fitness certificate, Ecg , etc
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0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 03, 2022 21:28
Hi @Swaroop16 , SEO is incredibly important for your business and website. There is no quick fix for ranking higher in search engine results p...read more
CEdwin on April 28, 2022
Copying a picklist property to a multi-line text property
Hello, I was trying to copy a picklist property to a multi-line text field property via a workflow. But it seems to be weird as the value does not change in Hubspot. I tried testing it with various contacts. Any advice on this please?
Reply Workflows
0 upvote
2 Replies
CEdwin
Member
May 12, 2022 05:04
Hello Karsten, I double checked and realised that I was testing the enrollment process but I did not publish the workflow and do it real-time. ...read more
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