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KaKaRoT on January 02, 2023
Hi, Can anyone help me how to take care of the sync from SFDC to Hubspot and not get the contacts/leads as default to marketing contact? I want to make not all leads from Salesforce get marked as marketing contact which will exceed our limit. read more
Top Contributor | Diamond Partner
January 04, 2023 09:41
Hi @KaKaRoT - contacts added by Salesforce (and other integrations) are sent to non-marketing contacts by default ( reference here ). It's likely more
KaKaRoT on January 02, 2023
Hi, Can anyone of you please help me with the best approach to take care of the marketing contacts? I would like to know the best practices to make sure I do not exceed the marketing contact limits, would be great if anyone can help me with it. read more
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
January 08, 2023 23:15
Hi @KaKaRoT , Yes, it does! Keep in mind that people names and company names might include 'test' naturally, e.g. a person named Esther more
KaKaRoT on January 02, 2023
Hi, What's the best approach to back up the lead records? Do I export all contact records or is there any other efficient way? Thanks
Accepted Solution
Hall of Famer | Partner
January 02, 2023 10:32
Hi @KaKaRoT , Exports would be the simplest, most straight forward and cheapest option, yes. If you're looking for something automated more
NRoche on December 22, 2021
We are constantly battling the bulge. I refuse to pay for contacts that don't have the right data to lead score or segment appropriately. We have automation built to support this, but are severely limited because even though we set contacts as non- read more
Community Manager
January 03, 2022 05:22
Hi @NRoche Thank you for sharing! I understand how this would be useful for you and other users. Requesting this in the Idea Forum was more
shaebert on November 17, 2021
Hello, we use HubSpot as an event management tool (non-webinars), but it takes a lot of effort to set everything up once we have an event. Is there a best practice/workflow/example of how I can make this process easier? Below are all the items that read more
Accepted Solution
Hall of Famer | Partner
November 17, 2021 07:15
Hi @shaebert , HubSpot doesn't have any event templates that would allow you to create all of these assets with a few clicks. More so, I'd more
kaburke on April 30, 2021
My name is Katie Burke and I am a Technical Consultant in the ProServices EMEA team. I have a number of customers that have multiple brands, teams, and roles. It can all get a little bit.... Confused man   I created this excel read more
January 19, 2023 07:25
This is so helpful thank you 😊
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