Tips, Tricks & Best Practices

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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

Reply Admin Contacts CRM Enterprise Marketing

0 upvote

3 Replies

LaurenKennedy

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 t...read more

Solved

KaKaRoT on January 02, 2023

Best Approach for Marketing Contacts

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

Reply Admin Contacts Enterprise Marketing

0 upvote

9 Replies

Accepted Solution

karstenkoehler

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 ...read more

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KaKaRoT on January 02, 2023

Contact List Backup

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

Reply Admin best practices Contacts Enterprise Marketing

0 upvote

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Accepted Solution

karstenkoehler

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 t...read more

NRoche on December 22, 2021

Managing Contact Tier Subscription

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

Reply Admin best practices Billing Contacts Enterprise

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TiphaineCuisset

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 indee...read more

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shaebert on November 17, 2021

Best Practice for Event Management

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

Reply Admin Marketing Email Professional Workflows

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1 Reply

Accepted Solution

karstenkoehler

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 con...read more

kaburke on April 30, 2021

Assistance managing multiple teams, roles and permissions In HubSpot

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

Reply Admin Enterprise Free How-To Professional Starter

8 upvotes

7 Replies

KChandler

Participant

January 19, 2023 07:25

This is so helpful thank you 😊