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Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

PamCotton on February 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more

Reply Announcement Best Practices Workflows

11 upvotes

28 Replies

RichardEdward

Member

December 09, 2024 06:36

Workflows are key to efficiency, but they can get complicated. If you're feeling stuck, you're not alone! Share your challenges or optimized workflow...read more

Solved

JMartin1094 on March 26, 2024

CRM & Modules Starter Checklist?

I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't k read more

Reply Best Practices CRM Getting Started Marketing Professional Sales Service

1 upvote

5 Replies

Accepted solution

Crystal_Hopper

Key Advisor

March 26, 2024 15:56

Hi @JMartin1094 ! Congrats on your first CRM management job! I would encourage you to join this group also: HubSpot Community - HubSpot Admi...read more

Solved

DerekBallantyne on January 02, 2024

Recreating automations and journeys from Salesforce Marketing Cloud

Hey HubSpot Community! How easy (or difficult) is it to recreate the automations and journeys that I have in Salesforce Marketing Cloud in HubSpot Marketing Hub? Is there a simple way to copy them across, or does each automation and journey need read more

Reply Enterprise Getting Started How-To Quick Tutorial Workaround Workflows

0 upvote

5 Replies

Accepted solution

vikassharma

Participant

January 16, 2024 01:33

Hello @DerekBallantyne There is no option to switch other platform to Hubspot platform . first you export the all of your data from other CRM Sof...read more

Solved

rrcorgan on October 20, 2023

Team Collaboration Within Marketing Hub? 🧐

Heya! I'm a copywriter/part of an inbound marketing writing team, and I'm helping my team figure out ways to use HubSpot Content Assistant and ChatSpot as part of our delivery workflow. SO MUCH COOL STUFF TO UNCOVER...but it's led me to wonder wheth read more

Reply Best Practices Blog Getting Started How-To

0 upvote

4 Replies

Accepted solution

Jnix284

Hall of Famer

October 09, 2024 14:32

@dtwuensch the built in comment feature is really great for internal comms, but unless you have the content approval feature included with Enterp...read more

abenly on February 24, 2023

Hello, We are looking to add an automated emailing but our e-commerce platform does not have API

We are looking to create an automated email campaign for clients abandoning their basket on our website. Our e-commerce platform is SynXis but they do not have API, they suggested that Hubspot creates a coding via a GTM container. Can anybody please read more

Reply Campaigns Conversations CRM Getting Started

0 upvote

1 Reply

kvlschaefer

Community Manager

February 27, 2023 08:15

Hi @abenly , Thank you for reaching out to the Community! Did SynXis provide additional information on the GTM container? Such as requi...read more

Solved

AnythingPrintca on February 05, 2023

Have HS Marketing Starter - Do not utilize, Could I spend my money better?

Hey Everyone, Have both HS Sales and Marketing Starter. Currently steamlining Sales account, updating templates, sequences etc. I am really just starting to consider marketing and not sure I'm quite where I need to be to best use my curr read more

Reply Getting Started Integrations Marketing Marketing Email Starter

1 upvote

4 Replies

Accepted solution

franksteiner79

Key Advisor

February 07, 2023 08:48

Hi @AnythingPrintca I would echo what @danmoyle and @Ben_M have said - withhout knowing your business, what you have done so far in term...read more

Solved

ShaniaHopkins on March 18, 2022

Introduction

Hello everyone! I work on the marketing team for a Michigan construction company specializing in steel buildings. We recently purchased HubSpot and are trying to navigate all the different types of tools for sales and marketing. I have been with th read more

Reply Getting Started Google Ads Google Adwords Introductions Lead Nurturing Marketing Hub Pro Sales Hub Professional

1 upvote

2 Replies

Accepted solution

Drew_Cohen

Top Contributor

March 23, 2022 20:16

Thanks for tagging me in @MiaSrebrnjak . @ShaniaHopkins - great to meet you. I can absolutely relate to the journey you're embarking on. I per...read more

jforte on March 08, 2022

A SaaS(sy) B2B attribution guide on Hubspot! (Level 01)

A SaaS(sy) B2B attribution guide on Hubspot! I've been asked to make this step-by-step guide and I felt that it would be more helpful if shared here in the community. If you are wondering out how to get started with HubSpot Custom Att read more

Reply Academy Best Practices Contacts Dashboards Getting Started How-To Knowledge Base Playbooks Quick Tutorial Reports

8 upvotes

8 Replies

jforte

Top Contributor

August 11, 2022 10:07

Hey @AHanno9 thanks for the kudos 🙂 Regarding what you asked we're talking about a new dimension of attribution that I call indirect attribu...read more

Solved

rphilip5 on January 06, 2022

How can we benefit our business by using hubspot

As a new comer i got a question of how to use hubspot in our favor. I run an online business so which tools of hubspot will help me to grow my business ? I never used hubspot so i don't have that much of knowledge.

Reply Getting Started

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 07, 2022 00:43

Hi @rphilip5 , HubSpot has a lot of free training content. If you want to learn more about the features (and how they can benefit you), this f...read more

Solved

TahaLab on November 29, 2021

How can I implement what I'm learning

Hello everyone, I'm currently taking the Digital Marketing Course and there is a lot of information that I'm learning. I'm looking to put that into work, but I have no idea how to start. Should I create a random Instagram account and start posti read more

Reply Getting Started

1 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 30, 2021 01:18

Hi @TahaLab , Kudos to you for being an active learner! Generally, if you do have the time, I'd recommend taking a few more online marketing c...read more

jleow on April 04, 2021

Connecting Your Email Sending Domain with GoDaddy

Connecting your email sending domain adds another layer of authentication to your HubSpot emails by providing HubSpot the permission to send emails on your behalf. This helps prevent your marketing emails from being caught in spam filters read more

Reply Getting Started Quick Tutorial

6 upvotes

2 Replies

PEvans