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Tips, Tricks & Best Practices

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

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JOfori6 on April 04, 2025

Newbie email marketer

Hey everyone! 😊 I’m new to email marketing and just starting out as a freelancer. I’ve completed some training and I’m now looking to build a strong portfolio that can attract potential clients. If you have any tips, resources, or advice on how read more

Reply Best Practices Getting Started Starter

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karstenkoehler

Hall of Famer | Partner

April 04, 2025 06:06

Hi @JOfori6 , Welcome to the HubSpot community! Here's what you could do: Create case studies: Develop a few fictional campaigns that sh...read more

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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

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Crystal_Hopper

Key Advisor | Elite Partner

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

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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

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vikassharma

Participant | Diamond Partner

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

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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

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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

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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

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AnythingPrintca on February 05, 2023

Is HubSpot Marketing Starter Right for My Small Business?

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 read more

Reply Getting Started Integrations Marketing Marketing Email Starter

1 upvote

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franksteiner79

Recognized Expert

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

jforte on April 14, 2022

A SaaS(sy) B2B attribution guide on Hubspot! (Level 02)

A SaaS(sy) B2B attribution guide on Hubspot! (2/3) Oh, look! You haven't given up after my previous article (whew!). So, are you ready to step up and build a multi-touch linear model? Hmm … wait… if you’re still trying to understand why I read more

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

10 upvotes

1 Reply

MiaSrebrnjak

Community Manager

April 14, 2022 14:24

Awesome stuff @jforte , thank you for posting! 👍 👍

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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

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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

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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

9 upvotes

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jforte

Top Contributor

January 09, 2025 06:42

Hey @Shiva2000 it seems you need at least the Marketing Hub pro plan to have workflows. Anyway check the pricing list here and don't forget that ...read more

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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

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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

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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

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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

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