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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

9 upvotes

20 Replies

MSI_Sakib

Participant

September 18, 2024 05:19

I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more

jleow on September 29, 2020

Sending Different Follow-up Emails Based on Form Submission Data

Targeted Marketing is becoming more important as part of a holistic marketing strategy and what better way to do so than literally taking the details that visitors provide in forms to cater right back at them. Here’s how we can send different fol read more

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4 upvotes

0 Reply

alina1205 on September 25, 2020

Rebranding- where to start?

Whether you are in the middle of an exciting project called "Company Rebrand" or you have successfully completed one - why not share what you have learned with our Community? Having worked with many customers who have gone through a company re read more

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5 upvotes

1 Reply

ancaban

Participant

November 10, 2021 11:47

Hi! In our company we're in a process of rebranding - changing the name, logo, etc. - and I'd like to know if someone here did the rebranding in ...read more

Solved

Sarah_M on September 24, 2020

How to lock a property from being overwritten?

Hi all! I'm a previous Marketo user, current Hubspot user, and in Marketo we have the option to "lock a property", i.e. disallow the property from being overwritten by ANYTHING -- API, form submission, CRM integration, whatever (unless an admin read more

Reply How To

7 upvotes

4 Replies

Accepted solution

GrantCarlile

Top Contributor | Diamond Partner

March 03, 2023 08:32

Hi @Sarah_M , this is Grant! You are now able to set the permissions for properties . Hope this helps! On...read more

Solved

torg on September 23, 2020

Campaign Structure

I'd appreciate some help on how to best use/not-use 'Campaigns'. What are the best practices for layout and what assets include in a Campaign. At least in this context our main 'business objective' is a trial sign up. People can join a trial in read more

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0 upvote

3 Replies

Accepted solution

rikkilear

Top Contributor | Elite Partner

September 24, 2020 14:49

Good points. There is no right or wrong here, it's all about structure and preference. On this point: "What I still don't understand is the...read more

fiachra_duffy on September 23, 2020

Who has opened my sequence? (workaround with guide video)

Here is a short video walking you through how to see which contacts have opened your sequences. You can also use this same method to see specifically who replied and who clicked, just use the properties: Recent sales email replied date R read more

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8 upvotes

1 Reply

DéboraRoy

HubSpot Employee

October 15, 2020 11:37

This is amazing @fiachra_duffy ! I will definitely share this with my customers. Thank you so much for sharing!

Kristin-Fox on September 23, 2020

8 ways to ramp up your new HubSpot users

As you grow your business and consequently your teams, you may have new people who haven't used HubSpot before who need to understand how to use the tools. And quickly. People learn and absorb information in different ways so our Hu read more

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5 upvotes

1 Reply

Josh

Recognized Expert | Diamond Partner

September 23, 2020 08:01

Great advice @Kristin-Fox ! When we're supporting an onboarding process we always advise users to spend some time getting comfortable using th...read more

Kristin-Fox on September 23, 2020

Top 10 ways to get the most value from your relationship with your CSM

As a CSM working with many excellent customers, it's clear that sometimes HubSpot customers have so much on their spinning plates; planning and implementing campaigns or trying to close deals, that they can feel too swamped to make time to have regu read more

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5 upvotes

1 Reply

JenBerenguer

HubSpot Employee

September 23, 2020 06:36

Fantastic advice, @Kristin-Fox !

Danita on September 22, 2020

Using calculated properties

I think we were all excited when the calculated properties came out a couple of weeks ago. Calculated properties are a great tool to: 1. Calculating the time when sales follow up with an MQL or SQL - Is your sales team reaching out to the hot read more

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8 upvotes

4 Replies

TomAilor

Member

April 19, 2021 18:40

Will calculated properties automatically re-run if one of the calculation properties values changes? For example, in your scenario, if the Sal...read more

Solved

Maryna123 on September 21, 2020

HubSpot - Salesforce Integration Best Practices

Dear HS Community, I'm sure you've already discussed it, but still, need your assistance on how to configure HS - SFDC Integration to fit our business. We are HS/Salesforce company. First, we synced HS Contacts to SFDC Contacts, but recently we read more

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1 upvote

4 Replies

Accepted solution

trevordjones

Recognized Expert | Diamond Partner

September 22, 2020 15:59

Hi @Maryna123 and thanks for the tag @natsumimori , As a rule, the Salesforce integration should always look for duplicates (using the emai...read more

Fitzycath on September 21, 2020

Onboarding new clients - quick wins

If you are a Solutions Partner with new clients to onboard into Hubspot - some quick wins in the first week to follow:- Get them certified - Hubspot Academy (Inbound) Create Meeting links Install the chrome extension Connect int read more

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1 upvote

1 Reply

Drew_Cohen

Top Contributor

September 27, 2021 15:41

Great list, @Fitzycath . I'd also add in "downloading the mobile app" as a super quick win. Still to this day, I find so many sales/marketing folks ...read more

Fitzycath on September 21, 2020

Quick Wins - Need more visitors

If you need more website traffic, follow these quick steps:- Use your/their social network with lazy tweets - you can quickly see what is working and generating traffic and make more of it Create lookalike audiences from current custome read more

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0 upvote

0 Reply

Fitzycath on September 21, 2020

Quick Wins - Need Leads - 8 quick steps to follow

If you need to generate Leads quickly, you can follow these 8 steps and see results:- Install Lead flows Add CTAs to high traffic pages Review forms Launch a bot Turn existing blogs into content offers Collate content i read more

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0 upvote

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