Tips, Tricks & Best Practices

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  • JessicaH on July 24, 2020
    35 Replies
    Hello everyone, My name is Jess and I'm a Community Manager here at HubSpot. Every now and then it happens to me that I learn something about HubSpot and it feels like a moment of sudden insight, literally an aha-moment. ...
    October 05, 2021 11:42
    Thank you for the #placeholder tip! Exactly something I was after today 🙂
  • jleow on September 29, 2020
    0 Replies
    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...
  • alina1205 on September 25, 2020
    0 Replies
    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...
  • Sarah_M on September 24, 2020
    2 Replies
    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...
    September 29, 2020 14:17
    How do you block the property from being overwritten by forms and bots?
  • Solved
    torg on September 23, 2020
    3 Replies
    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 ...
    Top Contributor | Elite Partner
    September 24, 2020 11:49
    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...
  • fiachra_duffy on September 23, 2020
    1 Replies
    Here is a short video walking you through the quickest way to clean up your CRM. I've included the fastest way to clean up duplicates that have been caused by contact imports without email addresses. This covers: Bounced contacts (l...
    September 25, 2020 02:58
    A good guide. This is on my to-do list for next week, so the video is great timing!
  • fiachra_duffy on September 23, 2020
    1 Replies
    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...
    HubSpot Employee
    October 15, 2020 08:37
    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
    1 Replies
    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...
    Recognized Expert | Platinum Partner
    September 23, 2020 05:01
    Great advice @Kristin-Fox ! When we're supporting an onboarding process we always advise users to spend some time getting comfortable using th...
  • Kristin-Fox on September 23, 2020
    1 Replies
    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...
    HubSpot Employee
    September 23, 2020 03:36
    Fantastic advice, @Kristin-Fox !
  • Danita on September 22, 2020
    4 Replies
    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 ...
    April 19, 2021 15:40
    Will calculated properties automatically re-run if one of the calculation properties values changes? For example, in your scenario, if the Sal...
  • Solved
    Maryna123 on September 21, 2020
    2 Replies
    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...
    Key Advisor
    September 22, 2020 12:59
    Hi @Maryna123 and thanks for the tag @natsumimori , As a rule, the Salesforce integration should always look for duplicates (using the emai...
  • Fitzycath on September 21, 2020
    1 Replies
    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...
    Top Contributor
    September 27, 2021 12:41
    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 ...
  • Fitzycath on September 21, 2020
    0 Replies
    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...
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