Tips, Tricks & Best Practices

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PamCotton on February 29, 2024
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
Community Manager
March 22, 2024 13:33
Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...read more
jleow on September 29, 2020
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
4 upvotes
0 Reply
alina1205 on September 25, 2020
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
5 upvotes
1 Reply
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
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
7 upvotes
3 Replies
Accepted Solution
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
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
0 upvote
3 Replies
Accepted Solution
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
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
8 upvotes
1 Reply
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
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
5 upvotes
1 Reply
Recognized Expert | Platinum 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
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
5 upvotes
1 Reply
HubSpot Employee
September 23, 2020 06:36
Fantastic advice, @Kristin-Fox !
Danita on September 22, 2020
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
8 upvotes
4 Replies
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
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
1 upvote
4 Replies
Accepted Solution
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
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
1 upvote
1 Reply
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
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
0 upvote
0 Reply
Fitzycath on September 21, 2020
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
0 upvote
0 Reply
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