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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

PamCotton on Februar 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 Beitrag ansehen

Antworten Announcement best practices Workflows

4 Likes

4 Antworten

MiaSrebrnjak

Community-Manager/-in

März 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...Beitrag ansehen

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 Beitrag ansehen

Antworten How To

4 Likes

0 Antwort

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 Beitrag ansehen

Antworten How To

5 Likes

1 Antwort

ancaban

Teilnehmer/-in

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 ...Beitrag ansehen

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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 Beitrag ansehen

Antworten How To

7 Likes

3 Antworten

Accepted Solution

GrantCarlile

Stratege/Strategin | Diamond Partner

März 03, 2023 08:32

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

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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 Beitrag ansehen

Antworten How To

0 Likes

3 Antworten

Accepted Solution

rikkilear

Stratege/Strategin | 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...Beitrag ansehen

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 Beitrag ansehen

Antworten How To

8 Likes

1 Antwort

DéboraRoy

HubSpot Employee

Oktober 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 Beitrag ansehen

Antworten How To

5 Likes

1 Antwort

Josh

Trendsetter/-in | 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...Beitrag ansehen

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 Beitrag ansehen

Antworten How To

5 Likes

1 Antwort

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 Beitrag ansehen

Antworten How To

8 Likes

4 Antworten

TomAilor

Mitglied

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...Beitrag ansehen

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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 Beitrag ansehen

Antworten How To

1 Likes

4 Antworten

Accepted Solution

trevordjones

Trendsetter/-in | 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...Beitrag ansehen

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 Beitrag ansehen

Antworten How To

1 Likes

1 Antwort

Drew_Cohen

Stratege/Strategin

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 ...Beitrag ansehen

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 Beitrag ansehen

Antworten How To

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0 Antwort

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 Beitrag ansehen

Antworten How To

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