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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

PamCotton le Février 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 Lire la suite

Répondre Announcement best practices Workflows

5 Mentions J'aime

5 Réponses

Coolananth

Participant

Avril 22, 2024 04:46

Nice

jleow le Septembre 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 Lire la suite

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4 Mentions J'aime

0 Réponse

alina1205 le Septembre 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 Lire la suite

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5 Mentions J'aime

1 Réponse

ancaban

Participant

Novembre 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 ...Lire la suite

Résolues

Sarah_M le Septembre 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 Lire la suite

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7 Mentions J'aime

3 Réponses

Accepted Solution

GrantCarlile

Contributeur de premier rang | Partenaire solutions Diamond

Mars 03, 2023 08:32

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

Résolues

torg le Septembre 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 Lire la suite

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0 Mention J'aime

3 Réponses

Accepted Solution

rikkilear

Contributeur de premier rang | Partenaire solutions Elite

Septembre 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...Lire la suite

fiachra_duffy le Septembre 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 Lire la suite

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8 Mentions J'aime

1 Réponse

DéboraRoy

HubSpot Employee

Octobre 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 le Septembre 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 Lire la suite

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5 Mentions J'aime

1 Réponse

Josh

Expert reconnu | Partenaire solutions Platinum

Septembre 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...Lire la suite

Kristin-Fox le Septembre 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 Lire la suite

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5 Mentions J'aime

1 Réponse

JenBerenguer

HubSpot Employee

Septembre 23, 2020 06:36

Fantastic advice, @Kristin-Fox !

Danita le Septembre 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 Lire la suite

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8 Mentions J'aime

4 Réponses

TomAilor

Membre

Avril 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...Lire la suite

Résolues

Maryna123 le Septembre 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 Lire la suite

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1 Mention J'aime

4 Réponses

Accepted Solution

trevordjones

Expert reconnu | Partenaire solutions Diamond

Septembre 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...Lire la suite

Fitzycath le Septembre 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 Lire la suite

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1 Mention J'aime

1 Réponse

Drew_Cohen

Contributeur de premier rang

Septembre 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 ...Lire la suite

Fitzycath le Septembre 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 Lire la suite

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Fitzycath le Septembre 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 Lire la suite

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