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PamCotton 2月 29日, 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 続きを読む
返信 Announcement best practices Workflows
5 いいね！
5 コメント
Coolananth
参加者
4月 22日, 2024 04:46
Nice
jleow 9月 29日, 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 続きを読む
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4 いいね！
0 コメント
alina1205 9月 25日, 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 続きを読む
返信 How To
5 いいね！
1 コメント
ancaban
参加者
11月 10日, 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 ...続きを読む
解決済み
Sarah_M 9月 24日, 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 続きを読む
返信 How To
7 いいね！
3 コメント
Accepted Solution
GrantCarlile
トップ投稿者 | Diamond Partner
3月 03日, 2023 08:32
Hi @Sarah_M , this is Grant! You are now able to set the permissions for properties . Hope this helps! On...続きを読む
解決済み
torg 9月 23日, 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 続きを読む
返信 How To
0 いいね！
3 コメント
Accepted Solution
rikkilear
トップ投稿者 | Elite Partner
9月 24日, 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...続きを読む
fiachra_duffy 9月 23日, 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 続きを読む
返信 How To
8 いいね！
1 コメント
DéboraRoy
HubSpot Employee
10月 15日, 2020 11:37
This is amazing @fiachra_duffy ! I will definitely share this with my customers. Thank you so much for sharing!
Kristin-Fox 9月 23日, 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 続きを読む
返信 How To
5 いいね！
1 コメント
Josh
名誉エキスパート | Platinum Partner
9月 23日, 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...続きを読む
Kristin-Fox 9月 23日, 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 続きを読む
返信 How To
5 いいね！
1 コメント
JenBerenguer
HubSpot Employee
9月 23日, 2020 06:36
Fantastic advice, @Kristin-Fox !
Danita 9月 22日, 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 続きを読む
返信 How To
8 いいね！
4 コメント
TomAilor
メンバー
4月 19日, 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...続きを読む
解決済み
Maryna123 9月 21日, 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 続きを読む
返信 How To
1 いいね！
4 コメント
Accepted Solution
trevordjones
名誉エキスパート | Diamond Partner
9月 22日, 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...続きを読む
Fitzycath 9月 21日, 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 続きを読む
返信 How To
1 いいね！
1 コメント
Drew_Cohen
トップ投稿者
9月 27日, 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 ...続きを読む
Fitzycath 9月 21日, 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 続きを読む
返信 How To
0 いいね！
0 コメント
Fitzycath 9月 21日, 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 続きを読む
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0 いいね！
0 コメント
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