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Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

PamCotton on February 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 read more

Reply Announcement best practices Workflows

4 upvotes

4 Replies

MiaSrebrnjak

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

Solved

BButterfield on March 25, 2024

Automated email to lost deals

Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then read more

Reply Knowledge Base Marketing Sales Workaround Workflows

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 26, 2024 01:05

Hi @BButterfield , This should be pretty straight forward 🙂 First, you would create a company-based list of contacts that are associa...read more

AG97 on February 27, 2024

Managing access to sites through HubSpot

Hi everyone!!! We actively use HubSpot to manage our marketing campaigns and interact with clients. As such, there has been a need to integrate a website blocking system with our platform. Would love to hear your experience or advice on this. Do y read more

Reply Knowledge Base

0 upvote

1 Reply

TomM2

Key Advisor | Partner

February 27, 2024 09:06

Hey @AG97 just to confirm what you're looking to achieve, are you looking to limit access to certain parts of your website to certain clients/conta...read more

Solved

BMargi on November 24, 2023

I still have the same problem: Persistent 404 Errors in Google Search Console Despite Resolving Issu

Issues I'm encountering an issue with 404 errors in Google Search Console that I need some assistance with. Here's the situation: 1. We had over 500 pages on our website that initially gave 404 errors. 2. We meticulously fixed these errors one by on read more

Reply Analytics Tools best practices Knowledge Base Marketing SEO

0 upvote

1 Reply

Accepted Solution

TomM2

Key Advisor | Partner

November 24, 2023 10:48

Hey @BMargi it's worth noting that google caches crawls, and this can be reflected on the google search console. It will display information it cap...read more

kateflynn on April 13, 2023

[Free Webinar] Brand to Demand

Webinar: Full Funnel Strategies in Uncertain Times ➡️ Register for Free Now Marketers today make tradeoffs between focusing on brand or demand campaigns. Whether your organisation is B2C or B2B, investment in short and long t read more

Reply Announcement Campaigns Free How-To Knowledge Base Marketing Marketing Email Webinar

4 upvotes

0 Reply

jforte on April 14, 2022

A SaaS(sy) B2B attribution guide on Hubspot! (Level 02)

A SaaS(sy) B2B attribution guide on Hubspot! (2/3) Oh, look! You haven't given up after my previous article (whew!). So, are you ready to step up and build a multi-touch linear model? Hmm … wait… if you’re still trying to understand why I read more

Reply Academy best practices Contacts Dashboards Getting Started How-To Knowledge Base Playbooks Quick Tutorial Reports

10 upvotes

1 Reply

MiaSrebrnjak

Community Manager

April 14, 2022 14:24

Awesome stuff @jforte , thank you for posting! 👍 👍

jforte on March 08, 2022

A SaaS(sy) B2B attribution guide on Hubspot! (Level 01)

A SaaS(sy) B2B attribution guide on Hubspot! I've been asked to make this step-by-step guide and I felt that it would be more helpful if shared here in the community. If you are wondering out how to get started with HubSpot Custom Att read more

Reply Academy best practices Contacts Dashboards Getting Started How-To Knowledge Base Playbooks Quick Tutorial Reports

8 upvotes

8 Replies

jforte

Top Contributor

August 11, 2022 10:07

Hey @AHanno9 thanks for the kudos 🙂 Regarding what you asked we're talking about a new dimension of attribution that I call indirect attribu...read more

Solved

migreen06 on December 29, 2021

How to market a B2B service company that only works with huge businesses

I started marketing for a B2B service only company. The company has been very successful with out ANY marketing for 15 years because they worked with the same few really big companies that continued to need services over the years. They decided they read more

Reply Knowledge Base Marketing

1 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 30, 2021 01:11

Hi @migreen06 , This is a tough one for sure. In general, I'd recommend looking into account-based marketing strategies and tactics. HubSpot h...read more

SteveTa on December 06, 2021

Creating an announcement bar

Hi there, I'm wondering how to add a temporary announcement, similar to the one below, to our HS instance home page. Does anyone know how to do this? I couldn't find a module that offered this type of functionality. Thanks in advance!

Reply Knowledge Base

0 upvote

4 Replies

harriskenny

Contributor | Partner

August 28, 2023 15:31

This is now very easy with the CTAs (beta) feature, which I believe requires a starter plan: You can read more about it here: https://ww...read more

Solved

GThomson on November 19, 2021

What to put on my forms

Hi all, Basically considering changing the properties and fields on our demo request form. Currently, we ask for first name, last name, company name, email address, and phone number. We are thinking of adding a drop-down option for people wh read more

Reply best practices CRM Enterprise Integrations Knowledge Base Marketing Sales Workflows

1 upvote

1 Reply

Accepted Solution

Ian_Matt

Contributor

November 19, 2021 09:11

Hi @GThomson , I have had quite a lot of experience with the Salesforce-HubSpot connector so happy to share my learnings here. Please feel free to...read more

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