JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Tips, Tricks & Best Practices

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

Solved

dizaiah on May 18, 2023

Effective Website Marketing Strategies in HubSpot

I have been exploring the various features and capabilities of HubSpot and would like to dive into website marketing. I believe that a strong marketing strategy for our website is crucial for attracting and engaging our target audience effectively. read more

Reply Sales

0 upvote

1 Reply

Accepted Solution

Ben_M

Key Advisor

May 18, 2023 08:10

Hubspot has 2 features of websites, you can host your website with their CMS, or utilize ads to drive traffic, but that traffic can go to landing pag...read more

alexagatiss on March 24, 2023

Using workflows to alert Sales team of prospects opening marketing emails

I am hoping to create a workflow that bridges the gap between Sales and Marketing. The idea is that after a contact (prospect) opens a marketing email more than 4 times (or a significant number), then the contact owner recieves an email. The email w read more

Reply Marketing Email Sales Workflows

0 upvote

2 Replies

alexagatiss

Contributor

March 31, 2023 18:08

Is there a different number that you would suggest to use as significant perhaps? I am asking because in the industry in general, email sends often h...read more

Solved

KaKaRoT on January 04, 2023

Difference Between Lifecycle Stage & Lead Status

Hi, Can anyone please help me understand in an easy way the difference between the lifecycle stage and the lead status stage? What property usually does SDR/BDR update when lead/contact is hand-off to the sales team from the marketing team? An read more

Reply best practices Contacts Enterprise Marketing Sales

1 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 04, 2023 09:33

Hi @KaKaRoT , @franksteiner79 published a post here, explaining the difference and how to use each field: https://community.hubspot.com/t5/...read more

DJayagoda on June 16, 2022

[Guide] Marketing Automation Software for Scaling Teams

A Buyer's Evaluation Guide: Marketing Automation Software for Scaling Teams Get Your Free Guide Now Spend less time evaluating software and more time delighting customers. At HubSpot, when we look at t read more

Reply Academy Announcement best practices Blog Campaigns Connected Email CRM Enterprise How-To Marketing Marketing Email Professional Sales Service Workflows

4 upvotes

1 Reply

danmoyle

Thought Leader | Elite Partner

July 27, 2022 08:49

@DJayagoda this looks like a really helpful guide. Thanks for sharing!

DJayagoda on May 11, 2022

[EVENT] GROW 2022: Nurture what's next | 27th June

GROW 2022: Nurture what's next Register for FREE Now Join us on Monday 27th June In-person a nd/or online. GROW 2022, powered by HubSpot, is a hybrid event for pioneers in marketing, sales, and cust read more

Reply Announcement best practices CRM Developer Enterprise Free How-To Marketing Professional Sales Service Starter

5 upvotes

0 Reply

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

rfernandes1994 on October 20, 2021

Running a referral program through Hubspot

Hi guys, We are looking to run a referral program, for the sake of example referrer is Joe Bloggs and referee is Jane Doe. I've marked which stages we've completed and which stages we need guidance on and the best way to manage. Excuse the lengt read more

Reply best practices How-To Marketing Sales Tickets Workaround Workflows

1 upvote

2 Replies

KirstySharman

Member

December 14, 2021 05:14

Our referral platform integrates with Hubspot - it won't work the exact same way you have described, but it allows you to setup a referral camapign p...read more

jennysowyrda on March 19, 2021

What are your Q1 2021 wins?

I know we're all busier than ever these days preparing for Q2, getting projects approved, and trying to plan for what the rest of 2021 will look like. But it's important to stop and reflect on how you're doing right now, what you've accomplished up read more

Reply Marketing Sales Service

3 upvotes

2 Replies

jennysowyrda

Community Manager

April 13, 2021 09:37

Thank you for sharing @ChristinaKay ! This sounds like a big win an a great idea! 😄

jennysowyrda on October 19, 2020

Chrome vs. Firefox: which is better?

Chrome vs. Firefox Choosing a web browser is like finding a CRM solution: once you find one that works for you, you're committed to it. Whether it's because of the integrations, the extensions, or simply your orderly bookmark folders, br read more

Reply Marketing Sales

1 upvote

6 Replies

seliMiles

Member

October 23, 2020 13:47

Both! But lean heavily on Chrome despite its sometimes poor resource handling.

fiachra_duffy on September 23, 2020

How to clean your CRM (with guide video)

Updated 25 Apr 2023 Here is a short video walking you through the quickest way to clean up your CRM. This covers: Bounced contacts (local & global bounced) Contacts with no contact details Duplicates Unengaged contacts read more

Reply CRM Marketing Sales

12 upvotes

3 Replies