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Tips, Tricks & Best Practices

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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

11 upvotes

26 Replies

EJack1

Member

December 02, 2024 09:04

"Absolutely! Automating repetitive tasks and setting clear priorities are game-changers. One tip: use workflows to streamline approvals and reduce ba...read more

kara_susvilla on June 05, 2024

4 ways GTM teams can drive growth with the Pendo app for HubSpot

Historically, product teams and go-to-market (GTM) teams have been siloed—especially when it comes to data. But, when GTM teams have access to behavioral product data at their fingertips and in their CRM, they can be more personalized and r read more

Reply Integrations Marketing Sales Service

3 upvotes

1 Reply

chighsmith

HubSpot Moderator

June 13, 2024 16:31

@kara_susvilla Thank you for sharing!

Solved

JMartin1094 on March 26, 2024

CRM & Modules Starter Checklist?

I've been driving a platform migration and buildout for just over three months now, and definitely have gotten a lot out of the knowledge center & Academy materials. But since this is my first time managing a CRM, you don't know what you don't k read more

Reply Best Practices CRM Getting Started Marketing Professional Sales Service

1 upvote

5 Replies

Accepted solution

Crystal_Hopper

Key Advisor

March 26, 2024 15:56

Hi @JMartin1094 ! Congrats on your first CRM management job! I would encourage you to join this group also: HubSpot Community - HubSpot Admi...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

beatrizlima on January 17, 2024

[Free Guide] 2024 Sales and Marketing Trends in EMEA

➡️ Download the guide now The consumer journey is changing fast, and tactics that worked even a few months ago may no longer be effective. Today's customers are more knowledgeable, engaged, and require a new end-to-end buying exp read more

Reply Best Practices Marketing Sales

4 upvotes

0 Reply

beatrizlima on September 28, 2023

[Free Guide] An Introduction to Elemental Growth

Strategies for Success That Help Businesses Thrive in Unstable Environments ➡️ Download the guide now Businesses in the UK and Ireland have been experiencing economic turmoil, geopolitical shifts, and climate concerns, read more

Reply Best Practices Campaigns CTAs FREE Marketing Reports Sales

4 upvotes

0 Reply

Solved

PaoloPinoargote on September 03, 2023

Best sales channels on the US?

Which social media or channes can I use to improve sales on the US? Are there popular sites that I should register on the area of Florida? I'm having a very difficult time to reach buyers using only facebook and Instagram.

Reply Marketing Sales Starter

0 upvote

1 Reply

Accepted solution

TomM2

Thought Leader | Platinum Partner

September 04, 2023 03:04

Hey @PaoloPinoargote it's really down to your target audience and market. This can vary wildly depending on your product/ideal customer. What I'd p...read more

kateflynn on July 20, 2023

Behind the Scenes: A Marketing, Sales and CX Pulse Check

[Free Report] Behind the Scenes: A Marketing, Sales and CX Pulse Check ➡️ Download for Free Now Marketing, sales and customer service managers have been at the front line of remarkable change over the past few read more

Reply Best Practices Campaigns CTAs FREE Marketing Marketing Email Reports Sales

2 upvotes

1 Reply

BérangèreL

Community Manager

July 21, 2023 04:59

Hi @kateflynn , Thanks for sharing this interesting report 🙂 Have a great day! Bérangère

Solved

AGüell on July 07, 2023

Creating deals and assigning to an owner

Hi! We have agents in a call center that work at different time schedules. We are having trouble assigning them leads. We have a workflow for creating and assigning deals to our call center. The procedure is very simple: (i) every time a lead read more

Reply Calling Contacts Deals Sales Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 07, 2023 04:53

Hi @AGüell , @AGüell wrote: We've tried different approaches like creating different workflows that are only active in some times of the ...read more

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 Balanced Wellness Hub marketing. I believe that a strong marketing strategy for our website is crucial for attracting and engaging our tar 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

1 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

2 Replies

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