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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

5 upvotes

5 Replies

Coolananth

Participant

April 22, 2024 04:46

Nice

Sundas on April 19, 2024

Buyer Persona

I am a B2G marketer. My target audience is in a very niche industry. The are only 18000 companies that are the decision-makers in the target audience. Any recommendations for creating personas? I am using Hubspot for email marketing and practicing i read more

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1 upvote

1 Reply

Shubham_Sharma

Contributor

April 20, 2024 01:20

Hey @Sundas When creating personas in a niche industry, it is recommended to start simple and keep the first version of your ideal customer p...read more

Solved

JSchnakenberg on April 11, 2024

Creating Workflow when specific form field has been filled out

Hi Community, At our trial version download forms we have an optional text field for a message. So visitors can add specific questions or comments when filling out the form. is there anyway we could create a workflow that only triggers if s read more

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0 upvote

5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 11, 2024 03:54

@JSchnakenberg enabling re-enrollment for the "Message is known" filter means that the workflow will trigger every time the value in the field "Mes...read more

Solved

Marianamerino on March 27, 2024

What are the best steps to follow after getting a new marketing contact.

Hi all, I do the marketing for a Real Estate Development Company, right now we are doing the marketing for our most recent development: English Lane Phase II. We have ads running and people signing up to receive information about the properties, I read more

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0 upvote

3 Replies

Accepted Solution

colinwitt

Participant | Gold Partner

March 27, 2024 12:45

Hi @Marianamerino , I think the most important thing is, that the leads receive some kind of confirmation E-Mail and the content they would expect ...read more

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

4 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

MGater7 on March 26, 2024

Moving associated deals independently

Hey everyone, I'm looking for tips/advice on moving deals associated to a singe contact, indpendently from eachother. For context, a contact has potential to have more than one deal that are not related to eachother. Currently, form submiss read more

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0 upvote

3 Replies

Accepted Solution

colinwitt

Participant | Gold Partner

March 27, 2024 06:22

As soon as you have a data point that makes it possible to identify the deal that should be updated to trigger the next steps, this should be rather ...read more

CurryCat on March 20, 2024

Recruitment Marketing and Employer Branding

Hi HubSpot Community, Just curious if there's anyone who's using HubSpot for recruitment marketing and employer branding purposes? I would like to hear more about your HR tech stack and best practices using HubSpot for recruitment marketing.

Reply best practices Integrations

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 21, 2024 01:22

Hi @CurryCat , There is an existing ongoing thread around this which you might find interesting 🙂 https://community.hubspot.com/t5/CRM/U...read more

Solved

SBlocq on March 19, 2024

Best practices for updating downloadables

Hello, I'm seeking insights from our community regarding our approach to updating our promotional materials. Periodically, we refresh our whitepapers, brochures, and catalogs to align with emerging trends and introduce new products. As a result, th read more

Reply best practices Forms Marketing Email Workflows

0 upvote

2 Replies

Accepted Solution

Whathcock

Top Contributor | Diamond Partner

March 19, 2024 08:40

Hi @SBlocq , If we're making small updates (i.e. a pricing change, refreshing some stats, or the name of a service changed), we'll replace th...read more

Solved

sschmidt2621 on March 06, 2024

Collecting RSVPs

In the past, I've created a form to collect RSVPs. This works well, other than one roadblock I continue to run into. Suppose Sally (for example) fills out an RSVP form for Joe (for example). In that case, Hubspot automatically assumes that Joe shoul read more

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0 upvote

2 Replies

Accepted Solution

LouiseHare

Top Contributor | Partner

March 06, 2024 14:46

Hi @sschmidt2621 , Will only Joe's contact need to be updated from this RSVP? If so, you can do this very simply by turning on this setting...read more

JScharpe on March 04, 2024

Pros and Cons for Email with link vs. Direct link

I am looking for input on which is better. (if this is not the correct place for this, im sorry!) I have a form collecting lead info (name and email) and offereing a Free Guide. Is it better to send an email with a link to the guide or just send read more

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0 upvote

3 Replies

JScharpe

Participant

March 05, 2024 09:47

Wow! Thanks for the feedback. These are all great points to think about. I appreciate the help.

Solved

marconetrio on March 04, 2024

Customize lifecycle stages without breaking automatic properties?

I am currently trying to move my small nonprofit's account into using lifecycle stages (we have been relying on deal stages for the customer journey but this is less effective). Our org is a degree program provider, so the default lifecycle stage na read more

Reply best practices CRM Professional

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 05, 2024 00:43

@marconetrio the "Became a" properties are an exception and are being deprecated. You should see all of these properties including the "Entered" pr...read more

OliaGozha on March 01, 2024

Advice: how better to use brand archetypes

Hey folks 👋 Does anyone here use brand archetypes in their marketing? Would you mind sharing your experience with this approach? I'm figuring out whether this thing is worth the effort to apply to brands I'm working with. Any success/failur read more

Reply best practices

1 upvote

5 Replies