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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

PamCotton le Février 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 Lire la suite

Répondre Announcement best practices Workflows

4 Mentions J'aime

4 Réponses

MiaSrebrnjak

Gestionnaire de communauté

Mars 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...Lire la suite

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JSchnakenberg le Avril 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 Lire la suite

Répondre best practices

0 Mention J'aime

5 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 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...Lire la suite

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Marianamerino le Mars 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 Lire la suite

Répondre best practices

0 Mention J'aime

3 Réponses

Accepted Solution

colinwitt

Participant

Mars 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 ...Lire la suite

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JMartin1094 le Mars 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 Lire la suite

Répondre best practices CRM Getting Started Marketing Professional Sales Service

1 Mention J'aime

4 Réponses

Accepted Solution

Crystal_Hopper

Conseiller clé

Mars 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...Lire la suite

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MGater7 le Mars 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 Lire la suite

Répondre best practices

0 Mention J'aime

3 Réponses

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colinwitt

Participant

Mars 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 ...Lire la suite

CurryCat le Mars 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.

Répondre best practices Integrations

0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

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SBlocq le Mars 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 Lire la suite

Répondre best practices Forms Marketing Email Workflows

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2 Réponses

Accepted Solution

Whathcock

Contributeur de premier rang | Partenaire solutions Diamond

Mars 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...Lire la suite

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sschmidt2621 le Mars 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 Lire la suite

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Accepted Solution

LouiseHare

Contributeur de premier rang | Partenaire solutions

Mars 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...Lire la suite

JScharpe le Mars 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 Lire la suite

Répondre best practices

0 Mention J'aime

3 Réponses

JScharpe

Participant

Mars 05, 2024 09:47

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

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marconetrio le Mars 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 Lire la suite

Répondre best practices CRM Professional

0 Mention J'aime

4 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

OliaGozha le Mars 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 Lire la suite

Répondre best practices

1 Mention J'aime

5 Réponses

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Mars 11, 2024 12:31

Excellent insight as always @danmoyle , thanks for sharing the article, it was a really helpful overview!

PamCotton le Février 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

Répondre Announcement best practices Workflows

4 Mentions J'aime

4 Réponses

MiaSrebrnjak

Gestionnaire de communauté

Mars 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...Lire la suite

EricDeinoff le Février 08, 2024

Hubspot Document Link for LinkedIn Lead Gen Ad Thank You Page

We are running LinkedIn Lead Gen Ads. On the confirmation page, we have a thank you message call to action (i.e. Learn more) and the link will take submitter to a document that is hosted on Hubspot under documents not files. For the cleanest trackin Lire la suite

Répondre ads best practices Documents

0 Mention J'aime

1 Réponse

Whathcock

Contributeur de premier rang | Partenaire solutions Diamond

Février 08, 2024 15:08

Hi @EricDeinoff , What sort of metrics are you hoping to track, and what will that data inform? I typically link to a file on a thank you pag...Lire la suite

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