Tips, Tricks & Best Practices

Hi everyone, I am trying to make my cold outreach emails more personalized using HubSpot tools, but so far I have only used the basic tokens like [First Name] and [Company Name]. What other personalization options or strategies do you recommend wi read more

Our sales and Marketing team both are on same platform. They Target different records to send Marketing Emails using workflow. They also use Sales Sequences to send emails. As a a manager I would like to create a Global filter which all membe read more

I'm trying to understand marketing contacts better. We import a lot of contacts via ZoomInfo and I just recently turned off a setting in the integration that will default them to marketing contact right away upon import. My question is although I k read more

Hi Community, We’re currently working on establishing an internal process to manage bounced contacts, minimize bounce rates, and maintain a strong email-sending reputation. I’ve reviewed some community posts and gathered a few ideas, such as creat read more

Hello, We are wanting to setup automated renewal emails for our clients (sent 60 days before a subscription ends), but I'm trying to work out the logic in how to do it. I thought I could set those up through one-to-one but I can't select that as read more

How can I create a workflow that notifies a contact owner if their contact opened an email more that once?

I want to share something that happened to me yesterday in case it can help someone else. I know some HubSpot users have to be careful about how many contacts they have in their portals. To follow this process you may need to give up a seat for a ti read more

Hi Team, I tried creating a report for marketing emails using two methods. method 1: Selected two datasets and marketing emails. Method 2: selected " Marketing Analytics + Contacts + Companies" method 1 fetches 0% ma read more

Is it possible to report on this for marketing emails, I am looking to see how many peopel viewed an email for more than 4 minutes. Am i only stuck with the standard "Read" field which is 8 seconds??

Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w read more

Hi @All 1 Can we create an Opportunity in Salesforce through a HubSpot workflow and assign the lead to a sales rep using a workflow in HubSpot? 2 Instead of replying through a generic domain, can we add a personal sales rep's domain for the autor read more

Hello everyone, I need your assistance. I connect companies with top business trainers to enhance their employee and management skills. I engage with freelance trainers via cold emailing and aim to manage their journey effectively. Here’ read more