Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag read more
@ASobaci thank you for adding this context.
When it comes to the source, I'd recommend working with a custom property that clearly labels con...read more
We manage business partners (VAR, Value added Resellers) as well as endcustomers. All our email-based communication is supposed to by synched with/in the Hubspot account of the corresponding endcustomer. But when interacting with the business part read more
Exactly @Anschmid
emails need to be first synced into HubSpot to be able to associate them to any record.
Here is an article on how to setup ...read more
A few people in my company reported that when they try to associate a contact to a company the company they had selected as the primary changed once they clicked save and created the contact. Is there any bug in HS?
Hi Is there any way we can do a search in Hubspot for the below image: This is directly under Communcation Subscriptions, we would like to identify all contacts who have "not specified" under a specific subscription type. We hav read more
We have a partner that uses hubspot, we are looking for a native solution to share with them spesific deals and companies that they can update the information on those companies and deals. As they are external company and they have their own sys read more
Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more
Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more
I’m exploring ways to improve engagement and response rates with MQLs and SQLs, especially for more personalized (contextualized and relevant) follow-ups. Even with all the data available already within HubSpot and outside (LinkedIn activities, co read more
Hey @KlemenHrovat ! By helping out prospecting roles I understood that personalization tokens directly used on the email body could be tricky. On on...read more
I work with customers daily here at HubSpot and I’ve seen how powerful a well-placed, optimized Call-to-Actions (CTAs) can be in driving conversions and generating leads. The trick is not just to have a CTA, but to create one that’s designed to read more
As a Customer Success Manager, I often hear from businesses looking for efficient ways to generate high-quality leads that can drive growth. One of the most effective ways to do this is through targeted advertising. However, the challenge often lie read more
I work with customers daily here at HubSpot and I’ve seen how automation can significantly improve sales team efficiency and help close more deals. HubSpot offers powerful tools to automate critical aspects of the sales process. By automating key t read more
As a customer success manager at HubSpot, I’ve helped many sales teams track and improve their performance. When it comes to developing sales opportunities, tracking your activities is key to identifying what’s working—and what’s not. Today, I’ll sh read more