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Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

SBanthia on February 09, 2024

Should I make different deal pipelines?

Sales team has activities with different deal pipelines: 1. New lead closure 2. Cross-selling - different info captured vs. new lead closure deals 3. Up-selling 4. Inactive client re-activation - automated workflows used vs. above categories read more

Reply Admin best practices Campaigns Deals

0 upvote

4 Replies

Ben_M

Key Advisor

February 10, 2024 08:35

@Pranit - When I read your stages, I am hearing a cross of lifecycle stages (Lead/Contact/MQL/SQL) with what I would consider to be a traditional p...read more

Solved

OBetzalel on December 18, 2023

Marketing: HubSpot <> Salesforce Integration - ROI

Hi all, In HubSpot we want to run reports on ROI or see the revenue from campaigns. We want to set the integration between HubSpot and Salesforce. We creating contacts in HubSpot from form submissions, etc. After the contact is in MQL status, read more

Reply Campaigns

0 upvote

1 Reply

Accepted Solution

trevordjones

Recognized Expert | Diamond Partner

December 18, 2023 08:34

Hi @OBetzalel ! Yes. If you associuate a contact in salesforce with an opportunity in salesforce, that same assocuation should be created between...read more

EConway on November 11, 2022

[Free Resource] Prospecting and Objection Handling: Templates and Best Practices for Sales Success

Prospecting and Objection Handling: Templates and Best Practices for Sales Success ➡️ Download the kit here ⬅️ 🔍 How you behave when a prospect pushes back can make or break your sale. 💡 It’s report read more

Reply best practices Blog Campaigns Conversations How-To Meetings Quick Tutorial Sales Sequences Templates

5 upvotes

1 Reply

SNigam

Key Advisor

January 04, 2023 15:15

Nice

jolle on August 05, 2022

Multi-Hub Use Case: Pipeline Re-enagement Campaigns

How many of you believe (or have clients have who believe) that the secret to growing a business is more new leads? It seems to check out — more new leads means more new opportunities to make a sale and expand that market that you serve. But wha read more

Reply best practices Campaigns CRM Deals Quick Tutorial Sales

6 upvotes

7 Replies

kvlschaefer

Community Manager

August 16, 2022 14:55

Hey @jolle , You're very welcome! 🙂 Thank you for helping out our community! Best, Kristen

BLE219 on May 06, 2022

Viewing campaigns a contact is member of in HubSpot

Is there a way to view all the campaigns (either HubSpot campaigns or SFDC campaigns) on the contact page? Would love to have a card on the right sidebar similar to the list membership but was told this wasn't possible by HubSpot support. Our sal read more

Reply Campaigns Workaround

8 upvotes

5 Replies

kvlschaefer

Community Manager

October 03, 2023 05:13

Hi @elzbthvncnt and @SBerger3 , Thank you for your product feedback. As a workaround, you can filter contacts in the list tool. You c...read more

JonStanis on March 04, 2022

How to use HubSpot Campaign Tools

Wanted to share this blog post we just published about the HubSpot campaign tools . I have not had a ton of interaction with the campaign tool myself, so I thought others would find it useful to understand the setup and how best to use it. Ho read more

Reply Campaigns

0 upvote

1 Reply