SaraMae

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danmoyle

Sara Grim

Seattle Boat is a luxury boat dealer, service provider, fuel dock, marina, boat club, pro shop and restaurant. We are using HubSpot Marketing Enterprise across our brand families to provide a more targeted user experience. Our HubSpot application includes integration with Salesforce as our CRM (with Person Accounts) as well as integration of Salesforce Custom Objects.

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MAgarwal5 on May 29, 2023

How to create a list of companies that are deleted in Salesforce?

Hi community members, Our HubSpot account is integrated with Salesforce and we want to delete the companies in Hubspot if they are deleted in Salesforce. I tested that it doesn't happen by default. Is there any other way to achieve this? Or at l read more

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4 upvotes

5 Replies

SaraMae

Contributor

May 31, 2023

Hello! I also manage a Saleforce / Hubspot integration and you have to get pretty clever with Active Lists and Workflows to make things seamless. L...read more

JorieMunroe on July 11, 2021

What social channels are you currently using?

As a social media marketer, it’s crucial you determine which platforms you’re going to share your content on. There’s not necessarily a right or wrong answer when it comes to which social channels your business should use — it’s more about the need read more

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130 upvotes

616 Replies

SaraMae

Contributor

March 08, 2023

Facebook, LinkedIn, Instagram and YouTube

JorieMunroe on July 11, 2021

How often do you clean your contacts database?

We’re in a data-driven era, where datasets are shared between marketing, sales, and customer service teams to increase organizational effectiveness and facilitate alignment. When you have high levels of inconsistent data, it’s not just one team tak read more

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206 upvotes

1606 Replies

SaraMae

Contributor

March 03, 2023

Many of our processes are seasonal so database updates happen along with seasonal adjustments. For example: Our Service and Marina contacts are asses...read more

Solved

IUlbrich on February 03, 2023

Personalized emails where a deal contact references a contact with a different association label

Is it possible for an email in a deal workflow, sent to one contact, to include personalization about another contact on the same deal? Here's my use case. My organization offers courses for teens and young adults, and so often the Student and t read more

Reply Discussion Professional

2 upvotes

5 Replies

SaraMae

Contributor

March 01, 2023

This is great! We have something similar where I have contacts with an associated custom object (our product, boats) - I'd love to build automated c...read more

SaraMae on February 27, 2023

Integrating HubSpot and Salesforce Person Accounts: Creating Person Accounts from HubSpot

HubSpot does not push new contacts to Salesforce Person Accounts. This is due to Person Accounts being seen as both a Contact and a Company inside HubSpot. When HubSpot creates a new contact that does not already exisit in your Salesforce data read more

Reply Discussion Enterprise 3rd Party Integration

3 upvotes

2 Replies

SaraMae on February 23, 2023

How to Embed JotForm Submission Tables in HubSpot Dashboards

The Problem: We use JotForm and HubSpot. For ease of use, we want to keep as much in HubSpot as possible so our Sales Team doesnt have to juggle mulitple platforms. The solution: Learn how to embed JotForm Submission Tables in HubSpot Dashb read more

Reply Discussion Enterprise

2 upvotes

1 Reply

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