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José Forte

In the age defined as BHST (Before Having Things Together), I spent 1.5 years passing through most of the foundations of this area as email marketing, design, managing CRM and even doing sales development to help early-stage startups. The journey went on and I've specialized in paid media and data analysis. As of today, I have managed over 250K€ on Facebook, Google and Linkedin Ads mostly focused on B2B SaaS Lead Generation. As a side affair, I'm a Hubspot lover - developed a structure to merge marketing and sales, built smart workflows to feed our audiences with valuable data, created hundreds of reports to get everyone on the loop ... you name it! Hubspot Champion User - Q1 2019 Marketing Hub Champion User - Q1 2020 If you want to talk about PPC, discuss challenges or just connect with a like-minded peer feel free to ping me


Bhumika_Bhatia on November 17, 2023
Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We are trying to build a H read more
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Top Contributor
December 05, 2023
Thanks for the mention @BérangèreL @Bhumika_Bhatia nice to meet you 🙂 Regarding your idea it's always possible to set amount ($) more
FranCatozzo on October 26, 2023
Oi, comunidade! Será que alguém já passou por isso? Parametrizamos alguns links com o " ?utm_source= " para identificar a origem de acessos em uma campanha de landing page no tráfego orgânico. Entretanto, nas métricas do Hubspot, alguns dos read more
0 upvote
6 Replies
Top Contributor
November 14, 2023
Thanks pela mention @PamCotton @FranCatozzo parece-me ser possivel resolver isso mas consegues mostrar a latest source + drill-downs e more
AbhiMehndiratta on November 03, 2023
Hello everyone, I'm Abhishek, a Sales Ops intern. I'm new to this field but I'm eager to learn and grow within it. At our company, we primarily utilize HubSpot, and currently, I've been tasked with maintaining our CRM data, as well as cleaning read more
Top Contributor
November 06, 2023
Thanks for mentioning @kvlschaefer 💪 Hey @AbhiMehndiratta , quick tips to start this journey in Sales Ops: - Don't be only the "Hubspot more
BBarclay98 on October 26, 2023
Hello, We currently have two companies within our group using HubSpot. Sometimes a prospect will be added to one of our companies portal but they will not be able to quote for that work and it will need to be passed across to the other company read more
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4 Replies
Top Contributor
October 30, 2023
Hey @BBarclay98 did you considerated using crossbeam ? It's used to work with partners but it should solve those problems 🙂 (they have free more
DLeBlanc on March 10, 2022
Hi Hubspot fam! I'm looking to build a report that measures the AVG number of calls it takes to get the customer on the phone. Having major blockers. Does anyone know a genius workaround?
Top Contributor
August 24, 2023
Hey @jlgrvv ! Now Hubspot solved that problem to us 🙂 With "event occurs" triggers we don't need to use properties as last contacted more
willrguff on June 16, 2023
Hi all! I am fairly new to HubSpot and am working on getting it set up to have a searchable record of all of our communications with customers (emails, notes from meetings, etc). I would love to know what is the best way to upload call notes. C read more
0 upvote
2 Replies
Top Contributor
June 22, 2023
thanks for the mention @kvlschaefer 🙂 @willrguff regarding your structure it works but from what I know the more steps you give to a sales more
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