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Приєднався 20 січ 2022
How can you deduplicate data and maintain clean data in your CRM?
You want to have clean data in Hubspot and while HubSpot automatically deduplicates contacts using email addresses, and companies using domain names, we cannot be sure if the contact with the same name is actually the same person. In this video, Jasna explains how you can deduplicate data with HubSpot's deduplication tool.
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Do you have any questions?
Send an email to hubspot@actuado.com!
If you find this video helpful, share it and sign up (info.actuado.com/hubspot-tips-and-tricks) to be notified when we post a new video!
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Check out all HubSpot Tips And Tricks videos at info.actuado.com/en/hubspot-tips-tricks-video-hub
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Follow us on social:
www.linkedin.com/company/heyactuado
heyactuado
heyactuado
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Do you have any questions?
Send an email to hubspot@actuado.com!
If you find this video helpful, share it and sign up (info.actuado.com/hubspot-tips-and-tricks) to be notified when we post a new video!
---------------------
Check out all HubSpot Tips And Tricks videos at info.actuado.com/en/hubspot-tips-tricks-video-hub
---------------------
Follow us on social:
www.linkedin.com/company/heyactuado
heyactuado
heyactuado
Переглядів: 109
Відео
Automate sending form submission notifications to Slack
Переглядів 329Рік тому
Every day, we use so many applications and tools and are trying to manage all conversations, which steals much of our focus. Integrating HubSpot with Slack can sure help you set your priorities. In this video, Katarina explains how to use workflows to send form submission notifications to the Slack channel instead of your inbox. Do you have any questions? Send an email to hubspot@actuado.com! I...
How can you clone a deal to the first stage of the onboarding pipeline?
Переглядів 29Рік тому
Let's say you just closed a deal and you want your customer success colleagues to take over. Is there a way to automate this process, so you lose as little time and information as possible? There is. In this video, Jasna explains how to clone a deal so it appears in the first stage of the onboarding pipeline. Do you have any questions? Send an email to hubspot@actuado.com! If you find this vide...
Automate sending recent newsletter edition to your latest subscribers
Переглядів 75Рік тому
As a B2B business, you send out a newsletter only once a month, but your visitors can subscribe to receive the newsletter anytime. Create a workflow, and don't let them wait for more weeks before sending out a new newsletter edition! In this video, Katarina explains how to send your recent monthly newsletter to your latest subscribers automatically. Do you have any questions? Send an email to h...
Connect the dots in HubSpot by using association labels
Переглядів 266Рік тому
One of our clients once asked us how they could note in HubSpot that contact from their CRM moved jobs and is now working for another company. Well, you can write a note on this contact's record or... create a unique association label between contact and company. In this video, Katarina shows how to create association labels and use them. Do you have any questions? Send an email to hubspot@actu...
How you can customize the properties in the left sidebar on the contact, company and other records?
Переглядів 63Рік тому
Did you know that you can customize the information that's displayed on HubSpot contacts, companies and other records? That means that everyone on the team can see the default properties on the records, but each user can also customize them to fit their needs. In this video, Jasna shows how you can customize the properties in the left sidebar on the contact, company, deal or ticket record. Do y...
Automate ticket pipelines
Переглядів 72Рік тому
As a customer service manager, you must work fast and be efficient. When someone submits a ticket, you want to focus on their problem rather than first sending them a thank you message and changing the ticket status after that. In this video, Katarina explains how to automate process-related actions in ticket pipelines. Do you have any questions? Send an email to hubspot@actuado.com! If you fin...
Which HubSpot assets do you need for an e-book campaign?
Переглядів 169Рік тому
One of the most often used contents for lead generation campaigns is an e-book. You created the perfect e-book and now you want to share it with your prospects, leads, visitors, and everybody who thinks it can be valuable to them. So, what's next? In this video, Katarina explains which assets you must create in HubSpot to promote your e-book and generate new leads. Do you have any questions? Se...
Custom properties in HubSpot: How to add them to store unique data for your objects
Переглядів 87Рік тому
Every business is unique and that's why it's important you can customize HubSpot to your company's needs. There are a lot of properties already in HubSpot, but you'll probably want to add your own. In this video, Jasna explains what are custom properties in HubSpot and how to add them to store unique data for your objects. Do you have any questions? Send an email to hubspot@actuado.com! If you ...
Use Manage columns and save time checking your overall email performance
Переглядів 48Рік тому
HubSpot enables marketers to compare ten marketing emails, but you have to find and select each email and compare them. It's a great feature, but it takes a lot of time. Is there a way you can do this faster? In this video, we show you how to use the manage columns feature to see the most important information about emails the moment you open emails in your HubSpot portal. Do you have any quest...
Create hidden fields on forms to add additional information to your CRM
Переглядів 204Рік тому
To be able to segment your database you need data. Contacts will give you some information, but you can also add some pre-filled hidden information to their contact record - you can do this with hidden fields on your HubSpot forms. In this video Katarina shows you how to add hidden fields to your forms and why this matters. Do you have any questions? Send an email to hubspot@actuado.com! If you...
Use POP-UP forms to generate new leads
Переглядів 71Рік тому
Pop-ups - they seem to be everywhere, since they are a popular marketing tactic for promoting content and driving lead generation. Did you know, that you can also create pop-up forms in your HubSpot portal? In this video, Katarina shows you how to do that. Do you have any questions? Send an email to hubspot@actuado.com! If you find this video helpful, share it and sign up (info.actuado.com/hubs...
Pipelines in HubSpot: How can you add different deal stages that follow your sales process?
Переглядів 117Рік тому
Your business probably doesn't need just one pipeline and good news is that you can have several in HubSpot. You can also customize the deal stages of each pipeline and in this video, Jasna shows you how to do that. Do you have any questions? Send an email to hubspot@actuado.com! If you find this video helpful, share it and sign up (info.actuado.com/hubspot-tips-and-tricks) to be notified when ...
Use workflows to automatically assign contact owners
Переглядів 2 тис.2 роки тому
Your team knows exactly who should be assigned as a contact owner to specific contacts in HubSpot's CRM. Why do this manually for each contact when you can create a workflow that will do this automatically? It this video, Katarina explains how to create a workflow to assign contact owners automatically. Do you have any questions? Send an email to hubspot@actuado.com! If you find this video help...
How can we ensure that some emails aren't automatically logged in HubSpot?
Переглядів 532 роки тому
Every email you send from your Gmail or Outlook is automatically logged into HubSpot once you enabled the integration. But what if you don't want your coworkers emails to be logged on their contact? Or perhaps your family and friends' emails? In this video Jasna explains how you can make sure some emails aren't logged in HubSpot automatically. Do you have any questions? Send an email to hubspot...
Let the chatbot create tickets in your CRM
Переглядів 2262 роки тому
Let the chatbot create tickets in your CRM
HubSpot marketing subscription type and marketing contacts: What's the difference?
Переглядів 4152 роки тому
HubSpot marketing subscription type and marketing contacts: What's the difference?
Advantages and disadvantages of setting up workflow goals
Переглядів 1572 роки тому
Advantages and disadvantages of setting up workflow goals
How can you automatically log emails in HubSpot CRM?
Переглядів 2,7 тис.2 роки тому
How can you automatically log emails in HubSpot CRM?
How can you personalize content in HubSpot using smart content?
Переглядів 2242 роки тому
How can you personalize content in HubSpot using smart content?
How to bulk edit contacts and make sure they receive your marketing emails?
Переглядів 1122 роки тому
How to bulk edit contacts and make sure they receive your marketing emails?
How to prepare a dashboard for a CEO of a small company in HubSpot?
Переглядів 1582 роки тому
How to prepare a dashboard for a CEO of a small company in HubSpot?
How to automate changing contacts from marketing to non-marketing?
Переглядів 7442 роки тому
How to automate changing contacts from marketing to non-marketing?
How to set up the new HubSpot customer portal?
Переглядів 2,3 тис.2 роки тому
How to set up the new HubSpot customer portal?
How can HubSpot's meetings tool save your time?
Переглядів 1142 роки тому
How can HubSpot's meetings tool save your time?
Use HubSpot lists and saved views to segment your data base
Переглядів 1382 роки тому
Use HubSpot lists and saved views to segment your data base
What's new in Service Hub: Customer Portal, custom views, channel switching
Переглядів 1442 роки тому
What's new in Service Hub: Customer Portal, custom views, channel switching
How to prepare data before importing it into HubSpot?
Переглядів 2,1 тис.2 роки тому
How to prepare data before importing it into HubSpot?
What are sequences and how do they work
Переглядів 602 роки тому
What are sequences and how do they work
I want to assign a company owner as associated contact owner only if the account owner is Active user using workflow in Hubspot, If the Account owner is deactivated I want to skip
That was very helpful. Thank you. Can you create a list based off of time? For example, make a marketing contact a non-marketing contact after 1 year with no activity? Would you be able to do this without a list?
Can the customer attached a file?
yes! you need to activate this feature in your custom form
Is there any API Integration available ? creating and importing csv is not the top solution.
Harpal, you can create a custom API or in HubSpot language Private app to connect HubSpot and your current CRM or any other tool. HubSpot also integrates with some CRMs very easily. If you have your contacts in Mailchimp, you can also integrate it with HubSpot with a few clicks, but there can be some limitations regarding which data will be synced to HubSpot. If there is no simple integration between HubSpot and the tools you currently use, you can still import data with CSV or XMLX files.
Hi am brand new to HubSpot and not really sure where to start I have a spreadsheet of leads, which have our Sales Team allocated to each lead. I then need to upload this data in to HubSpot, for a deal to be created and associated with the correct sales person. Otherwise I will have to upload the data, create a deal and then allocate a sales person. I would. Like it to auto do this. Is it possible?
Julie, you simply add a column to add data about contact, company, ticket, and deal owners. I advise you to check HubSpot's knowledgebase article Set up your import files (knowledge.hubspot.com/crm-setup/set-up-your-import-file) where you will also find sample import files.
Thanks!! Very useful..... Was struggling to get it right.
Amazing, thank you so much =)
Hi, I just got HubSpot and would like to have previous emails added. Is there a way to load a conversation I had before I had the HubSpot account?
Hi i added my business email with IMAP sending. I can send email but not receiving any email. Can you help me ?