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The Ultimate Guide To Best Practices Around HubSpot Portal Management

Square 2 Marketing

You inherited the company’s HubSpot portals and they’re a mess, or your company recently purchased HubSpot, and you’re concerned it’s quickly becoming a mess. We regularly get requests from companies to help them clean up their HubSpot portals. Does any of this sound familiar? It’s a very common scenario.

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Best Practices for Deciding When to Create a Deal Record in Your HubSpot Portal

SmartBug Media

Answering the sales training question “When do I create a deal record in HubSpot?” Each company has their own situation and appetite for pipeline management, otherwise known as HubSpot Hygiene. Let’s dive into each of these methods to see which is the best trigger for your organization to create a HubSpot deal record.

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How to Use HubSpot's Content Assistant to Write a Marketing Email

SmartBug Media

With HubSpot’s Content Assistant , powered by artificial intelligence (AI), you can quickly and easily compose and optimize your marketing emails. The HubSpot Content Assistant integrates seamlessly with your HubSpot workflow and harnesses the power of AI to streamline the content creation process for marketing emails.

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Contact Data Hacks for Advanced HubSpot Users

SmartBug Media

When I first joined SmartBug®, I was welcomed onto a team of individuals that weren’t just proficient in HubSpot—they were experts. As self-proclaimed experts at HubSpot, to say SmartBugs have mastered the platform would be an understatement. My database is “messy,” and I need to clean it up. What are some good ways to do this?

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Getting Started with HubSpot: A 4-Step HubSpot Setup Plan

SmartBug Media

Whether you are just getting started with HubSpot (as your first CRM platform), or you’re migrating from your current marketing automation platform into HubSpot, there are four defined phases that will help you run a smooth setup. This is where you add users to your portal, create teams, and give special permissions if needed.

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How to Use HubSpot's Content Assistant to Generate Blog Posts

SmartBug Media

HubSpot's Content Assistant is a powerful writing tool that can help you with the creation of high-quality blog posts. Features and Benefits of HubSpot’s Content Assistant Sure, an AI tool to improve your writing sounds great—but how exactly does Content Assistant help? Here are some of the tool’s key features and benefits.

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21 HubSpot Integrations for Better Results

SmartBug Media

Whether you are new to HubSpot or an evangelist like me, chances are you are constantly seeking ways to optimize and extract more value from your HubSpot investment. How Can a HubSpot Integration Improve Results? Here are some common ways that HubSpot integrations show their value. apps in the HubSpot portal?

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