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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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10 Signals Your HubSpot Portals Might Be Messed Up

Square 2 Marketing

Maybe, but it might also be your technology, and specifically, your HubSpot portal. If you don’t have a clean instance of HubSpot , it's going to be hard to spot those areas that need improvement. You’ve managed to generate a certain amount of leads but you just can’t seem to improve the numbers. Is it your tactics?

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Key Takeaways From HubSpot Inbound 2021

Envy

HubSpot recently wrapped up Inbound 2021. It was clear that Hubspot's target sights are trained on Salesforce - their strategy is to directly compete with the CRM market leader on bigger, enterprise-ier accounts. Our 3 Main Takeaways from HubSpot Inbound 2021. HubSpot is becoming more customizable and expandable.

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How To Rescue Your HubSpot Portal In Days, Not Weeks Or Months

Square 2 Marketing

Lately, we’ve been talking to a lot of people with HubSpot who seem to have let it get a little out of control. Perhaps you’ve had multiple people working on your portals and things are a bit unorganized. This is more common than you might think, with a lot of fellow HubSpot users facing these challenges.

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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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ICYMI at INBOUND22: What’s New in HubSpot

SmartBug Media

With these challenges in mind, HubSpot has launched a number of features to help organizations connect their data, their customers, and their people all in one place. HubSpot will analyze and identify errors in the import flow , saving you time and headaches. Custom Object Builder Custom objects were originally launched in 2020.

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HubSpot partners with Supermetrics to enable automated multi-portal views

ClickZ

Inbound marketing platform HubSpot announced Wednesday a partnership with marketing data engine Supermetrics that lets users – for the first time – automatically acquire and integrate data from multiple HubSpot portals or accounts. Plug-and-play templates.