Diaz & Cooper’s Post

Ever wondered what happens to your workflows when you merge contacts in HubSpot? When you merge HubSpot contacts, the secondary contact will be unenrolled from all workflows. No worries, though – the primary contact won't automatically join any workflows due to data changes that occur during the merge. But guess what? You can change that! In this tutorial video, you’ll discover how easy it is to enroll merged contacts in your workflows. Just a few clicks, and you're good to go! #HubSpotTutorials #HubSpot

🌟 Curious to hear your thoughts! 🌟 We all love HubSpot, but it's not without its challenges. I'm curious to hear from you: What are the challenges you face with HubSpot? 🔍 Data clutter and duplicate contacts hindering effective lists 📊 Unreliable reports failing to reflect company efforts and outcomes 📥 Inconsistent data imports resulting in irregular lead entries 👥 Teams lacking uniform system utilization 🛠️ Underutilization of HubSpot's full feature set ⚙️ Insufficient automation utilization leading to manual overload 🔌 Integration hurdles with other systems 🔄 Permission chaos with too many changes made by different users Let's discuss and overcome these challenges together! 💬 #HubSpotChallenges #ShareYourThoughts

🌟 Curious to hear your thoughts! 🌟 We all love HubSpot, but it's not without its challenges. I'm curious to hear from you: What are the challenges you face with HubSpot? 🔍 Data clutter and duplicate contacts hindering effective lists 📊 Unreliable reports failing to reflect company efforts and outcomes 📥 Inconsistent data imports resulting in irregular lead entries 👥 Teams lacking uniform system utilization 🛠️ Underutilization of HubSpot's full feature set ⚙️ Insufficient automation utilization leading to manual overload 🔌 Integration hurdles with other systems 🔄 Permission chaos with too many changes made by different users Let's discuss and overcome these challenges together! 💬 #HubSpotChallenges #ShareYourThoughts

HubSpot can be overwhelming until you accept ... it's just an interface over a database 🤷♂️ ❌ It won't fix an undefined process ❌ It won't be something you set and forget ❌ It won't magically streamline your operations But... ✅ It can connect your data and processes in one place ✅ It can support starting small and iterating quickly ✅ It can enable automation and scale HubSpot (or any tool) is what you make of it. People > Process > Tools ✌️ P.S. I’m building a niche B2B media company for HubSpot admins starting with a weekly newsletter. Subscribe to get this weeks playbook tomorrow. https://lnkd.in/en942kTf

Perfectly explained the difference between what shouldn't and what should be expected from HubSpot! HubSpot is what you make of it! If you're unsure that you're using HubSpot the right way, I'd like to chat with you. #HubSpot #Marketing #Sales #Leads #LeadGeneration

🔥 It's getting hot, not due to summer but HubSpot's new updates! 🔥 Elixir's Top Pick of HubSpot June Updates ↓ 🟠 New Workflow Actions for Associations 🟠 Create Lists Using Orders and Cart Object 🟠 User Object Available in Reports 🟠 Deal Insights on Custom Views 🟠 Schedule Meetings More Than a Year in Advance _ _ _ _ _ Learn more about the updates here and how to set it up in HubSpot with our blogpost in the comments!↓ #elixirhubspotpartner #hubspotcrm #hubspotupdates

First Touch Enhance x HubSpot integration is now live! We’re thrilled to announce publicly that you can now use First Touch directly within your HubSpot workflows. The best part- there are no backend integrations needed. Once you get set up on First Touch (takes 30 seconds), this workflow is immediately available within HubSpot. First Touch Enhance transforms static templates and sequences into dynamic prompt based templates allowing for personalization at scale while giving sales enablement + sales reps full control / flexibility over messaging. Additionally with First Touch Extend you can now do deep prospect and company research, personalized outreach, and prompting without leaving HubSpot. Sign up to become a super rep: www.firsttouch.com Outreach launch slated this week and Salesloft + Salesforce coming soon :) #FirstTouch #SalesRevolution

Last week, our HubSpot integration went turbo 😎 Not only can you fully automate contracts using your HubSpot data, you can now select between eSignature recipients inside a workflow. This gives you control over who signs different sections of a contract, ensuring the right person signs the correct part of an agreement. And if a deal has multiple contacts, you can now choose which one you’d like to sign the contract. Here's James to show you how: • • • New to Portant? Get started free → https://buff.ly/3VVrCdt P.S. Want to create this inside HubSpot? Check out our new Hubspot integration: https://buff.ly/49aZOFx

Is your company using 🟧 HubSpot? If you love data but hate wasting time on integration we'd love 10 seconds of your time to make our job easier: could you drop a +1 on this thread? Hubspot is way behind on 🟦 Salesforce when it comes to developer-friendly integrations and this simple feature would greatly help narrow the gap. https://lnkd.in/e4pYqX6N

🚀 Pipedrive to HubSpot Migration: A Success Story 🚀 We recently helped a client move from Pipedrive to HubSpot, migrating Contacts, Companies, Deals, Activities (Notes, Calls, Emails, Tasks), and Tickets seamlessly. By leveraging both Pipedrive's and HubSpot's APIs and using Node.js for coding, we ensured data integrity was preserved throughout the process. Key Results: - Seamless migration with no data loss. - Data integrity maintained across systems. - The client now enjoys a more comprehensive system in HubSpot. 💡 Lesson Learned: Never assume data is deduplicated. Always validate! #CRM #DataMigration #HubSpot #Pipedrive #LoncomConsulting #BusinessSolutions