How to integrate the CMS with a CRM CMS Hub CMS Hub is part of HubSpot CRM and gives you access to lead capture, contact management, analytics, and content management tools all in one platform. Thanks to these integrated tools , every interaction on the website is stored in the CRM to facilitate reporting. Additionally, […]

When a visitor fills out a form on your company website, it’s helpful to redirect them to a thank you page that confirms receipt of their request and provides Your account and additional information or recommended actions. These pages may also be used to promote other relevant offers or resources. Make sure you set up […]

Ask questions about your business needs to define which reports are essential and how and to whom they should be accessible. Workflow settings Workflow settings Account and user help you automate processes and tasks . For example, when a contact fills out a form on your b2b website, you might want to start a flow […]

These are lists of contacts who should never receive emails from HubSpot. Exclusion lists could include partners, employees, vendors, consultants,  When setting up investors, and other people who are in your contact base, but who should never receive email marketing campaigns. Another set of email settings to configure are delivery rules. This ensures that your […]

Build a basic scoring model and adapt it over time based on business needs. Email and communication settings Many new HubSpot users consider email to be one of the key value propositions associated with this tool. Both marketing and sales will benefit from HubSpot’s email capabilities , if configured correctly. During setup, you should pay […]

This could be integrating Marketing Hub with a non-HubSpot CRM or integrating Marketing Hub and Sales Hub with an ERP or financial management Below nine key package. These integrations can be complicated. The challenge is not just connecting two APIs, but ensuring correct data synchronization . You also need to ensure that data fields between […]