Grab the free lead management software (to organize, prioritize, and engage prospects in one centralized platform): https://clickhubspot.com/d8z
Store Sensitive Data In HubSpot: https://clickhubspot.com/wsc
Curious about how HubSpot’s CRM automation can transform your contact management? Want to see how keeping your data clean can improve lead quality and conversion rates? In this video, we’ll dive into the powerful features of HubSpot’s smart CRM, showing you how to maintain a single source of truth for your customer-facing teams. Learn how to set up custom properties, manage integrations, and create segmented lists for targeted marketing. Don’t miss out—subscribe to our channel for more insights and tutorials on maximizing your CRM’s potential!
Timestamps:
00:00 Introduction
00:33 The Contact Record
01:27 Creating a New Property
03:05 Connecting and Syncing Tech Stack
03:42 Storing Sensitive Date
05:24 List Segmentation
06:24 Using Form Automation
07:08 Lead Management and Reporting
About HubSpot:
HubSpot is a customer platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, commerce, operations, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and apps to attract, engage, and delight customers.
Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.
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