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Follow the 2175 Group blog to read tips, tricks, and best practices on how to attract, engage, and delight customers with effective marketing programs.

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HubSpot

Step-by-step guide to log emails in both HubSpot and Salesforce

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Mike Dupuy

The HubSpot and Salesforce integration natively connects a variety of Contact, Company, and Deal properties. However, it starts to get a bit messy when it comes to logging activity in both systems. While HubSpot can log meetings that are scheduled or marketing email engagement in Salesforce (handled by creating new tasks with specific task types for the activities), there isn't an easy way to sync sales emails between the two systems.

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Setting up a simple HubSpot workflow for MQLs

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Mike Dupuy

Every company handles marketing qualified leads (MQLs) differently. That's why there isn't a golden rule for MQL definition or how to decide when a lead becomes an MQL. In working with multiple clients, I've found that using a lead scoring MQL definition usually survives the test of time and becomes one of the best ways to have engaging conversations on what contacts are considered MQLs and when they should be handed off to sales for follow up.

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Getting started with HubSpot's free sales tools

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Mike Dupuy

One of HubSpot’s best kept secrets is its suite of sales tools that are 100% free. From seeing who has opened your emails to giving your customers an easy way to book meetings, using the free edition of HubSpot Sales is a great, cost-effective way to stay productive.

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3 tips to clean up your HubSpot database

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Mike Dupuy
It's always a good time to spend a few minutes doing some database hygiene—and rather than paying extra every month for a bunch of unwanted contacts, here are 3 ways you can clean up your database in just a couple of minutes.
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