Diary of a HubSpot CRM Expert
Workflows are superpowers given to your team as they allow small teams to do the work of far larger ones. Often overlooked however are the date property workflows. Unlike the specific date-based workflows, the dates in these workflows are dynamic as they depend on the contact themselves. These workflows can prevent customers from slipping through the cracks, help delight customers by personalizing interactions and standardize your customer journey.
While HubSpot's tools and capabilities are unquestionably extensive, so are the resources available for support and training. One of the most valuable things that any HubSpot user can do, is become familiar with these resources and take advantage of the network of support available at your fingertips.
Before entering data in HubSpot there are some important consideration and planning to be done. Do not fall trap to poorly organized data before you have even started! Time spent organizing is time saved in the long run: Plan out your process before adding in data, make sure you are labeling things clearly, and know where you can go for help before you even need it.