The Step by Step Guide to HubSpot Audits | HubSpot User Group '24

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Welcome to the LAST HubSpot User Group virtual event of 2024! 🎉

In this HUG we'll get your HubSpot account ready for 2025 with a quick clean-up—by showing you how to tidy up properties, workflows, contacts, and deal pipelines for better organisation. We’ll cover essentials like domain tracking, email deliverability, and managing marketing vs non-marketing contacts to save costs.

Plus, we'll share tips on lifecycle stages, naming conventions, and tools like Portal IQ for a smoother portal. Get ready to start 2025 with a spotless, efficient HubSpot! 🚀

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🎬 Video Chapters:
[00:00:00]: Introduction to December HubSpot User Group
[00:01:12]: Understanding the Conversions API's Impact on Lead Quality
[00:02:11]: Transition to Conversation with Heriberto
[00:02:44]: Heriberto Introduces Meta's Lead Generation Products
[00:04:24]: Overview of Lead Ad Strategies and Instant Forms
[00:07:03]: Best Practices for Using Instant Forms
[00:10:08]: Automating Lead Download and Introduction to Conversions API
[00:14:11]: Prerequisites and Integration Methods for Conversions API
[00:17:22]: Benefits of Partnering with HubSpot for API Integration
[00:19:43]: Case Studies and Success Stories with Conversions API
[00:25:20]: How to Set Up Conversions API in HubSpot
[00:31:07]: Conclusion and Preview of Next HubSpot User Group

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🔗 Links Mentioned

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#marketing #digitalmarketing #sales#hubspot #audit #hubspotaudit #crm #cms
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What’s the hardest part of your HubSpot portal to keep organised? Drop your thoughts in the comments!

NBHco
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Very helpful for reviewing our settings

LiamLi-jiqc