You have HubSpot access. Yay! But at the same time...now what? Use HighRoad's Config Suite to get your org fully set-up and ready to go in HubSpot. Depending on your needs, we've included a handful of instructions and task lists that should get you up and running.
You have HubSpot access. Yay! But at the same time...now what? Use HighRoad's Configuration Hall to get your org fully set-up and ready to go in HubSpot. Depending on your needs, we've included a handful of templated lists that should get you up and running.
Get in the right mindset for what to include in your integration with this presentation.
Begin with this workbook for filling out the fields, lists, and email preferences for your integration.
Take inventory and review your existing content and segmentation.
In this video, you will get an understanding of what presets are in Adestra and how they help you to automate set-up of email campaigns.
Complete this task list (if you haven't already) to get you comprehensively configured in HubSpot.
Create automations to set non-marketing contacts as marketing contacts for contact capacity management.
Create automations to set marketing contacts as non-marketing contacts for contact capacity management.
Qualify leads based on custom criteria and also create custom score properties for your contacts, companies, and deals.
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