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HubSpot Guide & Processes
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HubSpot Processes
  • What we've created in HubSpot
    • Automation
  • Be Productive in HubSpot!
    • HubSpot Tools
  • HubSpot Processes
    • Updating Client Accounts
    • Updating contact records
    • Marketing
  • Roadmap to the future
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      1. HubSpot Guide & Processes
      2. HubSpot Processes
      • What we've created in HubSpot
        • Automation
      • Be Productive in HubSpot!
        • HubSpot Tools
      • HubSpot Processes
        • Updating Client Accounts
        • Updating contact records
        • Marketing
      • Roadmap to the future

      HubSpot Processes

      Clean data is the only data that matters!

      Updating Client Accounts

      • Building and importing the SubDNA Client file into HubSpot
      • Account Owner or User Removed - Purge Subscription details in HubSpot

      Updating contact records

      • Retired - Contacts with No Updated Email

      Marketing

      • Marketing | Initial review of content
      • Webpage review checklist
      • www.ftrintel.com
      • HubSpot support form