Empowering Your Marketing Team through Marketo and HubSpot User Permission Templates

Marketo HubSpot User Permissions Template

Marketing technology platforms, like Marketo and HubSpot, have become integral tools for driving business success. By offering a broad array of features, from email marketing to analytics, they have revolutionized the way businesses interact with their audience. However, as with any powerful tool, it’s critical that we manage and monitor access appropriately. This is where

Marketing Automation Platform Comparison Template


As businesses continue to evolve, it is essential to regularly evaluate and compare the technology solutions they utilize to ensure that they continue to meet the needs of the organization. Marketing Automation Platforms (MAPs) are no exception to this rule. Marketo, HubSpot, and Pardot are three of the most popular MAPs available today, and regular

Getting HubSpot Ad Data and Salesforce Opportunity Data in One Place

This question was asked by one of the Marketing Ops community members, Swarnendu Dutta and the feedback was too good not to share broadly on our blog. Below is a breakdown of replies from the members of the MO Pros community with ideas on solving this interesting challenge. Tyler M. If you’re sending campaign spend

7 of the Top HubSpot Experts all Marketing Ops Folks Need to Follow

7 of the Top HubSpot Experts all Marketing Ops Folks Need to Follow

HubSpot is an amazing platform for sales, marketing, and (yes!) now operations. But it can be a bear to manage and utilize, especially if you’re new to the platform, stumped by a particular issue, or have limited bandwidth for building out your marketing and sales strategies.  What helps is having a list of go-to HubSpot

The Best Keyword Research Tips with HubSpot and Google Web Master Tools

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Back in October of 2017 I did some research on the Google queries in the United States where our home page appeared in the search results. At that time, www.aerserv.com had appeared in 12,721 search results across 610 different keyword phrases over a period of the past 90 days. Intrigued, I went a step further… I took a few extra

Setting Default Values for Personalization Tokens in HubSpot Emails and Website Content

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What I failed to do was two things:

I normally send emails with a different intro, something like “Hi”, “Hey”, or “Hello” which doesn’t look bad when the First Name field is empty.

If the intro requires a default value I’ll typically set the value to “friend” since this seems to be the best alternative for a missing First Name field value.

Tracking Sync Time In HubSpot and Salesforce

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Our team is always attempting to measure how long it takes our leads to make it to the sales team. So, I built a way to track that. If you want to copy what I’ve done feel free!