IV-LEAD'S KNOWLEDGE CENTER

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Latest insights, tips and news on Inbound, Automation, HubSpot and Digital Transformation.

    17 Integrations
    Connect HubSpot and NetSuite

    Connect your HubSpot and NetSuite accounts using HubSpot data sync. After connecting your accounts, you can use a deal-based workflow to create a NetSuite sales order...

    89569-1 HubSpot Integrations
    Integrate your WhatsApp with HubSpot

    Easily connect your WhatsApp Business account to HubSpot to seamlessly communicate with your customers, track conversations, and build stronger relationships...

    10-1 HubSpot Dashboards
    Customize your Dashboard

    Your marketing, sales, and service dashboards have default reports, but you can customize these dashboards, and any custom dashboards...

    40 Automation
    Create a Chatbot in HubSpot
    Create a chatflow with a bot to connect with your website visitors. The bot will appear as a chat widget on your website pages where a visitor can start a conversation....
    24 Database
    Manage your CRM Database
    The foundation of your HubSpot account is a database of your business relationships and processes, called the CRM (Customer Relationship Management)...
    businessman-office-with-laptop 1 Integrations
    Installing your Aircall HubSpot integration

    If you're looking to become even more of an expert Aircaller, then you might be looking to put Aircall's HubSpot integration, and all it has to offer, to use...

    19 F.A.Q
    Salesforce Integration | Frequently Asked Questions
    Find answers and general information quickly about the HubSpot-Salesforce integration...
    41 Salesforce
    Manage your Salesforce Integration Settings
    After installing the HubSpot-Salesforce integration, you can manage a number of integration settings, such as your API call usage, inclusion list, and object syncing...
    42 Sales Pipeline
    Create and Use Custom Object Pipelines
    Once you've defined a custom object in your HubSpot account, you can create pipelines to track custom object records through your processes. You can organize pipelines...
    32 Workflows Guide
    Organize your Workflows
    Organize workflows by managing your workflow tables and grouping your workflows into folders...
    18 Training
    Determine your List Criteria
    Use lists to organize your contacts and companies by their common traits. Once you understand the filtering options, you can set criteria to build lists that help...
    Update your DNS records-1 Integrations
    Update your DNS records

    When you connect your domain to HubSpot, you'll need to update the DNS records in your DNS provider. Here are some general instructions for updating...

    9-1 Reports
    Create sales reports with the Sales Analytics Tool
    The Sales Analytics tool has the most relevant sales reports to help sales managers and their team members to understand better how they are performing. These reports...
    7-1 Database Clean-up
    Clean up your Contact Lists to Improve Email Deliverability
    Each contact in your database should be organized based on why they expressed interest in receiving marketing emails from you. You can refer to this...
    43-1 Integrations/Salesforce
    Install the HubSpot-Salesforce Integration
    The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams...
    14 Sales Strategy
    17 Best Sales Strategies, Plans, & Initiatives for Success

    A strong sales strategy plan creates the foundation for a cohesive and successful sales organization. Sales strategies and initiatives also align salespeople...

    59 LinkedIn/HubSpot
    How to Use HubSpot's integration with LinkedIn Sales Navigator

    Use HubSpot's integration with LinkedIn Sales Navigator to view LinkedIn insights on your HubSpot contact and company records and send InMails directly...

    8-1 Email Marketing
    How to Create an Email Marketing Campaign in HubSpot
    Email campaigns are an essential part of your inbound strategy. They give you the chance to drive traffic to your website, get contacts to take a specific action, or raise awareness...
    person-working-computer-automation-software-technology-process-system-business-concept 1 Automation
    How to use if/then Branches in HubSpot Chatbots
    Use if/then branches to customize the flow of bot conversations. You can add conditions to tell your bot to skip to a specific action based on the visitor's response, a contact...
    25 HubSpot Meetings Tool
    Create and Edit Scheduling Pages with the Meetings Tool
    Create one-on-one scheduling pages so contacts can book meetings with you. If you have an assigned Sales Hub or Service Hub paid seat, you can also create a team...
    45 Scheduling
    Understand Group and Round Robin Meeting Availability
    When creating a group or round-robin scheduling page, your contact will see specific times depending on the type of team meeting...
    5-1 Social Media Integration
    Connect your Social Media Accounts to HubSpot

    Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot. After connecting...

    6-1 Automation
    What is Marketing Automation?

    Marketing automation uses software to automate monotonous marketing work. Marketing departments can automate repetitive tasks such as email marketing...

    39 Reports
    Create Reports with the Custom Report Builder

    With HubSpot's custom report builder, you can analyze multiple data sources across HubSpot. The difference between the custom report builder and other types of HubSpot...

    IV-Lead partners with Aircall Automation
    Create a Live Chat
    Create a chatflow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages...
    46 Engagement
    Create Pop-up Forms

    With the pop-up forms tool, you can create engaging lead capture forms to attract new leads. You can use pop-up forms with any blog post, landing page, or website page...

    31 Forms
    Create HubSpot Forms

    Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external site...

    20 Landing Pages
    The Ultimate Guide to Landing Pages

    As you browse and maneuver around the internet, you visit landing pages all the time. A landing page can be the designated page you’re taken to when you click on an ad...

    47 Pipelines
    Set up and Customize Ticket Pipelines and Statuses

    With tickets, you can keep track of your customer interactions as they progress over time. The tickets tool includes a default Support
     pipeline that you can use to manage your ticket statuses...

    26 Web Conference
    The Essential Web Conferencing Checklist

    When the vast majority of salespeople were field reps, taking a meeting or giving a demo meant physically meeting a prospect or group of stakeholders... 

    23 Content
    Share Sales Content with Users and Teams

    After creating a sequence, template, playbook, or document in your account, you can share or restrict access to the sales content. You can restrict access so your team members...

    28 Product Library
    Create Products in the Product Library

    Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you're selling...

    27 Sales Templates
    Create and Send Sales Templates

    With templates, you can save repetitive email content as an email template. Before sending a template, you can personalize and tailor the content to your recipients...

    21 Users Manual
    Create and Manage Teams

    Teams in HubSpot allow you to organize your users into groups for organizational and reporting purposes...

    61 HubSpot
    Add HubSpot Users
    If you have Add and edit users permissions in your HubSpot account, you can create new users and customize their permissions...
    60 Integrations
    Connect Apps to HubSpot

    With the HubSpot App Marketplace, you can search for and integrate tools you need for your business with your HubSpot account...

    30 Properties
    Create and Edit Properties

    Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located...

    11 Lists
    Create and Use Lists

    The lists tool in HubSpot allows you to create a list of contacts or companies based on property values and other characteristics, including activities. This article includes instructions...

    29 Workflows
    Create Workflows

    Create a workflow to automate your business processes and make your team more efficient. Set enrollment criteria to automatically enroll records and take action on your...

    View and Filter Records on HubSpot

    Each CRM object in HubSpot (contacts, companies, deals, tickets, and custom objects) has an index page that displays the object’s records. These index pages...

    58 Marketing
    Improve Your Marketing with IV-Lead

    The reason B2B companies need to build relationships is that they rarely sell at high volume, as B2C does. Unlike B2C companies, most B2B companies target niche...

    1-1 Marketing
    Creating a Marketing Strategy That Works

    IV-Leads 6+ years of experience in the marketing world, has helped us be able to identify the most effective marketing tactics for companies in every kind of industry...

    54 IV-Lead
    Leads and Links: IV-Lead and LinkedIn for Businesses

    In order to optimize your ad campaign, IV-Lead segments, and evaluates your target audience. We make sure to set performance goals ahead of launching a new campaign and...

    44 LinkedIn
    How to use LinkedIn Targeting for ABM Programs

    For businesses to effectively reach the right audiences, more B2B companies are turning to the foundational method of account-based marketing (ABM)to funnel in leads...

    48 Marketing
    The future of B2B Digital Marketing and Sales

    Have you ever dreamed of a company that could handle all of the essential platforms needed for successful sales and marketing plans? How about finding a team of experts...

    content-her-career-team-smiling-businesswoman-looking-you-while-team-meeting 1 Quick Wins
    Quick Wins with HubSpot

    After reaching your target audiences which grow your leads, you need to find ways to stay on top of marketing tasks while keeping customers engaged. Getting your business...

    49 HubSpot Audit
    Auditing A HubSpot Portal

    Consider the business industry, goals, etc. What numbers were they working with prior and what are they hoping for? 

    57 CRM
    B2B Or Not To Be?
    With customer expectations at an all-time high, it’s important to make sure your central CRM system (as do you too!) continues to improve so that together you can...
    55 CRM
    The Right Time for a CRM

    So you want to know when is the best time to implement a CRM for your business. What are some of the tangible ways to determine if your company is ready to implement...

    53 HubSpot CRM
    Why HubSpot is Spot On

    Want to know why we think HubSpot is the right choice for you? At IV-Lead, we work to strengthen your business’ resource kit for meeting everyday needs...

    13 Inbound Marketing
    Inbound Marketing is IN

    What attracts the customer to choose YOUR company? Which marketing strategies generate a large number of leads while remaining tailored to the customer profile?

    15 Blog
    Your complete editing & proofreading checklist
    It’s hard to remember every little consideration when you’re editing and proofreading content. To make things a little easier, we compiled a complete editing and proofreading...
    22 Marketing
    Account-Based Marketing is The Future
    ABM: It stands for Account-Based Marketing, and soon it may represent All B2B Marketing. We are well on our way, it seems...
    12-1 Blog
    Find out what B2B businesses can learn from B2C selling
    As the number of people using social media platforms increases day by day, companies are focusing more on marketing through social media portals...
    LinkedIn SSI score_ LinkedIn
    Have you ever checked your LinkedIn SSI score?
    Do you know your LinkedIn SSI score? The Social Selling Index (SSI) is another metric you can use to assess how well you are managing your professional brand...
    51 Marketing
    How will digital marketing change in 2023?
    As we evolve over time, our marketing strategies must adapt to our ever-changing world. Across every field of industry, companies are finding ways to alter their digital marketing...
    The Key to Marketing Your Business - Social Media
    Social media usage is growing at a record rate, and businesses are recognizing this opportunity to bring attention to their company on multiple social media channels...
    89557 1 B2B Guide
    The Simple Guide to B2B Online PR
    The way people consume media and learn about new companies has changed significantly. Alongside that shift, a transformation in the media industry has occurred. 
    89559 HubSpot
    What Are the Differences Between HubSpot and Salesforce?
    HubSpot and Salesforce both contain robust CRM databases, but there are some critical differences in how they operate...
    56 HubSpot
    HubSpot-provided phone numbers is finally here
    A HubSpot-provided phone number allows you to make outbound calls and receive incoming calls forwarded to your personal device. If you're a user with super admin permissions...
    Get started with HubSpot-1 HubSpot
    Who is a HubSpot, and what can they do for you?
    HubSpot CRM is a powerful, robust tool, and you may have even been considering it for your business. When your company implements those tools effectively, your sales...
    Vexigo Blog
    Why your website needs a blog?
    Every time you write a blog post it’s one more index page on your website, which means it’s one more opportunity for you to show in SEO and drive traffic to your website...
    WhatsApp Image 2019-02-25 at 17.57.47 (1) HubSpot/Sales
    Fsight is growing rapidly, and IV-Lead was there to see it happens
    Fsight is a distributed energy grid management solution. By utilizing artificial intelligence data, Fsight has pivoted from centralized...
    HB - photo 5 HubSpot/Sales
    How IV-Lead helped HB Group to grow their digital business success
    HB Group turned to IV-Lead for finding solutions to implement a comprehensive, actionable marketing plan that included competition analysis and increased...
    How HubSpot’s Account-Based Marketing (ABM) Tools Create Efficient and Predictable Sale Cycles
    HubSpot, one of our most resourceful and intelligent partners here at IV-LEAD, have created an ABM tool kit to provide companies so that they can digitalize...
    3 LinkedIn
    Using LinkedIn: How do you use LinkedIn to generate leads?

    Like millions of others, you have decided to use LinkedIn to help grow your business. LinkedIn has been several businesses’ go-to platform for growth...

    kando team HubSpot/Sales
    Kando's Success story in the water management ecosystem

    Kando extracts wastewater data to provide end-to-end treatment solutions to manage public and environmental health. Having access to tools that improve...

    1 HubSpot/Marketing
    Marketing Automation Workflows

    Learn what marketing automation is, what good marketing automation looks like, and how to make it work for your business. At its best, marketing automation is a...

    2 HubSpot/Sales
    Sales Automation Workflows

    Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences. Close more leads with sequences and workflows...

     
    5 HubSpot/Active Lists
    Smart Active Lists

    A smart list, also known as an active list, is a contact list within a CRM that automatically updates depending on specific criteria. Contacts...

    5 HubSpot/Data Enrichment
    Data Enrichment Workflows

    Data enrichment is the process of improving the accuracy and reliability of your raw lead and customer data by adding new...

    8 HubSpot/Custom Properties
    Custom Properties

    Learn how to edit existing HubSpot properties and create your own custom properties. Properties are fields that store information on HubSpot records...

    10 HubSpot/Best Practices
    Best Practices

    Maintain a clean database by utilizing lists to keep your CRM organized. Build actionable reporting dashboards to guide your decisions....

    7 HubSpot/Lead Scoring
    Lead Scoring

    Learn how to create a lead scoring model based on your leads' demographic, behavior, region, social media presence, and more...

    9 HubSpot/Landing Pages
    Landing Pages

    Create and test beautiful landing pages that generate leads and look great on any device — no designers or IT help required. Use landing pages to...

    6 HubSpot/Custom Properties
    Special Reports

    Sales leaders need total visibility into sales metrics--without waiting in line for help from an admin or analyst. 

    Linkedin coming soon LinkedIn/Target Audiences
    Target Audiences

    Learn about LinkedIn ad targeting. B2B targeting using LinkedIn data. Target your high value accounts. Focus your B2B marketing. Launch ads...

    Linkedin coming soon LinkedIn/Target Audiences
    Employees Branding

    Learn about LinkedIn ad targeting. B2B targeting using LinkedIn data. Target your high value accounts. Focus your B2B marketing. Launch ads...

    89561 Automation
    Create tracking URLs

    Create a tracking URL when you want to track traffic from a campaign to a page with the HubSpot tracking code. Examples...

    89562 Automation
    Create a Bot

    Create a chatflow with a bot to connect with your website visitors. The bot will appear as a chat widget on your website pages where a visitor can...

    State of the inbound report

    So what's going on in Digital Marketing and what will your 2023 look like? Here's my quick roundup of the HubSpot State of Inbound 2022

    Manage contact property formatting issues

    To maintain an organized CRM, it's important to have accurate and consistent data. In your HubSpot account, users with...

    Course One development
    Require member registration to access private content

    Users with publish permissions can control which contacts can access specific HubSpot-hosted pages, blogs and knowledge base articles...

    Create campaigns

    The campaigns tool in HubSpot allows you to tag related marketing assets and content, so you can easily measure the effectiveness of your collective marketing efforts...

    89566 HubSpot
    What's New in HubSpot's Software

    Our latest feature updates for INBOUND 2022 offer more than just software; they offer a better way to grow...

    laptop-with-different-applications-installed 1 development
    Upload files to use in your HubSpot content

    In HubSpot, you can upload files to the files tool and use them in your HubSpot content. Once uploaded, your images, fonts...

    89563 HubSpot
    Log in to HubSpot

    There are multiple ways to log in to HubSpot; enter an email address and password, sign in with Google, or use single sign-on...

    3333 development
    Use the data quality command center

    The data quality command center shows an overview of how data is stored in your HubSpot CRM, and highlights...

    233333 development
    Update and filter contacts using source properties

    Based on actions taken by the contact, HubSpot automatically updates the Original and Latest source values...

    89565 development
    IV-Lead new partnership with PandaDoc

    How efficient is your document workflow? Find out how PandaDoc and HubSpot integration can help your sales team...

    WhatsApp Image 2019-02-25 at 17.57.47 (1) development
    Fsight is making waves in the renewable energy market
    We‘re moving away from centralized power plants, and entering the era of the distributed grid enabling a peer to peer market. Fsight’s obejctive is to implement...
    89568 development
    How to implement HubSpot successfully?

    Sales force adoption is often the biggest hurdle for companies implementing a new CRM. Understanding how the CRM will support existing processes is key to successful implementation...

    89567 development
    Learn how HubSpot can grow your business

    With customer expectations at an all-time high, it’s important to make sure your central CRM system (as do you too!) continues to improve so that together you can work smarter, and not necessarily harder...

    89567 Database
    IV-Lead new partnership with Zoominfo
    ZoomInfo provides a clear-cut path to success by enabling salespeople to...
    zoominfo 2 Database
    Zoominfo Intent is highly beneficial
    ZoomInfo Intent finds companies with above-average web browsing activity on topics vital to your business. When buyers...
    89563-1 Database
    What is S.M.A.R.T Model?
    Sales is about activity levels and numbers.  What gets done daily shapes the month...