The best way to organize your contacts in HubSpot will depend on your specific needs and workflows, but here are a few best practices to get you started:
- Use lists to segment your contacts based on criteria such as lead source, industry, or stage in the sales cycle.
- Create custom properties to track additional details about your contacts, such as their job title, company size, or interests.
- Use workflows to automate tasks such as lead nurturing, follow-up emails, or sales outreach.
- Take advantage of HubSpot's integrations with other tools such as Salesforce, Shopify, or Slack to bring all of your customer data into one place.