What is the best way to organize my contacts in HubSpot?

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.