LinkedIn Ads for Wealth Managers: Lists Beat Zip Codes
LinkedIn ads for wealth managers work best with Matched Audiences: build a target list, sync it from your CRM, and reach only people worth meeting.
HubSpot Insights · Author
Articles by David Cockrum (2)
Latest articles · Page 2 of 20
Claude for HubSpot Admins: Setup, Permissions, and Use Cases
Claude for HubSpot admins: how to approve the connector, what permissions it inherits, how to audit it, and which admin tasks Claude can safely help with.
Scoped HubSpot Support: Fast Help Without Full Onboarding
Learn how a scoped, time-boxed HubSpot support engagement solves urgent priorities fast without the scope of a full onboarding project.
LinkedIn Lead Ads vs. Website Forms: Which Should You Use?
Compare LinkedIn Lead Gen Forms and website forms for B2B campaigns, see conversion benchmarks, and learn which format fits each funnel stage.
Migrate Marketo Activity History to HubSpot Without Duplicates
Plan a Marketo-to-HubSpot activity migration that preserves useful context, maps associations, and prevents duplicate CRM timeline records.
Speed to Lead in Debt Resolution: HubSpot Capture to Salesforce Enrollment in Real Time
How debt resolution firms use HubSpot for lead capture, affiliate attribution and consent, with real-time routing into Salesforce so the enrollment team calls within minutes, and ...
HubSpot Seat Types: Core, Sales, and View-Only Access Explained
HubSpot seat types explained: what View-Only, Core, Sales, and Service seats include, who needs each, and how to plan access for your team.
Zendesk to HubSpot Migration: What to Move, Map, and Leave Behind
Plan a Zendesk to HubSpot migration: what data to move, how to map owners and files, what to leave behind, and how to test before go-live.
How to Add Meeting Notes to HubSpot Without Cluttering Your CRM
Learn how to add meeting notes to HubSpot with clear associations, useful summaries, and follow-up tasks—without a cluttered CRM timeline.
HubSpot Connector for ChatGPT: New SMB Collection and $50 Credit
HubSpot's ChatGPT connector is now in OpenAI's Small Business Collection, with a $50 credit for eligible new installers. See what changed and what to do.
HubSpot's Claude Skills for CRM: What the Sales Plugin Does
HubSpot's Sales Plugin adds packaged Claude skills to your CRM for call prep, pipeline reviews, follow-ups, imports, and call logging. Here's what to know.
HubSpot MCP Server Update: What Changed and What to Do Now
HubSpot's September 15 MCP server update gives Claude write access to CRM records, campaigns, content, and pipelines. Here's what admins should check.
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