Data consistency in your CRM starts at the point of entry, and HubSpot's latest update addresses this crucial need. The platform has extended its property validation rules to work directly within forms, creating a more robust data collection process.
HubSpot’s new feature allows marketers to automatically convert active lists to static ones on a schedule, offering a smarter approach to list management.
Consider quarterly marketing reports: your team might take quarterly snapshots of specific segments, such as new customers acquired during the quarter who meet certain demographic or behavioural criteria. While your campaigns are running, these lists remain dynamic and automatically update as new data comes in. But once the quarter ends and you’ve reported on these metrics, recalculating the list is no longer necessary.
The scheduled conversion feature addresses this inefficiency. By automatically converting active lists to static ones at predetermined times, marketers can capture a precise snapshot of contacts meeting specific criteria at the right moment. This conversion stops further recalculations while preserving the exact data needed for historical reporting and audits.
The benefits extend beyond just efficiency. This feature helps maintain a cleaner CRM by preventing unnecessary list updates and provides reliable historical data points for long-term analysis. For marketing teams handling multiple campaigns and regular reporting cycles, this automated approach ensures more organized and accurate data management.
Whether it’s campaign wrap-ups, quarterly reviews, or historical reporting, this small but impactful update gives you greater control over your data. 🎯
Need help navigating HubSpot’s tools? Feel free to reach out by sending an email to hubspot@actuado.com.