In this episode, we reflect on HubSpot's top features from 2024, including lead scoring, Breeze AI, and productivity tools. We also discuss the role of AI in customer experience, the importance of data accuracy, and our plans to launch a HubSpot-focused community in 2025. Plus, practical tips for workflows, accessibility, and more. Full show notes:…

This edition we dive into:• Quick Wins for new HubSpot Users• CRM fundamentals• Marketing Hub fundamentals to use• Sales Hub fundamentals to use• Key Settings to enable• AI tools to start with• Consider getting access to Enterprise features (at the cost of just a single seat)Full show notes available at: www.hubshots.com/episodes/episode-309Recorde…

This edition we dive into:• Back to Basics (Foundations)• Sending emails to other email addresses on a contact record• Sales Hub permissions improvements (Prospecting workspace)• Setting association labels via HubSpot workflows• What is the key foundation of a modern website?• Ticket lists• ChatSpot - now in the main menu• AI tools - Claude 3.5 Son…

In this episode we’ll cover:• What Content Hub is• What it replaces (ie CMS Hub)• The main features of Content Hub• Why it is a good choice for building websites• The current gaps• Pricing tiers and when to upgrade• How it compares to WordPress, and whether you should move from WordPress to HubSpot for your website• Final thoughts about the future …

This edition we dive into:• Did you start fast in 2024?• 🆕 HubShots Framework version is available• How to build a simple Marketing View of Contacts• How to build a simple Sales View of Contacts• How to efficiently copy up contact properties to a deal• How to use Saved Sections in HubSpot pages• How to view Merged Tickets• Midjourney v6 prompt for …

This edition we dive into:• Preparing for a Fast Start in 2024• Quick shots (Loom, Clearbit acquisitions)• Active lists of non-marketing contacts who used to be marketing contacts• How to build a list of ZoomInfo contacts• Adding images in meetings in the HubSpot app• Using LinkedIn Sales Navigator with HubSpot - pros and cons • How to find who cre…

This edition we dive into:• HubSpot’s recent product announcements and what we can learn from them• Is HubSpot a CRM or a Customer Platform?• Campaign Assistant, now with added AI• Prospecting tool benefits• The Workflow cleanup feature is pretty handy• Using WordPress and HubSpot CMS together• HubSpot Guide Creator• What languages does HubSpot Cha…

This edition we dive into:• Deal lists and list limitations• Alex Hormozi’s book launch and course • Why Workflow descriptions are useful• Midjourney prompts• HubSpot CMS Hub redirection magic• The end of email tracking is nighFull show notes available at: https://www.hubshots.com/episodes/episode-303Recorded: Friday 25 August 2023 | Published: Fri…

This edition we dive into:• HubSpot Social Calendar versus Campaign Calendar - which to use?• How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days• Child Themes are limited to only 5 per Pro and 10 per Enterprise accounts• Why you shouldn’t share Preview links to web pages• Midjourney pr…

This edition we dive into:• Proactive Mediocrity to Proactive Excellence• Re-Onboarding idea• Should you have a navigation menu on landing pages?• Total Revenue field on company records• Workflow action Copy and Paste• Content Assistant (ie AI in HubSpot)• Wishlist: Import WordPress Comments into HubSpot• Midjourney prompts• Meta Threads: The Kindn…

This edition we dive into:• 7 years and 300 episodes• HubSpot Email List columns layout• Sales pipeline best practices• Ticket pipeline best practices• CMS Hub Content Staging• Wishlist: syncing properties• Shoutout• The best tool to use is the one you know how to use wellFull show notes available at: https://www.hubshots.com/episodes/episode-300Re…

This edition we dive into:• There’s no common, linear path your contacts take• Using Filters on Activity timelines• Bulk Edit contact records• Inbox permissions are important• HubSpot Redirect Domains (and why they are so handy)• Gotcha with sending automated emails when a ticket form is submitted• Email Send Frequency cap (Enterprise feature)• Bad…

This edition we dive into:• Be Proactive, Be Honest• Where does Attribution sit in your HubSpot implementation plan?• Form performance tips• How to log replies from Contacts into HubSpot• Renaming Ticket Name based on Ticket Properties• Setting the date format for blog posts (and listing)• Saving Column layouts in Lists• Why Upgrade to HubSpot CMS …

This edition we dive into:• ‘Everything’ fatigue• Tough economic times and the need to send more, relevant, email • AI tools take off - how should you respond• Creating random samples of contacts from lists (Segmentation)• Results from using Multivariate CTAs on our website (Attribution)• Building a View for sales reps of clients who have been sent…

This edition we dive into:• Are you in a state of overwhelm using HubSpot?• Introduction to the HubShots Framework• The 5 stages of the HubShots Framework• Focus areas of the HubShots Framework • Sneak peek into the HubSpot specific details• 3 real world examples of the HubShots Framework in action• How you can download the HubShots Framework as an…

This edition we dive into:• Who forgot to plan out their 2023 - it’s not too late• Deactivating a user now releases the paid seat they were consuming• Chat and Slide-in popups competing for attention on the bottom right• Deal close behaviour on Desktop versus in-app• ‘Last email received from contact’ HubSpot ticket property• Notification profiles …

This edition we dive into:• Overview of HubShots hubs in 2023• Areas of opportunity with HubSpot for your business• Email Marketing Approvals• HubSpot Meeting tip for free/busy• Conversation Handoff process improvements• Impersonate a User in HubSpot• Gotcha: Deactivating a user who has a paid seat • Which tools have folders and sub-folders • 11 Th…

This edition we dive into:• Obligatory mention of AI• Reducing contact friction with event invitations• The power of lists - using product and line item criteria• Connecting personal inbox versus generic inbox into HubSpot• Understanding Permissions for Notes on Contacts, Deals, Tickets• Goodbye internal SMS notifications in workflows• Quickly see …

This edition we dive into:• How (and when) to merge duplicate contacts in HubSpot• How to use HubSpot’s SEO Analyze tool• How to turn off annoying ‘New Unassigned Conversation’ notifications• How to automate getting a response from contacts on inactive deals• How to use the new Last Viewed column in Dashboards• Listener question: How to change the …

This edition we dive into:• Challenging your norms - learn from my mistakes!• Using Emojis in HubSpot• Using calculation fields to calculate commissions • The dangers of editing enabled workflows• The dangers of confirmation biases• The dangers of re-engagement campaigns (revisited)• Choose original sender of email forwards into Conversations• List…

This edition we dive into:• Outcomes versus Activities• Deal pipeline board view currency switcher on totals• Setting lifecycle stages on forms• Setting lifecycle stage when creating deals• Customer ticket portal settings• Re-engagement email campaigns getting accounts suspended• Stopping personal emails from getting logged in HubSpot• Gratitude re…

This edition we dive into:• Are Ticket pipelines the real Operations Hub?• Reminder about enabling betas• Inline editing• Using Service Hub for lead qualification processes• Other uses for Ticket pipelines• Association labels - pros and cons• Questions: They Ask, You Answer• Should I write Knowledge Base articles or blog posts?• Knowledge bot benef…

This edition we dive into:• Setting the scene• 2 ‘A’ words ⇒ 2 ‘E’ words• Automation journey• Workflow deep dive• When to upgrade to Pro• When to upgrade to Enterprise• How we can helpFull show notes available at: https://www.hubshots.com/episodes/episode-288Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022…

In this 2nd episode of HubShots Special, we chat with Kevin Fremon of Helpful Hero about HubSpot CMS SEO tool, CMS Starter thoughts, theme pricing and more!Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-2Recorded: Monday 22 August 2022 | Published: Friday 30 September 2022…

In this episode, we chat with Kevin Fremon of Helpful Hero. We interview Kevin Fremon from Helpful Hero, creator of the popular CLEAN theme (including CLEAN Pro and CLEAN Lite) for HubSpot CMS. We chat in detail about HubSpot CMS, the good, the bad and the awesome.Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-1…

This edition we dive into the first blend in-person with online attendees for INBOUND22, our thoughts and favourite takeaways.Full show notes available here: https://www.hubshots.com/episodes/episode-287Recorded: Tuesday 13 September 2022 | Published: Friday 16 September 2022Av Ian Jacob and Craig Bailey

This edition we dive into:• Asking for help• Converting an Automated Email to a Regular Email• Reminder: Actions Menus on objects• Using Sender personalisation in Snippets • Custom properties on Product library items• HubSpot Campaign Analytics• HubSpot Custom Reporting basic video series now available• Using Comments throughout HubSpot• The danger…

This edition we dive into:• Old school channels - should you still use them?• Confusing HubSpot Form options - explained!• Using the Prospects tool• Tickets created from forwarded emails - best practices• Workflow unenrollment feature• Are you relying on Paid Channels too much?• HubSpot Custom Report Builder - intro series• Reminder about Phishing …

This edition we dive into:• Managing contact hygiene• The hidden danger of churn• Finding bounced contacts, including Mailbox full• Unbouncing contacts manually• Managing duplicate contacts• Using surveys to check customer interactions• Automating notifications and tasks to help manage contacts• What to do versus How to do it• Using contact validat…

This edition we dive into:• The power of incremental growth• List layouts can now be saved per list• Make sure you use Email Subscription Types properly• Frequency versus Relevancy in your email strategy• How to update a Contact when they’ve left a company• Automatically Re-Open a Closed ticket when a customer replies (to a Closed ticket)• Compare …

This edition we dive into:• Automation and Attribution • Last Referring Site property• Call Direction when logging calls• Menus on Customer portals• CMS Hub Free announced• CMS Hub Starter improvements • Bad pricing pagesFull show notes available at: https://www.hubshots.com/episodes/episode-282Recorded: Thursday 28 June 2022 | Published: Friday 08…

This edition we dive into:• What HubSpot CTAs are• The 4 Main Benefits of HubSpot CTAs• Where to use them• The types of CTAs (Simple, Multivariate, Smart)• Examples of CTAs• Reporting on CTAs• Using CTAs in Lists, Reports, Workflows• Associating CTAs with HubSpot campaigns• Permissions for limiting access to CTAs• Plus, when not to use HubSpot CTAs…

This edition we dive into:• Types of HubSpot Lists• Categories of list criteria• List Limits• Examples of Active Lists • Active List Power Tips• Static Lists - why would you use them?• Reporting on List growth over time• Using Lists in other Lists • Using Lists in Contact Views • Using Lists in Popup Form Targeting• Using Lists in Email marketing •…

This edition we dive into:• HubSpot Forms in detail, including• Regular forms• Popup forms (including Click through forms)• When and how to use progressive form fields• When and how to use behavioural targeting• How to measure form results• Best practices for form naming conventions• Form integrations• How to trigger workflows from form submissions…

This edition we dive into:• How to build a marketing campaign in HubSpot from start to finish, including• HubSpot Lists, files, Landing pages, CTAs and emails• HubSpot Workflows and Campaigns• HubSpot Reports and Dashboards• PLUS: A Google doc with all the key details of a campaign end-to-end for you to copy (see Shot 2)Full show notes available at…

This edition we dive into:• Quick tips for improving your HubSpot efficiency and impact, including• Using Progressive Form fields• How to merge contacts in HubSpot *• How to view all properties on a contact• How to export contacts *• How to pin notes on the HubSpot activity timeline *• How to filter activity timeline items• 4 tips for using Views *…

This edition we dive into:• Speed of response is your differentiator• Overview of the 6 main areas of HubSpot Service Hub• Quick tips and details using Service Hub • Service Hub Quick Start Guide - how get started with Service Hub• When to upgrade from Service Start to Pro to Enterprise• What’s still missing from Service Hub• Service Hub training c…

This edition we dive into:• HubSpot’s Pirate Ad• Expertise versus Opinions• Tips for using Conversations Inboxes for Marketing Email replies• Using Email Scheduling in HubSpot (also works in Gmail extension) to send emails later• Member Protected Knowledge Base articles• Conversations Inbox Allow and Deny settings• The science of when to post• XSyn…

This edition we dive into:• What is enterprise functionality?• Email open rate data with Apple Mail• Image optimisation settings on web and landing pages• Adding images into a contact timeline• Sales pipeline partitioning• Associating contacts and companies automatically• Shopify attribution tip• Deal and Revenue attribution• Marketing attribution …

This edition we dive into:• Reducing friction• The benefits of Marketing Contacts, plus 3 key recommendations for managing marketing contacts• Custom Quote Templates beta• More on Surveys versus Forms• Unenrollment criteria on Deal workflows• ROI in life• Attribution issues with cookie consent• Risk Management versus Efficiency• Systems and process…

This edition we dive into:• The value of laziness• Understanding internal marketing emails• Setting Deal properties (difference between Create Deal cards and Sidebar cards) • Avoiding Soft 404 errors from Knowledge Base articles • A gotcha with the new Insert Proposed Times feature in Google emails• Cookie settings causing attribution problems • Th…

This edition we dive into:• Are webinars dead?• Tons of tips for sales people for using HubSpot more efficiently, including - Meetings - Tasks - Inbox connections - Lead/customer revisit notifications - Documents - Snippets - Templates - Sequences - Calling from App or browser - Reporting (and scheduled dashboards) - Meetings - inserting proposed t…

This edition we dive into:• Thoughts for 2022• Having perspective and avoiding distraction• Efficiency and Effectiveness with HubSpot• Using Version history on pages and emails to roll back to previous versions• Attribution reporting in Campaigns• Custom Object properties in Forms• Latest Source properties• Tips for Saving time with HubSpot Sales• …

This edition we dive into:• Systems over goals• The power of Active lists built on active lists• Making some deal properties mandatory• When to use multiple sales pipelines • When to use tagging on knowledge base articles• Tips for using Task queues with multiple users• Staying calm under pressure • A correction about email preference groups• Quote…

This edition we dive into our favourite features in HubSpot including:• The timeline• Marketing contacts• Drag and drop page and email builder • Workflows• Popup forms• Layout flexibility on Contacts, Dealers, Objects• Custom Report Builder• Dashboards• Ads integration• Social reporting• Marketing attribution• Campaigns• Design Manager• Conversatio…

This edition we dive into:The top frustrations we hear from customers about using HubSpot (and possible solutions), including:• Marketing contact tiers won’t downgrade• Drag and Drop builder doesn’t work for me• Chatflows are confusing to set up• Can’t create multiple knowledge bases• Knowledge base styling is limited• Survey styling is limited• Ad…

This edition we dive into:• Tools are your friend• HubSpot Email Allow Lists (ie IP addresses for your IT team to implement)• Why HubSpot Email Preference Groups (Enterprise) are finally awesome• Setting up Custom Team Sidebars • Automatically creating and managing Tickets from Conversations • Custom Report Builder is your friendFull show notes ava…

This edition we dive into:• Overcoming department silos• Service Hub across departments• Your survey feedback - thank you!• Service Hub Knowledge Base tips and best practice checklist• Custom Surveys• Visible versus Invisible costs• An appearance by Baby YodaFull show notes available here: www.hubshots.com/episodes/episode-265Recorded: Monday 01 No…

This edition we dive into:• Solving for the Problem• HubSpot Social Monitoring• Reporting on Meetings• Custom Surveys• Clone Workflow Action• The start of the Google downfall?Full show notes available here: www.hubshots.com/episodes/episode-264Recorded: Monday 25 October 2021 | Published: Friday 29 October 2021…

This edition we dive into:• HubSpot Payments announced• HubSpot Roadmaps• Using Analytics Views in Traffic Analytics reports• How to send internal notifications when a new blog post is published• How to optimise channels versus optimising ads in a channel• How to use the Knowledge Base searched for terms to drive content ideas• An example of a terr…