HubSpot
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Hey HubSpotters,Are you working on cleaning up your workflows this week?
A little something the HubSquad (HubSpot Trainer Team at IMPACT) noticed about the new clean up workflows feature:The clean up suggestions are based on very generic requirements, and could cause problems with your workflows if not properly investigated. Example: You have a workflow with multiple branches. Each branch accomplishes very different tasks/activities. You...
Hi everyone - question on tracking customer projects within a closed/won Hubspot deal (against a bucket of hours)
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Hey HubSpotters,Let's work smarter, not harder and help each other get the most out of ChatSpot.Please include your favorite ChatSpot Prompts that help you be a better HubSpotter in this list. We started it for you using the suggested prompts currently found in ChatSpot.Continue the list by adding your best prompts you've discovered, tested out, and found helpful. Thanks all!
Hey HubSpotters,What are you working on this week?
- Excited for Dharmesh Shah's ChatSpot Alpha 2 updated release today?
- Are you looking forward to ChatGPT-4 - where you can use photos and videos as inputs and outputs?
- Looking for an incredible list of AI tools? (try https://theaiexchange.com/)
- Something not AI related?
If you need help...let us know in the comments.If you discovered something new, different or an amazing workaround in...
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Hey HubSpotters,What are you working on this week?
- For those of you on HubSpot Enterprise, is this the week you do a deep dive into Customer Journey Analytics?
- Maybe you're adding a little color to your deal board with the new Colored Deal Tags BETA?
- Getting more done with the Resolvable Comments BETA?
- Are you stuck on something and need another HubSpot Admin to take a look? (this group is full of super-smart people - just ask!)
- Are you...
Hey HubSpotters,
Quick question for you (answer in the comments):
How do YOU keep up with HubSpot?
Quick question for you (answer in the comments):
How do YOU keep up with HubSpot?
- Are you following Kyle Jepson on LinkedIn, or his newly created account "HubSpot Tips and Tricks"? (the one with the giant orange hat!)
- Do you regularly carve out time to take or re-take HubSpot Academy Certifications?
- Are you enrolled in multiple betas that test the boundaries of your HubSpot portal?
- Groups? Please specify which ones and...
I love a good segmented list!Sending the right email, to the right group of people at the right time is a beautiful thing. HubSpot lists help you do this better AND now, with a few updates to the list tool in your HubSpot portal, you can be a list pro in no time.
- Got an active list that is no longer "active"? For example: a form that no longer exists or has been adjusted on your landing page. You still want to keep the list, but it doesn't...
1
Are you onboarding your team to HubSpot?
Save yourself time and be at peace knowing that everyone on their respective teams has the same setup by using HubSpot's Presets and Notification Profiles.
These features in HubSpot are now live in Public Beta - you will need to opt into them. Here is how to opt into public betas:
1. Go to your account menu and in the drop down, select product updates. 2. In the left side menu, under Early Access,...
Save yourself time and be at peace knowing that everyone on their respective teams has the same setup by using HubSpot's Presets and Notification Profiles.
These features in HubSpot are now live in Public Beta - you will need to opt into them. Here is how to opt into public betas:
1. Go to your account menu and in the drop down, select product updates. 2. In the left side menu, under Early Access,...
1
One of the best ways to get a good understanding of how a HubSpot form on your website is performing is by checking out the form step completion report.This report is kind of hidden on the form's performance page and can offer some extremely valuable data on your forms.It answers these questions:
- How many people who land on a page with my form are seeing the form
- How many start interacting with the form
- How many complete the form
Based on...
2
The deal and ticket creation "form" within HubSpot has been getting a lot of helpful TLC lately.When creating a deal or a ticket, the latest HubSpot product updates now give you the power to:
- Change the required properties based on deal stage.
- Require contact or company associations.
- Add pipeline logic.
By adding pipeline logic, HubSpot will adapt your deal or ticket creation form to show (and require, if you choose) specific properties...
HubSpot non-admins can now view, copy, share and even clone team members meeting links without requesting permission from a Super Admin.
If you are a HubSpot Admin, you can now grant permission to allow users to create scheduling pages for other people. Go to Settings > Users and Teams > Select User > Sales Access > Create Scheduling Pages for others (turn this on).
Here's a little demo from our pal Kyle Jepson, Senior Inbound...
If you are a HubSpot Admin, you can now grant permission to allow users to create scheduling pages for other people. Go to Settings > Users and Teams > Select User > Sales Access > Create Scheduling Pages for others (turn this on).
Here's a little demo from our pal Kyle Jepson, Senior Inbound...
1
Hey HubSpot Community Thread!
We are new to HubSpot CRM and are looking for the best solution that will fit our Sales needs AND the rest of the business operations when it comes to VOIP Phone Service.
Does anyone have any recommendations that will allow a business to continue to use VOIP Desktop Phones (Polycom or other) while integrating with HubSpot? We are looking for options that are NOT Softphone only. Thanks so much!BestAlex M.
We are new to HubSpot CRM and are looking for the best solution that will fit our Sales needs AND the rest of the business operations when it comes to VOIP Phone Service.
Does anyone have any recommendations that will allow a business to continue to use VOIP Desktop Phones (Polycom or other) while integrating with HubSpot? We are looking for options that are NOT Softphone only. Thanks so much!BestAlex M.
Buried under all of the little things you need to complete this week? Having trouble remembering to email a client back or when reach out to schedule a follow-up sales call?
We've all been there.
Luckily - Hubspot has an (often overlooked) tool for that!
Check out this 4.5-minute video for setting up task queues in Hubspot and watch your day suddenly become just a little less hectic.
We've all been there.
Luckily - Hubspot has an (often overlooked) tool for that!
Check out this 4.5-minute video for setting up task queues in Hubspot and watch your day suddenly become just a little less hectic.
This is a pretty big update that I think is important for people to be aware of! You can now import sales activity into your HubSpot portal. You can see more information about it here.
Why is this important? Well, here are a couple of reasons why this could be helpful:
Why is this important? Well, here are a couple of reasons why this could be helpful:
- You are moving from another CRM into HubSpot
- In the past, when you would migrate over to HubSpot, if you were relying on the import tool, you were limited to just being able...
1
This is a pretty big update that I think is important for people to be aware of! You can now import sales activity into your HubSpot portal. You can see more information about it here.
Why is this important? Well, here are a couple of reasons why this could be helpful:
Why is this important? Well, here are a couple of reasons why this could be helpful:
- You are moving from another CRM into HubSpot
- In the past, when you would migrate over to HubSpot, if you were relying on the import tool, you were limited to just being able...
This is a pretty big update that I think is important for people to be aware of! You can now import sales activity into your HubSpot portal. You can see more information about it here.
Why is this important? Well, here are a couple of reasons why this could be helpful:
Why is this important? Well, here are a couple of reasons why this could be helpful:
- You are moving from another CRM into HubSpot
- In the past, when you would migrate over to HubSpot, if you were relying on the import tool, you were limited to just being able...
HubSpot has been spending time making improvements on the HubDB experience which we are very excited about.
This update that is in public beta is being able to sort HubDB data by columns.Users will be able to click on column headers of sortable columns types, and row data will sort ascending or descending.Column sorts do not persist between table loads or for different users, and do no propogate to live website data. This is just a UI sort...
This update that is in public beta is being able to sort HubDB data by columns.Users will be able to click on column headers of sortable columns types, and row data will sort ascending or descending.Column sorts do not persist between table loads or for different users, and do no propogate to live website data. This is just a UI sort...
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HubSpot just released an update that allows your developer to have the ability to add a description to a HubDB table column to make it easier for content creators to understand how to use a column.
This is exciting as a developer for when you have a table that has quite a few columns to be able to add directly in the column what it is used for instead of creating a cheatsheet on the side.Who else is pumped for this update?
This is exciting as a developer for when you have a table that has quite a few columns to be able to add directly in the column what it is used for instead of creating a cheatsheet on the side.Who else is pumped for this update?
I am not sure if this is just me, but I 100% believe that the campaigns tool in HubSpot is underrated, and needs to be talked about more. Below is a video where I talk about:
- When you should use a campaign
- How to use campaigns to stay organized
- What type of data you get from using the campaigns tool
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In They Ask, You Answer, Marcus Sheridan waxes poetic about the power of knowing exactly how many pages a prospect had viewed prior to actually reaching out to book an appointment with him.
Is this a valuable number to know?Absolutely! -- How else will you know if your prospect is educated enough for your sales process?
Is this a number that HubSpot tracks automatically?Nope! HubSpot doesn't actually capture/store the exact number of pages a...
Is this a valuable number to know?Absolutely! -- How else will you know if your prospect is educated enough for your sales process?
Is this a number that HubSpot tracks automatically?Nope! HubSpot doesn't actually capture/store the exact number of pages a...
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About
Welcome to the HubSpot Community!
In order for your to implement, execute, and track the results of your team's efforts, you need to have the right tools and technology. HubSpot is the answer. From website developers to sales pros to marketers, this community is for anyone who is using HubSpot is built to fuel your business's success.
The HubSpot community is for rookies and masters of HubSpot to share experiences and use cases, experiment with new tools and features, and to always stay up to date with all things HubSpot.
Let's start leveraging HubSpot to drive traffic, leads, and sales.
In order for your to implement, execute, and track the results of your team's efforts, you need to have the right tools and technology. HubSpot is the answer. From website developers to sales pros to marketers, this community is for anyone who is using HubSpot is built to fuel your business's success.
The HubSpot community is for rookies and masters of HubSpot to share experiences and use cases, experiment with new tools and features, and to always stay up to date with all things HubSpot.
Let's start leveraging HubSpot to drive traffic, leads, and sales.
Community created on Oct 14, 2020
No current announcements!
About
Welcome to the HubSpot Community!
In order for your to implement, execute, and track the results of your team's efforts, you need to have the right tools and technology. HubSpot is the answer. From website developers to sales pros to marketers, this community is for anyone who is using HubSpot is built to fuel your business's success.
The HubSpot community is for rookies and masters of HubSpot to share experiences and use cases, experiment with new tools and features, and to always stay up to date with all things HubSpot.
Let's start leveraging HubSpot to drive traffic, leads, and sales.
In order for your to implement, execute, and track the results of your team's efforts, you need to have the right tools and technology. HubSpot is the answer. From website developers to sales pros to marketers, this community is for anyone who is using HubSpot is built to fuel your business's success.
The HubSpot community is for rookies and masters of HubSpot to share experiences and use cases, experiment with new tools and features, and to always stay up to date with all things HubSpot.
Let's start leveraging HubSpot to drive traffic, leads, and sales.
Community created on Oct 14, 2020
About
Welcome to the HubSpot Community!
In order for your to implement, execute, and track the results of your team's efforts, you need to have the right tools and technology. HubSpot is the answer. From website developers to sales pros to marketers, this community is for anyone who is using HubSpot is built to fuel your business's success.
The HubSpot community is for rookies and masters of HubSpot to share experiences and use cases, experiment with new tools and features, and to always stay up to date with all things HubSpot.
Let's start leveraging HubSpot to drive traffic, leads, and sales.
In order for your to implement, execute, and track the results of your team's efforts, you need to have the right tools and technology. HubSpot is the answer. From website developers to sales pros to marketers, this community is for anyone who is using HubSpot is built to fuel your business's success.
The HubSpot community is for rookies and masters of HubSpot to share experiences and use cases, experiment with new tools and features, and to always stay up to date with all things HubSpot.
Let's start leveraging HubSpot to drive traffic, leads, and sales.
Community created on Oct 14, 2020