HubSpot

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? See More

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

HubSpot Campaigns is Underrated See More

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 prospect viewed prior to becoming an SQL (or Sales Qualified Lead) -- BUT there is a simple automation trick that you can set up to capture this information.

Here's a 6-minute walkthrough video to show you how: Capture Number of Page Views at time of BOFU Conversion See More

HubSpot recently updated the SEO recommendations section (under Marketing > Website > SEO) in HubSpot. Thanks to Jessica Palmeri for bringing to my attention!

Has anyone had a chance to check this out?

Here are a couple of HubSpot Knowledge Base articles, if you haven't. View SEO recommendations in HubSpot Understand SEO recommendations What are your thoughts and feelings on this update?


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We all know that the *best* sales teams are meeting on a regular basis to answer two basic questions: "Where are we at this month with our deals?" and "Are we on track to hit our goals?" Clients ask me all the time how they can leverage their HubSpot Deals Board to facilitate these weekly sales team meetings, so I've created this 7.5-minute walkthrough video on how to configure our deals board view for the best results:

Video: How to use your HubSpot Deals Board to Run Pipeline Review Meetings
TL; DW Tips: Leverage those deal board filters! Edit your deal cards so that the *most* important information is easily visible Create a system to color-code your board and mark your deals as low/medium/high priority Customize your "About Deal"... See More

Last month, I sent out this video in a newsletter to some of the companies I work with to answer a question I have been getting a TON, "What is the difference between Google Analytics, and HubSpot Reporting?" I figured that this would also be good to share here.


I am sure many of you have looked at Google Analytics and HubSpot and discovered that some of the metrics don’t match up. Sessions aren’t the same, and website page analytics are off. Well, there is a reason for that, and it might not be an issue at all.
But if that is the case, which one should you look at?
In the video below, I go over why your Google Analytics and HubSpot reports won’t match, and when you should be looking at either platform.
I also talk about what happens if... See More

Exporting a HubDB table is an option under the "Actions" button (as well as to Import a table) but under what conditions would you want to pull your HubDB table out of HubSpot, edit it, then import it back to HubSpot?

It may sound a little intimidating to pull that structured data out of its home but there are some instances where it could be more efficient to do so.

In the 10-minute video below I share some of those use cases for when you may opt to pull that table out of HubSpot for editing as well as how to edit your table data outside of HubSpot and import it back in.

Check it out and share in the comments some other use cases where you've found it to be more efficient to export a table for editing.

Why and How to Export a HubDB Table,... See More

I'll raise my hand and admit that I've been burned in the past by goofing up the order of my HubDB table rows while adding them in bulk. Maybe you zone out into an episode of This American Life or Radiolab and before you know it your eBooks are where your videos are supposed to be in order.

This new(er) HubDB beta makes working within your HubDB tables so much easier, especially when collaborating with others.

Check out those beta features in action in this video --> https://www.loom.com/share/433838e8dbb04b8fae04f13dfc8b13a0 See More

Hi - I'm wondering if anyone has an answer for creating a customer portal in HubSpot. I understand it would be a custom build but is the functionality even available in HubSpot. They would need to be able to create a login, have an account overview page, and a dashboard type page. See More

Our sales team is pretty wedded to SF as our CRM, but my team uses HS for marketing. I have always used one platform from the same company, so the data stays clean.

I'll spare everyone the details of what is happening, but the two are not playing well in the sand together. The thinking within the company is that the CRM (SF) should be the "one source of truth" and that data should primarily be housed there with data pushing back from SF when entered there and pushed from HS to SF when leads come in. It's making both of them a mess because of how HS and SF treat leads differently, among other things.

I wanted to do a quick sanity check here and see if what I'm thinking has any holes to be poked in it. I would appreciate any thoughts. I... See More

Today in our HubSpot Mastermind Jessica Palmeri is taking us through a demo of HubSpot's sales playbooks because they've moved from being enterprise-only to being available on pro!

Do you use playbooks with your team? Let us know in the comments your favorite pro-tip for using sales playbooks!

More about playbooks here.

P.S. want to get in on the monthly HubSpot Mastermind call? Send me a DM! See More

What is an affirmative resource to track your KPIs without manually inputting the data?

I have the starter plan, but the leap to the next tier is pretty ridiculous for advanced KPIs.

The resource needs to recognize custom properties I've added. See More

Hi,

I am working on our buyer's journey, identifying questions most commonly asked and then adding this to our content creation process.

Has anyone here successfully pulled questions from HubSpot's conversation inbox in bulk?

We get a lot of queries through forms and emails.

Thanks in advance,

Chris See More

You can still join the kickoff event and check out the sessions here. It's today, Monday, May 9th all day long!

As a reminder, for every certification you do (or renew) between May 9-13, HubSpot will donate $5 USD to an education-focused charity (up to $50,000 USD).

Learn more here. See More

Hey there, I'm sick to death of WP and would like to move my site to Hubspot's CMS-starter.

I've been dragging my feet on this and really need to get it done but it feels overwhelming and scary.

I learn tech pretty easily so if someone who's done this can point me towards their favorite resources I'd appreciate it.

Thanks. See More

When analysing your HubSpot reports, you need to make sure the data is as accurate as possible...

So, for anyone who uses HubSpot's Wordpress plugin for tracking your HubSpot contacts' WordPress website activity, I previously noticed that HubSpot's tracking script still tracked the activity of my clients' employees when they were visiting the clients' own website.

That meant that myself and others had a lot of frontend page views appearing in the HubSpot reports because we’re visiting the website a lot and this is reducing the accuracy of the data in HubSpot reports.

It's not enough to rely on blocking traffic per IP in HubSpot's settings as depending on the setup of the organisation, it can be difficult to exclude everyone and... See More

There is now a HubSpot Zoom app! This means you can add contacts and map them to your CRM right within Zoom. Someone else join your meeting who you didn't expect? Add 'em to the CRM right in the moment!

Check it out in this video from the man, the legend, Kyle Jepson!



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The HubSpot resubscribe process has been problematic for years and it seems like I'm not the only one who feels this way! If you agree, please upvote this HubSpot community forum post so they do something about it!


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Having watched the IMPACT course on cleaning up data, I'd love to hear what others are doing. Of course, what lists you create will depend on your business, but I'm generally interested in different approaches.

In the aftermath of the iOS 15 Update in Sept 2021 and now not being able to accurately measure email opens, what are the most effective criteria (across all properties) to clean disengaged non-customers from HubSpot?

Clicks and replies may be a better measure of engagement than opens, but when it comes to marketing emails, just because they don't click or reply, they could still be a good lead...especially if there's no reason to get them to click anywhere, just reading the email is fine. So I'm not sure the email properties are... See More

If so, you may want to check out the CMS Performance API that's currently in beta --> https://developers.hubspot.com/docs/api/cms/performance

I'm experimenting with it for the use cases above but it looks like it has other site monitoring capabilities as well.

Sharing in the event that anyone else has hit their head against these challenges recently. See More