This edition we dive into:

• HubSpot CRM Suite Starter
• What it includes
• Who it’s for
• When you should upgrade
• How it fits into your company’s technology stack

Full show notes available here: www.hubshots.com/episodes/episode-257

Recorded: Monday 16 August 2021 | Published: Friday 20 August 2021

257: CRM Suite Starter

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 Yoda

Full show notes available here: www.hubshots.com/episodes/episode-265

Recorded: Monday 01 November 2021 | Published: Friday 05 November 2021

265: Optimizing Customer Experience with HubSpot Service Hub

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 times in emails
• HubSpot translated forms
• When to use HubSpot Surveys (instead of using Forms for surveys)
• Saved sections in pages
• Manage email subscription types in workflows
• CRM Suite Start pricing gift horse has bolted
• Google Ads Performance Max campaigns

Full show notes available at: https://www.hubshots.com/episodes/episode-271

Recorded: Wednesday 02 February 2022 | Published: Friday 04 February 2022

271: The Lazy Salespersons’ Cheat Sheet to using HubSpot

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 processes quote

Full show notes available at: https://www.hubshots.com/episodes/episode-273

Recorded: Wednesday 16 February 2022 | Published: Friday 18 February 2022

273: Reducing Friction, Marketing Contact Recommendations, Custom Quote Templates, Deal Unenrollment

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 course recommendations

Full show notes available at: https://www.hubshots.com/episodes/episode-276

Recorded: Wednesday 23 March 2022 | Published: Friday 25 March 2022

276: Detailed Overview of HubSpot Service Hub

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 *
• How to add a simple feedback popup on your site
• How to add NPS survey reminder emails *
• Reminder to focus on what you can control
• Reminder to not believe everything you read (even on reputable marketing sites)
• An example of how a company compared themselves to HubSpot but got just about everything completely wrong - it’s kinda embarrassing

Full show notes available at: https://www.hubshots.com/episodes/episode-277

Recorded: Wednesday 06 April 2022 | Published: Friday 08 April 2022

277: HubSpot Top Tips April 2022 Edition

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 validation services 
• Quotes of the week
• Need help with your HubSpot portal?

Full show notes available at: https://www.hubshots.com/episodes/episode-284

Recorded: Wednesday 17 August 2022 | Published: Friday 26 August 2022

284: How To Manage Your Contacts in HubSpot Efficiently

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

Recorded: Monday 22 August 2022 | Published: Thursday 29 September 2022

HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview)

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 help

Full show notes available at: https://www.hubshots.com/episodes/episode-288

Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022

288: Automation in HubSpot

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 benefits

Full show notes available at: https://www.hubshots.com/episodes/episode-289

Recorded: Friday 14 October 2022 | Published: Friday 21 October 2022

289: Using Service Hub for Internal Business Processes

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 reminder
• The joy of unread books

Full show notes available at: https://www.hubshots.com/episodes/episode-290

Recorded: Wednesday 02 November 2022 | Published: Friday 04 November 2022

290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong

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 which Hub tiers in a portal (if not an Admin)
• Efficiency and Effectiveness and AI
• ChatGPT example

Full show notes available at: https://www.hubshots.com/episodes/episode-293

Recorded: Thursday 19 January 2023 | Published: Wednesday 25 January 2023

293: Notes permissions confusion, reducing contact friction, power of lists, AI

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 Things You’re Probably Not Using in HubSpot that You Should Be Online Masterclass


Full show notes available at: https://www.hubshots.com/episodes/episode-294

Recorded: Thursday 26 January 2023 | Published: Friday 03 February 2023

294: HubSpot in 2023, Approvals functionality, HubSpot Meetings tip, Paid seat gotcha

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 A3 Poster PDF
• How to get started using the HubShots Framework

Full show notes available at: https://www.hubshots.com/episodes/episode-296

Recorded: Thursday 23 February 2023 | Published: Friday 10 March 2023

296: The HubShots Framework

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 an email from another system (Activity)
• Last Activity date versus Last Modified date (Properties)
• Sending an already sent email to more contacts (Activity)


Full show notes available at: https://www.hubshots.com/episodes/episode-297

Recorded: Monday 27 March 2023 | Published: Friday 31 March 2023

297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts

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 Hub Enterprise
• What is the XML Sitemap used for in HubSpot

Full show notes available at: https://www.hubshots.com/episodes/episode-298

Recorded: Wednesday 26 April 2023 | Published: Friday 05 May 2023

298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets

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 Email content (don’t do this!)


Full show notes available at: https://www.hubshots.com/episodes/episode-299

Recorded: Thursday 11 May 2023 | Published: Friday 19 May 2023

299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains

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 well


Full show notes available at: https://www.hubshots.com/episodes/episode-300

Recorded: Wednesday 14 June 2023 | Published: Friday 23 May 2023

300: 7 Years of HubSpot Tips

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 Kindness Before the Storm
• Unclogging your Stuck Pipeline
• HubShots Framework poster

Full show notes available at: https://www.hubshots.com/episodes/episode-301

Recorded: Wednesday 12 July 2023 | Published: Friday 21 July 2023

301: Threads, Workflow updates, Landing page tip, Proactive Excellence

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 prompt of the week
• A tip for writing headlines that will level up your game
• An overview of AI you should read


Full show notes available at: https://www.hubshots.com/episodes/episode-302

Recorded: Wednesday 26 July 2023 | Published: Friday 04 August 2023

302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines

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 nigh

Full show notes available at: https://www.hubshots.com/episodes/episode-303

Recorded: Friday 25 August 2023 | Published: Friday 01 September 2023

303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking

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 Chatbot support
• Workflow action: Future Date Calculator
• Adding Emojis to record sections
• How to reduce hard bounce rate on email sends
• Midjourney prompt of the week
• HubSpot’s CRM puzzle
• Moving notes from HubSpot records to another portal

Full show notes available at: https://www.hubshots.com/episodes/episode-304

Recorded: Wednesday 04 October 2023 | Published: Friday 13 October 2023

304: What was useful from HubSpot’s annual event and product announcements?

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 created a contact 
• Sequence sender score analysis
• Triggering SMS to contacts from a workflow
• Blocking contacts with free email addresses
• Smart content rules to block contacts from some countries
• Last Message from Visitor ticket property
• HubSpot’s Data Model Overview overview
• Teamwork Workflows marketplace app
• Consultant versus Coach
• Tons of training options

Full show notes available at: https://www.hubshots.com/episodes/episode-305

Recorded: Wednesday 29 November 2023 | Published: Friday 08 December 2023

305: The End of 2023 HubSpot Bumper Episode

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 adding text
• Strategy versus Tactics
• Using Associated Objects in Lists

Full show notes available at: https://www.hubshots.com/episodes/episode-306

Recorded: Monday 22 January 2024 | Published: Friday 26 January 2024

306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects

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 of Content Hub

Full show notes available at: https://www.hubshots.com/episodes/episode-307

Recorded: Sunday 31 March 2024 | Published: Thursday 04 April 2024

307: HubSpot Content Hub (formerly CMS Hub)

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 Sonnet
• The massive content opportunity - artisanal content?
• Tracking former employees of companies in HubSpot (common use case)

Full show notes available at: https://www.hubshots.com/episodes/episode-308

Recorded: Tuesday 16 July 2024 | Published: Friday 19 July 2024

308: Association label tips, Modern websites, Ticket lists, Back to basics

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-309

Recorded: Wednesday 11 September 2024 | Published: Friday 13 September 2024

309: HubSpot Fundamentals

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: https://www.hubshots.com/episodes/episode-310 

In this episode we’ll cover:
👉🏻 A new version of the HubShots Framework  
👉🏻 Our favourite HubSpot releases of 2024
👉🏻 Setting Association labels via workflows
👉🏻 List exclusions are so much easier now
👉🏻 Tips for using the new Lead Scoring tool
👉🏻 How to use associated objects in Deal lists

HubShots = HubSpot in the real world
Real world portals. No demo stuff.

310: HubSpot's Greatest Hits of 2024 - From Lead Scoring to Breeze AI

Welcome to Episode 181 of Hubshots!

APAC’s number 1 HubSpot focussed podcast – where we discuss HubSpot tips & tricks, new features, and strategies for growing your marketing results.

This episode we chat about HubSpot tasks, and having a mindset of openness.

Full show notes available at: https://hubshots.com/episode-181/

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Subscribe to our Spotify channel here: https://open.spotify.com/show/7oee8w41riN5aRNrLKT2ar

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Follow us on Twitter here: https://twitter.com/hubshots

Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/

Follow us on LinkedIn here: https://www.linkedin.com/company/hubshots/

Recorded: Monday 28 October 2019 | Published:

181: HubSpot Tasks, Marketing Mindset

Welcome to HubShots Episode 234: What is CRM?  

This edition we dive into:

• Thinking about CRM and how it relates to marketing
• HubSpot’s SEO audit tool gets an update
• Deal workflows
• NPS Surveys
• Google Analytics bot spam
• What is ‘value’ and are you providing it?
• GA4 Mini course
• Fun stuff

Full show notes available at: www.hubshots.com/episodes/episode-234

Did a colleague forward this episode to you? Sign up here to get yours every Friday.

Please forward this on to your work colleagues.

Recorded: Monday 08 February 2021 | Published: Friday 12 February 2021

234: What is CRM?

HubShots: the Unofficial Down Under HubSpot Podcast

HubSpot in the real world.
Real world portals. No demo stuff.

What’s working for HubSpot customers. 

Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.

https://www.hubshots.com

Popular tracks by HubShots