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How to Use HubSpot: Embed External Content on Dashboards

For many businesses, HubSpot is meant to be the "source of truth". It is meant to be the location where all campaigns, data, and reporting live, but there are times where other tools are necessary to report and track things that can't be handled within HubSpot. Until now, those things were completely separate. Now, you can embed external content right into your HubSpot dashboards! Whether it's information from Databox, a Google slide, keyword rankings, billing, or anything else. If you can pull an embed code or URL, you can now add it right to your HubSpot dashboard and truly make your HubSpot dashboard the source of truth.

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HubSpot Onboarding: Getting Started With a New Software Platform

So you’ve had your first sip of the orange Kool-Aid and purchased one (or more) of the Hubs on HubSpot’s platform. Welcome to the inbound family! You have a lot of power at your fingertips, but it can be overwhelming and even inefficient if you don’t know how to use your HubSpot software. 

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HubSpot for Startups: Gettin' Buzz'd Podcast Season 3 Episode 2

We've got another episode of the Gettin' Buzz'd Podcast for your listening enjoyment (and marketing education)! On this episode, Dustin and Michael are talking about the HubSpot for Startups program. Take a listen in the video below or keep scrolling to find the complete transcript. 

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How to Use HubSpot: Conversation Intelligence

Do you know how your sales or service conversations are going? There is a lot to be learned from listening to recorded conversations, but HubSpot has taken it up a notch with Conversation Intelligence. This new feature inside of HubSpot allows you to not only record and replay your conversations from within the CRM (that's not new), but it allows you to really break down a conversation, find keywords within the call transcription, make all calls searchable, have AI-powered notes, leave feedback for your rep, and even do all of that on video calls through Zoom, JustCall, Kixie, and others with a HubSpot integration.

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How to Use HubSpot: New Dashboard Customization

If you're like most businesses, you rely on dashboards to run your business. From sales dashboards, website dashboards, and key performance indicator (KPI) dashboards to customer service dashboards and everything in between, HubSpot's dashboards and reporting are very flexible to give you and your team the high level data that you need at a glance. Now, they've gotten even better with the ability to add custom text, tags, images, and videos right to your dashboard!

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Using Inbound Marketing to Implement Your Creative Marketing Ideas

Want to integrate creative marketing ideas into your inbound strategy, but aren’t sure how? HubSpot has the perfect course for you. HubSpot has an inbound marketing course that covers all the bases of inbound from social to analytics to sales.

Having recently completed this course, I recommend it to anyone wanting to learn how to market their business effectively. Going through each lesson, I learned about the fundamentals of inbound marketing, the role each fundamental piece plays, and how to use these elements to create a successful content strategy to align with your larger inbound marketing goals. These fundamentals can help you transform your creative marketing ideas into actionable marketing tactics.

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How to Use HubSpot: Asset Partitioning

Your HubSpot account is home to a lot of contacts, assets, and information. Multiple teams use your customer data to influence their decisions, get in contact with leads, and close deals. HubSpot has hefty customization possibilities to streamline your asset management, but only if you know how to use the full extent of your tools. 

Asset partitioning is an easy way to organize your content so that only relevant team members have access. This can cut down on asset misuse or editing that can cause headaches across teams. 

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How to Use HubSpot: Deal Record Property Customization

Each business has a different sales process and that means that we each have different information that we need to be able to see at a glance in a deal. Using HubSpot deals is a great way to organize your pipeline, manage your active and closed deals, and help your sales team prioritize their prospects.

HubSpot is an extremely flexible tool and you can make it function exactly how your team needs it to function. That includes customizing your deal record properties and customizing the mandatory information for deal creation.

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How to Use HubSpot: Enabling Cookies by Category for GDPR

What COVID-19 did to the world, GDPR did to the marketing world in 2018. It completely turned the marketing world upside down. Now, anytime you are capturing data from a contact in the European Union, you have to be transparent about what you're tracking, allow your contacts to opt-in or opt-out, and at their request, you have to be willing to delete all data you have on them. It's a pretty big deal for privacy.

Now, for a lot of companies, GDPR has no effect. If you don't sell to or work with anyone in the EU, then you don't necessarily have to follow GDPR. But — this isn't going to be the end of this kind of regulation. California has already rolled out the CCPA which is similar and we expect other states and countries to jump on this train sooner rather than later. One option that you can now enable for your GDPR (and general privacy) is cookies by category and give your website visitors access to choose which cookies they want to allow or disallow. Here's how.

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How to Use HubSpot: Setting Up Your Home Screen

Let's face it - we all use HubSpot differently. And since HubSpot is such a vast tool with the CRM, Marketing Hub, Sales Hub, Service Hub, and CMS Hub, it's easy to get lost. 

For many of your team members, a lot of the tools may not be necessary. If you have a team member that is strictly focused on CMS development, for example, they don't need to see all the different marketing, CRM, sales, and service stuff when they first login. They just want to get right into the HubDB (or some other development page).

Well now you can set your home page depending on what you want to see when you login. No more just automatically going to the Marketing Dashboard and then having to navigate to the page you would have rather started on.

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