Episodes

  • 309: HubSpot Fundamentals

    309: HubSpot Fundamentals
    Sep 23 2024
    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
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    39 mins
  • 308: Association label tips, Modern websites, Ticket lists, Back to basics

    308: Association label tips, Modern websites, Ticket lists, Back to basics
    Jul 23 2024
    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
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    39 mins
  • 307: HubSpot Content Hub (formerly CMS Hub)

    307: HubSpot Content Hub (formerly CMS Hub)
    Apr 3 2024
    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
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    1 hr and 49 mins
  • 306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects

    306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects
    Jan 25 2024
    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
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    22 mins
  • 305: The End of 2023 HubSpot Bumper Episode

    305: The End of 2023 HubSpot Bumper Episode
    Dec 7 2023
    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
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    53 mins
  • 304: What was useful from HubSpot’s annual event and product announcements?

    304: What was useful from HubSpot’s annual event and product announcements?
    Oct 12 2023
    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
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    1 hr and 1 min
  • 303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking

    303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking
    Sep 20 2023
    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
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    32 mins
  • 302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines

    302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines
    Aug 3 2023
    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
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    33 mins