Episodes

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

    310: HubSpot's Greatest Hits of 2024 - From Lead Scoring to Breeze AI
    Dec 21 2024
    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.
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    36 mins
  • 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