Posts by Adrienne Huss

How to Create a Deal in HubSpot In this video tutorial, you will learn everything related to deals and how to create them using HubSpot. This might seem like a simple task. But if you’re new, it can be overwhelming.     Here’s how to do that: Click sales Click deals Click your pipeline Create…

How to View All Activity on a Contact Record Why would you want to do that? If you want to see any sort of activity a contact has made. Here’s how to do that: Navigate to contacts Select contact to view Go to “filter activity” Select what you want That’s it! Now you know how…

Learn how to create and track sales goals in HubSpot Why would you want to use the goals feature in HubSpot? To track or collect information on personal goals or on sales rep goals internally. How to track supplemental goals by user: Settings Tracking & Analytics Supplemental Goals Create Choose Type of Goal Choose Measurement…

Setup Internal Slack Notifications in HubSpot In this video, we will cover how to setup internal slack notifications in HubSpot, so you can get internal notifications as soon as they happen. Here are the steps: Settings Integrations Connected Apps Apps Marketplace Slack Select Workspace Login Automation Workflows Create Workflow Contact Based Name Workflow Click Next…

Why create hidden fields in a HubSpot form? You should create hidden fields in a HubSpot form if you want to track or tag a customer that comes in with something very specific that you don’t want the customer to know that they are being tagged with.   To do that go to: Marketing Forms…

Learn how to create custom properties in HubSpot:     Create custom properties by: Click settings Click properties Create Property Select object type Select Group (internal info) Label lead source Add description (internal info) Add field type Add forms Create   That’s it! Now you know how to create custom properties in HubSpot! Want to…

Learn how to create and use HubSpot snippets: What is a snippet? A snippet a time-saving hack. It’s a command that you set up that you can quickly access through emails, tickets, contact records, notes, etc. How to create a snippet: Click on Conversations Click on Snippets Create Snippet Create Internal Name Create Template Create…

If you’re familiar with any CRM or email management system used for growth marketing, you’re probably familiar with lists. So what are static and active lists in HubSpot?   Lists are how HubSpot helps track your contacts.   Two types of lists are: Static- Your traditional marketing list where you have to manually add and…