How to Add or Remove Someone from a Form in HubSpot

Form in HubSpot

How to Add or Remove Someone from a Form in HubSpot Here are the steps to Add or Remove Someone from a Form in HubSpot Go to Marketing > Lead Capture > Forms and either click on the form or the Edit button on the form, which will bring you to the editor. Go to…

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How to verify email address from form fill in HubSpot

Verify email address hubspot

How to Verify Email Address from Form Fill in HubSpot Here are the steps to verify email address from form fill in HubSpot: Context: Oftentimes, you get a lot of spam when you have a form on your webpage. Instead of having a list of fake emails and a list of emails that you want…

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How to add live chat to your website in HubSpot

Live chat in HubSpot

How to add live chat to your website in HubSpot Here are the steps to add a live chat to your website in HubSpot Go to Automations > Chatflows > Chat. If you haven’t created a live chat yet, go to Create chatflow then choose where you would like to add the chat and click Set…

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How to Build a Custom Report in HubSpot

Custom Report HubSpot

How to Build a Custom Report in HubSpot Here are the steps to Build a Custom Report in HubSpot Go to Reporting > Dashboards (if you have not created a Dashboard in HubSpot, this page will look like a list of templates that you can pull from). HubSpot Info: Your Dashboard in HubSpot is an overall…

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How to connect your social media accounts in HubSpot

Connect social media hubspot

How to connect your social media accounts in HubSpot Here are the steps to connect your social media accounts in HubSpot: Go to Marketing > Social > Connect accounts and select the account you want to connect. Then, click through the prompts to finish setting up your account.    That’s it! Now you know how…

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How to create a CTA in HubSpot

create a CTA

How to create a CTA in HubSpot Here are the steps to create a CTA in HubSpot Go to Marketing > Lead Capture > CTAs > Create CTA. Insert straightforward CTA language into the Button content textbox. Select a Button style and enter a Button color (if you have a WordPress website, make sure you…

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How to create a HubSpot chatbot for your sales team

HubSpot Chatbot

How to Create a HubSpot Chatbot for Your Sales Team Here are the steps to create a HubSpot chatbot for your sales team Go to Conversations > Chatflows > Create chatflow and select whether you want to add it to your Website or Facebook Messenger > Set up chat. Insert the correct color to make…

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How to create an email template in HubSpot

Email template in hubspot

How to Create an Email Template in HubSpot Here are the steps to create an email template in HubSpot: Go to Marketing > Email > Create email and choose between Regular, Automated, and Blog/RSS email types. Select an email template. On the Edit email page, you can build a landing page. Customize and edit your…

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How to Create Emails in HubSpot

Emails in hubspot

How to Create Emails in HubSpot     Here are the steps to Create Emails in HubSpot: Go to Marketing > Email > Create email and choose between Regular, Automated, and Blog/RSS email types. Select an email template. On the Edit email page, you can customize and edit your email template by dragging and dropping…

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How to easily create a pop-up form in HubSpot

Create pop up in hubspot

How to easily create a pop-up form in HubSpot   Here are the steps to easily create a pop-up form in HubSpot:  Say you want to have a pop-up form for an ebook and you want people to download it in exchange for information. Access by navigating to Marketing > Lead Capture > Forms >…

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