Learn How to Create Custom Properties in HubSpot (Video)

custom properties in HubSpor

Learn how to create custom properties in HubSpot: Create custom properties by: Navigate to Settings > Properties > Create property. Fill in the required information: Select an object type and a group for your custom property, and click Next. Name your property, and click Next. Select the field type, click Next, and set any applicable…

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Unlock the Benefits of a HubSpot Certified Solutions Partner 

HubSpot Solutions Partner

Unlock the Benefits of a HubSpot Certified Solutions Partner If you’ve made it to this article, you’ve probably heard of HubSpot and might even be a customer. Now, you might be wondering if the extra expense of a Solutions Partner would be worth it, especially since you’re already paying to use the platform.  And since…

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How to Create Hidden Fields in a HubSpot Form (Video)

create hidden fields in HubSpot

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: Navigate to Marketing…

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How to Create a Deal in HubSpot

how to create a deal in HubSpot

How to Create a Deal in HubSpot It may seem like a simple task to understand, how to create a deal in HubSpot, but if you’re new to the CRM all those words come across as overwhelming. I can still remember the first time I logged into HubSpot, I was so confused by deals, activity…

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How to Setup Internal Slack Notifications in HubSpot (Video)

How to Setup Internal Slack Notifications in HubSpot

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: Navigate to Marketplaces > App Marketplace then search Slack and click Install app. Select the workspace you want to…

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How to Create and Track Sales Goals in HubSpot (Video)

How to Create and Track Sales Goals in HubSpot

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: Navigate to Reporting > Goals > Create goal > Create from template…

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How to View Activity on a Contact Record in HubSpot (Video)

view activity on a contact record

Learn How to View Activity on a Contact Record in HubSpot If you find that you are in a contact (or any object) record and can’t view activity on a contact record we made this video to show you how to filter the activity. Just want to see website visits? Or may you only want…

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How to Set Default Properties for Contact Records in HubSpot (Video)

Set Default Properties for Contact Records in HubSpot

How to Set Default Properties for Contact Records in HubSpot If you constantly work within contact (or any object) records, this is a must-do. You can edit the panels to show the properties that you need to see. Don’t care about their phone number? You can remove that. Want to create and set default properties…

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