Posts by Good Team
How to easily create a pop-up form 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 >…
Read MoreHow to Edit Deal Pipelines in HubSpot
How to Edit Deal Pipelines in HubSpot Here are the steps to Edit Deal Pipelines in HubSpot: To edit the pipeline column in your sales pipeline. To view the pipeline columns, navigate to Sales > Deals and select the Grid view option in the top left hand corner of the page next to the…
Read MoreHow to Schedule a Social Post in HubSpot
How to Schedule a Social Post in HubSpot Here are the steps to Schedule a Social Post in HubSpot: Click Marketing and navigate to Social. Access the social media scheduler by going to Marketing > Social. Can use Calendar view or List view. Here you can see posts published, posts scheduled, and posts interact.…
Read MoreHow to trigger workflows from form-fills in HubSpot
How to trigger workflows from form-fills in HubSpot Here are the steps to trigger workflows from form-fills in HubSpot: Access forms by going to Marketing > Lead Capture > Forms. Find and click on your Contact Form (Our contact form only has fields for email, first name, last name). Then, to create a dropdown…
Read MoreHow to Rotate Contact Owners in HubSpot
How to Rotate Contact Owners in HubSpot Here are the steps to Rotate Contact Owners in HubSpot: This is how to set up a contact rotation within a workflow (aka Round Robin). You would use this if you have multiple sales reps on a team or if you want to divvy out contacts when…
Read MoreHow to Create Workflows in HubSpot
How to Create Workflows in HubSpot Here are the steps to create workflows in HubSpot: Access workflows by clicking Workflows at the top of the HubSpot page. Create a new workflow by clicking Create workflow. Name your workflow, choose your workflow settings, and click Next in the top right hand corner. To start off…
Read MoreHow to Quickly Clone Workflows in HubSpot
How to Quickly Clone Workflows in HubSpot Here are the steps to Quickly Clone Workflows in HubSpot: Access workflows by clicking Workflows at the top of the HubSpot page. Find the workflow you want to clone. Hover over the workflow and click Clone. That’s it! Now you know how to Quickly Clone Workflows…
Read MoreWhat is a HubSpot Audit? A Guide for Small to Medium-Sized Business Owners
What is a HubSpot Audit? A Guide for Small to Medium-Sized Business Owners HubSpot is a recognized name in the world of digital marketing and sales. This all-in-one platform offers tools to help businesses generate leads, nurture relationships, and drive sales. But like any software, the efficiency with which you use HubSpot can determine the…
Read MoreEverything You Need to Know about HubSpot’s Social Media Tools
Everything You Need to Know about HubSpot’s Social Media Tools If you’re using social media to promote your business online, you’re not alone. Most businesses today rely heavily on social media channels to engage with current and potential customers. But the thing is, in order to be successful, you need to be consistent with the…
Read MoreMastering Sales Outreach: Crafting Effective HubSpot Sequences
Mastering Sales Outreach: Crafting Effective HubSpot Sequences An effective sales strategy is crucial for any company to grow. And in the ever-changing world of sales, effective outreach plays a vital role in establishing valuable relationships with potential customers. One powerful tool that can help you in achieving this goal is HubSpot sequences. HubSpot…
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