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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How to Create a Contact in HubSpot (Video)

How to Create a Contact in HubSpot

How to Create a Contact in HubSpot This can be done automatically if you have the HubSpot tracking code installed on your website and within your email platform if you have the sales extension installed. That’s right, if you email someone they will automatically be added to HubSpot! But what if you meet someone at…

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How to Create a Campaign in HubSpot (Video)

Create a campaign in hubspot

Learn how to Create a Campaign in HubSpot  If you need a quick tutorial on how to set up campaigns, this one’s for you! Here are the step to Create a campaign in HubSpot: 1. Navigate to Marketing > Campaign > Create campaign and name it.  You can assign an owner to it, you…

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How to Create an A/B Test in HubSpot

A B Test in HubSpot

How to Create an A/B Test in HubSpot Marketing is all about data. And the best way to learn about that data and how it’s working for your marketing campaigns is to set up an A/B test in HubSpot. Without it, we are throwing money into a dark closet and hoping we will see some…

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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…

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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…

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