Posts by Good Team

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 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…

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…

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…

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 content…

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 >…

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…

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.…

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…

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…