Posts by Good Team

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…

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…

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…

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…

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…

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…

How to Add a Birthday Field in HubSpot (Date Picker Custom Property) In this tutorial, you’ll learn how to create a custom property so you can auto populate birthdays into workflows or emails. If you’re not familiar with custom properties, here’s an in-depth article. Now HubSpot has a Birthday property already, but it isn’t a…

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…

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…

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…