How to create a HubSpot chatbot for your sales team

HubSpot Chatbot

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…

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How to create an email template in HubSpot

Email template in hubspot

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…

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How to Create Emails in HubSpot

Emails in hubspot

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…

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How to easily create a pop-up form in HubSpot

Create pop up 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 >…

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How to Edit Deal Pipelines in HubSpot

Edit deal pipeline 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…

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How to Schedule a Social Post in HubSpot

Schedule social post

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.…

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How to trigger workflows from form-fills in HubSpot

Trigger workflow from form fill

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…

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How to Rotate Contact Owners in HubSpot

Rotate contact owner 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…

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15 HubSpot FAQs Answered

HubSpot FAQ

15 HubSpot FAQs Answered HubSpot is an all-in-one software platform that helps businesses with their sales, marketing, and customer service efforts. And as with any software, there are a lot of questions about how to use it effectively. In this blog post, we will answer some frequently asked questions about HubSpot.   HubSpot FAQ #1:…

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How to Create Workflows in HubSpot

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…

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