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.…

Read More

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…

Read More

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…

Read More

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…

Read More

How to Quickly Clone Workflows in HubSpot

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 More

What is a HubSpot Audit? A Guide for Small to Medium-Sized Business Owners

hubspot audit

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 More

Mastering Sales Outreach: Crafting Effective HubSpot Sequences

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…

Read More

5 Reasons Why Content Marketing Matters

Content Marketing

5 Reasons Why Content Marketing Matters    If you’ve landed on this article, you might be in the beginning stages of your digital marketing journey. And you’re probably wondering if spending the time and money writing content is worth it. I’m here to tell you that the short answer is… yes!  If you want to…

Read More

Why Should I Run a HubSpot Sales Audit?

HubSpot Sales Audit

Why Should I Run a HubSpot Sales Audit? HubSpot sales hub can be overwhelming for any new team member. And when processes fall through the cracks, it’s easy to lose track of your company’s overall progress. Enter the HubSpot Sales Audit. Running a HubSpot Sales Audit is crucial for any business owner or sales manager…

Read More