Resources
How to Setup Internal Slack Notifications in HubSpot (Video)
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…
How to Create and Track Sales Goals in HubSpot (Video)
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…
How to View Activity on a Contact Record in HubSpot (Video)
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…
How to Set Default Properties for Contact Records in HubSpot (Video)
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…
How to Add a Birthday Field in HubSpot (Date Picker Custom Property) [Video]
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…
How to Create a Contact in HubSpot (Video)
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,…