Tutorial Videos
How to Automate Follow Up for Closed Lost Reason in HubSpot
How to Automate Follow Up for Closed Lost Reason in HubSpot Learn how to create a custom dropdown menu that automatically appears when a deal enters “Closed Lost” so you can track why the deal dropped (i.e.…
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Difference Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them
What is the Difference Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them Here are Differences Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them:…
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How to Add or Remove Someone from a Form in HubSpot
How to Add or Remove Someone from a Form in HubSpot Here are the steps to Add or Remove Someone from a Form in HubSpot Go to Marketing > Lead Capture > Forms and either click on…
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How to verify email address from form fill in HubSpot
How to Verify Email Address from Form Fill in HubSpot Here are the steps to verify email address from form fill in HubSpot: Context: Oftentimes, you get a lot of spam when you have a form…
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How to add live chat to your website in HubSpot
How to add live chat to your website in HubSpot Here are the steps to add a live chat to your website in HubSpot Go to Automations > Chatflows > Chat. If you haven’t created a…
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How to Build a Custom Report in HubSpot
How to Build a Custom Report in HubSpot Here are the steps to Build a Custom Report in HubSpot Go to Reporting > Dashboards (if you have not created a Dashboard in HubSpot, this page will look…
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