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 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,…

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…

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…

How to Verify Time Zone in HubSpot If you’re like me, HubSpot is your single source of truth so when you’re looking for something you probably check there first. This simple tutorial will show you how you…

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.…