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How to HubSpot
How to create a form in HubSpot
Creating a form in HubSpot is simple enough, once you know how. Creating effective forms that save you time in the long run by being multi-purposed is even easier when you watch this video.
How to move a deal through the sales pipeline
Moving deals through your pipeline on HubSpot is the simplest way of keeping your forecasting and reports up to date. Here's how simple it is.
Where to find tickets in the HubSpot Service Hub
If your HubSpot Service Hub is functioning as it should, you should have plenty of user tickets to sort through. Here's the best way to find tickets, in our experience.
How to connect your Google Ads pixel to your HubSpot portal
HubSpot's analytics are great, but they're even better when fully tied in with your Google Ads campaigns. Here's how to make sure your Google Ads pixel is added to your HubSpot portal properly.
How to route a ticket to a team member in HubSpot
Sometimes, you just need to be able to direct a user ticket to a particular team member. Whatever the reason, be it holiday cover or skill expertise, here's how to route a ticket in HubSpot.
How to add a ticket in the service hub in HubSpot
Adding tickets in the service hub of HubSpot is important for tidying up notes after a conversation and making sure issues don't get left unresolved. Here's how to add a ticket so that your user's issue doesn't get lost in the ...
How to add an asset into a campaign tag in HubSpot
Campaign tags in HubSpot are a great way of seeing multi-channel successes in a flash. See how everything from a Tweet to a web page contributed to a recent campaign by adding assets to a campaign tag in HubSpot. This video sho...
How to create and use a playbook in HubSpot
Playbooks ensure your whole team approaches things in the same, efficient and on-brand way. Here's how to create them in HubSpot so you can work more smoothly and improve results at the same time.
How to schedule recurring email of a dashboard in HubSpot
Automation of repetitive tasks, so you or your team can focus on more impactful work, is one of the best things about HubSpot. Here's how to get dashboard reports sent to you on the regular.