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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.
How to set up a sequence in HubSpot
Pre-planning sequences means that hot prospects can be hit with timely, effective and impact-driving messages. Without lots of work from you or your team. Drive more conversations and close more deals by learning how to set up ...
How to use the prospect analytics tool
HubSpot knows so much about your visitors, like, sooo much. Here's how to use the prospect analytics tool so your sales team can use their time more wisely. Sometimes, it's not about speaking to more people, it's about speaking...
How to create a quote in HubSpot
Having an accurate, meaningful and reliable pipeline dashboard starts with creating quotes. Here's how to do it in HubSpot.
How to add a product to the product library in HubSpot
Saving time and making your life easier is what HubSpot is there to do. Now, here's how to add a product to the product library on HubSpot so you can quickly choose repeatable product items.
How to connect your social accounts into your HubSpot portal
Once this is done, HubSpot'll be able to monitor and listen to chatter for you and your content or pages can be scheduled and shared directly from within one tool: HubSpot. It's like your favourite social scheduler... but with ...
How to find your GDPR settings in HubSpot
Thought GDPR was gone and forgotten? But now suddenly need to update your settings wherever they live in HubSpot? Here's where to find them, you compliant and stress-free HubSpotter you.
How to add a deal in HubSpot
You've got a good feeling about this one... get it in that pipeline! Here's how to add a deal in HubSpot. Now, go get your slide deck finished.
How to use the workflow tool within HubSpot
Here's how to get the HubSpot automation robots doing workflows that will even get yourself second guessing if a real person is stood over your shoulder waiting for the perfect time to email you. Watch this video to get the mos...
How to create a marketing email within HubSpot
If a marketing campaign happens without email, does it even exist? We don't think so. And neither do HubSpot. Here's how to create a marketing email in HubSpot. P.S. email is most certainly NOT dead.
How to add a persona into HubSpot
Some of your colleagues might think they're 'wishy washy marketing mumbo jumbo,' but we both know how important personas are to your marketing - nay - your business success. Here's how to add personas into your HubSpot portal.