Listen Now

This edition we dive into: • There’s no common, linear path your contacts take • Using Filters on Activity timelines • Bulk Edit contact records • Inbox permissions are important • HubSpot Redirect Domains (and why they are so handy) • Gotcha with sending automated emails when a ticket form is submitted • Email Send Frequency cap (Enterprise feature) • Bad Email content (don’t do this!) Full show notes available at: https://www.hubshots.com/episodes/episode-299 Recorded: Thursday 11 May 2023 | Published: Friday 19 May 2023

This edition we dive into: • Be Proactive, Be Honest • Where does Attribution sit in your HubSpot implementation plan? • Form performance tips • How to log replies from Contacts into HubSpot • Renaming Ticket Name based on Ticket Properties • Setting the date format for blog posts (and listing) • Saving Column layouts in Lists • Why Upgrade to HubSpot CMS Hub Enterprise • What is the XML Sitemap used for in HubSpot Full show notes available at: https://www.hubshots.com/episodes/episode-298 Recorded: Wednesday 26 April 2023 | Published: Friday 05 May 2023

This edition we dive into: • ‘Everything’ fatigue • Tough economic times and the need to send more, relevant, email • AI tools take off - how should you respond • Creating random samples of contacts from lists (Segmentation) • Results from using Multivariate CTAs on our website (Attribution) • Building a View for sales reps of clients who have been sent an email from another system (Activity) • Last Activity date versus Last Modified date (Properties) • Sending an already sent email to more contacts (Activity) Full show notes available at: https://www.hubshots.com/episodes/episode-297 Recorded: Monday 27 March 2023 | Published: Friday 31 March 2023

This edition we dive into: • Are you in a state of overwhelm using HubSpot? • Introduction to the HubShots Framework • The 5 stages of the HubShots Framework • Focus areas of the HubShots Framework • Sneak peek into the HubSpot specific details • 3 real world examples of the HubShots Framework in action • How you can download the HubShots Framework as an A3 Poster PDF • How to get started using the HubShots Framework Full show notes available at: https://www.hubshots.com/episodes/episode-296 Recorded: Thursday 23 February 2023 | Published: Friday 10 March 2023

This edition we dive into: • Who forgot to plan out their 2023 - it’s not too late • Deactivating a user now releases the paid seat they were consuming • Chat and Slide-in popups competing for attention on the bottom right • Deal close behaviour on Desktop versus in-app • ‘Last email received from contact’ HubSpot ticket property • Notification profiles are so handy • HubSpot Security Centre - is it confusing for you too? • Non Fit personas • Xero invoice sync • Avoiding the ChatGPT inefficiency temptation • 11 Things you’re probably not using in HubSpot that you should be Full show notes available at: https://www.hubshots.com/episodes/episode-295 Recorded: Wednesday 08 February 2023 | Published: Friday 10 February 2023

This edition we dive into: • Overview of HubShots hubs in 2023 • Areas of opportunity with HubSpot for your business • Email Marketing Approvals • HubSpot Meeting tip for free/busy • Conversation Handoff process improvements • Impersonate a User in HubSpot • Gotcha: Deactivating a user who has a paid seat • Which tools have folders and sub-folders • 11 Things You’re Probably Not Using in HubSpot that You Should Be Online Masterclass Full show notes available at: https://www.hubshots.com/episodes/episode-294 Recorded: Thursday 26 January 2023 | Published: Friday 03 February 2023

This edition we dive into: • Obligatory mention of AI • Reducing contact friction with event invitations • The power of lists - using product and line item criteria • Connecting personal inbox versus generic inbox into HubSpot • Understanding Permissions for Notes on Contacts, Deals, Tickets • Goodbye internal SMS notifications in workflows • Quickly see which Hub tiers in a portal (if not an Admin) • Efficiency and Effectiveness and AI • ChatGPT example Full show notes available at: https://www.hubshots.com/episodes/episode-293 Recorded: Thursday 19 January 2023 | Published: Wednesday 25 January 2023

This edition we dive into: • How (and when) to merge duplicate contacts in HubSpot • How to use HubSpot’s SEO Analyze tool • How to turn off annoying ‘New Unassigned Conversation’ notifications • How to automate getting a response from contacts on inactive deals • How to use the new Last Viewed column in Dashboards • Listener question: How to change the email sending domain • HubSpot in the real world • How to organise a QuickCheck of your HubSpot portal Full show notes available at: https://www.hubshots.com/episodes/episode-292 Recorded: Wednesday 30 November 2022 | Published: Friday 09 December 2022

This edition we dive into: • Challenging your norms - learn from my mistakes! • Using Emojis in HubSpot • Using calculation fields to calculate commissions • The dangers of editing enabled workflows • The dangers of confirmation biases • The dangers of re-engagement campaigns (revisited) • Choose original sender of email forwards into Conversations • Listener question: Trigger a sequence from a workflow Full show notes available at: https://www.hubshots.com/episodes/episode-291 Recorded: Tuesday 15 November 2022 | Published: Friday 18 November 2022

This edition we dive into: • Outcomes versus Activities • Deal pipeline board view currency switcher on totals • Setting lifecycle stages on forms • Setting lifecycle stage when creating deals • Customer ticket portal settings • Re-engagement email campaigns getting accounts suspended • Stopping personal emails from getting logged in HubSpot • Gratitude reminder • The joy of unread books Full show notes available at: https://www.hubshots.com/episodes/episode-290 Recorded: Wednesday 02 November 2022 | Published: Friday 04 November 2022

This edition we dive into: • Are Ticket pipelines the real Operations Hub? • Reminder about enabling betas • Inline editing • Using Service Hub for lead qualification processes • Other uses for Ticket pipelines • Association labels - pros and cons • Questions: They Ask, You Answer • Should I write Knowledge Base articles or blog posts? • Knowledge bot benefits Full show notes available at: https://www.hubshots.com/episodes/episode-289 Recorded: Friday 14 October 2022 | Published: Friday 21 October 2022

This edition we dive into: • Setting the scene • 2 ‘A’ words ⇒ 2 ‘E’ words • Automation journey • Workflow deep dive • When to upgrade to Pro • When to upgrade to Enterprise • How we can help Full show notes available at: https://www.hubshots.com/episodes/episode-288 Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022

In this 2nd episode of HubShots Special, we chat with Kevin Fremon of Helpful Hero about HubSpot CMS SEO tool, CMS Starter thoughts, theme pricing and more! Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-2 Recorded: Monday 22 August 2022 | Published: Friday 30 September 2022

In this episode, we chat with Kevin Fremon of Helpful Hero. We interview Kevin Fremon from Helpful Hero, creator of the popular CLEAN theme (including CLEAN Pro and CLEAN Lite) for HubSpot CMS. We chat in detail about HubSpot CMS, the good, the bad and the awesome. Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-1 Recorded: Monday 22 August 2022 | Published: Thursday 29 September 2022

This edition we dive into the first blend in-person with online attendees for INBOUND22, our thoughts and favourite takeaways. Full show notes available here: https://www.hubshots.com/episodes/episode-287 Recorded: Tuesday 13 September 2022 | Published: Friday 16 September 2022

This edition we dive into: • Asking for help • Converting an Automated Email to a Regular Email • Reminder: Actions Menus on objects • Using Sender personalisation in Snippets • Custom properties on Product library items • HubSpot Campaign Analytics • HubSpot Custom Reporting basic video series now available • Using Comments throughout HubSpot • The dangers of damaged cables • Do you need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-286 Recorded: Wednesday 31 August 2022 | Published: Friday 09 September 2022

This edition we dive into: • Old school channels - should you still use them? • Confusing HubSpot Form options - explained! • Using the Prospects tool • Tickets created from forwarded emails - best practices • Workflow unenrollment feature • Are you relying on Paid Channels too much? • HubSpot Custom Report Builder - intro series • Reminder about Phishing attacks • Do you need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-285 Recorded: Wednesday 24 August 2022 | Published: Friday 02 September 2022

This edition we dive into: • Managing contact hygiene • The hidden danger of churn • Finding bounced contacts, including Mailbox full • Unbouncing contacts manually • Managing duplicate contacts • Using surveys to check customer interactions • Automating notifications and tasks to help manage contacts • What to do versus How to do it • Using contact validation services • Quotes of the week • Need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-284 Recorded: Wednesday 17 August 2022 | Published: Friday 26 August 2022

This edition we dive into: • The power of incremental growth • List layouts can now be saved per list • Make sure you use Email Subscription Types properly • Frequency versus Relevancy in your email strategy • How to update a Contact when they’ve left a company • Automatically Re-Open a Closed ticket when a customer replies (to a Closed ticket) • Compare email performance in a workflow • Workflow gotcha - avoiding race conditions • Custom Reporting tip - using Date Frequency versus Date Part in reports • Target Account recommendation lols • HubShots QuickCheck service now available Full show notes available at: https://www.hubshots.com/episodes/episode-283 Recorded: Thursday 11 August 2022 | Published: Friday 19 August 2022

This edition we dive into: • Automation and Attribution • Last Referring Site property • Call Direction when logging calls • Menus on Customer portals • CMS Hub Free announced • CMS Hub Starter improvements • Bad pricing pages Full show notes available at: https://www.hubshots.com/episodes/episode-282 Recorded: Thursday 28 June 2022 | Published: Friday 08 July 2022