CategoryHubSpot

We’ve released an update to our HubShots Framework. We’ve regrouped a few sections (there’s now a dedicated section for Operations Hub and integrations), plus started adding in links to a new knowledge base (early days) of articles. Plus a new format – we’ve now made the full Google doc available on the download page. You can access the HubShots Framework from here. A quick reminder: yes...

How to build a list of contacts using a free email address in HubSpot A quick reminder on how to do this – since it has come up in a few client calls recently. Here’s the video walkthrough, and here’s the HubSpot KB article I reference. And here’s the online replace tool I used. Of course, in an ideal world HubSpot would have a default property on contacts that had this...

Using Formula Fields in HubSpot Custom Reports to group contacts into buckets based on how many Marketing emails they’ve opened. This is an example of using Formula Fields (currently a Public Beta) in Custom Reports Here’s the video walkthrough: There’s other ways to do this (eg using calculated properties, or Operations Hub Enterprise functions) – this example...

Ian and I have released our final episode for the year, you can watch it here and read the full show notes here. This episode we dive into: Preparing for a Fast Start in 2024 Quick shots (Loom, Clearbit acquisitions) Active lists of non-marketing contacts who used to be marketing contacts How to build a list of ZoomInfo contacts Adding images in meetings in the HubSpot app Using LinkedIn Sales...

In the HubShots Framework, Stage 3 is focussed on automation in HubSpot. That is, automating as many processes as appropriate. The key word to note here is: appropriate. Many companies try to add completely new stuff using automation, before they’ve even automated their existing manual processes The trap they fall into is automating a bunch of processes that add little value (eg mass spamming) to...

HubSpot announced they are acquiring Clearbit.

Makes perfect sense.

And fits in beautifully as part of the CRM puzzle I wrote about here. Ian and I also chatted about it here on our YouTube show.

Really looking forward to this being so seamless.

Here’s the part of the show where Ian and I chat about it (53:55 mark):

Two thoughts [1] SME definition In Australia, the definition of an SME (or small-medium enterprise) is: 1-200 employees. SMEs: make up 98% of all business produce 33% of total GDP employ 4.7M people are 90% of all goods exporters are 60% of all services exporters The ABS further highlights: approx 200,000 businesses with revenue > $2M close to 100,000 of those have revenue > $5M [2] HubSpot...

I used the YouTube Digest extension (thanks to Allen for the recommendation) to summarise the latest episode of HubShots on YouTube, and here’s what it prepared (I was impressed): Customer Perspective 00:00 Customers may not be aware of or interested in company events like inbound conferences. Focus on providing value to customers and helping them provide value to their own customers...