HubShots’ Post

#TipTuesday: No HubSpot account is complete without lifecycle stages. Watch the video to learn how to set them up and customize: https://bit.ly/4dtw08B

This is a simple 2.5 minute HubSpot How-to video. In this video, I walk through how to add 20 days to a close date with a custom calculated property. This could be useful if you want to automate creating some deals from a deal that closed but don’t want to wait around for workflow delays to set date properties. This way, you can add days to a date and then use those dates in your workflow when creating records or setting property values. As always, drop a comment if you’d like to see a solution or have any questions. Enjoy!

Simple request today. 🧡 If you are using HubSpot please click here - https://lnkd.in/e_nf7erc 🔵 If you are not using HubSpot or don't know what it is click here - https://lnkd.in/eVq9m7gw

Guess what? 😮 We have a new HubSpot How To tutorial up and waiting for you to get your peepers on it 👀 Brie is breaking down step-by-step instructions on how to create, save, and use Action Sets in HubSpot. Action Sets are a game-changer when it comes to streamlining your workflow and increasing efficiency in HubSpot. Whether you're a beginner looking to master the basics or a seasoned pro wanting to brush up on your skills, this tutorial is for you. Check it out and start optimising your processes now: https://bit.ly/3PJSGZ1

2 HubSpot gripes in a week? Impossible! Admins should have the ability to show/hide which default filters their company/team/specific users have access to. This will help teams stay focused on the activities that matter most to them. Please rally behind me and upvote my idea in the HubSpot Community so we can get this on the roadmap: https://lnkd.in/e3TuEnp5

Considering the switch from Marketo to HubSpot? Join us in TWO DAYS (May 8th, 9AM EST) for a free webinar packed with actionable advice and a proven 8-step migration roadmap. Let's make this move together! https://hubs.la/Q02v0qcx0 #MarketoMigration #HubSpotMigration

These are fantastic updates to #hubspot! There have been so many excellent Hubspot updates this year, I did not know that all of these were even possible. I am excited to make my team’s lives a lot easier! #marketingoperations #mops #revops #salesops #growthmarketing #revenueoperations

HubSpot is getting really cluttered. 😵💫 There are so many objects, associations, tools. All with their own little sprinkle of distractions. 🌧️ And distractions means confusion, wasted time, and probably more errors when reps input data. So I've started with a new habit (or maybe call it a guilty pleasure) when setting up a portal from scratch. I remove as much stuff as I can. 🧹 Associations gone. Properties hidden. Preview cleaned out. The overview tab with no information. Ok you get the point... So instead of talking about what we should remove, we talk about what we should add. We add the objects, the key properties, and so on based on the current need. It's a bit more work, but I find that we can have a better conversation around their specific needs. The result is a much cleaner UI and less gunk. 🛀 What do you think, is this a good approach, or just a lot of wasted time adding things back? And has anyone tried this approach. If so, what was the results?

Our FREE webinar on migrating from Marketo to HubSpot starts in ONE HOUR (May 8th, 9AM EST). Gain valuable insights and a step-by-step guide for a smooth transition. Register now and join the live session: https://hubs.la/Q02v0q6X0

Are you thinking about moving to HubSpot? We're here with some handy hints and tips that'll really help. https://lnkd.in/e6XMuz92