HubShots - The Unofficial Down Under HubSpot Podcast

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HubShots - The Unofficial Down Under HubSpot Podcast

HubShots: the Unofficial Down Under HubSpot PodcastHubSpot in the real world.Real world portals. No demo stuff.What’s working for HubSpot customers. Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.https://www.hubshots.com

  1. 326

    317: The AI-Powered Smart Salesperson’s Cheat Sheet to Using HubSpot

    This edition we dive into: - The new Sales Workspace - your command centre for everything sales - Breeze Prospecting Agent - your AI-powered BDR - Conversation-Powered Deal Risk Detection - Guided Actions and Predictive Deal Scoring - AI Meeting Assistant for prep and follow-up - Target Accounts and account-based selling - LinkedIn CRM Sync integration - Smart Deal Progression (new January 2026 beta) - What's changed since Episode 271 Full show notes available at: www.hubshots.com/episodes/episode-317 Recorded: Wednesday 04 March 2026 | Published: Friday 06 March 2026

  2. 325

    316: The Practical Guide to AI in HubSpot

    This edition we dive into: - AI Approach - AI Basics - Buyer Intent Tool - AI Agents and Assistants - AI Workflow actions - Customer Agent - Smart Properties - External AI Integration Full show notes available at: www.hubshots.com/episodes/episode-316 Recorded: Wednesday 10 October 2025 | Published: Friday 12 December 2025

  3. 324

    315: HubSpot Updates that Matter

    This edition we dive into: - The Overwhelm Problem - Our new HubShots Community course - Our top HubSpot updates this year: • Buyer Intent Tool • HubSpot Meeting Recorder • Customer Agent • Company Research Agent • Deal Loss Agent • Smart Properties Full show notes available at: www.hubshots.com/episodes/episode-315 Recorded: Friday 17 October 2025 | Published: Friday 24 October 2025

  4. 323

    314: HubSpot Loop Marketing Explained

    This edition we dive into: - INBOUND 2025 Reflections - HubSpot’s Loop Marketing Playbook - What is it? And why? - Inbound Marketing versus the Funnel versus the Flywheel versus the Loop - The good parts - what to embrace - The bad parts - what to ignore - How to practically implement it in your business - The new Design Framework for Loop Marketing Full show notes available at: https://www.hubshots.com/episodes/episode-314 Recorded: Friday 26 September 2025 | Published: Friday 03 October 2025

  5. 322

    QuickShot 004: Modern SEO - Information informed by Psychology

    Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: thinking through the types of content to create these days, given that AI chats and overviews will easily provide the answer to most top level questions For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 27 August 2025

  6. 321

    QuickShot 003: HubSpot Buyer Intent Tool - This Is a Hidden Gem

    Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: the Buyer Intent Tool in HubSpot - we like it! For full episode show notes and HubSpot related resources visit: https://www.hubshots.com See a quick walkthrough of the HubSpot Buyer Intent tool in our portal here: https://www.youtube.com/watch?v=Bqw0uQesoqQ Recorded: 16 May 2025 Published: 15 August 2025

  7. 320

    313: HubSpot Ads Tool Tutorial

    Welcome to HubShots Episode 313! In this episode of HubShots, Ian and Craig walk through how to properly set up and use the HubSpot Ads tool. We also talk about connecting ad platforms like Facebook, Google, and LinkedIn, reporting on ROI, tracking ad interactions, and managing contact attribution. Also, we highlight some common mistakes to avoid and share tips on getting the most value from your ad spend using HubSpot’s reporting and automation tools. In this episode we’ll cover: 👉🏻 Connecting your ad accounts to HubSpot 👉🏻 Viewing ad performance and ROI inside HubSpot 👉🏻 Ways to track ad interactions throughout a contact’s journey 👉🏻 Using lists, views, and reporting for ad insights 👉🏻 Tips on using HubSpot campaigns, events, smart content, and audiences and more! Watch this episode on YouTube: https://www.youtube.com/watch?v=EWOb_F8SYDQ Links and Resources mentioned in the show: Show notes: https://www.hubshots.com/episodes/episode-313 HubShots Daily Tip: https://www.hubshots.com/dailytip/start HubShots Framework: https://www.hubshots.com/framework HubShots Community: https://www.hubshots.com/community Welcome to HubShots - https://www.hubshots.com/ HubShots = HubSpot in the real world Real world portals. No demo stuff.

  8. 319

    QuickShot 002: HubSpot Customer Success Workspace and the Benefits of NPS Surveys

    Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: - the HubSpot Customer Success Workspace - how to measure customer satisfaction - NPS surveys as a product feedback process For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 29 July 2025

  9. 318

    QuickShot 001: Using AI and Automation Wisely

    Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: pros and pitfalls of all the AI tools that are popular with consumers, being used inside companies. For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 24 July 2025

  10. 317

    312: Should You Build Your Website on HubSpot?

    This edition we dive into: • Scenarios for HubSpot as a website (Good fit and Bad fit) • Pricing • Usability • Functionality • SEO & Performance • Reporting • Security & Hosting • Integrations & Plugins • Support • Migrating to HubSpot • Scalability • Final thoughts Full show notes available at: www.hubshots.com/episodes/episode-312 Recorded: Friday 14 March 2025 | Published: Friday 21 March 2025

  11. 316

    311: Efficiency in HubSpot

    This edition we dive into: • Deep Thoughts… • Should you build your website on HubSpot • Reporting on Form results • HubSpot’s improving the calendar add-ins • Filtering Workflows by Action types • Setting your website domain security settings • Using Quick filters in Help Desk views • AccountScout (tool of the week) • Exporting the list of labels on a property list • Did HubSpot botch the Breeze credits approach? • HubSpot training in our new Community Full show notes available at: www.hubshots.com/episodes/episode-311 Recorded: Tuesday 25 February 2025 | Published: Friday 28 February 2025

  12. 315

    310: HubSpot's Greatest Hits of 2024 - From Lead Scoring to Breeze AI

    In this episode, we reflect on HubSpot's top features from 2024, including lead scoring, Breeze AI, and productivity tools. We also discuss the role of AI in customer experience, the importance of data accuracy, and our plans to launch a HubSpot-focused community in 2025. Plus, practical tips for workflows, accessibility, and more. Full show notes: https://www.hubshots.com/episodes/episode-310 In this episode we’ll cover: 👉🏻 A new version of the HubShots Framework 👉🏻 Our favourite HubSpot releases of 2024 👉🏻 Setting Association labels via workflows 👉🏻 List exclusions are so much easier now 👉🏻 Tips for using the new Lead Scoring tool 👉🏻 How to use associated objects in Deal lists HubShots = HubSpot in the real world Real world portals. No demo stuff.

  13. 314

    309: HubSpot Fundamentals

    This edition we dive into: • Quick Wins for new HubSpot Users • CRM fundamentals • Marketing Hub fundamentals to use • Sales Hub fundamentals to use • Key Settings to enable • AI tools to start with • Consider getting access to Enterprise features (at the cost of just a single seat) Full show notes available at: www.hubshots.com/episodes/episode-309 Recorded: Wednesday 11 September 2024 | Published: Friday 13 September 2024

  14. 313

    308: Association label tips, Modern websites, Ticket lists, Back to basics

    This edition we dive into: • Back to Basics (Foundations) • Sending emails to other email addresses on a contact record • Sales Hub permissions improvements (Prospecting workspace) • Setting association labels via HubSpot workflows • What is the key foundation of a modern website? • Ticket lists • ChatSpot - now in the main menu • AI tools - Claude 3.5 Sonnet • The massive content opportunity - artisanal content? • Tracking former employees of companies in HubSpot (common use case) Full show notes available at: https://www.hubshots.com/episodes/episode-308 Recorded: Tuesday 16 July 2024 | Published: Friday 19 July 2024

  15. 312

    307: HubSpot Content Hub (formerly CMS Hub)

    In this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How it compares to WordPress, and whether you should move from WordPress to HubSpot for your website • Final thoughts about the future of Content Hub Full show notes available at: https://www.hubshots.com/episodes/episode-307 Recorded: Sunday 31 March 2024 | Published: Thursday 04 April 2024

  16. 311

    306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects

    This edition we dive into: • Did you start fast in 2024? • 🆕 HubShots Framework version is available • How to build a simple Marketing View of Contacts • How to build a simple Sales View of Contacts • How to efficiently copy up contact properties to a deal • How to use Saved Sections in HubSpot pages • How to view Merged Tickets • Midjourney v6 prompt for adding text • Strategy versus Tactics • Using Associated Objects in Lists Full show notes available at: https://www.hubshots.com/episodes/episode-306 Recorded: Monday 22 January 2024 | Published: Friday 26 January 2024

  17. 310

    305: The End of 2023 HubSpot Bumper Episode

    This edition 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 Navigator with HubSpot - pros and cons • How to find who created a contact • Sequence sender score analysis • Triggering SMS to contacts from a workflow • Blocking contacts with free email addresses • Smart content rules to block contacts from some countries • Last Message from Visitor ticket property • HubSpot’s Data Model Overview overview • Teamwork Workflows marketplace app • Consultant versus Coach • Tons of training options Full show notes available at: https://www.hubshots.com/episodes/episode-305 Recorded: Wednesday 29 November 2023 | Published: Friday 08 December 2023

  18. 309

    304: What was useful from HubSpot’s annual event and product announcements?

    This edition we dive into: • HubSpot’s recent product announcements and what we can learn from them • Is HubSpot a CRM or a Customer Platform? • Campaign Assistant, now with added AI • Prospecting tool benefits • The Workflow cleanup feature is pretty handy • Using WordPress and HubSpot CMS together • HubSpot Guide Creator • What languages does HubSpot Chatbot support • Workflow action: Future Date Calculator • Adding Emojis to record sections • How to reduce hard bounce rate on email sends • Midjourney prompt of the week • HubSpot’s CRM puzzle • Moving notes from HubSpot records to another portal Full show notes available at: https://www.hubshots.com/episodes/episode-304 Recorded: Wednesday 04 October 2023 | Published: Friday 13 October 2023

  19. 308

    303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking

    This edition we dive into: • Deal lists and list limitations • Alex Hormozi’s book launch and course • Why Workflow descriptions are useful • Midjourney prompts • HubSpot CMS Hub redirection magic • The end of email tracking is nigh Full show notes available at: https://www.hubshots.com/episodes/episode-303 Recorded: Friday 25 August 2023 | Published: Friday 01 September 2023

  20. 307

    302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines

    This edition we dive into: • HubSpot Social Calendar versus Campaign Calendar - which to use? • How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days • Child Themes are limited to only 5 per Pro and 10 per Enterprise accounts • Why you shouldn’t share Preview links to web pages • Midjourney prompt of the week • A tip for writing headlines that will level up your game • An overview of AI you should read Full show notes available at: https://www.hubshots.com/episodes/episode-302 Recorded: Wednesday 26 July 2023 | Published: Friday 04 August 2023

  21. 306

    301: Threads, Workflow updates, Landing page tip, Proactive Excellence

    This edition we dive into: • Proactive Mediocrity to Proactive Excellence • Re-Onboarding idea • Should you have a navigation menu on landing pages? • Total Revenue field on company records • Workflow action Copy and Paste • Content Assistant (ie AI in HubSpot) • Wishlist: Import WordPress Comments into HubSpot • Midjourney prompts • Meta Threads: The Kindness Before the Storm • Unclogging your Stuck Pipeline • HubShots Framework poster Full show notes available at: https://www.hubshots.com/episodes/episode-301 Recorded: Wednesday 12 July 2023 | Published: Friday 21 July 2023

  22. 305

    300: 7 Years of HubSpot Tips

    This edition we dive into: • 7 years and 300 episodes • HubSpot Email List columns layout • Sales pipeline best practices • Ticket pipeline best practices • CMS Hub Content Staging • Wishlist: syncing properties • Shoutout • The best tool to use is the one you know how to use well Full show notes available at: https://www.hubshots.com/episodes/episode-300 Recorded: Wednesday 14 June 2023 | Published: Friday 23 May 2023

  23. 304

    299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains

    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

  24. 303

    298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets

    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

  25. 302

    297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts

    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

  26. 301

    296: The HubShots Framework

    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

  27. 300

    295: Strategy takes time, Paid seat deactivation, Deal close gotcha on app, Notification profiles

    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

  28. 299

    294: HubSpot in 2023, Approvals functionality, HubSpot Meetings tip, Paid seat gotcha

    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

  29. 298

    293: Notes permissions confusion, reducing contact friction, power of lists, AI

    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

  30. 297

    292: Systems to Merge contacts in HubSpot, New SEO tool, Annoying notifications

    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

  31. 296

    291: Learn from our HubSpot mistakes, using emojis, calculated fields and conversation forwarding

    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

  32. 295

    290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong

    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

  33. 294

    289: Using Service Hub for Internal Business Processes

    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

  34. 293

    288: Automation in HubSpot

    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

  35. 292

    HubSpot CMS with Kevin Fremon from Helpful Hero - Part 2 (HubShots Special Interview)

    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

  36. 291

    HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview)

    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

  37. 290

    287: INBOUND22 Thoughts

    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

  38. 289

    286: HubSpot Campaign Analytics, HubSpot Comments, Actions Menus reminder

    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

  39. 288

    285: HubSpot Form Options, Paid Channels Overreliance, Custom Report Builder

    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

  40. 287

    284: How To Manage Your Contacts in HubSpot Efficiently

    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

  41. 286

    283: HubSpot Top Tips August 2022 Edition

    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

  42. 285

    282: HubSpot CMS Free Quick Overview, Plus Improvements to CMS Starter

    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

  43. 284

    281: HubSpot Call to Action (CTA) Best Practices

    This edition we dive into: • What HubSpot CTAs are • The 4 Main Benefits of HubSpot CTAs • Where to use them • The types of CTAs (Simple, Multivariate, Smart) • Examples of CTAs • Reporting on CTAs • Using CTAs in Lists, Reports, Workflows • Associating CTAs with HubSpot campaigns • Permissions for limiting access to CTAs • Plus, when not to use HubSpot CTAs Full show notes available at: https://www.hubshots.com/episodes/episode-281 Recorded: Thursday 15 June 2022 | Published: Friday 24 June 2022

  44. 283

    280: HubSpot Lists Best Practices (for Building Marketing Campaigns)

    This edition we dive into: • Types of HubSpot Lists • Categories of list criteria • List Limits • Examples of Active Lists • Active List Power Tips • Static Lists - why would you use them? • Reporting on List growth over time • Using Lists in other Lists • Using Lists in Contact Views • Using Lists in Popup Form Targeting • Using Lists in Email marketing • Using Lists in Workflows • Using Lists in Reports • Using Lists in Dashboards • Using Lists in Smart Content • Using Static Lists in Campaigns • Using Lists for Access eg Customer Portal, KB articles and CMS Pages (Membership) • Using Lists in Integrations (eg Salesforce, Xero) • Creating Static Lists when importing data Full show notes available at: https://www.hubshots.com/episodes/episode-280 Recorded: Thursday 26 May 2022 | Published: Friday 03 June 2022

  45. 282

    279: HubSpot Forms Best Practices (for Building Marketing Campaigns)

    This edition we dive into: • HubSpot Forms in detail, including • Regular forms • Popup forms (including Click through forms) • When and how to use progressive form fields • When and how to use behavioural targeting • How to measure form results • Best practices for form naming conventions • Form integrations • How to trigger workflows from form submissions Full show notes available at: https://www.hubshots.com/episodes/episode-279 Recorded: Wednesday 18 May 2022 | Published: Friday 20 May 2022

  46. 281

    278: Building a Campaign in HubSpot from Start to Finish (Best Practices)

    This edition we dive into: • How to build a marketing campaign in HubSpot from start to finish, including • HubSpot Lists, files, Landing pages, CTAs and emails • HubSpot Workflows and Campaigns • HubSpot Reports and Dashboards • PLUS: A Google doc with all the key details of a campaign end-to-end for you to copy (see Shot 2) Full show notes available at: https://www.hubshots.com/episodes/episode-278 Recorded: Wednesday 04 May 2022 | Published: Friday 06 May 2022

  47. 280

    277: HubSpot Top Tips April 2022 Edition

    This edition we dive into: • Quick tips for improving your HubSpot efficiency and impact, including • Using Progressive Form fields • How to merge contacts in HubSpot * • How to view all properties on a contact • How to export contacts * • How to pin notes on the HubSpot activity timeline * • How to filter activity timeline items • 4 tips for using Views * • How to add a simple feedback popup on your site • How to add NPS survey reminder emails * • Reminder to focus on what you can control • Reminder to not believe everything you read (even on reputable marketing sites) • An example of how a company compared themselves to HubSpot but got just about everything completely wrong - it’s kinda embarrassing Full show notes available at: https://www.hubshots.com/episodes/episode-277 Recorded: Wednesday 06 April 2022 | Published: Friday 08 April 2022

  48. 279

    276: Detailed Overview of HubSpot Service Hub

    This edition we dive into: • Speed of response is your differentiator • Overview of the 6 main areas of HubSpot Service Hub • Quick tips and details using Service Hub • Service Hub Quick Start Guide - how get started with Service Hub • When to upgrade from Service Start to Pro to Enterprise • What’s still missing from Service Hub • Service Hub training course recommendations Full show notes available at: https://www.hubshots.com/episodes/episode-276 Recorded: Wednesday 23 March 2022 | Published: Friday 25 March 2022

  49. 278

    275: Conversations Inbox Hacks, Service Hub Protected KB articles, and HubSpot’s Pirate Ad

    This edition we dive into: • HubSpot’s Pirate Ad • Expertise versus Opinions • Tips for using Conversations Inboxes for Marketing Email replies • Using Email Scheduling in HubSpot (also works in Gmail extension) to send emails later • Member Protected Knowledge Base articles • Conversations Inbox Allow and Deny settings • The science of when to post • XSync for Xero Full show notes available at: https://www.hubshots.com/episodes/episode-275 Recorded: Wednesday 2 March 2022 | Published: Friday 4 March 2022

  50. 277

    274: Enterprise Functionality, Email Open Rates in Apple Mail, Sales Pipeline Partitioning

    This edition we dive into: • What is enterprise functionality? • Email open rate data with Apple Mail • Image optimisation settings on web and landing pages • Adding images into a contact timeline • Sales pipeline partitioning • Associating contacts and companies automatically • Shopify attribution tip • Deal and Revenue attribution • Marketing attribution training Full show notes available at: https://www.hubshots.com/episodes/episode-274 Recorded: Wednesday 23 February 2022 | Published: Friday 25 February 2022

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ABOUT THIS SHOW

HubShots: the Unofficial Down Under HubSpot PodcastHubSpot in the real world.Real world portals. No demo stuff.What’s working for HubSpot customers. Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.https://www.hubshots.com

HOSTED BY

Ian Jacob and Craig Bailey

Produced by HubShots

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