By: George Thomas

on March 3rd, 2017

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Hubcast 129: Sales Emails, LeadsBridge HubSpot Integration, & Being Creative Blog Feature Subscribe

By: George Thomas

 on March 3rd, 2017

Print this Page/Save it as a PDF

Hubcast 129: Sales Emails, LeadsBridge HubSpot Integration, & Being Creative

The Hubcast

20 Sales Email Opening Lines That Put "Hi, My Name Is" to Shame

email opening lines

What are some communication master tactics people can use when in sales? On this episode of the Hubcast, Marcus and George chat about great email and communication strategies. They also comment about an article from HubSpot on the topic.

20 Sales Email Opening Lines That Put "Hi, My Name Is" to Shame

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HubSpot Updates

[HubSpot Connect] - LeadsBridge Integration

What’s this integration partner do?

LeadsBridge is advertising automation software for Facebook Ads. Their software syncs Facebook ads with HubSpot and sends leads generated by Lead Ads from one to the other. They also automate a connection between lists in HubSpot and Facebook Ads.

Learn more or install the LeadsBridge integration here.

Pinned Notes in HubSpot CRM

When working with a prospect or customer, you need quick access to the most vital and relevant information. As more and more interactions rack up in that person's timeline, this gets a whole lot tougher. This HubSpot CRM update enables you to pin the most mission-critical note at the top of any record in HubSpot CRM, ensuring the most important information is always front and center for both you and your team.

Hubcast Pinned CRM

If you’re a sales rep, you might pin a note about organizational structure at the top of the record, for quick reference on your next call. If you’re in customer success or account management, you could pin a note referencing an ongoing technical challenge the customer is facing. If you’re a sales manager, pin a note for a deal’s owner with suggested next steps. Any way you choose to use it, the new feature simplifies cross-team communication and takes frantically searching and scrolling in the timeline out of your pre-engagement routine.

How it works

Navigate to any record in HubSpot --- contact, company, or deal. Find a note on the timeline that you’d like to pin, and click Actions > Pin Note.

Hubcast Pinned CRM 2

From that point forward, the note will be pinned to the top of the record, until either it’s unpinned (Actions > Unpin Note) or another note is pinned in its place, in which case an alert will appear:

Hubcast Pinned CRM 3

Pinned notes are now available in all HubSpot CRM portals. In addition, Marketing Basic, Professional, and Enterprise portals (sans CRM) will have the ability to pin notes on contact records. Head over to your Contacts database to check out the new feature.

HubSpot Wish List

Assign Group as HubSpot Owner

Currently, the contact property HubSpot Owner can only be assigned for individuals. This works for very small sales teams, but breaks down when larger teams need to assign contacts to regional teams comprised of multiple sales users.

Group assignment would allow multiple Sales Users to access their group/regions leads, while still allowing for privacy controls preventing non-users/non-assigned groups from accessing them.

Right now, region-based sales teams have to compromise on privacy settings (allowing non-owners view access or leaving contacts unassigned, or require multiple users sharing a single HubSpot login.

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Professionally Personal

Marcus: The man when it came to sports but not GPA...

George: Staying humble and grounded ... #Crash

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