Published on March 8th, 2018
This week on the Hubcast, we dive into 47 strange things we all do as humans, the new HubSpot Woocommerce update, and a super hack from our friend, Jeppe.
Property of The Week
Currently in Sequence
Currently in Sequence (Sales Professional Only) indicates whether or not a contact has been enrolled in a sequence. This is set automatically to "true" when a contact is currently enrolled in a sequence.
HubSpot Wish List
Add Lead Flow Submissions to 'Campaign' feature
Submitted by: Liam Bates
Lead Flows are one of the best features HubSpot has ever created, and one of our clients receives a ton of their leads through exit-intent pop-ups and slide-in banners.
Unfortunately, they are not tracked yet in the HubSpot campaign feature, making it not fully comprehensive of a whole campaign strategy.
This would be a great addition and better represent the successes and failures of a campaign we run.
Things That Make You Go Hmmm…
Why do we do what we do? I am starting to think we are really strange beings.
- What is it?
- Why is it important?
- What makes it different than regular sales?
- What companies should be using it?
Free 15-Minute Assessment
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Just go and schedule your free 15-minutes.
[HubSpot Connect] - WooCommerce by MakeWebBetter Integration
WooCommerce by MakeWebBetter (powers 28% of online stores) is an open-source eCommerce plugin for WordPress made for online businesses.
Use data collected from WooCommerce to create tailored marketing campaigns in HubSpot for different buyer personas based on the total purchase value and frequency of persona purchase orders.
This can drive new and old customers towards sales, saving yourself and your team valuable time and resources by making sure your content gets into the right hands.
[Now Live] Set Automatic Email Reminder for Meetings
We’ve all been stood up for meetings before. Not only is it a bummer, but it also means you’re missing out on a chance to close a deal.
As a sales rep, you want to be able to remind your prospects of an upcoming meeting in order to increase your chance of closing a deal.
But time is money, right? So, manually reaching out to prospects isn’t the most productive way to spend your day.
Now, you can set up your meeting's link to automatically send reminder emails to prospects 72 hours and 1 hour before your meeting, which will decrease no-shows and increase your productivity.
[Now Live] Update Points of Contact Right in the HubSpot App
Found in the Company & Contacts section of the Account & Billing dashboard, customers and partners can now manage points of contact right in their HubSpot portal.
As a partner, various members of your team should be assigned as the primary contact or onboarding contact for a specific client. In addition, someone from the client should be listed as the decision maker or billing contact.
Please be sure to keep this up to date for your HubSpot clients to ensure that notifications go to the appropriate person.
What The Hack
Because sometimes HubSpot needs a little help -- and other times, so do you. Weekly tips, tricks, & HubSpot hacks to help you master HubSpot.
Last week, we chatted about the new functionality of HubSpot & Instagram, so, this week, of course, we had to do a tutorial.
What tips, tricks, or hacks would you like to see? Let us know.
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HubSpot Hack Awards
Jeppe Houman Nyrup
One of our amazing friends and Hubcast listeners from Denmark sent in this hack.
The other day I was on the phone with a client that needed to create a list of contacts attached to a Parent company in the CRM.
Apparently HubSpot has chosen to make the life hard on people who want to do that (or it is currently a bug) cause the company property ‘Parent Company’ is a number, which makes it pretty hard to enter a name of that parent company:
But I found out that if you go into your company database in HubSpot and find that Parent company you can find this number in the URL:
If you copy/paste this ID number into the parent company property on your list – Badabing & Boomshakalaka – you have a list of contacts associated with a company that has this parent company attached
That was my best hack of the month. It can be used in other ways as well, but that ID is very good to know for both Companies, Contacts, Deals, etc.
Until Next Time
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Until next time this is Carina Duffy & George B Thomas saying to you, go out into the world and do some HAPPY HUBSPOTTING!