Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
October 18th, 2018
This episode of the Hubcast is brought to you by Rambl.
This week HubSpot released a Bot Directory. We dive into what this means (or at least what we think it means!), and where it might be going.
Property of the Week: Ticket Property Series
“The day the ticket was closed.”
Another standard property here - but one that will be hugely important to collect feedback and ensure customer delight.
Think: sending feedback survey 1 day or week after close date, OR workflows that send an email to a specific ticket CATEGORY (remember last week) after their close date to provide additional information on succeeding with your product/service.
What’s on Marcus’ Mind
If you're not using 1:1 video in emails for sales and service (and everything else), what are you waiting for?!
We spent some time talking about how we've been using it individually and how much of an impact it can have on the recipients of our emails.
HubSpot Wishlist: Search for Snippets in Gmail Extension
Another Duffmeister original:
“It's great that when I go to use a Template, Document, or a Sequence in the Chrome Extension I get a pop-up where I can search for what I'm looking for. However, when I go to use a Snippet I just get a big long list of all of my snippets and have to comb through them to find what I'm looking for.
Would love to have a pop-up with the ability to search for Snippets just like you can with Templates, Sequences, and Documents!”
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They’re a HubSpot Connect Partner, which means you can make calls right within the CRM and use Rambl’s call improvement tools.
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[Now Live] Article Feedback: Knowledge Base, Service Hub
“Now live is a new feedback mechanism and insights that tell knowledge base users how helpful their customers find a given knowledge base article.”Learn More
You’ll now have a “Is this article helpful?” Yes/No option at the bottom of each article, and the answers will show up in your contact timelines as well as in your article insights!
[Now Live] Branching Logic in Company, Ticket, & Deals Workflows
“If you have workflows you can now add if/then branches in company, ticket, and deal-based workflows. They work the same way as if/then branches in contact-based workflows.”
Woohoo! This is a must-have for workflows and I’m so glad it’s here.
Report More Accurately on your Contacts by Editing their Original Source Property
“When looking up properties on a contact record, you’ll now be able to edit the original source property as you see fit. You can also do this in bulk from the contacts dashboard, or through a workflow.
In addition, you can also import contacts and include original source information, updating new contacts in bulk as you add them to the HubSpot CRM.”
On November first, Marketing Hub Enterprise will go from $2400 to $3200/mo. If you’ve been thinking about upgrading from Pro, now’s the time! Also, if you have a large number of contacts (think 40K or more) - you could actually SAVE money by moving to Enterprise!
Until Next Time
Send us a 1:1 video via email! Our favorite will get a major Hubcast shoutout and some awesome IMPACT swag.
If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at cduffy[AT]impactbnd.com!
Until next time. This is Carina Duffy & Marcus Sheridan saying to you, go out into the world and do some happy HubSpotting!
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