Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
November 29th, 2018
This episode of the Hubcast is brought to you by Aircall.
We’re coming up on the end of 2018, and it’s been a wild year. Here are a few things we’re thankful for in 2018:
TSL / IMPACT Merger
So many stinkin' product updates
Clients who work their butts off to make their companies successful
Property of the Week
Contact Owner (and other HubSpot User Properties)
“The owner of a contact. This can be any HubSpot user or Salesforce integration user and can be set manually or via Workflows. You can assign additional users to a contact record by creating a custom HubSpot user field type property.”
Sometimes, you need to be able to set multiple owners for a single contact.
For example, a marketing team owner, an inside sales rep owner, a sales team owner, and a service team owner. This works for setting user permissions as well (if you’re assigned to any HS user property on a contact, that counts as "Owned").
My suggestion: Use the Contact Owner property as the current owner of the contact (because you can’t currently use custom user properties to report on owned records).
Use custom user properties to track the previous or future owners of that contact.
What’s on Marcus’ Mind
Anais Nin once said, “We don’t see things as they are. We see them as we are.”
We talk about how this quote utterly applies to every organization we’ve ever had the opportunity to speak to or work with -- and why getting rid of this mindset matters so much.
HubSpot Wishlist: Allow attachments received in emails to log to CRM
[This is currently in Beta!]
“When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.”
Aircall makes voice more valuable by integrating with your critical business tools and providing insights into every conversation.
Aircall empowers teams with a phone system specifically built for modern businesses.
With zero hardware to manage, dozens of integration options to explore, and the ability to add local numbers in more than 40 countries, Aircall is a powerful communication tool that can be fully set up in minutes.
Aircall's HubSpot Integration enables agents, sales reps, and marketers to streamline their call workflows, increase productivity, and track your customers through the whole customer journey from marketing, to sales, and success.
Refine Your SEO Strategy With The New Google Search Console Integration
“The new Google Search Console integration brings important search data -- such as average position, total impressions, and click-through rate -- directly into the Marketing Hub so you see this alongside the content you are creating and use these metrics to make more informed decisions.
The Google Search Console integration is now live for all HubSpot CMS, Marketing Hub Professional, and Enterprise customers.”Learn More
Deepen Insights with Filtering in Customer Feedback
“With this update, you now have the ability to deepen the insights you gather from Customer Feedback by filtering results by contact properties.
This update is now live and available to all Service Hub Professional and Enterprise users.”