Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
February 21st, 2019
This episode of the Hubcast is brought to you by Survicate. Survicate has powerful and flexible tools for gathering customer feedback that integrate directly into HubSpot. Learn more at Survicate.com/Hubcast.
After Marcus' trip to a few of the happiest countries in the world, we're curious as to whether caffeine and happiness have any correlation... but mostly just excited to have Marcus back on the 'cast!
Property of the Week: Field Type Series
“Stores a score based on custom lead scoring attributes. Score properties are only available for contacts and cannot be used in forms. Professional accounts are limited to 1 score property and Enterprise accounts are limited to 25 score properties.”
The “HubSpot Score” property is not new (it’s the property that would get populated from the lead scoring tool), but NOW the stand-alone lead scoring tool is gone, and you can now update your lead scoring criteria directly in the HubSpot score property.
And now with Enterprise, you can create up to 25 DIFFERENT lead scoring properties! There are so many uses for this: demographic vs. behavioral scoring, scoring for specific campaigns, scoring for different parts of the lifecycle, all the scoring!
What’s on Marcus’ Mind
Marcus talks about his trip to Norway, and how the pushback sales teams give on using video in the sales process is the same pushback we were hearing 20 years ago with email in the sales process.
Will video in email completely replace text? Probably not, but find out why we still think it’s going to change the game in sales.
HubSpot Wishlist: An Easier Way to Migrate Content Between HubSpot Portals
It is super easy to export something like a blog from WordPress and import it into HubSpot, but there’s currently no easy way to do that between HubSpot portals.
A lot of companies run into issues with things like mergers and acquisitions and having to merge portals. It’s happened multiple times here at IMPACT! It seems like it happens enough that it would be valuable to build this out.
Survicate is an all-in-one customer feedback software used by companies like Atlassian, Sendgrid, and TaskRabbit. Customers decide to use Survicate due to top-notch customer support, ease of use, and integrations with popular marketing automation tools, including HubSpot.
One of the things I love about the HubSpot integration is how you can embed the first question of your surveys right in an email (as long it’s either an NPS or a single answer question), and then when a user clicks, it takes them to the full survey with their first question answered.
After users have submitted the survey, their contact record gets populated with all their answers for you to be able to follow up as you wish!
Learn more and try it for FREE at Survicate.com/Hubcast, and get 30% off for 3 months of the Professional plan (the most popular choice among HubSpot users).
[Heads Up] Deprecating Basic Auth in Workflow Webhooks on April 1
“Many of you use basic auth to verify that webhook requests are coming from HubSpot. Now, we are offering a better, more secure way of verifying webhooks with request signatures.
We plan to fully sunset basic auth on April 1, 2019 for all customers. After that date, any webhooks with basic auth will continue to fire but without the auth credentials.
New webhook actions created on April 1 and moving forward will not allow you to use basic auth, only request signatures. Between now and April 1, existing customers will have the option to use both verification methods to help transition.”Learn More
“Once a customer submits on a pop-up form, the next step is to follow up with them. This is a crucial step. Someone just took the time to visit your website, read up on your company, and give you their information. By following up with a tailored email specific to the pop-up form they submitted, you can deliver a piece of content to these site visitors, or continue to nurture these new leads into loyal customers.
For these reasons, you can now send a sequence of up to three follow-up emails within the pop-up forms tool.”
This is an awesome little taste of automation for Starter users! (For P and E - talk about why you’d want to do this over a workflow)
LinkedIn Ads In HubSpot's Ads Tool
“Connecting your LinkedIn ads account to HubSpot, you’ll be able to sync leads directly from LinkedIn lead gen ads into HubSpot, or create audiences based on any CRM data point and sync them between HubSpot and LinkedIn. You’ll also be able to report on exactly how your LinkedIn adspend is influencing your bottom line. Best of all, with your LinkedIn ads being managed in the same place that you do the rest of your marketing, you’ll be able to create a consistent narrative for your customers by aligning your LinkedIn Ads to every other touchpoint your leads will have with your business.”
Sending to Manually-Added Aliases Will be Removed from HubSpot CRM on February 25
“When you send an email from a CRM record in HubSpot, your picklist of “from” addresses pulls from two places: the accounts you’ve connected to HubSpot (and their verified aliases), and a list of aliases you manually added via the “Profile and Preferences” page in Settings.
Starting on February 25, all emails must be sent from connected accounts and their verified aliases; you'll no longer be able to send to manually-added aliases from within your CRM.”