HubShots - The Unofficial Down Under HubSpot Podcast

By Ian Jacob and Craig Bailey

What's HubShots - The Unofficial Down Under HubSpot Podcast about?

HubShots: the Unofficial Down Under HubSpot Podcast

HubSpot in the real world.

Real world portals. No demo stuff.

What’s working for HubSpot customers.

Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.

https://www.hubshots.com

Download our free app to listen on your phone

HubShots - The Unofficial Down Under HubSpot Podcast episodes:

04.03.2024
307: HubSpot Content Hub (formerly CMS Hub)
In this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How...
01.25.2024
306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects
This edition we dive into: • Did you start fast in 2024? •
12.07.2023
305: The End of 2023 HubSpot Bumper Episode
This edition we dive into: • Preparing for a Fast Start in 2024 • Quick shots (Loom, Clearbit acquisitions) • Active lists of non-marketing contacts who used to be marketing contacts • How to build a list of ZoomInfo contacts • Adding images in meetings...
10.12.2023
304: What was useful from HubSpot’s annual event and product announcements?
This edition we dive into: • HubSpot’s recent product announcements and what we can learn from them • Is HubSpot a CRM or a Customer Platform? • Campaign Assistant, now with added AI • Prospecting tool benefits • The Workflow cleanup feature is pretty handy •...
09.20.2023
303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking
This edition we dive into: • Deal lists and list limitations • Alex Hormozi’s book launch and course • Why Workflow descriptions are useful • Midjourney prompts • HubSpot CMS Hub redirection magic • The end of email tracking is nigh Full show notes available at:...
08.03.2023
302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines
This edition we dive into: • HubSpot Social Calendar versus Campaign Calendar - which to use? • How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days • Child Themes are limited to...
07.20.2023
301: Threads, Workflow updates, Landing page tip, Proactive Excellence
This edition we dive into: • Proactive Mediocrity to Proactive Excellence • Re-Onboarding idea • Should you have a navigation menu on landing pages? • Total Revenue field on company records • Workflow action Copy and Paste • Content Assistant (ie AI in HubSpot) • Wishlist: Import...
06.22.2023
300: 7 Years of HubSpot Tips
This edition we dive into: • 7 years and 300 episodes • HubSpot Email List columns layout • Sales pipeline best practices • Ticket pipeline best practices • CMS Hub Content Staging • Wishlist: syncing properties • Shoutout • The best tool to use is the one you...
05.18.2023
299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains
This edition we dive into: • There’s no common, linear path your contacts take • Using Filters on Activity timelines • Bulk Edit contact records • Inbox permissions are important • HubSpot Redirect Domains (and why they are so handy) • Gotcha with sending automated emails...
05.04.2023
298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets
This edition we dive into: • Be Proactive, Be Honest • Where does Attribution sit in your HubSpot implementation plan? • Form performance tips • How to log replies from Contacts into HubSpot • Renaming Ticket Name based on Ticket Properties • Setting the date format...
03.30.2023
297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts
This edition we dive into: • ‘Everything’ fatigue • Tough economic times and the need to send more, relevant, email • AI tools take off - how should you respond • Creating random samples of contacts from lists (Segmentation) • Results from using Multivariate...
03.09.2023
296: The HubShots Framework
This edition we dive into: • Are you in a state of overwhelm using HubSpot? • Introduction to the HubShots Framework • The 5 stages of the HubShots Framework • Focus areas of the HubShots Framework • Sneak peek into the HubSpot specific details •...
02.09.2023
295: Strategy takes time, Paid seat deactivation, Deal close gotcha on app, Notification profiles
This edition we dive into: • Who forgot to plan out their 2023 - it’s not too late • Deactivating a user now releases the paid seat they were consuming • Chat and Slide-in popups competing for attention on the bottom right • Deal...
02.02.2023
294: HubSpot in 2023, Approvals functionality, HubSpot Meetings tip, Paid seat gotcha
This edition we dive into: • Overview of HubShots hubs in 2023 • Areas of opportunity with HubSpot for your business • Email Marketing Approvals • HubSpot Meeting tip for free/busy • Conversation Handoff process improvements • Impersonate a User in HubSpot • Gotcha: Deactivating a user...
01.25.2023
293: Notes permissions confusion, reducing contact friction, power of lists, AI
This edition we dive into: • Obligatory mention of AI • Reducing contact friction with event invitations • The power of lists - using product and line item criteria • Connecting personal inbox versus generic inbox into HubSpot • Understanding Permissions for Notes on Contacts,...
12.08.2022
292: Systems to Merge contacts in HubSpot, New SEO tool, Annoying notifications
This edition we dive into: • How (and when) to merge duplicate contacts in HubSpot • How to use HubSpot’s SEO Analyze tool • How to turn off annoying ‘New Unassigned Conversation’ notifications • How to automate getting a response from contacts on inactive...
11.17.2022
291: Learn from our HubSpot mistakes, using emojis, calculated fields and conversation forwarding
This edition we dive into: • Challenging your norms - learn from my mistakes! • Using Emojis in HubSpot • Using calculation fields to calculate commissions • The dangers of editing enabled workflows • The dangers of confirmation biases • The dangers of re-engagement campaigns...
11.03.2022
290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong
This edition we dive into: • Outcomes versus Activities • Deal pipeline board view currency switcher on totals • Setting lifecycle stages on forms • Setting lifecycle stage when creating deals • Customer ticket portal settings • Re-engagement email campaigns getting accounts suspended • Stopping personal emails...
10.20.2022
289: Using Service Hub for Internal Business Processes
This edition we dive into: • Are Ticket pipelines the real Operations Hub? • Reminder about enabling betas • Inline editing • Using Service Hub for lead qualification processes • Other uses for Ticket pipelines • Association labels - pros and cons • Questions: They Ask, You...
10.13.2022
288: Automation in HubSpot
This edition we dive into: • Setting the scene • 2 ‘A’ words ⇒ 2 ‘E’ words • Automation journey • Workflow deep dive • When to upgrade to Pro • When to upgrade to Enterprise • How we can help Full show notes available at: https://www.hubshots.com/episodes/episode-288 Recorded: Thursday...
09.29.2022
HubSpot CMS with Kevin Fremon from Helpful Hero - Part 2 (HubShots Special Interview)
In this 2nd episode of HubShots Special, we chat with Kevin Fremon of Helpful Hero about HubSpot CMS SEO tool, CMS Starter thoughts, theme pricing and more! Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-2 Recorded: Monday 22 August 2022 | Published: Friday 30...
09.28.2022
HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview)
In this episode, we chat with Kevin Fremon of Helpful Hero. We interview Kevin Fremon from Helpful Hero, creator of the popular CLEAN theme (including CLEAN Pro and CLEAN Lite) for HubSpot CMS. We chat in detail about HubSpot CMS,...
09.15.2022
287: INBOUND22 Thoughts
This edition we dive into the first blend in-person with online attendees for INBOUND22, our thoughts and favourite takeaways. Full show notes available here: https://www.hubshots.com/episodes/episode-287 Recorded: Tuesday 13 September 2022 | Published: Friday 16 September 2022
09.08.2022
286: HubSpot Campaign Analytics, HubSpot Comments, Actions Menus reminder
This edition we dive into: • Asking for help • Converting an Automated Email to a Regular Email • Reminder: Actions Menus on objects • Using Sender personalisation in Snippets • Custom properties on Product library items • HubSpot Campaign Analytics • HubSpot Custom...
09.01.2022
285: HubSpot Form Options, Paid Channels Overreliance, Custom Report Builder
This edition we dive into: • Old school channels - should you still use them? • Confusing HubSpot Form options - explained! • Using the Prospects tool • Tickets created from forwarded emails - best practices • Workflow unenrollment feature • Are you relying on Paid...
08.25.2022
284: How To Manage Your Contacts in HubSpot Efficiently
This edition we dive into: • Managing contact hygiene • The hidden danger of churn • Finding bounced contacts, including Mailbox full • Unbouncing contacts manually • Managing duplicate contacts • Using surveys to check customer interactions • Automating notifications and tasks to help manage contacts • What...
08.18.2022
283: HubSpot Top Tips August 2022 Edition
This edition we dive into: • The power of incremental growth • List layouts can now be saved per list • Make sure you use Email Subscription Types properly • Frequency versus Relevancy in your email strategy • How to update a Contact when they’ve...
07.07.2022
282: HubSpot CMS Free Quick Overview, Plus Improvements to CMS Starter
This edition we dive into: • Automation and Attribution • Last Referring Site property • Call Direction when logging calls • Menus on Customer portals • CMS Hub Free announced • CMS Hub Starter improvements • Bad pricing pages Full show notes available at: https://www.hubshots.com/episodes/episode-282 Recorded: Thursday...
06.23.2022
281: HubSpot Call to Action (CTA) Best Practices
This edition we dive into: • What HubSpot CTAs are • The 4 Main Benefits of HubSpot CTAs • Where to use them • The types of CTAs (Simple, Multivariate, Smart) • Examples of CTAs • Reporting on CTAs • Using CTAs in Lists, Reports, Workflows • Associating...
06.02.2022
280: HubSpot Lists Best Practices (for Building Marketing Campaigns)
This edition we dive into: • Types of HubSpot Lists • Categories of list criteria • List Limits • Examples of Active Lists • Active List Power Tips • Static Lists - why would you use them? • Reporting on List growth over time • Using Lists...
05.19.2022
279: HubSpot Forms Best Practices (for Building Marketing Campaigns)
This edition we dive into: • HubSpot Forms in detail, including • Regular forms • Popup forms (including Click through forms) • When and how to use progressive form fields • When and how to use behavioural targeting • How to measure form results • Best practices...
05.05.2022
278: Building a Campaign in HubSpot from Start to Finish (Best Practices)
This edition we dive into: • How to build a marketing campaign in HubSpot from start to finish, including • HubSpot Lists, files, Landing pages, CTAs and emails • HubSpot Workflows and Campaigns • HubSpot Reports and Dashboards • PLUS: A Google doc with all...
04.08.2022
277: HubSpot Top Tips April 2022 Edition
This edition we dive into: • Quick tips for improving your HubSpot efficiency and impact, including • Using Progressive Form fields • How to merge contacts in HubSpot * • How to view all properties on a contact • How to export contacts * • How...
03.25.2022
276: Detailed Overview of HubSpot Service Hub
This edition we dive into: • Speed of response is your differentiator • Overview of the 6 main areas of HubSpot Service Hub • Quick tips and details using Service Hub • Service Hub Quick Start Guide - how get started with Service...
03.04.2022
275: Conversations Inbox Hacks, Service Hub Protected KB articles, and HubSpot’s Pirate Ad
This edition we dive into: • HubSpot’s Pirate Ad • Expertise versus Opinions • Tips for using Conversations Inboxes for Marketing Email replies • Using Email Scheduling in HubSpot (also works in Gmail extension) to send emails later • Member Protected Knowledge Base articles • Conversations...
02.24.2022
274: Enterprise Functionality, Email Open Rates in Apple Mail, Sales Pipeline Partitioning
This edition we dive into: • What is enterprise functionality? • Email open rate data with Apple Mail • Image optimisation settings on web and landing pages • Adding images into a contact timeline • Sales pipeline partitioning • Associating contacts and companies automatically • Shopify attribution...
02.18.2022
273: Reducing Friction, Marketing Contact Recommendations, Custom Quote Templates, Deal Unenrollment
This edition we dive into: • Reducing friction • The benefits of Marketing Contacts, plus 3 key recommendations for managing marketing contacts • Custom Quote Templates beta • More on Surveys versus Forms • Unenrollment criteria on Deal workflows • ROI in life • Attribution issues with...
02.11.2022
272: When to Use Internal Marketing Emails Plus Ways to Manage Multiple Deal Pipelines Properties
This edition we dive into: • The value of laziness • Understanding internal marketing emails • Setting Deal properties (difference between Create Deal cards and Sidebar cards) • Avoiding Soft 404 errors from Knowledge Base articles • A gotcha with the new Insert...
02.03.2022
271: The Lazy Salespersons’ Cheat Sheet to using HubSpot
This edition we dive into: • Are webinars dead? • Tons of tips for sales people for using HubSpot more efficiently, including - Meetings - Tasks - Inbox connections - Lead/customer revisit notifications ...
01.27.2022
270: How to be Efficient with HubSpot across Sales, Marketing & Service
This edition we dive into: • Thoughts for 2022 • Having perspective and avoiding distraction • Efficiency and Effectiveness with HubSpot • Using Version history on pages and emails to roll back to previous versions • Attribution reporting in Campaigns • Custom Object properties in Forms •...
12.09.2021
269: Tips for Using Lists, Deal Pipeline Properties, Shared Task Queues, and Staying Calm
This edition we dive into: • Systems over goals • The power of Active lists built on active lists • Making some deal properties mandatory • When to use multiple sales pipelines • When to use tagging on knowledge base articles • Tips for using...
11.25.2021
268: Top 17 Favourite Features in HubSpot
This edition we dive into our favourite features in HubSpot including: • The timeline • Marketing contacts • Drag and drop page and email builder • Workflows • Popup forms • Layout flexibility on Contacts, Dealers, Objects • Custom Report Builder • Dashboards • Ads integration • Social reporting •...
11.18.2021
267: Top 16 Frustrations with HubSpot
This edition we dive into: The top frustrations we hear from customers about using HubSpot (and possible solutions), including: • Marketing contact tiers won’t downgrade • Drag and Drop builder doesn’t work for me • Chatflows are confusing to set up • Can’t create multiple...
11.11.2021
266:‌ ‌Why‌ ‌HubSpot‌ ‌Email‌ ‌Preference‌ ‌Groups‌ ‌ are‌ ‌finally‌ ‌awesome
This edition we dive into: • Tools are your friend • HubSpot Email Allow Lists (ie IP addresses for your IT team to implement) • Why HubSpot Email Preference Groups (Enterprise) are finally awesome • Setting up Custom Team Sidebars • Automatically creating and...
11.04.2021
265: Optimizing Customer Experience with HubSpot Service Hub
This edition we dive into: • Overcoming department silos • Service Hub across departments • Your survey feedback - thank you! • Service Hub Knowledge Base tips and best practice checklist • Custom Surveys • Visible versus Invisible costs • An appearance by Baby Yoda Full show notes...
10.28.2021
264: HubSpot Social Monitoring, Reporting on Meetings & Avoid being sent to Spam
This edition we dive into: • Solving for the Problem • HubSpot Social Monitoring • Reporting on Meetings • Custom Surveys • Clone Workflow Action • The start of the Google downfall? Full show notes available here: www.hubshots.com/episodes/episode-264 Recorded: Monday 25 October 2021 | Published: Friday 29 October...
10.21.2021
263: Inbound Announcements that mattered, Sending internal notifications tips
This edition we dive into: • HubSpot Payments announced • HubSpot Roadmaps • Using Analytics Views in Traffic Analytics reports • How to send internal notifications when a new blog post is published • How to optimise channels versus optimising ads in a channel • How...
10.14.2021
262: Save time with HubSpot Saved Sections, Deal Splits & Workflow property clearing
This edition we dive into: • Is the online event format over? • Saved Sections in Emails and Pages • HubSpot Deal Splits • XML Sitemaps for your Knowledge Base articles • HubSpot Clear Property Action in workflows • ...
10.01.2021
261: Ad Sequences, Adding to Audiences using Workflow Actions and breaking down big goals
This edition we dive into: • Breaking down big goals • HubSpot Ads sequences • HubSpot Meetings overview • HubSpot Workflow Action to add contacts to an Ads Audience • Knowledge Base Support Forms • Engagement Progressions • Bookmarks in Google docs Full show notes available here: www.hubshots.com/episodes/episode-261 Recorded: Monday 27 September 2021 |...
09.17.2021
260: Simple Steps, HubSpot KB changes, Email Health Reports, and Rotate Owner Workflow Action tips
This edition we dive into: •The relief of single, simple steps •HubSpot blocking knowledge base listing pages (not articles) •HubSpot Email Health Report tips (selecting by Subscription type) •HubSpot Sales reports •HubSpot Rotate Owner Workflow Action (and quick tip) •Avoiding the flight to tactics temptation •HubSpot Password...

What's HubShots - The Unofficial Down Under HubSpot Podcast about?

Download our free app to listen on your phone

HubShots - The Unofficial Down Under HubSpot Podcast episodes:

307: HubSpot Content Hub (formerly CMS Hub)

306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects

305: The End of 2023 HubSpot Bumper Episode

304: What was useful from HubSpot’s annual event and product announcements?

303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking

302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines

301: Threads, Workflow updates, Landing page tip, Proactive Excellence

300: 7 Years of HubSpot Tips

299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains

298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets

297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts

296: The HubShots Framework

295: Strategy takes time, Paid seat deactivation, Deal close gotcha on app, Notification profiles

294: HubSpot in 2023, Approvals functionality, HubSpot Meetings tip, Paid seat gotcha

293: Notes permissions confusion, reducing contact friction, power of lists, AI

292: Systems to Merge contacts in HubSpot, New SEO tool, Annoying notifications

291: Learn from our HubSpot mistakes, using emojis, calculated fields and conversation forwarding

290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong

289: Using Service Hub for Internal Business Processes

288: Automation in HubSpot

HubSpot CMS with Kevin Fremon from Helpful Hero - Part 2 (HubShots Special Interview)

HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview)

287: INBOUND22 Thoughts

286: HubSpot Campaign Analytics, HubSpot Comments, Actions Menus reminder

285: HubSpot Form Options, Paid Channels Overreliance, Custom Report Builder

284: How To Manage Your Contacts in HubSpot Efficiently

283: HubSpot Top Tips August 2022 Edition

282: HubSpot CMS Free Quick Overview, Plus Improvements to CMS Starter

281: HubSpot Call to Action (CTA) Best Practices

280: HubSpot Lists Best Practices (for Building Marketing Campaigns)

279: HubSpot Forms Best Practices (for Building Marketing Campaigns)

278: Building a Campaign in HubSpot from Start to Finish (Best Practices)

277: HubSpot Top Tips April 2022 Edition

276: Detailed Overview of HubSpot Service Hub

275: Conversations Inbox Hacks, Service Hub Protected KB articles, and HubSpot’s Pirate Ad

274: Enterprise Functionality, Email Open Rates in Apple Mail, Sales Pipeline Partitioning

273: Reducing Friction, Marketing Contact Recommendations, Custom Quote Templates, Deal Unenrollment

272: When to Use Internal Marketing Emails Plus Ways to Manage Multiple Deal Pipelines Properties

271: The Lazy Salespersons’ Cheat Sheet to using HubSpot

270: How to be Efficient with HubSpot across Sales, Marketing & Service

269: Tips for Using Lists, Deal Pipeline Properties, Shared Task Queues, and Staying Calm

268: Top 17 Favourite Features in HubSpot

267: Top 16 Frustrations with HubSpot

266:‌ ‌Why‌ ‌HubSpot‌ ‌Email‌ ‌Preference‌ ‌Groups‌ ‌ are‌ ‌finally‌ ‌awesome

265: Optimizing Customer Experience with HubSpot Service Hub

264: HubSpot Social Monitoring, Reporting on Meetings & Avoid being sent to Spam

263: Inbound Announcements that mattered, Sending internal notifications tips

262: Save time with HubSpot Saved Sections, Deal Splits & Workflow property clearing

261: Ad Sequences, Adding to Audiences using Workflow Actions and breaking down big goals

260: Simple Steps, HubSpot KB changes, Email Health Reports, and Rotate Owner Workflow Action tips