308: Association label tips, Modern websites, Ticket lists, Back to basics
Published 2024-07-19
Join Ian Jacob and Craig Bailey in HubShots Episode 308 as they get back to basics, covering essential HubSpot tips, modern websites, and ticket lists. They discuss the importance of focusing on fundamentals, the latest AI trends, and practical features in HubSpot. Perfect for anyone looking to streamline their HubSpot usage and stay updated on current trends.
In this episode we’ll cover:
👉🏻 Back to Basics (Foundations)
👉🏻 Sending emails to other email addresses on a contact record
👉🏻 Sales Hub permissions improvements
👉🏻 Setting association labels via HubSpot workflows
👉🏻 What is the key foundation of a modern website?
👉🏻 Ticket lists
👉🏻 ChatSpot - now in the main menu
👉🏻 AI tools - Claude 3.5 Sonnet
👉🏻 The massive content opportunity - artisanal content?
👉🏻 Tracking former employees of companies in HubSpot
Welcome to HubShots - www.hubshots.com/
HubShots = HubSpot in the real world
Real world portals. No demo stuff.
LINKS:
Content Hub Overview Guide: www.xencreate.com/hubspot-content-hub-overview-gui…
📚 Full show notes available at: www.hubshots.com/episodes/episode-308
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WHO WE ARE:
We're Ian Jacob and Craig Bailey, your hosts of HubShots.
HubShots is the downunder HubSpot focussed show for sales and marketing managers who use HubSpot.
Ian is CEO of Search and Be Found: www.searchandbefound.com.au/
Craig is CEO of XEN: www.xen.com.au/
GET IN TOUCH:
If you’d like to talk, we’d love to hear from you. Replying to Craig (when he sends the shownotes each week) is the quickest.
Timestamps
00:00 Teaser
00:32 Introduction
01:20 Back to Basics
02:52 Watch Ian’s HubSpot and AI webinar
04:00 Improved file property experience
04:10 Trend Lines are now possible on Reports
04:20 Sync Property Type
04:37 Conditional display logic in CRM Preview sidebar
04:45 Approvals in Deal pipelines
04:52 Set currency in sales forecasting
04:56 legacy Shopify app to the new Shopify app
05:14 Set different tones on notification types in HubSpot
06:27 Apply taxes on Line items
06:49 Store sensitive data and protected health data in HubSpot
07:38 Behind HubSpot AI
09:30 Sending Emails to people based on custom email properties on a contact
11:00 Permissions in Sales Hub
11:52 Set Association Labels in Workflows
18:12 Modern Websites are built on a CRM
22:29 Ticket Lists
24:13 ChatSpot in the main menu
30:02 Listener Feedback of the Week
31:55 Claude 3.5 Sonnet
33:26 The Content Opportunity (Artisanal Content lol)
37:46 Other stuff
39:28 Voltaire and Gary Keller
40:03 Tracking former employees of a company in HubSpot
41:14 HubShots Framework Poster
41:53 Follow Us on the Socials and outro
You can also connect with us personally on LinkedIn: www.linkedin.com/in/ianjacobau/
www.linkedin.com/in/craigbailey/
CLARIFICATION:
For the sake of clarity, please note this is an independent podcast – we are not affiliated with, nor officially endorsed by HubSpot. But having said that, we get lots of support and ‘encouragement’ from the