Category: HubSpot

HubSpot

Overview of HubSpot’s Latest Updates

HubSpot is at it again with a slew of new updates and features. As avid HubSpot users, we’re always excited to dive into them and share our favorite picks! Here’s an overview of some of the announcements from December 2020 and so far in January 2021.

Smart Copy – Looking for an easy way to import your blog content into HubSpot from any CMS? Then you’ll want to access “Smart Copy.” Smart Copy scraps the external blog and identifies different elements necessary for the import, like title, author, date, and more. So, if you’re moving blogs from a CMS like WordPress or SiteInfinity, Smart Copy is the way to go!

CSV Import – If your blog content isn’t compatible with the new Smart Copy feature for whatever reason, you can use a CSV import to import your external blog content into HubSpot.

Google Search Ad Creation – Still using HubSpot’s legacy ads add-on? You can create new Google Ads search campaigns with this feature under Marketing > Ads, Create ad campaign > Google Ads search campaign. After that, you’ll go through the regular steps of making an ad.

Workflow Updates – Want to select a specific time, or even skip a day, in your workflow? HubSpot has made updates to managing workflows to allow you to do this. When you’re in the “General” section, you can select days, times, and hours.

HubSpot for Quickbooks Advanced – Last year, HubSpot announced a series of integrations to help users connect their financial software to HubSpot. HubSpot for Quickbooks was one of them and the new Advanced feature kicks it up a notch. Use workflow and drafting capabilities to help create an invoice approval flow, among other financial functionality.

Connecting domains to HubSpot feature – Want all your HubSpot content to be accessible across the web? This update lets you connect any of your domains to HubSpot so you can publish HubSpot pages, blog posts, knowledge base articles, and web versions of emails back to that domain.

Updates to the JIRA Integration – HubSpot’s JIRA integration is already robust, but now users can associate multiple JIRA issues to a single HubSpot ticket.

Task Desktop and Mobile App – With the various task functionality in HubSpot, your team can create new tasks, group them, and complete them. You can also view insights to better understand your sales task performance – available both now in a desktop and mobile application!

Need Help?

Does your team want to use one of these new products or features? Great! We hope they supercharge your HubSpot efforts. If you need help learning or navigating anything listed above, please reach out to the Lynton team.

HubSpot

Manage Your Zoom Webinars More Effectively with HubSpot

Have you started putting on more webinars this year? In light of COVID restrictions, many companies have. Some have even supercharged their webinar efforts.

Thankfully, HubSpot’s latest updates to their Zoom integration settings can help you manage your webinar registrant and participant data information more effectively than ever. Here’s an overview of the update. 

What’s New with the Zoom Integration Settings Page?

HubSpot’s update includes three new sync functions to give you more control of past and upcoming webinars. They are:

  1. The ability to auto-sync data from all new webinars.
  2. The ability to sync specific webinars to ensure new registrants and participants have contact information in HubSpot.
  3. The ability to resync all data from previous webinars, including ones before this update.

Read More: Our Favorite Virtual Conference Trends in 2020

How this Breaks Down

You’ll see these sync options under “Webinars” on your “Connected Apps” page. Click on your Zoom integration, and then go into the settings page. After that, you can perform any of the three syncs.

But what does each sync do? According to HubSpot, this is how they work:

  1. Any newly created webinar will now automatically sync contacts and timeline events to your HubSpot account. You can use this information for a pre-webinar and post-webinar lead nurture and other sales or marketing campaigns.
  2. This sync does the same as above, but for a specific webinar you select
  3. This manually resyncs all data from a specific webinar you choose

What Else Can You Do with the Zoom Integration?

If you’re just getting started with the HubSpot Zoom integration, you could be scratching your head. Here’s a refresher of what the app does:

  • Helps you promote your Zoom webinars through HubSpot workflows. For example, after someone registers for your Zoom webinar, HubSpot will create a contact for them with their email address. You can then send event reminders and more with this data.
  • Allows you to track attendance in HubSpot to measure effectiveness. You can create lists and views and use properties to see when people register, attend, and how long they stay. Again, this is useful for sales and marketing.
  • Provides you the necessary contact information to create lead nurturing campaigns, such as ones based on attendance, non-attendance, or the webinar topic itself.

What Will Your Next Webinar Be?

Have a great webinar in mind and need help executing it? Reach out to discuss it with us or go over the Zoom webinar integration or any lingering questions!

Editor's Pick

How to Audit and Clone Your HubSpot Workflows

Over the past year, HubSpot has made substantial updates to their workflows. The latest update extends to their contact workflows, creating a consistent, powerful workflows tool throughout your portal. You can learn more about it here.

But this announcement, while exciting, requires some homework on your end. That’s because workflows (contact workflows; others have already been slowly moved over) built on the old system will be disabled on January 8th, 2021. HubSpot plans to automatically migrate your old workflows to their new system but can’t guarantee that all your specific workflows will make it over.

Here is specific advice from HubSpot on reviewing and cloning your workflows for the new engine:

Cloning Contact Workflows

“If you have an old contact workflow that is already turned off, you will no longer be able to turn it back on. Clone the workflow to continue using that automation.

If you have an old contact workflow that is on, but does not have any enrolled contacts, turn it off and clone the workflow to continue using that automation.

If your old contact workflow has contacts actively enrolled, we recommend you follow these instructions to safely clone your workflow:

  • Clone the old workflow and save it with a new name.
  • Revise the old workflow to trigger manually so your current contacts can continue without interruption.
  • Enable your new cloned workflow; do not enroll existing contacts.
  • Delete the old workflow when there are no longer any active contacts enrolled.”

-HubSpot team

Auditing Current Workflows

With this announcement, it may be a smart idea to review your other workflows to make sure they’re actively being used. Here are some suggestions on reviewing your workflows:

Export Them to a Google or Excel Spreadsheet

You have to see all your workflows in one place. Doing it in Excel or Google lets you make notes, highlight, or mark off the ones you’ve reviewed so you don’t get overwhelmed (which can happen if you have a lot!)

Make a “Clean Up” Column in Your Spreadsheet

With these columns, you can mark what workflows need to be looked at. You can also make filters or labels such as Active, Unused, and Unnecessary.

Get Buy-in From Your Team

Before you deem anything unnecessary or unused, get with your team to try and figure out who made it, why it was made, whether or not it needs to go or if you can make adjustments to make it successful once again.

Delete the Unnecessary Ones

It’s scary, but if you haven’t used a workflow for more than six months and no one in your organization needs it, then it’s safe to delete it. Your portal will be easier to go through if you only have what you need! If you do think you’ll use any workflow again, mark them as inactive.

Organize Your Remaining Workflows

When going through your workflows, pay special attention to your naming convention. Is it standard or out of control? If it’s the second, gather your team to create a naming convention that works for everyone. Try to include a persona, a topic, and a goal. Whatever you land on, it needs to make sense throughout your company, so everyone’s on the same page!

Rejoice – You Have a Clean Portal with Workflows on a New Engine!

HubSpot workflows are a critical component of your sales and marketing, which is why it’s essential to audit them regularly. Not to mention, you may need to consider HubSpot is deleting old contact workflows come January 8th! If you need help with anything, or want advice on your workflows, drop us a line.

HubSpot

Why Sales Teams are Switching from Salesforce to HubSpot’s…

There are numerous CRM options on the market, with HubSpot and Salesforce consistently ranking as top options by users. Salesforce, in particular, ranks high with enterprise and Fortune 500 companies. Yet, some companies, including large ones, have recently opted to move to HubSpot from Salesforce. If they’re both such high-ranking CRMs, you might be wondering, “why?” From reporting to flexible features, there are plenty of reasons. Get a high-level look here. 

Ease of Use 

Salesforce is widely regarded as a complex CRM for enterprise business, so it offers a wide range of customization and capabilities. But it’s always known for being hard to use. So difficult that it generally requires a dedicated CRM administrator or engineer to make it work for a business’s unique processes. HubSpot, on the other hand, is more flexible. While it may not offer as many custom abilities as Salesforce, it provides a lot, especially if you factor in custom objects (a way to store and associate data in any way). More importantly, you won’t need to hire additional overhead. In fact, HubSpot and other agencies offer onboarding and training programs that make learning it a cinch. 

Scalability 

HubSpot has platform levels for every business size. So, if you’re a small or midsize company, there’s something for you. If you’re a large organization, the all-new, comprehensive Sales Hub Enterprise will fit the bill. There’s also a free version so you can dip your toes into the water – then dive in deeper as your business grows. 

Simpler Reporting 

Most people in the sales industry know Salesforce offers robust reporting, but again, it requires time and training to learn it. In recent years, HubSpot has improved their reporting capabilities, and Inbound 2020 capitulated their efforts. With HubSpot CRM reporting, you can build an intuitive sales dashboard for a holistic view of your entire company’s sales efforts. Even better? You’ll spend less time building those reports and more time accurately answering your business’s strategic questions.

Straightforward Automation and Personalization 

Both Salesforce and HubSpot have automated capabilities, but at the risk of sounding like a broken record, HubSpot’s are generally more user-friendly. You can build workflows around any contact, company, deal, ticket, or custom object. “If, then” branches can help show the right content to the right people. Other features, while gated behind center levels, take your sales to the next level. They include predictive lead scoring, recurring revenue tracking, and custom event triggers. 

HubSpot also makes it seamless to personalize the sales experience while making your sales executives jobs’ more manageable. They can receive notifications when prospects and leads open emails, with all information being automatically tracked against their contact record. Personalization tokens and other contact data can make these emails more engaging. Again, your team can tap into automation for outreach sequences, automated meeting scheduling, and engagement tracking. 

Better Insights into Buyer’s Journey 

If you’re looking for a simple, out-of-the-box way to get real insights into where your leads are in the buyer’s journey, HubSpot is your bet. HubSpot stores all communication and personal information on an individual contact record. You can associate deals with contacts and companies right from your portal and view all the context and relevant records in one singular place. With their pre-set lifecycle stages, you don’t have to do much thinking to determine where customers or leads fall, either. And if we haven’t mentioned yet, it’s easy to learn how to do all of this. HubSpot has an internal academy with tons of lessons and certifications surrounding their sales software. 

More Substantial Marketing and Sales Connection 

Salesforce users typically use another platform to handle their marketing efforts, but with HubSpot, you can do it all with one login. HubSpot has sales, marketing, and service software built by their pros, ensuring an easy and cohesive experience. The CRM itself can automate certain marketing activities like email communication and have many more marketing tools than other CRMs. But when you use their sales and marketing systems together, you’ll have all the tools you need to align your teams at your fingertips. 

The Bottom Line 

Businesses who need highly customized CRMs will always opt for Salesforce out of the gate. But over the years, HubSpot has grown its enterprise capabilities while still being easy to use. So, if your sales team wants to switch and you have the budget for Sales Hub Enterprise, it may be a good idea. If you’d like to learn more about how we can help with a successful switch, check out our HubSpot onboarding page. 

HubSpot

How to Migrate Your CRM to HubSpot

Your CRM system is one of the essential tools in your digital toolbelt. When you’ve decided to migrate to HubSpot, you want to do it right. There’s a lot to consider, and we break it down in some general, helpful advice here.

Do Your Homework on HubSpot

Our team loves HubSpot. It’s easy to use and scalable – and we generally recommend it! That said, you must determine if it’s the right fit for your organization. You should start by gathering a group of stakeholders, sales executives, and other employees who might use the platform. Ask them questions like:

  • What are your business or sales goals, and how can HubSpot over your current CRM achieve them?
  • How do your current processes translate to HubSpot?
  • Who’s going to need access to HubSpot?
  • How will your other systems interact with HubSpot?
  • How should different departments work together within HubSpot?

Once you have a good understanding of your goals, you can research the different tiers available. Each comes with unique features that align with your company size and annual revenue. They are free, starter, professional, and enterprise. You can find a list of features here.

Create Migration Guidelines

Choosing to move from your current CRM to a HubSpot is not a one-person job. As they say, it takes a village –, and a village needs a blueprint, or in this case, some guidelines for construction. Get your ducks in a row and:

  • Gather all your stakeholders like your project manager, CRM admin, IT members, marketing, and sales.
  • Determine your long-term and short-term goals so you can build processes to match them. Or, if you have them with your current CRM, figure out how it translates to HubSpot.
  • Assign specific roles based on your goals, such as who will be responsible for working together to determine what sales information needs to sync so you can get up and running quickly.
  • Figure out how your team handles data so that you can get things in place. Your CRM admin, marketing, and sales all may approach deal data differently.
  • Again, based on these guidelines, identify the actual objects you want to migrate to HubSpot and how your current system differs. Not every record will make the cut – nor should it have to.
  • Write out a basic timeline but remember, things can always change.

Clean Your Data

Clean data is happy data – and the kind you’ll need for a successful migration. Prepping your data involves:

  • Merging or deleting duplicate records
  • Establishing duplicate detection rules to prevent duplicates in the first place
    • HubSpot will de-duplicate and move data in certain ways, based on your CRM. Look for any knowledge-based articles that refer to your current platform.
  • Updating or eliminating invalid email addresses
  • Removing any obsolete, null, or void data

Select a Tool or Partner

When it’s almost time to migrate your data, you’ll want to be sure you have the right tool to get the job done. If you prefer, you can always reach out to a third-party to help with this step (and frankly, with all of them!) If not, here are some tools to consider:

  • CSV imports.
  • API endpoints.
  • Self-service solutions like Trujay.
  • HubSpot native tools (if you have Salesforce).

Map Your Data

Every system structures data differently. Salesforce has its method. Dynamics has another. And then there’s HubSpot. To successfully import data without error, you’ll need to figure out how to map your objects properly. Follow these tips:

  • Confirm how standard objects sync from your system to HubSpot. For example, HubSpot’s “Contacts” may be Dynamics “Leads” or “Contacts.” Salesforce “Activities” can translate to HubSpot “Tasks” or “Calls.”
  • Define and create any custom objects or properties.
  • Identify anything that’s missing and how to create it in HubSpot.
  • Test a small sample of data before you do a full migration or launch to ensure it mapped correctly.

Migrate Data and Other Functionality

When you’re ready, migrate! Recreate any data points you outlined in the previous steps, and test as you go along. If you need to, you can rebuild any CRM or sales templates, sales campaigns, workflows, or anything else you need to have a fully functioning CRM. Then, celebrate!

Press “Go”

Think you’re prepared to migrate your system now? If so, then hit the start button. But, if you’re a little hesitant, it’s understandable. Moving all your data and processes to HubSpot is scary and easier said than done. If you’re looking for further guidance on the migration process, feel free to reach out.

Editor's Pick

5 Ways to Leverage HubSpot with the Wix app

Looking to align your Wix site data with HubSpot better? With the HubSpot + Wix integration from SyncSmart, you can. The app allows users to get the critical data they need from Wix form submissions to elevate their HubSpot sales and marketing efforts by tapping into the automation platform’s tools. How? By allowing you to better market to leads through list segmentation, eliminating manual work, and using HubSpot reporting tools.

Here’s a more in-depth look at the ways you can leverage the app.

Better Lead Nurturing

When a contact fills out a form on your Wix site, that information automatically syncs to HubSpot. Examples of field mappings that sync over include first name, last name, city, zip, country, phone number, and email address. You can even segment by drilling down to the contact source: the Wix integration.

With this form submission data, you can segment your email lists and market to relevant users with relevant content. For example, depending on what form they submitted their information to, you can build a list and only send bottom-of-the-funnel content.  In fact, you can get creative with it and create as many lists as you need within your HubSpot portal!

Build Out More Targeted Content

After digging into the form submission data from Wix, you’ll likely form a better understanding of who’s visiting your site. When you know more about your audience, you can craft content that they’ll enjoy instead of writing generic copy or material. Then you can include these pieces into your segmented email marketing campaigns.

Tap into HubSpot’s Capabilities

As noted, every time a Wix contact is created or updated, it will sync automatically to HubSpot contacts. The integration matches by email address. If the contact is new, the integration will create it for you based on the address entered in the form. This event will be logged onto their timeline. Then, that contact and their form data will be in your HubSpot portal for good, and everything moving forward with that contact will be automatically updated. You can track their lifecycle stage, what interactions they’ve had with your company, and more. All this data can be pulled into your sales pipeline or marketing dashboards so you can keep a pulse on what’s happening with these contacts.

Build Workflows

If you’re tired of manually hunting down contacts from your Wix site and enrolling them into HubSpot workflows, you’re about to sigh from relief. HubSpot’s automation capabilities allow you to enter your Wix contacts into HubSpot workflows based on the form they filled out.  So, if someone fills out a blog subscription form on your Wix site, you can use the enrollment trigger to start a workflow that will send them new articles based on your publishing cadence. You can use this enrollment trigger for all kinds of lead nurturing campaigns tied back to your Wix forms. As we mentioned before, get creative!

Optimize Efforts Through Reporting

After downloading the app, the HubSpot tracking code will be installed on every page of your Wix site – meaning you can monitor form data, website traffic, and analytics in HubSpot. You can utilize the reporting tools to build a dashboard to see the health of your Wix site. If a form isn’t getting enough submissions, you can see that and make adjustments. Likewise, if a page has a high bounce rate, you’ll be able to see information like that to optimize your Wix site for a higher impact. Whatever you need to monitor, you’ll be able to!

Work with a Partner

If you’ve downloaded the Wix app and need help brainstorming through any of these ideas, or coming up with new ones, reach out. If you haven’t downloaded it yet, you can here

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