HubSpot Tips and Tricks’ Post

Now THIS is a release that made me turn my head. This HubSpot update probably feels like a “nice to have” for some but this is a RevOps dream come true. I can’t tell you how many lead routing workflows I’ve had to evaluate enrollment manually in Workflows or via Lists and export for external slicing and dicing. This will be great to see a high level view of contact/lead distribution in your CRM environment. 🤘

Don’t miss out on this new HubSpot update. ⬇️ Take a look at HubSpot's new task-based workflows, which now lets you automatically create and assign tasks based on specific criteria, like a lead’s status or stage in the sales process. Workflows in HubSpot just got a whole lot better! Share your biggest challenge with workflows in the comment section. 🤯 #hubspot #workflows #automation

The tasks feature in HubSpot just got a whole lot more powerful. curious how people will leverage this. I'm guessing everything from notifying folks of assigned tasks in New ways to enriching tasks automatically so you can be a little lazy when creating them. ex: a task to contact someone and the workflow adds their phone number to the task. #HubSpot

#HubSpot workflows can create Notes.

No this video is not broken, it's just a necessary dramatic pause from our guy at HubSpot Kyle Jepson. He's had some bombs this week, the lead scoring, the workflows. TONS OF UPDATES. This one is huge, so much additional flexibility to base your workflows off of when using date/schedule functions. #HUGEupdate #HubSpot #KyleJepson #HubSpotPartner #Automation

🎩 #OrangeHatAlert 🎩 [All Pro] Basing a workflow on a date is way more powerful now -- AND WORKS ON MORE THAN JUST CONTACTS!! #HubSpotTipsAndTricks Click here to opt into the beta: https://hubs.li/Q02BqLxl0 #HubSpot #Automation #CRM

I cannot signal-boost this delightful gift for #HubSpot admins enough. Maybe it’s only 5 minutes, once a year, for you for a single EOY campaign…but now you can have it back 😉 #marketingautomation #setandforgetsomeofthethings

Exciting news! You can now set and update associations using workflows in HubSpot. Click here to opt into the beta: [Link to beta]. Keep up with the latest HubSpot tips and tricks for automation and CRM. #HubSpot #Automation #CRM

Automating associations between objects is something that could have been burning a lot of time through manual updates. This is the stuff dreams are made of #HubSpot #Automation #Workflows #HubSpotPartner

I highly suggest opting into the new workflow nav beta. It's a lot easier to implement tasks like opening a new window/workflow, etc. than it was before. Click 👇 to opt in! I've done if for my clients, and they are digging it! Thanks again, Kyle Jepson on keeping everyone updated with all the useful HubSpot Tips and Tricks!