ProsperoHub’s Post

[All Subscriptions] You can now filter index pages by associated records using association labels, edit association tables in-line, and set defaults for activity associations 🤯 #HubSpotTipsAndTricks Click here to opt into the beta: https://hubs.li/Q02Pdy550 #HubSpot #CRM

Another 'did you know' edition today 💡 So here it is: did you know you can now create lists of .. tickets!? 🙏 Hooray, you can easily find your tickets using any property or event data from the ticket object or its associated objects. ➡️ Once you create a list of tickets in your HubSpot portal, you can use that list in workflows, reporting, and saved views. Happy days! ⚠️ Available for all hubs & tiers #crm #hubspot #hubspotpartner #hubspottipsandtricks

Knowing the "Record Source" empowers you to do 3 things... 1. Make data-driven decisions: Base your marketing and sales strategies on concrete information about lead generation. 2. Increase ROI: Improve conversion rates and optimize your marketing budget by focusing on effective channels. 3. Improve lead nurturing: Tailor your communication based on how leads found you to increase engagement and conversions. This is crazy because details matter and #hubspot is proving this. (Note: data older than 3 years might not be available yet.) #HubSpotTipsAndTricks

[All Subscriptions] HubSpot now has a "Record Source" that tells you where a record was created! #HubSpotTipsAndTricks NOTE: We're backfilling three years of data. Records created before that might be blank. Click here to opt into the beta: https://hubs.li/Q02jGYWg0 #HubSpot #CRM #DatabaseManagement

Have you ever wondered "Where did this come from?!?!?" You now know! This property can also be super useful in reporting to identify what's being created by users and what's being created by workflows! #marketingautomation #reportingtools

Once again feature that is not being used that often and is a bit underrated but worth to setup. So many use cases for sales and support teams in different stages of the sales process. Our customers love it and pretty sophisticated setups can be done! Not talking about sales reps having a clear overview, being more organized and help them save some time. #hubspot #hubspotcrm #hubspottipsandtricks #hubspotunderrated

Make sure your team see the right information at the right time #hubspotunderrated 🦸♀️ Let's talk about a hidden gem in HubSpot: the record sidebar section conditional feature. In today's #hubspotunderated video, we are going to look into this feature that many are still overlooking. Using this feature, you can ensure your team has access to the right information at the right time, saving precious time in their day. We cover this feature and the best uses cases in today's video #hubspot #crm #hubspottipsandtricks #hubspotunderrated

Hey friends, HubSpot has another valuable update. If you have ever wanted to track when something has happened from a date and time in the past to today’s date, you can now create that property right in your CRM. Kyle Jepsen shows how this is done in the video below. Let me know if you give this a try. It is now in beta.

This is cool... A powerful, yet underutilized feature of hubspot is custom objects. These can solve for unique situations and make HS extremely flexible. There is now a beta you can opt into AT ANY HUBSPOT TIER to access a library of objects to grab. Pro and enterprise tiers get some helpful options within the library to boot. Check it out:

Look out for this new feature, which is now available for all subscriptions. Object Library for custom objects. Learn more below 👇