HubSpot features you’re probably not using (but should be)

Discover the hidden HubSpot features that can take your marketing and sales strategies to the next level.

Maximise efficiency with HubSpot workflows

HubSpot workflows are a powerful automation tool that can save you time and improve your efficiency. By setting up workflows, you can automate repetitive tasks such as sending follow-up emails, updating contact properties, and triggering notifications for your team. This ensures that your processes are streamlined and consistent, freeing up your time to focus on more strategic tasks.

Additionally, workflows can be customised to fit your specific business needs. Whether you want to nurture leads, onboard new customers, or manage internal processes, HubSpot Workflows provide the flexibility to automate a wide range of activities.

Unleash the power of HubSpot's custom reporting

Custom reporting in HubSpot allows you to create tailored reports that provide insights specific to your business objectives. Unlike standard reports, custom reports enable you to combine data from various sources and visualise it in a way that highlights the metrics that matter most to you.

With custom reporting, you can track the performance of your marketing campaigns, sales activities, and customer service efforts in one place. This comprehensive view helps you make data-driven decisions and identify areas for improvement more effectively.

Enhance customer engagement with smart content

Smart content in HubSpot enables you to personalise your website and email content based on the visitor's behaviour, lifecycle stage, or other criteria. This feature ensures that your audience receives relevant and timely information, which can significantly enhance their engagement with your brand.

By using smart content, you can tailor your messages to different segments of your audience, providing a more personalised experience. This can lead to higher conversion rates and improved customer satisfaction, as your content resonates more with their specific needs and interests.

Optimise your outreach with sequences

Sequences in HubSpot are designed to help you automate your outreach efforts, particularly in sales. By creating a sequence, you can schedule a series of emails and tasks that are automatically triggered based on specific criteria. This ensures that your prospects and customers receive timely follow-ups without manual intervention.

Sequences can be highly effective in nurturing leads, re-engaging cold prospects, and maintaining consistent communication throughout the sales process. By optimising your outreach with sequences, you can increase your productivity and ensure that no opportunities slip through the cracks.

Improve data quality with data sync

Data sync is an essential feature in HubSpot that ensures your data is accurate and up-to-date across all your systems. By integrating HubSpot with other tools and platforms you use, Data Sync automatically updates records in real-time, reducing the risk of errors and inconsistencies.

This feature is particularly valuable for maintaining a single source of truth for your customer data. With accurate data, you can make more informed decisions, personalise your marketing efforts, and improve overall customer experience. Data Sync helps you maintain data integrity and ensures that your team always has access to the most current information.