Download and Set HubSpot Google Chrome Extension

May 22, 2024
·
7
minutes

Throughout this article, we will guide you on how to use HubSpot sales tools (track emails) and configure all Google Chrome extensions.

Time to boost users productivity!

HubSpot Sales Extension

HubSpot Sales extension is a complimentary tool enabling you to customize and add functionalities directly within your Gmail account. Its primary objective is to automatically log emails and add contacts from Gmail.

Utilizing this chrome browser extension, you have the ability to:

  • Automatically log emails or choose the ones you want.
  • Create and send personalized emails directly from your browser
  • Track your email opens and clicks in real-time, it adds checkboxes to help you modify which emails are imported.
  • Manage your tasks and appointments
  • View to associated records, including contact profiles, deals, and companies in the the sidebar of Gmail.
  • Edit & View HubSpot contact properties in Gmail, easier to navigate and work.
  • Add new contact in 1-click from your inbox.
  • Get notifications when your leads or customers interact with your content.
  • Add note from existing contacts.
  • No need to create a private app and place your API key.

Let's focus on their main features

Create contact from Gmail

When you open an email, and the HubSpot Sales extension does not recognize the contact in your CRM, it will show you a link "Add to HubSpot".

Add a contact from Gmail with HubSpot sales extension

Once clicked, you will have a contact form to fill with some values (first name, last name, email, lifecycle stage) pre filled.

Hit "Create" once you finished.

hubspot-sales-extension-contact-details

Customize Log and Track Settings

You can configure by clicking on the sprocket icon on the top right corner of your Gmail, next click to toggle to "Active".

hubspot-sales-chrome-extension-settings
HubSpot Sales extension track email opens settings

I recommend you to validate "Log email" and "Track email" so you are sure every email you send and received are automatically logged and email tracking is activated also (emails synced will be visible in your contact's timeline).

You can also activate that only for contacts, companies or deals, tickets. I prefer to select every objects so HubSpot activities are attached to every important HubSpot objects.

If you have some emails you do not want to log, you can exclude domains.

PS: If you want to integrate with Outlook, you do not need to install another extension, you will have to use the Outlook extension.

Benefits

  1. Dispatch emails, arrange meetings, track emails and add tasks and appointments,
  2. Display and edit contact properties such as Lead Status or Lifecycle stage without leaving your Gmail account
  3. Use email templates, insert personalized tokens and track emails. This can help you improve your email open and click-through rates and build stronger relationships with your audience.
  4. Coordinate your tasks and meetings directly from your browser. You can create assignments, establish reminders, and monitor your progress.

How to Install

  1. Go to the Chrome Web Store and search for "HubSpot Sales." in the dialog box or go directly to the HubSpot Sales Chrome extension.
  2. Click "Add to Chrome" to download the extension.
  3. Authorize the extension's access.
  4. Start using Chrome extension by clicking on the orange sprocket icon in your browser.

PS: Ensure your Chrome browser is updated for optimal performance with these extensions. If you encounter issues or errors, start by clearing your browser's cache and cookies.

HubSpot Social Chrome Extension

The HubSpot Social Extension is a complimentary feature that enables you to administer your various social media profiles. Its purpose is to enhance productivity and conserve time by removing the necessity to alternate between distinct social media management tools. With HubSpot Social Extension, you can:

  • Schedule and publish your social media posts
  • Monitor your social media accounts and track your engagement
  • Engage with your followers and respond to their messages and comments
  • Use various social media tools, such as social media listening and social media analytics.

Benefits

By using HubSpot Social Extension, you can:

  1. Save Time: You can organize and post your content, oversee your accounts, and interact with your followers without juggling multiple tools. This promotes time-saving and enhances productivity.
  2. Plan and Publish Your Posts: Craft your content, determine the ideal posting time, and arrange for automatic publication. This assists in maintaining organization and consistency within your social media strategy.
  3. Monitor Your Social Media Accounts: Monitor the likes, shares, comments, and mentions your posts receive, and respond to them straight from your HubSpot. This keeps you informed about your audience and bolsters your social media presence.
  4. Use Social Media Analytics: Keep tabs on your social media performance, understand public opinion about your brand, and dissect your social media data. This aids in quantifying your social media ROI and fine-tuning your social media strategy.

How to Install

Installing and using HubSpot Social Extension is easy. Here's how you can do it:

  1. Go to your HubSpot account and navigate to the "Marketing" tab.
  2. Click on "Social" and then "Social Settings."
  3. Click on "Connect a Social Account" and choose the social media account you want to connect.
  4. Follow the instructions to connect your social media account to HubSpot.
  5. Start using HubSpot Social Extension by creating and scheduling your social media posts, monitoring your accounts, and using various social media tools.

HubSpot Developer Extension

The HubSpot Developer Extension is an indispensable tool for HubSpot developers, adding a plethora of convenient features to HubSpot.

This extension is designed to simplify HubSpot development by providing shortcuts, resources, and tools frequently used with HubSpot's query parameters.

With the HubSpot Developer Extension, you can:

  • Enable commonly used HubSpot query parameters like hsDebug, AMP, footer jQuery, and cache buster with a single click.
  • Test the effects of changes, such as moving jQuery to the footer, visually with the Google Page Speed Insights Tester.
  • Access frequently referenced areas in HubSpot developer documentation quickly.
  • Opt for a dark theme option for the Design Manager.
  • Add a developer menu to HubSpot navigation.
  • Resolve the issue of the dark theme cursor appearing on the dark theme code editor for Mac users.

Benefits

By using the HubSpot Developer Extension, you can:

  • Streamline Development: The extension provides shortcuts and tools that make HubSpot development more efficient and comfortable.
  • Enhanced Customization: Tailor your HubSpot experience with features like the dark theme for the Design Manager.
  • Stay Updated: The extension offers quick access to frequently referenced areas in HubSpot's developer documentation, ensuring you always have the latest information at your fingertips.

How to Set Up

  1. Visit the Chrome Web Store.
  2. Search for "HubSpot Developer Extension."
  3. Click "Add to Chrome" to install the extension.
  4. Access its features directly from your browser.

For those interested in contributing to the extension, especially in terms of translations (Spanish, German, Japanese), that you can assist on their GitHub page.

HubSpot LinkedIn Chrome Extension

Hublead is a tool that provides one of the best HubSpot LinkedIn integration. It's designed to help you streamline your marketing efforts by integrating your LinkedIn activities with your overall marketing strategy. With LinkedIn HubSpot Integration, you can:

linkedin to hubspot
Add Linkedin Contact to Hubspot in 1 click          
         
Hubspot fields in Linkedin integration
view all HubSpot properties in LinkedIn          
         
  • HubSpot data enrichment: Enrich your LinkedIn contacts with emails and phone numbers, save contact details to HubSpot.

Benefits

By using Hublead, you can:

  1. Automate Your Lead Generation and Nurturing Process: LinkedIn HubSpot Integration allows you to automate your lead generation and nurturing process.
  2. You can craft tailored LinkedIn advertisements, streamline your LinkedIn messaging, and establish processes for LinkedIn lead follow-ups. These functionalities contribute to boosting your productivity and improving the efficacy of your marketing efforts.
  3. Leverage LinkedIn Data for Personalized Marketing Initiatives: The integration of LinkedIn with HubSpot empowers you to utilize LinkedIn data for customizing your marketing campaigns. This could significantly enhance the personalized experience for your audience and boost conversion rates on your website.
  4. Monitor Your LinkedIn Actions: The integration enables you to oversee and track your LinkedIn activities such as likes, shares, comments, and mentions. This allows you to gauge the performance of your LinkedIn posts, track engagement with your audience, and respond to messages and comments directly from your HubSpot account. It keeps you informed about your audience's activities and bolsters your social media presence.
  5. LinkedIn Performance: The LinkedIn-HubSpot integration grants you the ability to evaluate your LinkedIn performance and fine-tune your strategy. Use these data to measure your performance of your click-through rates, conversion rates, and engagement rates.

How to Set Up

Connecting LinkedIn with HubSpot is easy. Here's how you can do it:

  1. Create an account on Hublead.
  2. Download the Hublead Chrome extension.
  3. Log in to your HubSpot account and grant access to the extension.
  4. Go to any Linkedin profiles and start using it and save time.

Frequently Asked Questions

What is HubSpot original source?

The HubSpot Original Source property identifies the first known source through which a contact interacted with your business. It tracks where leads come from, such as organic search, paid search, social media, or email marketing. This property is automatically set by HubSpot but can be manually updated on a contact record if needed.

How do I maintain clean deal data in HubSpot?

To maintain clean deal data in HubSpot, conduct regular data audits, delete and merge duplicate deals, and establish clear data entry guidelines. This will ensure accuracy and consistency in your deal data.

What are the benefits of automating deal creation in HubSpot?

Automating deal creation in HubSpot offers benefits such as improved data consistency, reduced manual intervention, and timely deal creation based on specific triggers, allowing the sales team to focus on strategic activities.

How can I assign deal owners in HubSpot?

You can assign deal owners individually by selecting an owner from the dropdown menu in the deal record or in bulk from the record's index page using the 'Assign' option. This allows for efficient management of ownership in HubSpot.

How do I set up deal stages in HubSpot?

To set up deal stages in HubSpot, go to Objects > Deals in the settings menu, access the pipeline editor, and customize deal stages to align with your sales process.

What are HubSpot deal properties?

HubSpot deal properties are metrics used to track and manage sales opportunities, including default properties like deal stage, amount, close date, and assigned owner, as well as custom properties tailored to specific business needs.

How can A/B testing improve my marketing funnel?

A/B testing can improve your marketing funnel by helping you compare different versions of marketing materials to find the most engaging and conversion-driving elements, ultimately leading to better funnel performance.

What are some CRO techniques I can use for different stages of the funnel?

For different funnel stages, you can use CRO techniques such as creating tailored content, measuring time between conversion milestones, and optimizing key conversion points like the homepage and lead magnets. Remember to test one variable at a time and base your optimizations on data.

Why is conversion analysis important in funnel reports?

Conversion analysis is important in funnel reports because it helps identify bottlenecks and stages where customers are not advancing, allowing businesses to optimize their marketing strategies and improve overall conversion rates.

How can I customize my HubSpot funnel report?

To customize your HubSpot funnel report, you can add, remove, or reorder deal stages to align with your sales process and apply custom filters for data analysis. Additionally, choose from different chart types for visual representation.

What is a funnel report in HubSpot?

A funnel report in HubSpot tracks a customer's journey from brand awareness to purchase, offering insights into conversion rates and marketing effectiveness at each stage of the sales funnel.

When to use workflows in HubSpot?

Workflows in HubSpot should be used to automate repetitive tasks, reduce user errors, and streamline your marketing efforts. By automating email sending and lead follow-ups, workflows help eliminate typos and ensure consistent communication.

How frequently should I review the performance of my HubSpot workflows?

You should regularly review the performance of your HubSpot workflows by monitoring key metrics and performance trends. Based on the data insights, make necessary adjustments to ensure continuous improvement and optimal efficiency.

How do I clean up workflows in HubSpot?

To effectively clean up your workflows in HubSpot, follow these steps:

  1. Audit Regularly
  2. Document Workflows
  3. Use Clear Naming Conventions
  4. Archive Old Workflows
  5. Delete Unnecessary Workflows
  6. Consolidate Where Possible
  7. Test and Optimize

By following these steps, you can maintain a clean, efficient, and effective workflow system in HubSpot.

Why is my workflow not working on HubSpot?

Errors can either be caused by how the workflow is set up or by issues with the enrolled records. To fix errors associated with a workflow, click Edit actions in the upper right to access the workflow editor.

How do I organize my HubSpot workflows?

Organize your workflows with folders

  1. In your HubSpot account, navigate to Automations > Workflows.
  2. In the top right, click the Folders tab.
  3. In the upper left, click Create folder.
  4. In the dialog box, enter the folder name. Then, click Save.

How do I ensure the data from LinkedIn remains accurate in HubSpot?

Regularly update and manually verify the LinkedIn information imported into HubSpot CRM to maintain accuracy and prevent data discrepancies. This will ensure that your data remains accurate and up-to-date.

Is the HubSpot LinkedIn Extension available to all HubSpot account tiers?

Yes, the HubSpot LinkedIn Extension is available to all HubSpot account tiers, allowing users to import LinkedIn conversations into HubSpot.

Can the HubSpot LinkedIn Extension help prevent duplicate contacts in my CRM?

Yes, the HubSpot LinkedIn Extension can prevent duplicate contacts in your CRM by checking for existing matches when importing contacts from LinkedIn.

Will my LinkedIn conversations automatically save in Hubspot CRM?

No, LinkedIn conversations will not automatically save in HubSpot CRM. You will need to manually log each conversation to your contact's record timeline.

Can I automatically import LinkedIn contacts into HubSpot?

Unfortunately, the HubSpot LinkedIn extension doesn't allow for automatic import of contacts from LinkedIn. You'll have to handle the import process manually.

How can I find the right HubSpot Platinum Partner for my business?

Utilize the HubSpot Partner Directory to search for agencies based on location, industry, services offered, and track record. Evaluate their certifications, client reviews, and ensure a good cultural fit with your business.

What are some of the exclusive resources available to HubSpot Platinum Partners?

HubSpot Platinum Partners have access to advanced sales and marketing tools, priority support, waivers for standard onboarding requirements, and invitations to participate in product betas and exclusive events. These resources provide a competitive edge in leveraging the HubSpot platform.

Can a HubSpot Platinum Partner help with migrating data from another CRM to HubSpot?

Yes, a HubSpot Platinum Partner can assist with migrating data from another CRM to HubSpot using the Data Migration Tool and their expertise in the process.

How do HubSpot Platinum Partners drive business growth?

HubSpot Platinum Partners drive business growth by utilizing data-driven marketing strategies, optimizing campaigns with HubSpot's analytics tools, personalizing customer journeys, and collaborating with HubSpot's sales teams to co-sell deals. These efforts significantly contribute to lead generation and overall business growth.

What exactly does a HubSpot Platinum Partner offer beyond CRM implementation?

A HubSpot Platinum Partner offers advanced CRM implementation, ongoing support, exclusive resources, tailored managed services, and continuous training programs to provide a comprehensive suite of services beyond CRM implementation.

How do I select the right HubSpot Elite Partner for my business?

To select the right HubSpot Elite Partner for your business, evaluate their expertise and track record in the HubSpot Solutions Directory, assess their successful implementations, and ensure their capabilities meet your evolving business needs.

What are some of the exclusive benefits of partnering with a HubSpot Elite Partner?

Partnering with a HubSpot Elite Partner grants you prioritized support, advanced post-sale customer strategy services, strategic growth planning, and early access to beta features and tools, which can significantly benefit your business.

Can a HubSpot Elite Partner support my business's global operations?

Yes, a HubSpot Elite Partner can provide tailored strategies and localized support to businesses across various regions, ensuring consistent service quality regardless of location.

How does working with a HubSpot Elite Partner impact my business's CRM implementation?

Working with a HubSpot Elite Partner can significantly improve your business's CRM implementation by providing a comprehensive and tailored approach, optimizing sales and marketing processes for transformative outcomes.

What distinguishes a HubSpot Elite Partner from other tiers?

A HubSpot Elite Partner stands at the pinnacle of the partner program, signifying a high level of sales achievements, expertise in managing HubSpot services, and providing advanced resources and targeted expertise to clients. They have demonstrated an unwavering dedication to client success and a commanding mastery of the platform.

Can you create multiple sales pipelines in HubSpot for different sales processes?

Yes, users with Sales Hub Starter, Professional, or Enterprise accounts in HubSpot can create multiple pipelines to manage distinct sales processes effectively.

Why is it important to define Marketing Qualified Leads (MQLs) and Sales Qualified Leads (SQLs)?

Defining MQLs and SQLs is important as it aligns the marketing and sales teams, focusing their efforts on leads most likely to convert, thus improving efficiency and conversion rates.

Can HubSpot track cross-selling and upselling opportunities?

Yes, HubSpot can track cross-selling and upselling opportunities by monitoring deal stages, ultimately helping to increase average order values and customer lifetime value.

How does HubSpot's predictive lead scoring enhance the sales process?

HubSpot's predictive lead scoring automates lead qualification, prioritizing leads based on behavior and engagement, allowing sales teams to focus on the most promising prospects. This enhances the sales process significantly.

What is the importance of the Awareness stage in the HubSpot Sales Funnel?

The Awareness stage is crucial as it marks the initial contact between potential leads and your brand, laying the foundation for future engagement by prompting leads to recognize a need or problem and consider your solution as a potential fit.

What are some key trends in customer service and support in HubSpot?

The future of customer service in HubSpot is being shaped by advanced technologies like AI, increasingly used for processing simple support requests. Embrace the trend to enhance your customer support capabilities!

How does HubSpot optimize the customer experience?

HubSpot optimizes the customer experience by utilizing its CRM and Marketing Hub, leading to a 39% increase in customer satisfaction and positive impact on customer retention. This helps in improving overall customer experience.

How does HubSpot help in lead generation?

HubSpot helps in lead generation by offering tactics such as webinars, virtual events, and using videos on landing pages to improve conversion rates by 80%. These strategies can significantly boost your lead generation efforts.

What is the role of content marketing in HubSpot?

Content marketing plays a crucial role in driving traffic, generating leads, and increasing sales for HubSpot users. It is a key strategy for achieving growth and success.

How has HubSpot's revenue grown over the years?

HubSpot's revenue has experienced significant growth, increasing from $883.03 million in 2020 to $2.6 billion in 2024. This remarkable expansion showcases the company's strong performance and potential for the future.

How can I track the success of my marketing efforts?

To track the success of your marketing efforts, use unique tracking codes like UTM parameters to generate detailed reports and analyze digital campaign performance. This will provide valuable insights into the effectiveness of your marketing strategies.

Do automated LinkedIn updates from HubSpot activities require additional setup within HubSpot?

Yes, automated LinkedIn updates from HubSpot activities require specific workflows to be set up within HubSpot to trigger these updates based on desired activities.

Can I manage LinkedIn Sales Navigator tasks through the HubSpot mobile app without the LinkedIn app installed?

No, it is recommended to have the LinkedIn app installed to manage LinkedIn Sales Navigator tasks effectively through the HubSpot mobile app, as the app will redirect to LinkedIn for certain actions.

How often are HubSpot blog posts shared on LinkedIn after setting up automatic sharing?

After setting up automatic sharing, HubSpot blog posts are shared on LinkedIn 15 minutes after being published on your website. This feature is useful for immediate and efficient sharing.

Is the Hublead Chrome extension necessary for importing LinkedIn contacts into HubSpot?

No, the Hublead Chrome extension is not necessary, but it provides a convenient, time-saving solution for importing LinkedIn contacts into HubSpot. It simplifies the process and helps ensure data accuracy.

Can I use LinkedIn Sales Navigator without a HubSpot account?

Yes, you can use LinkedIn Sales Navigator without a HubSpot account, but integrating it with HubSpot enhances its capabilities.

What should I do if I encounter a DKIM Record Invalid Error during setup?

To resolve a DKIM Record Invalid Error, review and correct your DNS settings, disable specific settings like CNAME flattening and proxy, and use HubSpot's domain setup interface to verify the setup.

Which tool should I choose for my team - Sequences or Workflows?

Choose Sequences if your team focuses on one-to-one communication with prospects, as they are owned by individual sales reps. Opt for Workflows for one-to-many communication, managed by marketing teams, to engage with leads and customers on a larger scale.

What are some practical uses for Sequences and Workflows?

Sequences can be used for personalized lead nurturing with tailored emails, while Workflows automate lead segmentation based on interactions.

Can I send automated emails with Sequences?

Yes, you can send automated emails with HubSpot Sequences. This feature reduces manual work by sending emails based on your set conditions. You can also personalize these emails to boost engagement with your customers and prospects.

How are HubSpot Workflows different from Sequences?

HubSpot Workflows primarily use marketing emails for broad, top-of-the-funnel communication, automating various tasks and nurturing leads en masse. In contrast, Sequences send personalized sales emails to bottom-of-the-funnel contacts, focusing on one-on-one engagements and follow-ups, making them ideal for closing deals and managing individual prospects.

What are HubSpot Sequences?

HubSpot Sequences allow sales representatives to automate or semi-automate sales activities, enhancing efficiency and engagement. As part of the HubSpot Sales Engagement Platform, Sequences offer tools to streamline follow-ups, personalize communication, and manage outreach, helping your team drive better sales engagement and close deals more effectively.

How do I use HubSpot for contact management?

To use HubSpot for contact management, begin by importing your contacts either manually or via a CSV file. Next, customize and segment your contacts using HubSpot’s properties and list-making features to organize them based on specific criteria like industry, behavior, or stage in the sales cycle. Finally, engage with your contacts using HubSpot’s tools for email campaigns, workflows, and tracking interactions to nurture relationships effectively.

Can HubSpot send contracts?

HubSpot can facilitate the sending of contracts when integrated with eSignature solutions like Fill. By connecting Fill's eSignature capabilities with HubSpot, you can customize, send, and sign contracts or quotes directly within the HubSpot platform. This integration streamlines the process of closing business deals, contracts, or sales transactions efficiently, allowing you to handle all steps from document customization to final signature without ever leaving HubSpot. This seamless interaction not only speeds up the agreement process but also enhances the overall user experience by keeping all related activities within a single system.

Does HubSpot have a contract management tool?

HubSpot itself doesn't offer a native contract management tool. However, you can seamlessly manage contracts within HubSpot by integrating it with a dedicated contract management software such as Juro. This integration allows you to handle the entire contract lifecycle— from creation to execution— directly within the HubSpot interface. By using Juro or DocuSign with HubSpot, you can streamline your contract processes without having to switch between different platforms, ensuring a more efficient workflow and better data synchronization across your sales and legal teams.

How can I ensure data consistency across platforms in HubSpot?

To ensure data consistency across platforms in HubSpot, keep property names and values consistent, configure sync settings, map fields, and resolve data conflicts.

What are the benefits of integrating contact properties with marketing campaigns?

Integrating contact properties with marketing campaigns allows for personalization, dynamic content, and improved audience understanding, ultimately leading to more effective marketing campaigns.

How can I use contact properties for lead scoring in HubSpot?

You can use contact properties like lead scores to enable effective lead scoring within HubSpot, allowing for better segmentation of records and more personalized marketing efforts.

How does agile pipeline management benefit sales teams using HubSpot?

Agile pipeline management with HubSpot enables sales teams to adapt quickly to market changes and internal strategy shifts, ensuring their strategies remain relevant and effective.

What are some advanced HubSpot pipeline management tactics?

To effectively manage your HubSpot pipeline, consider creating distinct pipelines for different sales processes, customizing deal cards, and using custom filters and views. This will help you analyze your pipeline in detail and optimize your sales strategies.

Why is it important to have separate pipelines for different sales processes?

It is important to have separate pipelines for different sales processes because it provides a clearer view of the customer journey for each process and allows for a more organized and efficient sales strategy. This can lead to better understanding of customer needs and improved sales performance.

How can I customize my sales pipeline stages in HubSpot?

To customize your sales pipeline stages in HubSpot, you can use the 'Add Stage' button to create new stages, edit stage names, and remove stages that are no longer relevant to your sales process. This allows you to tailor your pipeline to your unique sales cycle and customer journey.

What are the core components of a HubSpot sales pipeline?

The core components of a HubSpot sales pipeline are the deal stages representing a lead's journey, such as prospecting, lead qualification, and conversion, each with defined objectives and tailored strategies.

How can I measure the success of my HubSpot sequences?

You can measure the success of your HubSpot sequences by analyzing key metrics on a weekly basis. This will help you understand which strategies are working and which ones need improvement.

What are some examples of HubSpot sequences?

Some examples of HubSpot sequences include lead nurturing, post-webinar follow-up, customer onboarding, abandoned cart recovery, referral program promotion, trial-to-paid conversion, product launch announcement, renewal reminder, win-back campaign, and cross-selling and upselling. These are designed to engage and convert leads into customers.

How can I customize HubSpot sequences for my business?

To customize HubSpot sequences for your business, gather input from your sales team, integrate with external tools, and leverage HubSpot's automation features. This will help tailor the sequences to your specific business needs.

What is a HubSpot sequence?

A HubSpot sequence is a series of automated emails and tasks that nurture contacts over time, increasing efficiency and enhancing engagement with leads.

What are the benefits of HubSpot sequences?

HubSpot Sequences allow you to automate email marketing campaigns, personalize emails, automate follow-ups, elicit a response, and schedule meetings with prospects. This can help you save time and engage more effectively with your contacts.

What KPIs should I monitor in HubSpot?

In HubSpot, monitor the following key metrics to gauge performance: overall impressions, clicks, new contacts (leads), new deals, ad spend, Click-Through Rate (CTR), and Return on Investment (ROI). These metrics provide valuable insights into the effectiveness of your marketing efforts.

How do I track Facebook ads on HubSpot?

To track Facebook ads on HubSpot:

  1. Log in to your Facebook account.
  2. Review and accept the permissions by clicking 'Allow'.
  3. Select the Facebook Ad account you want to connect to HubSpot.
  4. Enable “Ad tracking”.

Can I run ads through HubSpot?

Yes, you can run ads through HubSpot. Connect your Google, Facebook, Instagram, and LinkedIn ad accounts to HubSpot to create, manage, and preview your ads directly within the HubSpot platform.

How much does it cost to reach 1000 people on Facebook ads?

On average, reaching 1000 people through Facebook ads costs around $12.07 to $14. This price covers 1,000 impressions and clicks.

Can you run Facebook ads through HubSpot?

Yes, you can run Facebook ads directly through HubSpot. HubSpot's built-in integration connects to your Facebook ad account, allowing you to create, manage, and analyze your campaigns seamlessly within the HubSpot ads tool. To get started, follow these steps:

  1. In your HubSpot account, click the settings icon in the top navigation bar.
  2. In the left sidebar menu, navigate to Marketing > Ads.
  3. Connect your Facebook ad account from the HubSpot Ads settings.

What is the difference between suppression lists and workflow goals?

Suppression lists exclude specific contacts from a workflow. On the other hand, workflow goals measure success and automatically unenroll contacts from workflows once they reached the goal.

What is a HubSpot Workflow?

HubSpot workflows automate email sending and lead follow-ups, minimizing user errors like typos. They help businesses scale their marketing efforts efficiently by eliminating the need to repeatedly create processes for each contact action, streamlining operations and improving consistency.

What are the five types of workflows you can create in HubSpot?

HubSpot provides five types of workflows:

  • Contact-based workflows.
  • Company-based workflows.
  • Deal-based workflows.
  • Ticket-based workflows.
  • Quote-based workflows.

How do I track the performance of a workflow in HubSpot?

To track the performance of a workflow in HubSpot, navigate to the "Performance" section in the left-hand menu. Here you can access key engagement metrics like email opens, clicks, and goal criteria. Additionally, review the workflow’s history and performance on the workflow details page or analyze its effectiveness using the enrollment history in the workflow editor.

How do I set a goal for a workflow HubSpot?

1. Go to Automation> Workflows in your HubSpot account and click on the name of your contact-based workflow.

2. Navigate to the Goals tab, click "Set goal," and define your criteria.

3; Click Save tofinalize your goal.

How can I set up scoring criteria in HubSpot?

To set up scoring criteria in HubSpot:

  1. Access Settings
  2. Navigate to Properties
  3. Scroll or search for "HubSpot score" or your custom score property, and click on the property name
  4. Click "Add criteria" under the Positive or Negative sections to set criteria that will add or subtract points from the score respectively.

By following these steps, you can effectively manage and tailor your lead scoring to prioritize the most valuable leads for your business.

Is HubSpot lead score automatically calculated?

Yes, HubSpot lead score can be automatically calculated using their proprietary AI-based algorithm, which assesses the potential for a lead to become a customer. No manual editing of lead scoring properties is permitted.

How does HubSpot help with the data audit process?

HubSpot helps with the data audit process by offering tools like the Custom Report Builder and Attribution Reporting, which streamline the process and provide valuable insights. Try using these features to make your data audit more efficient and insightful!

What should I focus on during a HubSpot data audit?

During your HubSpot data audit, focus on evaluating contact properties, deal stages, custom properties, engagement metrics, and website traffic analysis to identify areas for improvement and optimize your marketing strategy.

How often should I conduct a HubSpot data audit?

You should conduct a HubSpot data audit annually to ensure your data stays relevant and aligned with your business strategies. This will help you maintain the accuracy and effectiveness of your marketing efforts.

What is the benefit of HubSpot audit?

Conducting a HubSpot audit can offer valuable insights to improve website performance, lower bounce rates, enhance lead generation, and increase sales efficiency, all of which are essential for business growth and success.

How do I audit data in HubSpot?

To audit data in HubSpot, go to your account and click the settings icon in the main navigation bar. Then, under Data Management, select Audit Logs to review and filter data categories and user actions. This will help you ensure that your data is accurate and up to date.

How do I optimize my HubSpot website?

To optimize your HubSpot website, upload appropriately sized non-webp images, use fewer images per page, and employ the right image format, such as SVGs when possible. This will help improve your website's performance and user experience.

Is HubSpot SEO worth it?

Yes, HubSpot SEO is worth it because it offers a range of features that are beneficial for optimizing your website's search engine performance. With tools like built-in SEO capabilities and page optimization reminders, it can significantly improve your SEO efforts.

Does HubSpot have an SEO tool?

Yes, HubSpot provides a built-in SEO tool as a part of its Marketing Hub, allowing you to optimize website pages and access additional resources like the Website Grader tool and free SEO courses. This integration ensures that you can enhance your inbound marketing efforts seamlessly.

What is CRM optimization?

CRM optimization is all about improving productivity and efficiency by compiling data, enhancing customer relationships, and refining business processes. It ultimately leads to a better return on investments and a more streamlined sales funnel.

How do I maximize HubSpot CRM?

To maximize HubSpot CRM, keep your data organized, create custom fields, clean your data, use workflows, integrate with other systems, and monitor key performance indicators. Additionally, clean and update your data regularly, customize and streamline workflows, integrate with other systems, use data analytics and reporting, and train and educate your team to optimize your CRM and ensure accuracy and completeness.

Is it possible to import LinkedIn conversations automatically?

Yes whenever your open a chat on LinkedIn or Sales Navigator, Hublead will sync LinkedIn messages to HubSpot automatically.

What are some strategies to prevent duplicate contacts?

To prevent duplicate contacts, you can use data quality automation in HubSpot's Operations Hub and create unique custom properties, while also consolidating and standardizing data fields to avoid inconsistent entries. These strategies help maintain clean and accurate contact records.

How does duplicate data affect my business operations?

Duplicate data can significantly impact your business operations by leading to inaccurate reports, inefficient allocation of resources, and unrealistic sales targets. It can also result in multiple sales representatives being assigned to the same contact, causing unnecessary confusion and redundancy.

How do Hublead log LinkedIn invites?

LinkedIn invites are collected automatically while you're browsing LinkedIn or Sales Navigator. We log every LinkedIn invitation sent and accepted as a custom event on HubSpot so you can create reports and lists in HubSpot.

What makes HubSpot workflows so efficient in lead assignment?

HubSpot workflows automate lead assignment using specific criteria, such as geographic territory or product interest, to ensure leads are handled by the most suitable sales rep, streamlining follow-ups and increasing the chances of conversion. This makes the lead assignment process efficient and effective.

What are workflows used for in HubSpot?

Workflows in HubSpot are used to reduce user error when sending emails and following up with leads, as well as to scale marketing initiatives efficiently. They prevent the need for manually repeating tasks for every contact.

What is the difference between a sequence and a workflow in HubSpot?

In HubSpot, the main difference between a sequence and a workflow is the type of emails they send. Sequences send sales emails from your connected inbox, while workflows use marketing emails for automation. Both can be customized in the email editor.

How do I organize my HubSpot workflows?

To organize your HubSpot workflows, create folders and move the workflows into them. Simply enter the folder name, select the workflows, and move them into the designated folder.

What information Hublead imports when I add a new contact?

Hublead will import:

  • First name
  • Last name
  • LinkedIn URL
  • Job title
  • Profile picture
  • City
  • Country
  • LinkedIn URL