The best 24 HubSpot Tips and Tricks in 2024

Dive into best practices, a treasure trove of HubSpot tips ranging from workflows automation to essentials like integrations, lead scoring, smart content, and even some free templates to get you started!

Having spent years using HubSpot CRM, I’m here to share tricks I discovered.

For personalized guidance, feel free to reach out to a HubSpot consultant to clarify doubts and seek advice for utilizing the HubSpot software effectively.

1. Use LinkedIn Integrations

Integrations come in various forms, enhancing your user experience and streamlining processes.

Here's a deeper dive into some of them:

• Native Integration with Sales Navigator: This direct integration offered by HubSpot connects your HubSpot CRM with LinkedIn's Sales Navigator, allowing for an integrated prospecting experience without constant switching from one platform to the other.

Here is a video showing different features of the LinkedIn Sales Navigator integration with HubSpot :

• Sales Navigator and LinkedIn via Hublead: Hublead is a Chrome plugin that imports contacts from LinkedIn directly into HubSpot and synchronizes LinkedIn messages with HubSpot, ensuring seamless communication recording.

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Pro Tip: Regularly update and maintain these integrations to ensure continuous synchronization and accurate data flow between platforms.

2: Simplify Sales Process with Snippets

Snippets are concise, pre-written phrases you can embed into emails or chats using a simple “#” command. As part of HubSpot CRM tips, they streamline communication, saving time while maintaining a personal touch.

To create a snippet :

1. Log in your HubSpot account
2. Navigate to Library > Snippets.
3. In the upper right corner, click Create snippet.
4. In the Internal name field enter a name for the snippet.
5. In the Snippet text enter the body of your snippet.
6. Enter a name for the snippet shortcut in the Shortcut field. This shortcut will be used to insert the snippet in a record, email template, live chat conversation, or when logging an activity.
7. When you’ve finished creating your snippet, click Save snippet.

See the image below for a good example :

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Recommendation :

Sales Discovery Snippet: Set up a sales discovery snippet for inbound leads to ensure no key questions are missed and to aid in noting down crucial information in HubSpot, ultimately helping seal more deals.

There are many sales frameworks available, such as SPIN Selling, BANT, MEDDIC, and ANUM. I particularly favor the SPIN framework for its simplicity and effectiveness.

Here's a glimpse into the snippets you can craft based on this approach:

Pro Tip: Regularly review and update your snippets to ensure they remain relevant and effective in addressing common queries and enhancing communication efficiency.

3: Use HubSpot's Workflows

Workflows are the backbone of efficient inbound marketing. Use them to segment leads based on behavior and nurture relationships through personalized content.

To get started creating a workflow:

• In your HubSpot account, navigate to Automations > Workflows.

You can create a new workflow from scratch or from a template:

• To create a new workflow from scratch, in the upper right, click Create workflow > From scratch.

• To create a new workflow from a template, in the upper right, click Create workflow > From template.

• To edit or clone existing workflows, hover over the workflow and click Clone or Edit. 

Recommendations :

• Integrate lead scoring within your workflows to prioritize high-value prospects and ensure your team's efforts are laser-focused. Segmenting leads based on their engagement and behavior can significantly improve conversion rates.
• Use HubSpot integrations such as Google Sheet to make your workflows even more powerful.

Pro Tip: Regularly audit and refine your workflows to ensure they align with your evolving marketing strategies and goals.

4: HubSpot Lead Scoring

HubSpot's lead scoring system helps you identify and prioritize potential customers. Use both manual and predictive lead scoring to maximize its effectiveness.

Key Properties:

• Likelihood to Close: Indicates a contact's probability of converting within 90 days.
• Contact Priority: Segments leads into tiers based on their close probability, helping you focus on the most promising prospects.

You can also develop your own lead scoring by creating a custom score property to qualify your leads.

For a step-by-step demonstration, watch this video on how to create a custom score property and make reports with the collected data. This video guides you through the entire process, making it easy to follow and implement.

Pro Tip: Combine lead scoring with regular data enrichment to keep your scoring criteria accurate and up-to-date.

5: HubSpot CRM's New Capabilities

HubSpot’s CRM tracks your marketing efforts with default contact properties like Original Source and Original Source Drill-Downs, providing detailed insights into where your leads came from.

• Original Source: It shows where your leads first came from by identifying the first page they visited. If there are UTMs (Urchin Tracking Modules) in the URL, HubSpot can tell whether the traffic is organic or paid.
• Original Source Drill-Downs: Drill-down 1 displays the specific search term from paid searches (utm_term), and drill-down 2 reveals the campaign name (utm_campaign).

The following table shows the Original source or Latest source values and the possible Source drill-down values included in each category:

Recommendation :

• UTMs for Data Collection: Ensure your landing pages use the right UTMs for accurate data collection and assessment of your marketing campaigns. This helps in tracking the effectiveness of different campaigns and channels.

6: Make the most of Integrations

HubSpot's marketplace offers over 1,000 integrations that can enhance your CRM, such as connecting your calendar to HubSpot.

Popular apps include Hublead, Store Leads, BuiltWith, and Apollo.

Recommendation :

• Check out our comprehensive guide on top HubSpot data enrichment tools to discover powerful integrations available. These tools can help you enhance the quality and depth of your contact data.

Pro Tip: Periodically review your integrations to ensure they are still meeting your business needs and are properly configured.

7: Marketing Automation with HubSpot

Use HubSpot's workflows to deliver tailored content based on the lead's business type.

For instance, if a lead from a consulting firm fills out a form, trigger a series of emails with insights specifically for the consulting industry.

This is made possible by leveraging the company properties in HubSpot to customize content based on the lead's sector. This ensures that your messaging is always relevant and targeted.

You can also customize content based on contact properties such as the "Date of last meeting booked in meetings tool," ensuring your messaging is timely and effective.

Pro Tip: Regularly review and update your automation rules to ensure they remain relevant and effective.

8: Smart Content in HubSpot CMS

Smart Content tailors your website's content to the unique characteristics of each visitor allowing you to showcase targeted offers, testimonials, or calls-to-action that are most likely to engage and convert that specific user, enhancing personalization and engagement.

How to Leverage:

• Visitor Segmentation: Segment your audience based on various criteria such as location, lead status, lifecycle stage or device type, and display dynamic content that speaks directly to each group.

Learn more about how to add smart content rules to an email or to a landing page by watching this video :

Advantages :

• Effortless Management: Add and edit rules directly in the content editor, preview content variations, and publish changes with just a few clicks.

Pro Tip: Continuously test and refine your smart content rules to improve personalization and engagement.

9: HubSpot’s Social Media Tool

With the HubSpot Social Media Tool bulk upload and schedule up to 300 posts across major platforms like Facebook, Instagram, Twitter, and LinkedIn, allowing you to easily manage your different social medias.

Characteristics :

• Prepare and schedule content in advance, transforming your workflow from reactive to proactive.
• Use HubSpot's easy-to-use template to bulk upload content.

• Review and refine your posts through the 'Uploaded' tab to ensure polished content.

Pro Tip: Regularly review and update your social media content to keep it relevant and engaging.

Incorporate HubSpot’s Social Media Tool into your strategy to enhance your social media marketing efficiency.

10: Personas in HubSpot Forms

By integrating personas into your forms, you can gather critical information that tailors your marketing efforts to different audience segments.

Here is a step-by-step tutorial on how to create and edit a persona on HubSpot :

How to Implement It :

• Creating Persona-Based Forms: Use the form editor to add fields relevant to your personas and segment respondents accordingly using HubSpot’s automation tools.
• Watch this video tutorial on how to classify new leads by persona in HubSpot forms:

Pro Tip: Regularly review and update your personas to ensure they accurately reflect your target audience.

11: HubSpot's Task Queues

Organize your tasks into queues based on priority, type, or stage in the sales process, ensuring up-to-date information for your teams and optimizing their performance for a productive workflow.

Characteristics :

• Organize Your Tasks: Within HubSpot, navigate to Sales > Tasks, and start organizing your tasks into queues.

• Efficient Workflow: Customize each queue to fit your daily routine and integrate with your calendar and email for seamless task execution.

Below you will find a step-by-step demonstration of how to create task queues and manage your tasks efficiently in HubSpot:

Pro Tip: Regularly review and update your task and task queues to ensure they remain relevant and effective.

12: Landing Pages that Convert

Create compelling landing pages using HubSpot templates and customize them with catchy titles, clear URLs, and meta descriptions.

Recommendation :

• Tracking and Integrations: Use native tracking URL tools and integrate HubSpot with LinkedIn Ads, Google Ads, or Meta Ads to track marketing efforts. This helps you understand the effectiveness of your landing pages and optimize them accordingly.

Pro Tip: Don't forget to set a featured image that represents the content of your landing page; this image will be displayed when your page is shared on social media, contributing to a stronger brand presence.

13: Crafting Impactful CTAs

Create Call to Actions (CTAs) that stand out with action-oriented language, customized design, and strategic placement.

For example use phrases like "Get started," "Learn more," or "Join us today" istead of the basic "Click here."

Recommendation :

• A/B Testing: Leverage HubSpot’s A/B testing feature to test different messages, colors, size, font or placements, and use personalized CTAs for higher conversion rates.
• Placement: Position your CTAs where they're most likely to be seen and clicked—above the fold, at the end of blog posts, or interspersed within content.

Pro Tip: Regularly review and update your CTAs to ensure they remain relevant and effective.

Here is a step-by-step demontration on how to create a call-to-action in HubSpot :

14: Navigating SEO Recommendations

Use HubSpot’s built-in SEO tools for real-time optimization recommendations, such as meta descriptions, image alt texts, and internal linking opportunities.

Recommendation :

• Consistently apply HubSpot’s SEO recommendations to drive organic traffic and improve content visibility. This helps ensure your content ranks well in search engines.

Pro Tip: Regularly review and update your SEO strategy to ensure it remains relevant and effective.

15: Maximizing Marketing Campaigns

Use HubSpot’s marketing campaign tool to track and manage all campaign elements such as emailand landing pagees from a single dashboard.

Recommendation :

• Holistic Campaign Management: Align content, CTAs, and outreach under one campaign umbrella to measure collective impact and refine strategies for better ROI.

16: Learn with HubSpot Academy

Take advantage of HubSpot Academy’s courses, certifications, and tutorials to stay updated on inbound marketing, sales, and customer service strategies.

Recommendation :

• Invest time in these courses to leverage your skills and leverage the HubSpot platform to its fullest potential. This helps ensure you are using HubSpot’s tools and features effectively.

Pro Tip: Regularly review and update your knowledge to ensure you remain current with the latest trends and best practices.

17: Optimizing HubSpot's Lead Flows

Implement lead flows, HubSpot's pop-up form tool, to present tailored, timely content to users, converting browsing into actionable leads.

Recommendation :

• Behavior-Based Offers: Use lead flows to offer content based on user behavior like eBooks for people interested in your blog or discount codes for long-page stayers . This helps increase engagement and conversion rates.

Pro Tip: Regularly review and update your lead flows to ensure they remain relevant and effective.

18: Onboarding Partner Agency

Consider hiring a HubSpot Partner Agency to unlock the platform’s full potential through expert guidance and implementation strategies.

Benefits:

• Expert Guidance: Agencies can audit your usage, suggest improvements, and implement strategies to maximize ROI. They bring a wealth of experience and best practices, customizing onboarding for marketing, sales, and customer service teams to ensure proficiency in HubSpot.

Pro Tip: Regularly review and update your relationship with your partner agency to ensure you are getting the most value. Arrange feedback sessions to address any questions, setting a solid foundation for your team’s HubSpot journey.

Watch this video to learn more about the onboarding process in HubSpot :

19: HubSpot Sales Meetings Tools

Simplify meeting scheduling with HubSpot’s Meetings tool, allowing prospects or clients to book slots based on your availability.

Benefit :

• Integrate with your calendar to avoid double bookings and provide a seamless booking experience. This helps ensure a positive first interaction with your brand.

20: Email List Segmentation

Create General Data Protection Regulation (GDPR)-compliant email subscriptions and segment contacts based on behavior, purchase history, and lifecycle stage for targeted email campaigns.

Recommendation :

• Ensure clarity and transparency in your opt-in forms and provide an easy unsubscribe process to maintain trust. This helps ensure your email list remains clean and engaged.
• With HubSpot craft diverse subscription categories like 'Product Updates', 'Event Invites', or 'Exclusive Deals'.

Pro Tip: Regularly review and update your email segmentation strategy to ensure it remains relevant and effective.

For a step-by-step demonstration, watch this video on "List Segmentation in Hubspot". This video guides you through the entire process and gives you example, making it easy to follow and implement.

21: Custom Reporting

Use HubSpot's custom reporting tool to create dashboards that highlight metrics relevant to your goals.

Benefit :

• Track the performance of specific campaigns, monitor sales activities, and analyze website traffic sources for informed decision-making. This helps ensure you have the insights needed to drive growth.

22: Lifecycle Stage-Based Email Campaigns

Use personalization tokens and segmentation tools to create targeted email campaigns based on lifecycle stages.

Benefit :

• Insert contact’s personal data automatically using HubSpot's personalization tokens, such as their first name, company, or recent activity.
• Send targeted emails to specific segments for higher engagement rates. This helps ensure your messaging is relevant and effective, making recipients feel valued and increasing open rates.

Recommendation :

• Consider referencing recent purchases or events they attended to add a personalized touch.

For a step-by-step demonstration, watch this video on "Using HubSpot Personalization Tokens to Customize Emails". This video guides you through the entire process, making it easy to follow and implement.

24. Built-in Analytics

Leverage HubSpot’s built-in analytics to track and record your entire customer journey, from website visits to email interactions. Leverage the Google Analytics' integration to get even more details about your campaign performance.

Recommendation :

• Use custom reports to evaluate marketing campaign performance and make data-driven decisions. This helps ensure you have a clear understanding of your customer’s journey.