Craig Bailey
@craigbailey.bsky.social
Use HubSpot Better.
I post quick HubSpot tips.
Also: Search for "HubShots" on YouTube or visit: https://www.youtube.com/@HubShots
I post quick HubSpot tips.
Also: Search for "HubShots" on YouTube or visit: https://www.youtube.com/@HubShots
Reminder: the updated HubSpot Menu means you can now bookmark the Target Accounts item.
(It's the simple things!)
(It's the simple things!)
June 13, 2025 at 5:02 AM
Reminder: the updated HubSpot Menu means you can now bookmark the Target Accounts item.
(It's the simple things!)
(It's the simple things!)
Reminder: Sync properties are handy for keeping data updated across objects eg a Contact property is kept updated on associated Tickets
(Total number of sync properties available in your portal depends on your subscription, and is combined with calculated properties. 40 in Pro, 200 in Enterprise.)
(Total number of sync properties available in your portal depends on your subscription, and is combined with calculated properties. 40 in Pro, 200 in Enterprise.)
June 11, 2025 at 4:35 AM
Reminder: Sync properties are handy for keeping data updated across objects eg a Contact property is kept updated on associated Tickets
(Total number of sync properties available in your portal depends on your subscription, and is combined with calculated properties. 40 in Pro, 200 in Enterprise.)
(Total number of sync properties available in your portal depends on your subscription, and is combined with calculated properties. 40 in Pro, 200 in Enterprise.)
Reminder: the Deal Stage 'time' properties can be confusing.
Especially when a deal goes back and forth into a stage.
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Especially when a deal goes back and forth into a stage.
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June 9, 2025 at 11:43 PM
Reminder: the Deal Stage 'time' properties can be confusing.
Especially when a deal goes back and forth into a stage.
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Especially when a deal goes back and forth into a stage.
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Reminder: you can use the Action Types filter to find HubSpot workflows that use external or marketplace integrations.
June 9, 2025 at 1:04 AM
Reminder: you can use the Action Types filter to find HubSpot workflows that use external or marketplace integrations.
This is a total game changer!
HubSpot now has a Priority property on Deals.
You can use this to filter and sort in Views, to keep you focussed on the most important deals in your pipeline.
This is insane! 🔥
OK, so obviously this isn't new (it's been there right from the start).
HubSpot now has a Priority property on Deals.
You can use this to filter and sort in Views, to keep you focussed on the most important deals in your pipeline.
This is insane! 🔥
OK, so obviously this isn't new (it's been there right from the start).
May 21, 2025 at 8:01 AM
This is a total game changer!
HubSpot now has a Priority property on Deals.
You can use this to filter and sort in Views, to keep you focussed on the most important deals in your pipeline.
This is insane! 🔥
OK, so obviously this isn't new (it's been there right from the start).
HubSpot now has a Priority property on Deals.
You can use this to filter and sort in Views, to keep you focussed on the most important deals in your pipeline.
This is insane! 🔥
OK, so obviously this isn't new (it's been there right from the start).
Quick reminder that you can easily set the Sort Order on Deal Views.
Typical properties to sort on include:
- Close Date
- Last Activity Date
- Priority
Bonus: Sort order gets saved as part of the View as well.
Typical properties to sort on include:
- Close Date
- Last Activity Date
- Priority
Bonus: Sort order gets saved as part of the View as well.
May 19, 2025 at 11:21 PM
Quick reminder that you can easily set the Sort Order on Deal Views.
Typical properties to sort on include:
- Close Date
- Last Activity Date
- Priority
Bonus: Sort order gets saved as part of the View as well.
Typical properties to sort on include:
- Close Date
- Last Activity Date
- Priority
Bonus: Sort order gets saved as part of the View as well.
This request came from a client recently - they wanted to see a list of their highest revenue clients over the years in HubSpot.
Using Custom Reports and choosing the Pivot table option, this is reasonably straightforward.
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Using Custom Reports and choosing the Pivot table option, this is reasonably straightforward.
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April 13, 2025 at 11:55 PM
This request came from a client recently - they wanted to see a list of their highest revenue clients over the years in HubSpot.
Using Custom Reports and choosing the Pivot table option, this is reasonably straightforward.
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Using Custom Reports and choosing the Pivot table option, this is reasonably straightforward.
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Reminder: if you have an Enterprise Hub in HubSpot you can access a detailed Audit Log.
For example: I like to check what kinds of things are getting Deleted or Archived in portals - it can sometimes highlight processes that need improving (eg users are having trouble creating things correctly).
For example: I like to check what kinds of things are getting Deleted or Archived in portals - it can sometimes highlight processes that need improving (eg users are having trouble creating things correctly).
April 4, 2025 at 7:03 AM
Reminder: if you have an Enterprise Hub in HubSpot you can access a detailed Audit Log.
For example: I like to check what kinds of things are getting Deleted or Archived in portals - it can sometimes highlight processes that need improving (eg users are having trouble creating things correctly).
For example: I like to check what kinds of things are getting Deleted or Archived in portals - it can sometimes highlight processes that need improving (eg users are having trouble creating things correctly).
Reminder: you can set personalisation for Sender name and email in HubSpot Marketing emails.
eg set them to be based on the Owner of the Contact
eg set them to be based on the Owner of the Contact
April 3, 2025 at 4:45 AM
Reminder: you can set personalisation for Sender name and email in HubSpot Marketing emails.
eg set them to be based on the Owner of the Contact
eg set them to be based on the Owner of the Contact
Reminder: the Buyer Intent tool in HubSpot continues to improve.
You can auto-add companies (based on a View criteria) in and enrol in Workflows (eg for internal notifications).
You can auto-add companies (based on a View criteria) in and enrol in Workflows (eg for internal notifications).
March 31, 2025 at 7:41 AM
Reminder: the Buyer Intent tool in HubSpot continues to improve.
You can auto-add companies (based on a View criteria) in and enrol in Workflows (eg for internal notifications).
You can auto-add companies (based on a View criteria) in and enrol in Workflows (eg for internal notifications).
Reminder: you can set the Default page that HubSpot navigates to after logging in.
For me, this has always been set to Dashboards.
But I’m close to changing it to be Marketing Home.
For me, this has always been set to Dashboards.
But I’m close to changing it to be Marketing Home.
March 28, 2025 at 7:03 AM
Reminder: you can set the Default page that HubSpot navigates to after logging in.
For me, this has always been set to Dashboards.
But I’m close to changing it to be Marketing Home.
For me, this has always been set to Dashboards.
But I’m close to changing it to be Marketing Home.
Reminder: you can create Tags that show against Tickets in HubSpot.
Handy for highlighting VIP clients, or specific conditions to be aware of when providing support.
Handy for highlighting VIP clients, or specific conditions to be aware of when providing support.
March 27, 2025 at 6:26 AM
Reminder: you can create Tags that show against Tickets in HubSpot.
Handy for highlighting VIP clients, or specific conditions to be aware of when providing support.
Handy for highlighting VIP clients, or specific conditions to be aware of when providing support.
Reminder: you can view the size of a HubSpot List over time from the Performance tab
And it's not just for lists that are increasing over time. eg this one show an engagement based list (site visit in last 10 days) - you can see the effect of campaigns (eg email) on the visits by contacts over time
And it's not just for lists that are increasing over time. eg this one show an engagement based list (site visit in last 10 days) - you can see the effect of campaigns (eg email) on the visits by contacts over time
March 26, 2025 at 7:41 AM
Reminder: you can view the size of a HubSpot List over time from the Performance tab
And it's not just for lists that are increasing over time. eg this one show an engagement based list (site visit in last 10 days) - you can see the effect of campaigns (eg email) on the visits by contacts over time
And it's not just for lists that are increasing over time. eg this one show an engagement based list (site visit in last 10 days) - you can see the effect of campaigns (eg email) on the visits by contacts over time
Reminder: you can create a Report straight from a View in #HubSpot.
From the All Views listing, simply hover over a View
From the More actions menu, select Create Report
From the All Views listing, simply hover over a View
From the More actions menu, select Create Report
March 25, 2025 at 7:39 AM
Reminder: you can create a Report straight from a View in #HubSpot.
From the All Views listing, simply hover over a View
From the More actions menu, select Create Report
From the All Views listing, simply hover over a View
From the More actions menu, select Create Report
Reminder: focus on what you can control.
I originally prepared this slide as part of an All Staff presentation.
But I've set a little reminder for myself. I find it useful to come back to it every few weeks.
It doesn't take long for daily pressures to crowd us out mentally.
I originally prepared this slide as part of an All Staff presentation.
But I've set a little reminder for myself. I find it useful to come back to it every few weeks.
It doesn't take long for daily pressures to crowd us out mentally.
March 22, 2025 at 7:25 AM
Reminder: focus on what you can control.
I originally prepared this slide as part of an All Staff presentation.
But I've set a little reminder for myself. I find it useful to come back to it every few weeks.
It doesn't take long for daily pressures to crowd us out mentally.
I originally prepared this slide as part of an All Staff presentation.
But I've set a little reminder for myself. I find it useful to come back to it every few weeks.
It doesn't take long for daily pressures to crowd us out mentally.
Reminder: you can easily Split lists in HubSpot.
Ideal for when you need to be careful sending emails to a large list.
You can create up to 10 smaller lists (I usually choose to Distribute equally).
Ideal for when you need to be careful sending emails to a large list.
You can create up to 10 smaller lists (I usually choose to Distribute equally).
March 21, 2025 at 7:06 AM
Reminder: you can easily Split lists in HubSpot.
Ideal for when you need to be careful sending emails to a large list.
You can create up to 10 smaller lists (I usually choose to Distribute equally).
Ideal for when you need to be careful sending emails to a large list.
You can create up to 10 smaller lists (I usually choose to Distribute equally).
Reminder: you can pin/unpin a Note to the top of an object timeline in HubSpot.
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March 20, 2025 at 7:23 AM
Reminder: you can pin/unpin a Note to the top of an object timeline in HubSpot.
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Reminder: you can filter HubSpot Files by Type (eg just list Videos or Documents).
Often documents are named similarly to images, and you're just trying to find the PDF - so filtering by Documents is handy.
That's it. That's the tip.
Often documents are named similarly to images, and you're just trying to find the PDF - so filtering by Documents is handy.
That's it. That's the tip.
March 19, 2025 at 7:43 AM
Reminder: you can filter HubSpot Files by Type (eg just list Videos or Documents).
Often documents are named similarly to images, and you're just trying to find the PDF - so filtering by Documents is handy.
That's it. That's the tip.
Often documents are named similarly to images, and you're just trying to find the PDF - so filtering by Documents is handy.
That's it. That's the tip.
You've sent your NPS Survey from #HubSpot.
Automate follow up items (eg: tasks, emails, CRM actions) based on the NPS response from contacts.
Automate follow up items (eg: tasks, emails, CRM actions) based on the NPS response from contacts.
March 18, 2025 at 7:29 AM
You've sent your NPS Survey from #HubSpot.
Automate follow up items (eg: tasks, emails, CRM actions) based on the NPS response from contacts.
Automate follow up items (eg: tasks, emails, CRM actions) based on the NPS response from contacts.
Reminder: it's easy to block HubSpot pages from showing up in Google (Eg Thank You pages).
Simply add this in the Advanced Settings of the page:
<meta name="robots" content="noindex">
Simply add this in the Advanced Settings of the page:
<meta name="robots" content="noindex">
March 17, 2025 at 9:00 AM
Reminder: it's easy to block HubSpot pages from showing up in Google (Eg Thank You pages).
Simply add this in the Advanced Settings of the page:
<meta name="robots" content="noindex">
Simply add this in the Advanced Settings of the page:
<meta name="robots" content="noindex">
March 15, 2025 at 3:36 AM
Reminder: in HubSpot you can automatically set the initial Close Date on a new Deal.
We usually recommend turning this on to clients, since Close Date is important for forecasting processes. Plus you can always set a default way in the future (eg 120 days) if unsure.
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We usually recommend turning this on to clients, since Close Date is important for forecasting processes. Plus you can always set a default way in the future (eg 120 days) if unsure.
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March 13, 2025 at 11:42 PM
Reminder: in HubSpot you can automatically set the initial Close Date on a new Deal.
We usually recommend turning this on to clients, since Close Date is important for forecasting processes. Plus you can always set a default way in the future (eg 120 days) if unsure.
1/2
We usually recommend turning this on to clients, since Close Date is important for forecasting processes. Plus you can always set a default way in the future (eg 120 days) if unsure.
1/2
In the HubSpot Lead Scoring app you can use Associated Notes in scoring groups.
Wondering if anyone has some good use cases for this that they've found helpful?
(My screenshot is just a contrived example, I haven't actually used it in practice yet.)
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Wondering if anyone has some good use cases for this that they've found helpful?
(My screenshot is just a contrived example, I haven't actually used it in practice yet.)
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March 11, 2025 at 3:53 AM
In the HubSpot Lead Scoring app you can use Associated Notes in scoring groups.
Wondering if anyone has some good use cases for this that they've found helpful?
(My screenshot is just a contrived example, I haven't actually used it in practice yet.)
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Wondering if anyone has some good use cases for this that they've found helpful?
(My screenshot is just a contrived example, I haven't actually used it in practice yet.)
1/2
Reminder: you can easily compare email metrics in HubSpot.
Open a sent email and then choose Compare from the Actions menu.
Open a sent email and then choose Compare from the Actions menu.
March 10, 2025 at 7:52 AM
Reminder: you can easily compare email metrics in HubSpot.
Open a sent email and then choose Compare from the Actions menu.
Open a sent email and then choose Compare from the Actions menu.