4 min read

Episode 136: Zoho Reports, Chat Bots, Lead Flows, Future of Google

Welcome to Episode 136 of HubShots!

Welcome to HubShots, APAC's number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.

This episode we look at HubSpot’s continued focus on Lead Flows and Bots, recommend some HubSpot Community suggestions, think through Google’s experiments and future plans, drill into Zoho Reports, and consider user behaviour when Facebook has an outage.

Listen to the episode here: https://soundcloud.com/hubshots/136-zoho-reports-chat-bots-lead-flows-future-of-google

Welcome to HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ

Join the Facebook group here: https://www.facebook.com/groups/hubshots/

Recorded: Wednesday 26 September 2018 | Published: Thursday 27 September 2018

Shot 1: Inbound Thought of the Week

Loren Scott (Principal Sales Engineer at HubSpot) quoted at the Sydney HubSpot User Group about the future of HubSpot.

HubSpot will be more than just a platform to use, it will be a platform to build on.

Shot 2: HubSpot Marketing Feature of the Week

Lead Flows continue to improve


In particular, pre-select field selections used in the lead flow.

Takeaway: Lead Flows continue to get love from HubSpot.

Something I’d like to see: Ability to target display of Lead Flows using the same options as chat (targeted messages) eg keep the existing URL targeting, but also add options similar to:


Shot 3: HubSpot Gotcha of the Week

HubSpot Branding on Bot chat transcripts

HubSpot sends chat transcripts to contacts, but they can’t be branded, and even worse they include big fat HubSpot branding!



We lost a customer to Drift this week because of it.

Gotcha Follow Up from Episode 135


Speaking of bots a follow up from Support about the issue I was having with bots crashing in the ‘blog re-subscribe when opted out’ bot sequence.

Good news: HubSpot has fixed the error

Bad news: they just skip the process and don’t even inform the visitor about not being subscribed

Nice way of saying: Nope

hubspot support

Speaking of community ideas worth upvoting, here’s three:




Shot 4: Marketing Tip of the Week

Training: Fundamentals of Conversational Growth Strategy

HubSpot Learning Center

Learn the fundamentals of 1:1 messaging strategy and how to develop one for your business.

Should be easy to do in a day.  Has 3 lessons with 57 minutes of video content.


Shot 5: HubSpot Sales Feature of the Week

Zoho Reports Integration - though HubSpot Connect


Why we used this originally was to get some detailed sales reports for a weekly sales meeting that was sorted by lead status and create date.

It involved setup up the data you wanted to sync and then creating a custom query to get the data out in a format we needed.

Note data is synced once a day at a time that you choose.  The ability to create a report as a pdf and email it was a key aspect of us using it.

It can also keep  track of your sales performance metrics by using one of 60+ reports and dashboards.

You can also create your own reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, and more..

[youtube https://www.youtube.com/watch?v=PTGyYqk9wwM?rel=0&w=560&h=315]

Shot 6: Opinion of the Week

Test and Measure


“Last year alone, we ran more than 200,000 experiments that resulted in 2,400+ changes to search.”

Basically: 1 in every 100 experiments resulted in a change to search.

“As Google marks our 20th anniversary, I wanted to share a first look at the next chapter of Search, and how we’re working to make information more accessible and useful for people everywhere. This next chapter is driven by three fundamental shifts in how we think about Search:

Shot 7: Misleading Headline of the Week

Facebook outage causes News sites to increase their traffic:


atlas By7BkSbKX@2x

Source: https://www.theatlas.com/charts/By7BkSbKX

Thomas Baekdal comments:


Including John Saroff’s (Chartbeat CEO) clarification:

John Saroff‏ @saroff_nyc Sep 24

Replying to @baekdal

Total traffic to sites measured by Chartbeat went up 2% during the 45 min FB outage.  Largely driven by a 22% increase in mobile direct, but there were increases in desktop direct and search as well.  So, the direct (and search) more than made up for the decline in social.

And here’s the original source of the analysis, from Julia Haslanger:


Key takeaway: when you takeaway a person’s way of doing something they value, they’ll find another way. But they’ll return to most frictionless, or easiest way, once it is available.

Shot 8: Resource of the Week

How Google changes the ranking results based on what it thinks people are searching for at that time:


Key takeaway: part of how Google changes search results is based on sentiment it believes is in play.

There is an opportunity to plan to rank for terms you think will have higher intent in the future.

Part of this could include creating new terms and building content that will rank for it in future once it becomes more widely know. *cough* Inbound marketing *cough*

Shot 9: Quote of the Week

It should be cool to give. It should be cool to be generous. It should be cool to say yes to helping out.

– Scott Harrison

Here is a book we mentioned > https://www.charitywater.org/thirst


A Story of Redemption, Compassion, and a Mission to Bring Clean Water to the World

Thirst hits shelves October 2, 2018.

100% of the author's net proceeds from the sale of Thirst will fund charity: water projects around the world.

Shot 10: Bonus Links of the Week

Virtual Reality might seem like a boring buzzword these days, but the opportunity is in how to use it for better engagement - here’s how museums are using it to engage viewers/visitors:


Please rate and leave us some feedback as this helps us improve and reach more marketers.

hubshots episode 136

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