3 min read

Episode 164: Are HubSpot Workflows useful for Sales?

Welcome to Episode 164 of HubShots!

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

We hope you enjoy the podcast as much as HubSpot's CEO, Brian Halligan does.

This episode we chat about buyer journeys, using HubSpot workflows to set contact owners, how to find out what ads a company is running on Instagram, and what it means to be a Head of Marketing.

Listen to the episode here: https://soundcloud.com/hubshots/164-are-hubspot-workflows-useful-for-sales

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

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Recorded: Thursday 04 July 2019 | Published: Wednesday 10 July 2019

Shot 1: Inbound Thought of the Week

Gating content - do we need to rethink our approach?


From David C Baker:

“More than that, I see that most firms who gather all this data don’t really do anything with it, anyway, so why create the user friction in the first place?”

Here’s a summary of his 8 key points (read the post for all the details of each):

  1. Only gate content late in the funnel
  2. Quit disappointing prospects with content that is not gate-worthy
  3. Your CTA should only request information that you will actually use
  4. Be careful with pillar articles if they are merely disingenuous attempts to gate things
  5. Never ask for a phone number
  6. Trust the process. Trust Google. Quit operating from a scarcity viewpoint
  7. Have a privacy statement if you want, but don’t pretend that it’ll reassure anyone
  8. Make it easy to sign up for your stuff

The key takeaway: be thoughtful about what you gate, what you ask for, and what you do with it.

Shot 2: HubSpot Marketing Feature of the Week

Looking forward to using Form in Conversations:


Ideally, we’d be able to create forms for different parts of the site, and have these go into separate Conversations inboxes - seems like this is coming. Yay!

Shot 3: HubSpot Sales Feature of the Week

Using Workflows to allocate Contact Owners

You can use workflows to allocate contacts to having a Contact owner.

Previously you only allocate to users with paid versions of HubSpot, but they have removed this restriction.

Note: if you want to use owners random rotation though, HubSpot advises you still need to have a paid seat (see below).

XEN   All Form Submits   HubSpot 1

XEN   All Form Submits   HubSpot

Note that there seems to be a bug that allows you to rotate between members in Child teams (even though you can’t at the Parent Team level.

Shot 4: Marketing Gotcha of the Week

Not appreciating the number of touches in a customer’s journey


Search behavior has changed the path to purchase   Think with Google

Justin   Shopping for cars   Think with Google

Shot 5: Marketing Tip of the Week

How to see the ads that a company is running on Instagram

Eg here’s how to see what ads HubSpot are running:

  • On mobile app go to their Profile
  • Top right, click the 3 dots and choose ‘About this account’
  • Choose the ‘Active Ads’ option

IMG 0764

Note: this won’t appear for all accounts - it seems to depend on the number of followers on the account ie only shows for accounts with large followings.

IMG 0765

IMG 0763

Shot 6: Insight of the Week

The inefficiency of the web

From SEObook: Google Recaptcha Breaking Websites, Lowering Conversion Rates, Costing Businesses Real Revenues on Ecommerce Websites


“AMP is an utterly unnecessary invention designed to further shift power to Google while disenfranchising publishers.”

A good reminder that just because there is something new and shiny, it doesn’t mean it is a good idea.

You may still end up having to use it, but that still doesn’t mean it is a good thing.

Another example of inefficiency: URL shorteners

Twitter came along and limited the number of characters to use in a tweet

So tools were created to allow URL shortening so that long links could be included in tweets

Summary: a totally unnecessary process - a tool in the middle to undo the limitation of Twitter

Takeaway: be thoughtful about your marketing stack, your marketing reports, your marketing activities

Shot 7: Retirement of the Week

Say goodbye to the good old listings that used to appear in Google - fare thee well my good and faithful SERPs.

Shot 8: Resource of the Week

Typical intent terms

From Tim Soulo at ahrefs


intent tim

Shot 9: Quote of the Week

What does it mean to be the ‘Head of Marketing’?


The reason that the tenure of a CMO at a big company averages about 18 months is that it takes a year and a half for the boss to realize that pain-free, risk-free, easy miracles aren’t arriving on schedule.

“To be the head of marketing, you need the freedom and responsibility to change the way things work, not simply how they’re talked about.”

Shot 10: Bonus Links of the Week

Tools to investigate:


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