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Episode 288: Automation in HubSpot

Episode 288: Automation in HubSpot

Welcome HubShots Episode 288: Automation in HubSpot

This edition we talk about HubSpot Automation and dive into:

  • Setting the scene
  • 2 ‘A’ words ⇒ 2 ‘E’ words
  • Automation journey
  • Workflow deep dive
  • When to upgrade to Pro
  • When to upgrade to Enterprise
  • How we can help


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Recorded:Thursday 06 October 2022 Friday | Published:Friday 14 October 2022


Table of Contents

Setting the Scene

This episode is a little different to our usual format - instead of detailed show notes we talk through a recent HubShots training session we presented.

Download the slide deck

Instead of reading a long post, we've included some of the pertinent slides in the notes below.

You can download the full slide deck from here. And watch the full video of the presentation here.

Onto the main points...

Business challenges

1) Global, Local, Company impacts


2) Knowledge worker productivity


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Business Improvement

1) Two ‘A’ words ⇒ two ‘E’ words

2) What is business ‘transformation’?


[Back to Top]


HubSpot Outcome Journey

HubSpot Outcome Focus

  • Activity
  • Automation
  • Attribution


[Back to Top]





How to enable automation in HubSpot

  • Workflows



  • Sequences


  • Ads


  • Surveys


  • Reports


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Should I upgrade my HubSpot portal?



[Back to Top]


Need help with your HubSpot Portal?

HubShots HubSpot Advisory Sessions

Are you getting the most out of your HubSpot investment? Is there any particular area in HubSpot that you do not understand? What are you missing?

  • A 50 minute HubSpot session with Ian & Craig from HubShots will answer these questions.
  • You leave the session with actionable insights to improve your HubSpot Portal.

We review an area of particular focus for you. We'll highlight best practices, areas for improvement and HubSpot tools you may not be used to their full potential.

Check out more information and book a session here.

HubShots HubSpot QuickCheck

Our new HubSpot QuickCheck service has been popular with companies who are looking for a quick review of their HubSpot portal to understand:

  • Are there parts of HubSpot I’m not using yet that I should be?
  • Am I using best practices in the key parts of HubSpot (eg Workflows, Forms, Emails, Landing Pages, Lists, Deals, Reports)?
  • Are there any ways I’m using HubSpot that are cause for concern that I need to address?
  • Are my processes efficient (eg qualifying new leads, creating tickets, managing Marketing Contacts, etc)?
  • My renewal is coming up - is my HubSpot subscription giving me good value?
  • Should I consider upgrading my Hub or adding new Hubs into my portal (eg I’m using Marketing Hub, should I consider Service Hub)?

If you’re asking yourself any of these questions, our QuickCheck call might be ideal. Here’s the details:

  • We organise a 90 minute Zoom or Teams call with you
  • On the call we start by getting a brief overview of your business, your goals and how you currently use HubSpot
  • We then guide you through our 50 point checklist through your portal, to gain a high level understanding of how well you are using your portal
  • We provide recommendations for improvements, features to use, and processes for increasing efficiency
  • Pricing is available on the site

You can view more details and book in your session here.

Hubshots Quickcheck

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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 and XEN Solar.

HubShots is produced by Christopher Mottram from Podcastily.

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