Are you ready to uncover some hidden gems within HubSpot that could improve the way you work? In a recent podcast episode, Rich, Jessica and Caitlin delved into some lesser-known features of HubSpot that might be game-changers for you. Let's take a quick look at what they discussed.
Never Log List
Tired of unnecessary contacts cluttering up your HubSpot system? Meet your new best friend: The "Never Log List" feature. This feature prevents internal communications from creating unnecessary contacts, saving time and hassle. Super admins can add specific email addresses or domains to this list, ensuring that emails sent to them won't create new contact records or clutter your CRM. HubSpot still records email tracking activity for all recipients, keeping you informed without the clutter.
To learn more about this feature, check out this Knowledge Base article.
Group Meeting Links
Say goodbye to the endless back-and-forth of scheduling meetings with HubSpot's group meeting links feature. This handy tool automatically checks the custom availability you set against your team members' integrated calendars, blocking off busy times and ensuring smooth scheduling. When setting up a group meeting, contacts can select any time that works for all selected team members, streamlining the process for everyone. Once a time is chosen, the contact adds their details to schedule the meeting and voila! The creator receives a notification, and the meeting is seamlessly added to each participant's calendar.
Round Robin Meeting Links
Need to distribute meetings evenly among team members? HubSpot's round robin meeting links have you covered. Similar to group meetings, the tool checks custom availability against team members' integrated calendars, blocking off busy times. When none are available, contacts can select any time when at least one team member is free, simplifying the scheduling process. Once a time is chosen, the contact adds their details, and the team member available during that slot is booked for the meeting, receiving a notification and the meeting is automatically added to their calendar.
Please note: If a user included in the round robin meeting has their calendar disconnected, the tool assumes they are always available. Additionally, when using the "Prioritize contact owner" setting, scheduling options may vary based on the ownership status and availability of contacts and team members.
To learn more about these features, check out this Knowledge Base article.
Report Collections
Streamline your reporting process with HubSpot's powerful report collections which are tailored to meet your sales and service needs. The sales report collections allow you to track your team's performance and gain insights into the health of your sales pipeline. On the other hand, service report collections help you monitor key customer service metrics, such as customer satisfaction scores and average ticket response time. You can easily customize pre-built reports, save them for quick access, and integrate them into your dashboard to monitor your team's performance and customer interactions seamlessly.
Workflow Automation
In today's fast-paced work environment, repetitive tasks can consume valuable time and drain productivity. Thankfully, with the power of workflow automation, you can bid farewell to these tedious manual processes. Workflow automation empowers you to set up rule-based logic that triggers a series of tasks without requiring constant human oversight. Whether sending emails, setting reminders or initiating drip campaigns, automated workflows handle it seamlessly, allowing your team to focus on more meaningful work. By automating routine tasks, you save time, reduce errors and supercharge your team's efficiency and effectiveness.
To learn more about workflows, check out this Knowledge Base article.
Sequence Enrollments in Form Fills
For sales teams, the ability to automatically enroll contacts in sequences directly from form fills can revolutionize their workflow. No longer will there be missed opportunities. Now, HubSpot empowers you to seamlessly kick off sequences immediately upon form submissions, ensuring timely follow-ups and significantly boosting efficiency.
To learn more and unlock the full potential of HubSpot, be sure to check out the full episode below. With these tools at your disposal, you'll be well on your way to maximizing your productivity and achieving your goals.
To further your overall HubSpot knowledge, check out one of our latest blogs!
