15 Best HubSpot Tips and Tricks for 2024

You own a business that has recently adopted HubSpot to manage its marketing, sales, and customer service. 

Despite having access to this powerful platform, you struggle with disjointed campaigns, missed follow-ups, and inconsistent customer experiences. Your marketing team manually handles email lists, the sales team lacks insight into lead behavior, and your customer service team uses a separate system for support tickets. As a result, you miss out on valuable opportunities to engage potential customers and streamline their processes.

With HubSpot, your marketing campaigns are not just launched but strategically optimized for maximum impact. Your sales team closes deals faster with precision, and your customer service consistently delivers exceptional experiences.

HubSpot can turn this vision into reality. It provides powerful tools that help businesses attract visitors, convert leads, and delight customers. But to truly harness the full potential of HubSpot, you need to know how to use it effectively. This blog will share practical tips and insights to help you maximize HubSpot’s features. Whether you’re looking to improve your lead generation, automate your marketing tasks, or provide top-notch customer service, these strategies will empower you to take your business to the next level with HubSpot.

15 Best HubSpot Tips and Tricks for 2024

From optimizing your marketing campaigns to streamlining sales and enhancing customer service, these tips will elevate your business operations and ensure you stay ahead of the competition. Let’s dive into each of these 15 tips and tricks in detail to help you maximize HubSpot’s capabilities.

I. Understand and Utilize HubSpot CRM Effectively

Understanding how to set up and use HubSpot’s CRM effectively is essential to benefit from it entirely. Here are a few tips for maximizing the use of HubSpot CRM: 

• Grasp CRM Basics: Familiarize yourself with how HubSpot’s CRM organizes and manages data. This knowledge is crucial for efficient data handling and leveraging the platform’s full potential.
• Leverage Core CRM Features: HubSpot CRM is divided into four main sections: Contacts, Companies, Deals, and Tickets. Each has default properties to help manage and store data efficiently.
• Differentiate Information Types: Understand the difference between explicit information (data collected from forms, emails, and calls) and implicit information (data based on user behavior and interactions).
• Utilize HubSpot’s Free CRM Tools: Invest time in mastering features like contact management, email tracking, and pipeline visualization. These tools can significantly enhance your productivity and organization.

II. Boost Customer Experience with HubSpot Marketing Automation and CRM

Integrating HubSpot marketing automation with CRM aligns your sales and marketing teams, enhancing productivity and streamlining processes. 

Here are the tips to effectively use HubSpot Marketing Automation and CRM

• Align Sales and Marketing Teams: Using a single sales and marketing tool helps your teams achieve a common goal.
• Share Information Seamlessly: Shared data between teams reduces the need for customers to contact multiple team members, improving flexibility and customer loyalty.
• Automate Repetitive Tasks: Avoid time-consuming manual tasks by automating data updates and managing databases efficiently.

III. Streamline Your Forms with Progressive Profiling

Avoid repetitive and monotonous questions with HubSpot’s progressive profiling. This feature makes your forms smarter and more efficient. 

Progressive profiling allows you to collect information from leads over time without repeatedly asking the same questions, creating a dynamic and personalized experience for your users.

Progressive profiling streamlines the data collection process by asking only necessary questions

and ensures that users are not asked the same questions multiple times. 

Tips to use progressive profiling : 

• If a contact has already provided specific information, that field will not appear again in future forms.
• Ask more personalized questions over time as you gather more data about the lead.

IV. Use HubSpot Workflows Effectively

HubSpot workflows are powerful tools for automating marketing, sales, and customer service processes. HubSpot workflows automate repetitive tasks, allowing you to focus on more strategic activities. They help manage leads, send targeted emails, and ensure timely follow-ups.

​How Do HubSpot Workflows Work?

• Triggers: Workflows start with a trigger, such as a lead filling out a form or joining a list.
• Actions: Once triggered, the workflow performs actions like sending emails, updating contact properties, or assigning tasks.
• Conditions: You can set conditions to ensure actions happen only if certain criteria are met.
• Create Targeted Workflows:Create targeted workflows using HubSpot to deliver customized content based on the lead’s business type. For example, if a lead from a consulting firm fills out a form, it triggers a series of industry-specific emails. Identify the lead’s business type using company properties in HubSpot and set up workflows to send tailored content relevant to the lead’s industry.
• Customize Based on Contact Properties: Customize based on contact properties by tailoring your content according to specific details, such as the date of the last meeting booked. Utilize contact properties to segment your audience and create workflows that trigger timely messages based on these properties.
• Review and Update Automation Rules Regularly: Review and update your automation rules periodically to ensure they remain relevant and effective.

Pro Tips: 

Add Conditions: Use conditions to refine your workflow. For example, emails can be sent based on the lead’s industry or previous interactions.

Integrate Lead Scoring: Incorporate lead scoring within your workflows to prioritize high-value prospects. This helps your team focus on leads with the highest potential for conversion.

Use Integrations: Enhance your workflows with HubSpot integrations like Google Sheets to streamline data management and improve functionality.

V. Implement HubSpot Lead Scoring for Better Lead Management

HubSpot’s lead scoring system helps identify and prioritize potential customers, ensuring your marketing efforts focus on high-quality leads. Lead scoring assigns numerical values to leads based on their behavior and interactions with your website. This helps prioritize marketing efforts and focus on the most promising prospects.

Elements of Lead Scoring

• Likelihood to Close: This property indicates a contact’s conversion probability within 90 days.
• Contact Priority: This property segment leads into tiers based on their close probability, helping you focus on the most promising prospects.

Tips to set up lead scoring and get the most out of it:

1. To maximize effectiveness, use both manual and predictive lead scoring. Manual scoring involves assigning points based on specific actions, while predictive scoring uses algorithms to assess lead quality.
2. Create a custom score property to qualify your leads according to your criteria. This can be tailored to your business needs and goals.
3. Allocate points based on lead actions: 1 point for visiting your website, 2 points for providing professional information, 5 points for providing contact information
4. Keep your scoring criteria accurate and up-to-date by regularly enriching your data.

VI. Enhance Your CRM with Integrations

Integrating HubSpot CRM with other tools and platforms can maximize its potential, streamlining processes and enhancing marketing efforts. To extend HubSpot’s capabilities, connect it with your email service provider, CRM, e-commerce platform, and more.

Integrations can automate and simplify workflows, saving time and effort and enriching your contact data with additional insights from integrated tools. With over 1,000 integrations, the HubSpot Marketplace offers numerous options to connect your tools and enhance your CRM.

Pro Tip

Review your integrations to ensure they meet your business needs and are properly configured.

VII. Create Landing Pages that Convert

Enhance your marketing efforts by creating effective landing pages using HubSpot’s templates. Customize them with engaging titles, clear URLs, and accurate meta descriptions to boost conversions.

Elements for Compelling Landing Pages

• Catchy Titles and Clear URLs: Grab attention with compelling titles and ensure your URLs are clear and relevant.
• Meta Descriptions: Write concise and informative meta descriptions to improve search engine visibility.

HubSpot offers a variety of landing page templates that you can customize to fit your needs. These templates are designed to be user-friendly and highly effective.

Tips for tracking and integration of landing pages

1. Use HubSpot’s native tracking URL tools to monitor the performance of your landing pages.
2. Integrate HubSpot with LinkedIn Ads, Google Ads, or Meta Ads to track your marketing efforts and understand the effectiveness of your landing pages.
3. Create landing pages without navigation, links, footers, or sidebar navigation. This will help visitors focus on the main content and reduce distractions.
4. Responsive Themes: Use a responsive HubSpot CMS theme to ensure your landing pages look great on all devices. HubSpot offers many free themes that require no coding.
5. Set a featured image that represents your landing page content. This image will appear when your page is shared on social media, enhancing your brand presence.
6. Review landing page analytics on the HubSpot dashboard regularly to identify areas for improvement and optimize your pages for better performance.

VIII. Implement Smart CTAs

Smart CTAs (Call-to-Actions) allow you to present tailored offers to different users based on their behavior and preferences, enhancing user experience and boosting conversion rates.

CTAs show relevant offers to visitors, increasing the likelihood of engagement and providing a seamless and targeted experience for your audience.

Tips to use smart CTAs effectively: 

1. Incorporate smart CTAs in your email campaigns to direct subscribers to specific landing pages or product demos.
2. On Landing Pages: Use smart CTAs to guide visitors to take desirable actions, such as subscribing, signing up for a demo, or downloading a resource.
3. Encourage visitors to take specific actions, driving more traffic to your website.
4. Provide tailored offers and gather specific contact information from your visitors.
5. The more intelligent CTAs you have, the more opportunities you create for conversions. Review and optimize your CTAs regularly for better performance.

IX. Automatically Assign Buyer Personas with Form Questions

Using buyer personas is crucial for personalized marketing. Save time by automatically assigning personas through HubSpot forms and workflows.

Tips on how to use these buyer personas:

1. Add specific questions to your forms, such as “What’s your biggest challenge?” or “Who are your customers?”
2. Create workflows that assign a persona based on the responses to these questions.
3. Use the assigned personas to tailor lead nurturing and smart content, ensuring a more personalized experience for your contacts.

X. Implement A/B Testing for Data-Driven Optimization

A/B testing helps you make informed decisions by comparing different versions of a marketing element to see which performs better. This method can be applied to emails, buttons, landing pages, and more. A/B Testing eliminates guesswork by providing data-backed insights. This helps you optimize your campaigns based on what works best for your audience.

How to Conduct A/B Testing in HubSpot?

1. Determine your goals, such as higher open rates or increased conversions.
2. To accurately measure the impact, change only one element (e.g., subject line, call-to-action, layout).
3. Make sure your sample size is large enough to draw reliable conclusions.

A/B Testing in Emails

• Subject Lines: Test different subject lines to see which generates higher open rates.
• Email Copy: Compare different versions of the email content to find the most engaging copy.
• Call-to-Action Buttons: Experiment with different CTAs to determine which drives more clicks.

A/B Testing in Landing Pages

• Layout and Design: Test various layouts and designs to see which leads to higher conversion rates.
• Content Formats: Compare different content formats to identify the most effective one for conversions.

Tips for Effective A/B Testing

1. Define how you will measure success for each variation.
2. Use the test data to refine and improve your marketing strategies.
3. Continuously test and optimize different elements to keep improving your campaigns.

XI. Utilize SEO Recommendations

HubSpot’s SEO tools provide valuable recommendations to enhance your website’s search performance. Implementing these suggestions can significantly improve your SEO.

Tips to Use HubSpot SEO Recommendations: 

1. Update your pages based on HubSpot’s SEO suggestions.
2. Use the insights to make strategic changes that improve your site’s SEO.
3. Continuously refine your content for better search engine rankings.

XII. Streamline Marketing Campaigns with HubSpot Tools

HubSpot’s marketing campaign tools allow you to manage all your marketing assets and content in one place, simplifying the process and enhancing efficiency.

HubSpot Marketing Campaign Tools helps to mix all marketing assets and content to measure campaign efficiency. You can tag social posts and other content to your campaign to see everything in one place.

Tips to Use HubSpot Marketing Campaign Tools

1. Use the campaign tools to gather all your marketing materials in one location.
2. Tag social posts and other marketing content for your campaigns for easy tracking.
3. Analyze the performance of all your marketing efforts from a single dashboard.

XIII. Use Properties for Better Segmentation

To nurture your leads effectively, you need detailed information about each contact. HubSpot properties can help you gather and utilize this data for better segmentation. Properties are fields in  HubSpot where you store different information about records. They exist for companies, contacts, products, deals, and tickets. You can also create custom properties tailored to your needs.

​​Tips on How to Use Properties for Segmentation

1. Create Custom Properties: Customize properties to store specific information relevant to your business. For example, a dog grooming business could create properties for dog breeds or grooming styles.
2. Tag Contacts: Use these custom properties to tag contacts with specific events or product interests.
3. Segment Your Audience: Develop strategies to segment contacts based on these properties for targeted email marketing campaigns.

XIV. Segment Your Email List

Creating targeted email campaigns is crucial for engaging your audience. Use HubSpot’s tools to segment your email list based on behavior, purchase history, and lifecycle stage.

Tips to Segment Your Email List

1. Ensure your email subscriptions comply with GDPR by being clear and transparent in your opt-in forms and providing an easy unsubscribe process.
2. To cater to different interests, create subscription categories such as ‘Product Updates,’ ‘Event Invites,’ and ‘Exclusive Deals. ‘
3. Review and update your email segmentation strategy regularly to ensure it remains relevant and practical.

XV. Effective HubSpot Onboarding for Your Team

Starting strong with HubSpot Onboarding can set your team up for long-term success. Understanding the CRM platform thoroughly is essential for building robust consumer sales relations. HubSpot onboarding sessions are designed to illustrate the platform’s benefits for seamless task management. 

When your team is excited and motivated to use HubSpot, they are more likely to engage with it fully. Partnering with a HubSpot-Diamond Solutions Partner like INSIDEA can guide you through onboarding, making HubSpot a favorite among your team.

Tips for Effective HubSpot Onboarding

1. Familiarize your team with HubSpot’s features, including identifying leads and using automation tools.
2. Make onboarding a collaborative process by regularly sharing and receiving feedback.
3. Assign a team member to lead training sessions and be the go-to HubSpot expert.
4. Define measurable goals to track and encourage HubSpot usage.

Unlock Your Business Potential With Expert HubSpot Support!

As a HubSpot Diamond Solutions Partner, we take pride in assisting you in streamlining your HubSpot efforts. With our best-in-class marketing, sales, and service solutions, we help you scale exponentially. INSIDEA’s HubSpot Specialists have the required in-depth knowledge and can provide expert guidance on how to use the platform to meet your business needs. 

Get in touch today to learn more about how INSIDEA can help you succeed!

• Tailored Experience: User experience is our primary focus. Thus, INSIDEA works with you to ensure your HubSpot experience is tailored to your business needs. 
• Industry Expertise: Our team specializes in setting up, implementing, and optimizing HubSpot tools. We are well-versed in HubSpot best practices to ensure your business has the highest ROI possible.
• Customer Obsession: Customer satisfaction is the key to success, and we strive to ensure that our customers’ needs are met and exceeded every time. 

At INSIDEA, we understand the importance of valuable HubSpot strategies that understand your target audience and drive conversions. Book a meeting with our HubSpot experts to explore how we can help you with your upcoming projects.

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