Here are our Aha moments from our first 9 months of implementing Hubspot.
From our baby HS phase:
Did you know objects (contacts/companies/deals) are separate and so the properties from one object won’t show up for the other objects? If there is information in companies you need to inform something for contacts, you might need to create a separate contact property and workflow to pull that information over.
As we grew:
Did you know that subscriptions only affect your ability to send emails to folks (if they are opted out) they do not determine who is sent emails. So if I try to send an email to Sam and Sam is opted out of that subscription type then they won’t receive that email, but if I set an email to the subscription type “best friends” and send it to a contact list that Sam is not on, Sam won’t receive the email even if they are subscribed to “best friends”.
Did you know that you can personalize the properties that show in the record preview pop-up by hubspot users. Your admin can set the account defaults through "records customization and you as a user can personalize the properties that show under the about section through entering the “View all properties” page of an object record.
Did you know that marketing emails can be set by workflow and templated emails under conversations can be set by sequences? Sequences would allow you to customize each email and it might have a better delivery rate since it is coming directly from you. There isn’t currently a way to automate subscription to sequences, unfortunately. Here’s more on this.
Did you know there is a lot of really good content on youtube that will help you set up and resolve issues in hubspot? Here is one good channel.