💬 RevOps Discussions

LizCoralli
HubSpot Customer Trainer
HubSpot Customer Trainer

What's Your Favorite HubSpot Tool and Why?

Recently, I was thinking about much HubSpot has grown in the last few years. Between the release of Service Hub and the CMS hub, and countless updates to existing tools, it got me wondering: Do I have a favorite HubSpot tool? What about you? What is your favorite HubSpot tool and why?

10 Replies 10
Aakar
Key Advisor

What's Your Favorite HubSpot Tool and Why?

WORKFLOWS 🙂

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
JenBergren
Guide

What's Your Favorite HubSpot Tool and Why?

I love the Knowledge Base because I love documentation and when it all lives inside the tool the whole team is using every day, it has a better chance of actually being used and updated! We use it for internal process documentation, the more common use of customer-facing FAQs is also great. It is a many-purpose tool inside a many-purpose tool!

 

Jen Bergren

Sr. Operations Manager

Remotish --A HubSpot RevOps Agency


Thanks!
Jen Bergren
Human-Centered Operations Leader, HubSpot SuperFan, Instructional Design and Lifelong Learning Advocate
Connect with me on Linkedin
GBedard
Participant | Diamond Partner
Participant | Diamond Partner

What's Your Favorite HubSpot Tool and Why?

200% Workflows! The interoperability that is available to connected applications with Hubspot makes it a great 'hub' to run your automation from, especially when the integrated platforms don't have any included automation processes, or if their capabilities are limited. Through creative use of properties and workflows, there isn't really anything that isn't possible within the platform.

maggiebutler
HubSpot Moderator
HubSpot Moderator

What's Your Favorite HubSpot Tool and Why?

I love this as a quote @GBedard - "Through creative use of properties and
workflows, there isn't really anything that isn't possible within the
platform." <--- What do you think is the most creative thing that you've
built on or with the platform?

--

Maggie Butler
RevOps Marketing @ HubSpot
Calendar <>
GBedard
Participant | Diamond Partner
Participant | Diamond Partner

What's Your Favorite HubSpot Tool and Why?

Ooh, that's a tough one! I am proud of a recent workflow involving many different platforms: A webinar hosting platform, Hubspot, SFDC, a Direct Mailer Application,  LinkedIn, and a separate Sales Enablement Platform. With the Webinar Platform being integrated into Hubspot, we were able to create an intelligent workflow that (from a Scoring property in Hubspot) would push certain leads to Salesforce with tasks on the record for the sales team to work on, and if they hit a certain threshold would be pushed all the way through SFDC into the Sales Enablement Platform where they would be enrolled in a Cadence Queue for the Sales team to enroll. There was also a bit of LinkedIn automation in there, and the standard Marketing materials being delivered past a certain threshold. A few leads with a really high engagement level received direct mail to their business, if applicable. Off a singular webinar (and some engagement), the lead could be hit from all sides - marketing email, sales email, social outreach, direct mail, and teleprospecting. The engagement rates off each of these channels have been high, with some promising deals in the pipeline! I also tagged these leads with a campaign so we can easily see their pipeline contribution.

 

Like I said, using Hubspot as a tool to trigger actions in other platforms that may have gated or limited automation is fantastic (provided your integration sync is up to snuff).

DOverdeput
Participant

What's Your Favorite HubSpot Tool and Why?

How did you use LinkedIn automation in your flow?

0 Upvotes
salmanamin
Participant | Platinum Partner
Participant | Platinum Partner

What's Your Favorite HubSpot Tool and Why?

There are several LinkedIn automation tools out there....we've successfully integrated Phantombuster with HubSpot are not looking to extend the automation with the new Operations Hub....that's the coolest tool ever!

0 Upvotes
DOverdeput
Participant

What's Your Favorite HubSpot Tool and Why?

How did you use LinkedIn automation in the workflow?

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

What's Your Favorite HubSpot Tool and Why?

Great thread, @LizCoralli!

 

In Professional and Enterprise portals definitely workflows, for similar reasons as @maggiebutler mentioned.

 

In free and Starter portals saved/filtered views in combination with lists. Super useful for assigning objects to users, monitoring and cleaning up bad data quality, working through contacts, deals, tickets or simply running a quick report of how many occurrences there are for an object with a certain characteristic. Huge time saver both with and without automation.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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maggiebutler
HubSpot Moderator
HubSpot Moderator

What's Your Favorite HubSpot Tool and Why?


@LizCoralli wrote:

Recently, I was thinking about much HubSpot has grown in the last few years. Between the release of Service Hub and the CMS hub, and countless updates to existing tools, it got me wondering: Do I have a favorite HubSpot tool? What about you? What is your favorite HubSpot tool and why?


I love this question @LizCoralli! Years ago I might have said "Social Inbox". Now, I think it's Workflows - automation is so key these days! In Marketing Ops, being able to automate manual 'stamping' tasks via workflows or internal notifications for reps based on certain actions was helpful in lightening our manual workload.