Live HubSpot Office Hours

[Bryantworks]

Greetings, HubSpot Community!

I'm thrilled to announce that I'm starting up a live HubSpot Office Hours every Friday on LinkedIn.  As a part of that, I'd love for the community to ask me questions related to streamlining your processes, constructing detailed reports, determining the right time for automation, or integrating third-party services, I'm here to dive deep into your questions.

I'll not only be answering live on LinkedIn, where I'll showcase practical examples, but I'll also circle back to this thread with answers as well for community benefit.

You can join me here this Friday at 3 Eastern.  

Looking forward to your questions and hopefully see you live!

[sharonlicari]

Thank you @Bryantworks for hosting this event every Friday! 🙂 

Hey @AbhiMehndiratta @pruster @BSmith08 @DBrazil @AzharBondi @ArtyCele @EmmaAtKiwi I want to bring to your attention this event. Don't miss the opportunity to connect with Chris every week and ask any questions about HubSpot! 🙂 

Thank you

Sharon

[AbhiMehndiratta]

I appreciate the opportunity and will do my best to consider attending. Thanks for the heads-up! 😊

[patrickmcguire]

Chris this is perfect.  I just found this.  I have a problem with my hubspot API and connected account via WordPress using OptimizePress 3.0.  

Seems I cannot select lists or form, even though I have both created in hubspot and seeing these inside Wordpress hubspot dashboard.

If you have any knowledge, skills or recommendations it would help as I plan to finish testing, then upgrading my account.

Thanks in advance.

[Bryantworks]

Hey @patrickmcguire, 

I'm not familiar with OptimizePress 3.0 so not sure I'll be much help here.  But it looks like you should be able to do this from their API, I see that they say you can add to any list, but you'll need to ensure those are static lists in HubSpot, not active.

[patrickmcguire]

I changed the email builder to work with OP3 +MailPoet for now.

I have to figure out OP3 + hubspot to optimize the business flow, leads to clients, automation emails and the future payments and commerce features.

If you know anyone that is hubspot and WP pro or even better OP3 experience, that would be a very welcome referral.  Thanks.

[patrickmcguire]

I tried to set up static list.  Tried to select it from the OP3 optin builder.  Again cannot select the list.  Maybe I am not setting the lists up properly.  Any advice or anyone that can assist?

[patrickmcguire]

Oh.  Interesting.  STATIC not ACTIVE lists.  I will have to check that out.  Thanks.  Could be the issue.  Not certain, but certainly easy to test.

[CMcKay]

Such a cool idea! I'm excited for this. Here's my question: How do you feel about Commerce Hub? Are you seeing a lot of new customers coming in from the ecommerce space? What's the best way for HS Partners to handle these new types of verticals?

[Bryantworks]

Hey @CMcKay!  I'll certainly dig into this more on the live stream to put some thoughts here first:

I've always liked having commerce in HubSpot.  When I was first getting into the HubSpot ecosystem I migrated a B2C brand from Klaviyo to HubSpot.  We used Unifics Shopify sync as it was super robust in what it did and it gave us all of our metrics in one place.

When that happened, "Go to other" branches in workflows didn't exist, there were no payments, no invoices, and Service Hub had just been announced.  HubSpot has come so far in the "Commerce" space.  I do still think there is a lot to go, specifically for B2C.  This is largely related to a price point as people are accustomed to email marketing at Klaviyo prices.  But being able to have draft orders in HubSpot, send an invoice, and have it all paid without ever leaving the system is a game changer. 

Previously for that org, we would've:

1. Booked a meeting in HubSpot (I don't even think the meeting links were a thing then)
2. Created a draft order in Shopify
3. Waited for the order to sync from Shopify
4. Send them an email with the draft order payment in HubSpot
5. Followup every X days in HubSpot

Now, the order flow is:

1. Create the deal in Hubspot
2. Create the invoice in HubSpot / Send the payment link in HubSpot
3. Followup every X days in HubSpot (but automation can do this too)

It's soooo much easier for teams just being in the one platform.  People sleep on how if they save 30min a day by not swapping to X platform to get to Y and just having it in one spot actually affects the bottom line.