Your Guide to HubSpot's CRM

Whether you're new to our team, or need help maximizing the platform, here you will find all the information you need to succeed.

Pick a topic, any topic!

Submitting a Marketing Request

Clear communication and well-defined goals are essential for successful marketing campaigns. Enter the marketing request form—a...


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AI Assistant for sales emails in Office 365

Writing personalized sales emails for prospecting is proven to be more effective at generating leads, but it's also far more time...


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Tags: Insider, email, create,

Sequence A/B Testing
By Megan B On August 21, 2023

Sequence A/B Testing

Not sure what will resonate with a prospective lead or client? Now you don't have to guess, instead you'll test! That's right,...


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Tags: email, sequencing, View All,

Calling 101
By Megan B On October 3, 2022

Calling 101

As a user with an assigned Sales Hub paid seat, you can make calls directly to your contacts from the contact record using your...


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Tags: setup, customizations, contact,

Microsoft Teams | Meeting Links & Notifications

Want to add a Teams meeting link to all scheduled meetings via the HubSpot meeting tool? Well, now you can! A recent enhancement...


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Tags: Insider, setup, outlook,

Inbound Lead Routing Process
By Megan B On March 15, 2022

Inbound Lead Routing Process

Inbound Leads. You've heard this used in various settings, but what does it actually mean? Essentially, these leads are ones who...


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Tags: organizing, messaging, seller marketing

Testing Email Templates with Dynamic Content

Emailing prospects and clients is an everyday task, and with the help of HubSpot email templates these can be automated to reach...


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Tags: customizations, email, sequencing,

Single Company Records: Process & Guidelines

After countless hours (ok months) the teams have been working to improve the integrity of our HubSpot CRM, by removing the...


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Tags: basics, organizing, clean-up,

Campaigns: Performance & Assets
By Megan B On November 22, 2021

Campaigns: Performance & Assets

When seller marketing campaigns are assembled - whether internally by the marketing team or through our agency - the campaign...


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Tags: Insider, tracking, View All,

Modifying your Notification Preferences

Not getting important notifications? Getting too many? Not sure if you're getting the right ones? HubSpot can automatically...


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Tags: Insider, setup, basics,

Using Documents in Emails & Sequences

HubSpot's Documents feature allows you to embed attachments directly within the email content. You can build a personal library...


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Tags: customizations, tracking, create,

Spark Setup & Guide for Sales Success

The creative team within Liquidity Services has been rolling out training sessions on using Adobe Spark for getting branded...


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Tags: customizations, email, View All,

Snippets Made Easy
By Megan B On May 3, 2021

Snippets Made Easy

Snippets are a HubSpot tool, allowing users to automatically paste in a section of copy used frequently. Think of it as a...


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Tags: email, create, basics,

Add Meeting Link to Outlook Signature

The HubSpot meeting link is a great tool - not to mention it's super convenient when your leads and/or clients want to book time...


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Tags: setup, outlook, customizations,

How to Use Liquidity Services' New Brand Positioning and Messaging

Overview

This blog post serves as an explanation of the brand messaging and positioning drafted by SmartAcre for both the retail...


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Tags: basics, messaging

Pre-Made Lifecycle Sequence Filters

Sequencing is a very valuable tool, giving the ability to mass email your contacts at various stages of their lead lifecycle, or...


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Tags: customizations, email, contact,

MQL & Day-to-Day Management Dashboard

Listening to the various members of the Sales team, it became clear a unified and uniformed dashboard needed to be created to...


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Tags: tracking, organizing, View All

Creating & Using Snippets
By Megan B On February 23, 2021

Creating & Using Snippets

Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records; in email templates and...


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Tags: customizations, email, contact,

An Email Sequence Worth Replicating!

In business, 90% of new clients come from referrals. If they had more time, they could generate leads through inbound marketing....


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Tags: outlook, customizations, email,

Sequencing Best Practices
By Megan B On January 26, 2021

Sequencing Best Practices

Sequences are a very powerful HubSpot tool - a tool that every sales and account management professional within our organization...


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Tags: Insider, outlook, customizations,

Un-Enroll Contacts From a Sequence

When youenroll a contact in a sequence, that sequence will immediately execute the first step. Contacts can then be unenrolled...


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Tags: outlook, email, contact,

Company Record Cleaning Purge 2021

Over the past several months, the data integrity within our HubSpot CRM has been compromised with the over abundance of duplicate...


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Tags: basics, organizing, clean-up,

Parent-Child Company Relationships

When a company is connected to another companies, it is important to link the companies together. This helps to keep the CRM...


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Tags: setup, create, basics,

Contact Record Status & Milestones

Every record within HubSpot will have an associated status of Prospect, MQL, SRL, SQL, or Customer. How these are set, what they...


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Tags: setup, basics, organizing,

Actioning an MQL
By Megan B On December 23, 2020

Actioning an MQL

An MQL has been established, and since you're the owner of the MQL contact you need to act. So what does that entail? Below is an...


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Tags: contact, basics, View All

Creating a HubSpot email signature

When sending emails out of HubSpot, either through the contact records, sequencing, or when marketing conducts mass emails on...


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Tags: setup, outlook, customizations,

Create and share meetings links
By Megan B On December 7, 2020

Create and share meetings links

Once you have connected your calendar and customized your meetings tool preferences, you can create meetings links to share with...


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Tags: setup, outlook, customizations,

Enroll Contacts in a Sequence
By Megan B On October 2, 2020

Enroll Contacts in a Sequence

 Use sequences to automate outreach with your contacts.You can enroll individual contacts from the contact's record or select up...


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Tags: email, sequencing, View All

Creating an Email Sequence
By Megan B On October 2, 2020

Creating an Email Sequence

With the sequences tool, you can send a series of targeted, timedemail templatesto nurture prospects and clients over time. You...


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Tags: email, sequencing, View All

Merging Records
By Megan B On September 29, 2020

Merging Records

Whether it's a contact, company or deal record i's a frequent situation: finding 2 records that should be one. Merging the...


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Tags: customizations, basics, organizing,

Using The Deal Calculator
By Megan B On September 29, 2020

Using The Deal Calculator

When creating a deal, it's important to get the estimated GMV and gross profit included in order to showcase the strength of your...


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Tags: basics, deal, GMV,

Creating an Email Template
By Megan B On September 28, 2020

Creating an Email Template

With templates, you can save repetitive email content as an email template. Before sending a template, you can personalize and...


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Tags: customizations, email, create,

Adding a Contact Record
By Megan B On September 25, 2020

Adding a Contact Record

Anyone who interacts with your business can be saved as a contact in HubSpot. Examples of contacts include visitors that convert...


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Tags: contact, create, basics,

Understanding Email Open & Click Tracking

When you send a tracked email from your email inbox using the HubSpot Sales Office 365 add-in, or if you send a one-to-one email...


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Tags: outlook, tracking, email,

Outlook Settings & Customizations
By Megan B On September 24, 2020

Outlook Settings & Customizations

If you're using the Outlook desktop add-in, you can configure your default options for the add-in, including switching your...


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Tags: setup, outlook, customizations,

Connecting HubSpot to Outlook 365
By Megan B On September 24, 2020

Connecting HubSpot to Outlook 365

Connect a personal inbox to HubSpot to send one-to-one emails from the CRM, log email replies to the CRM, send sequences emails,...


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Tags: setup, outlook, View All