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.

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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,

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,

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,

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,

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,

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,

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,

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

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,