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,

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,

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,

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,

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,

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,

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,