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,

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,

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,

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,