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Top 21 HubSpot Hacks for Salespeople

Posted by Ali Schwanke on January 10, 2024
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Whether you're a HubSpot veteran or just getting started, a sales manager or an SDR, these videos are packed with easy-to-follow, practical advice that’ll make your sales life a whole lot easier and more efficient.

From automating those time-sucking tasks to digging up hidden gems in your sales data, our HubSpot Hacks channel has you covered. So grab a coffee, settle in, and find out how HubSpot Hacks can take your client interactions and sales management to the next level.

Table of Contents

1. Overview of HubSpot Sales Pro (Demo)
2. Overview of the HubSpot CRM (Demo)
3. A Day in the Life: Using HubSpot for Sales
4. HubSpot Workflows vs Sequences: When to Use Each
5. Getting Started with HubSpot Sequences Training
6. How to Use the HubSpot LinkedIn Sales Navigator Integration
7. HubSpot CRM Tips: How to Maximize Your Sales Productivity Without Leaving Your Inbox
8. Simplify Sales with HubSpot’s Leads Tool
9. How to Schedule Group Meetings in HubSpot
10. Setting Up and Using HubSpot Call and Meeting Types
11. How to Create a Quote in HubSpot in 5 Minutes or Less
12. Unleash the Power of HubSpot Payment Links and Add Ons
13. Using HubSpot Playbooks to Level Up Your Sales Game
14. HubSpot Snippet Tool (How to Create Snippets in HubSpot with This Powerful Feature)
15. The Expert Guide to HubSpot Lifecycle Stages
16. Editing Lifecycle Stages in HubSpot (Plus What Not to Do)
17. Navigating Your HubSpot Deal Pipeline Like a Pro
18. Copying Company Properties to Contacts in HubSpot
19. Tracking MRR: How to Easily Track Recurring Revenue in HubSpot
20. How to Create Revenue Reports in HubSpot with Ease
21. A Master Class in How to Use Forecasting Tools in HubSpot

Overview of HubSpot Sales Pro (Demo)

Dive into the world of HubSpot Sales Professional, the advanced subscription for dynamic sales teams, with this full demo. This video is your gateway to understanding how Sales Pro can revolutionize your sales approach.

We delve into the upgraded Contacts section, demonstrating how to make direct sales calls right from HubSpot, and explore the convenience of meeting links, playbooks, and integrated payment solutions.

Whether you’re curious about the enhanced Contacts interface, eager to streamline sales calls, or looking to optimize your meeting scheduling, this demo is packed with practical tips and deep dives into key features like custom fields, templates, and the innovative sales snippets feature.

If your team wants to elevate their sales process and get a sense for everything HubSpot Sales Hub has to offer, this video will be your roadmap.

HubSpot Sales Hub Professional Demo




Overview of the HubSpot CRM (Demo)

HubSpot’s CRM is the backbone of each of its “hubs,” so it’s important to understand how it works to help you manage your contacts, from leads to customers. This comprehensive CRM demo helps clarify how you can best utilize HubSpot's diverse CRM tools.

Whether you’re new to HubSpot or looking to refine your current usage, this demo unpacks key features of the free CRM and gives a sneak peek into more advanced functionalities. From mastering contact management to exploring the depths of email campaigns and sales deal stages, this video is a roadmap to navigating HubSpot’s CRM landscape.  

Perfect for both beginners and seasoned users, it offers practical insights into making the most of HubSpot's capabilities to streamline your sales process and elevate your marketing strategies

In-depth Demo of HubSpot CRM




A Day in the Life: Using HubSpot for Sales

We mentioned this one in our Top HubSpot Hacks for Beginners” article, but of course it fits here too. This video takes you on a journey through the day of a sales representative, showcasing how to effectively utilize HubSpot's capabilities to maximize selling time. Whether you're a sales rep eager to optimize your workflow or a manager looking to empower your team, this guide highlights the key features and strategies that can streamline your sales process.

Watch and learn how to leverage HubSpot more efficiently, making your sales activities both more productive and enjoyable. 

A Day in the Life: Using HubSpot for Sales




HubSpot Workflows vs Sequences: When to Use Each

Understanding the subtle yet significant differences between HubSpot's workflows and sequences can revolutionize how you manage leads and streamline sales processes. This video demystifies these two key features, guiding you on when and how to use each effectively.

Learn about HubSpot sequences to see how they can automate your one-to-one interactions, replacing tedious follow-up tasks with efficient, targeted communication. Explore how workflows, primarily utilized by marketing or customer service teams, are triggered by various activities, enhancing lead nurturing and team coordination.

By the end of this video, you'll have a clearer understanding of how to apply these tools in your sales strategy, ensuring that every lead is nurtured and every sales opportunity is maximized.

HubSpot Workflows vs Sequences




Getting Started with HubSpot Sequences Training

Now that you’ve just learned the difference between workflows and sequences, take a deeper dive into HubSpot's Sequences feature with this tutorial. Perfect for those new to the platform or looking to refine their approach, this video guides you through setting up your first sequence with ease. Learn how to effectively use a variety of activities within sequences, and gain valuable insights into their settings and analytics.

By the end, you'll be equipped to integrate sequences into your sales strategy, significantly boosting your outreach and engagement capabilities directly from your Gmail inbox, making your sales process more efficient and effective. 

HubSpot Sequence Training & Tips




How to Use the HubSpot LinkedIn Sales Navigator Integration

HubSpot and LinkedIn Sales Navigator make for a powerful combination. This integration is a game-changer for sales professionals, allowing you to seamlessly align your contact records with LinkedIn profiles, add contacts to Sales Navigator lists, and even send InMails directly from the HubSpot interface.

This guide shows you each step of the integration, from finding and connecting it in the HubSpot app ecosystem to utilizing its unique features to enhance your sales process. Discover how to effortlessly transition between HubSpot and LinkedIn Sales Navigator and why this integration is an invaluable asset for any sales team looking to boost productivity and results.

Note - LinkedIn Sales Navigator requires a separate paid subscription.

HubSpot + LinkedIn Sales Navigator




HubSpot CRM Tips: How to Maximize Your Sales Productivity Without Leaving Your Inbox

Discover how to seamlessly blend your sales workflow into your everyday email routine with practical tips on using HubSpot CRM and Gmail together. This video illustrates the art of maximizing sales productivity directly from your inbox: learn to efficiently use templates, tasks, and HubSpot meeting tools within Gmail, saving you from the hassle of constantly switching between applications.

Ideal for HubSpot CRM and Gmail users, this video will show you how to update CRM information without ever leaving your email, making your sales process smoother and more efficient. Dive into these strategies to work smarter and elevate your sales efficiency to new heights.

HubSpot Sales Tips to Maximize Productivity




Simplify Sales with HubSpot’s Leads Tool

Discover how to streamline your sales process with HubSpot's updated leads tool. This guide delves into enhancing lead management on the HubSpot platform, focusing on features like lead stages, profiles, and automations.

Learn how to efficiently edit lead stages, automate lead stage advancement, and create leads automatically based on lifecycle stages. Ideal for sales teams seeking a more organized and effective approach to handling leads, this video provides clear, step-by-step instructions to make lead management in HubSpot more intuitive and productive.

Simplify Sales with HubSpot's New Leads Tool




How to Schedule Group Meetings in HubSpot

Unlock the secret to hassle-free scheduling of team meetings with HubSpot's smart tools. This video demonstrates how to master group and round robin meeting links, ensuring everyone you need is available without the back-and-forth emails.

Perfect for sales teams needing to involve key members in discussions or service teams aiming for quick customer responses, this guide shows you how to set up these features for maximum efficiency. Say goodbye to scheduling headaches and welcome a smoother, more coordinated approach to team meetings.

Round Robin and Team Scheduling Links




Setting Up and Using HubSpot Call and Meeting Types

This easy-to-follow video shows you the ins and outs of setting up and utilizing these tools to enhance your reporting, automate workflows, and streamline follow-up tasks. Learn how to categorize and track the outcomes of calls and meetings, tailor them to your specific needs, and integrate these types effortlessly into your emails and landing pages.

Whether you're looking to automate activities based on call outcomes or simply seeking more efficient ways to log your interactions, this video is your key to making every sales interaction count, saving you time and boosting your sales efficiency.

HubSpot Call and Meeting Types




How to Create a Quote in HubSpot in 5 Minutes or Less

Discover the ease and efficiency of creating quotes in HubSpot with this straightforward guide. Ideal for sales professionals juggling numerous deals, this video simplifies the quote creation process into two clear methods.

You'll learn how to utilize HubSpot's quote templates effectively and how to add quotes to existing deals seamlessly. Additionally, the video provides valuable insights into incorporating buyer information, adding products or services, applying discounts, and integrating signatures and payments into your quotes.

This hack is for those looking to streamline their sales process and enhance their proficiency with HubSpot's quoting tools.

How to Create a Custom Quote in HubSpot




Unleash the Power of HubSpot Payment Links and Add Ons

Learn how to streamline the payment process for your customers with HubSpot's payment links. This easy-to-follow video guides you through setting up and sharing payment links, embedding them into your content, and utilizing them to enhance customer experience. Learn how to effortlessly upsell and cross-sell with optional add-ons at the checkout — a strategy that can significantly boost your sales.

Whether you're new to HubSpot or looking to refine your sales techniques, this video is packed with practical tips to help you efficiently manage payments and engage your customers more effectively.

HubSpot Payment Links + Add Ons




Using HubSpot Playbooks to Level Up Your Sales Game

Imagine a world where your sales reps can swiftly and effectively navigate each sales situation, backed by a structured guide that eliminates guesswork and boosts decision-making speed. HubSpot Playbooks can streamline your sales process, leading to better messaging consistency and building trust with leads with less wasted time or effort.

This video showcases not just the basics of how HubSpot Playbooks operate, but also goes into strategic ways to leverage them for enhancing your team's performance. Watch to uncover time-saving techniques, ways to boost your close rates, and practical demos filled with actionable tips.  

Whether you're crafting your first playbook or seeking to refine your approach with video-enhanced playbooks, this video is filled with useful information for the whole team.

How to Use HubSpot Playbooks




HubSpot Snippet Tool (How to Create Snippets in HubSpot with This Powerful Feature)

Discover the simplicity and efficiency of HubSpot's snippet tool, a feature designed to dramatically streamline your email communication. If you find yourself repeatedly typing similar responses, price breakdowns, or email closings, this tool is a game changer.

In this video, you'll learn not only how to set up the snippet tool but also explore various practical applications. From creating automated, personalized responses to ensuring consistency in your sales communications, these insights will help you save time and enhance your email efficiency. Perfect for sales professionals looking to optimize their workflow, this video is a must-watch for anyone eager to make their email interactions more efficient and personalized — and with fewer mistakes! 

Using the Snippets Tool in HubSpot




The Expert Guide to HubSpot Lifecycle Stages

This video serves to show how lifecycle stages operate within HubSpot and directly influence your business growth. Learn about the eight default lifecycle stages, how to customize them to fit your business, and discover simple automation techniques that save time and enhance efficiency.

With a focus on reporting and integration with other HubSpot tools, this video is an essential resource for anyone aiming to streamline their sales and marketing efforts. Plus, it offers valuable tips to avoid common pitfalls, helping you maximize the effectiveness of your HubSpot setup.

The Expert Guide to HubSpot Lifecycle Stages




Editing Lifecycle Stages in HubSpot (Plus What Not to Do)

Now that you've learned about lifecycle stages (if not, see the previous video), take a look at how to edit them. This short guide shows where to locate and how to modify these lifecycle stages within HubSpot. But, proceed with caution! These stages are intricately linked to numerous aspects of the platform, and changes can have widespread impacts.

This hack is not only about the technical steps, but also the strategic considerations, ensuring that your alterations enhance, rather than disrupt, your sales process.

This was a highly anticipated update in 2022 that gives a significant advantage in managing your contact’s journey more effectively.

How to Edit Lifecycle Stages in HubSpot




Navigating Your HubSpot Deal Pipeline Like a Pro

Ready to master your HubSpot deal pipeline? Whether you're a seasoned user or new to HubSpot, this video unpacks the essentials to optimize your deal management.

Discover how to get a quick overview of your deals with deal previews, understand your pipeline at a glance through insightful analytics, and personalize your pipeline with custom color tags for better organization. The video also delves into HubSpot's automation features, showing you how to save time and boost efficiency in managing your deals.

Perfect for sales professionals aiming to streamline their workflow, this video will elevate your HubSpot experience and help you close deals more effectively.

Navigating HubSpot Deal Pipeline Like a Pro




Copying Company Properties to Contacts in HubSpot

Tired of seeing blank fields in your contact properties when the associated company already has that information? This video is your go-to guide for syncing company properties to contacts seamlessly in HubSpot. We break down the process into clear, easy steps, starting with creating a new workflow from scratch.

You'll learn how to set up triggers for contacts with missing company information and how to add actions to replicate company property values to these contacts. This straightforward approach not only saves time but also ensures your database is more complete and accurate, enhancing your sales and marketing efforts and helping you streamline your data management in HubSpot.

Copying Company Properties to Contacts




Tracking MRR: How to Easily Track Recurring Revenue in HubSpot

Unlock the potential of HubSpot's revenue analytics with our easy-to-follow guide, perfect for sales teams eager to track and analyze their monthly recurring revenue (MRR). This insightful video is a must-watch for those striving to maintain a clear, real-time view of their revenue streams.

Learn not only how to track MRR within HubSpot, but also gather expert tips on optimizing this process. We delve into generating detailed revenue reports and the nuances of creating new deals for incoming revenue.

This video is your key to mastering MRR tracking, ensuring you're always ahead in managing and growing your business's financial health.

HubSpot How To: Recurring Revenue




How to Create Revenue Reports in HubSpot with Ease

Mastering HubSpot's custom report builder just got easier. This concise yet informative guide walks you through the process of crafting detailed revenue reports. Learn to apply filters for more precise data, identify revenue sources, and choose the best display format for your reports.

This video is for anyone looking to gain a clearer picture of their sales performance and make data-driven decisions for improved results.

How to Create Revenue Reports in HubSpot




A Master Class in How to Use Forecasting Tools in HubSpot

Unlock the power of predictive sales with HubSpot's forecasting tools, a necessary skill for anyone struggling to gauge future revenues. This video guides you through the process, teaching you not just one, but two effective methods of forecasting in HubSpot.

You'll learn how to set achievable revenue goals and create customized categories that align with your sales objectives.

Whether you're a sales manager seeking to enhance team performance or an individual aiming to fine-tune your sales strategy, this video is packed with practical tips and user-friendly guidance. Jumpstart your expertise on accurate forecasting and turn your sales predictions into reality.

How to Use Forecasting Tools in HubSpot




Tutorial videos are awesome when you have the time, but sometimes it's easier to just hire someone so you can accelerate learning for you or your team. Book a free consultation today to learn how we can help.

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Posted in HubSpot, Sales Tools