HubSpot is your trusty sidekick for attracting, engaging, and converting leads into loyal customers. It helps you effortlessly manage contact details, analyze the performance of your marketing campaigns, create invoices and quotations, and streamline your content creation process with AI.
But with such vast capabilities, it’s easy to get overwhelmed. 🤯
To help you navigate the platform and harness its full potential, we’ve rounded up the best HubSpot hacks and tips to turn you into a pro user. We’ll also introduce ClickUp, a versatile productivity platform that can serve as the perfect HubSpot alternative.
HubSpot Hacks: Transforming Your Approach to Sales, Marketing, and Project Management
Summarize this article for me please7 Exclusive HubSpot Hacks for Optimal Productivity
Each of HubSpot’s six products—Sales, Commerce, Service, CMS, Operations, and Marketing Hub—offers unique features and tools to help you nurture prospects. Yet, whether you’re a seasoned HubSpot user or new to the platform, you’ll need to understand how to make the most out of these features to increase conversion rates.
In this section, we’ll present seven exclusive HubSpot hacks to boost your productivity and improve marketing project management processes.
1. Landing page hacks
Every marketer knows that the ultimate goal of a landing page is to convert visitors into leads. While HubSpot offers a free landing page builder for creating visually appealing landing pages, there are a few things to keep in mind to capitalize on your website traffic.
For starters, simplicity is key. Your landing page should only contain enough information to engage visitors without overwhelming them. It should include elements such as:
- A clear header
- A concise description of your company’s offerings
- An image of your firm’s product or service
- A form to collect the visitor’s contact information
The offer section of the landing page is critical and must showcase your company’s product and how it can solve your visitor’s problems and improve their lives. For instance, for a company offering food delivery service at night time, the offer section can say: #1 Night Time Food Delivery Service. 🍣
2. Form builder hacks
HubSpot also comes with a form builder option. When designing these forms for their landing pages, savvy marketers often employ a tactic called progressive profiling. It involves gathering information from leads gradually rather than all at once.
Here’s how this technique works in practice: a company’s marketing team will design a query form on the landing page that only requires visitors to input their names and email addresses. As the visitor interacts with the company’s web pages or content, marketers will observe their behavior to gauge their preferences and pain points and adjust their marketing efforts accordingly.
3. Inbound marketing hacks
One of the most effective ways to drive traffic to your website is to publish informative articles in the form of blogs. However, brainstorming exciting topics and catchy headlines can be a hassle.
A great way to approach this issue is to use the inbound marketing approach. This strategy taps into customers’ pain points and uses the collected data to create smart content that best resonates with them.
As one of the best inbound marketing tools, HubSpot has several features to help you identify these pain points.
HubSpot’s customer portal allows users to report common problems with your product or service. In addition, HubSpot’s ticketing system keeps track of the most frequent issues your customers raise, such as struggles with specific features.
Imagine you’re running a skincare company and have noticed that some customers feel overwhelmed when starting a skincare regime. Once you know what bothers your visitors, you can easily create content that addresses their problems. In this case, the solution would be to write informative blogs outlining essential items in a skincare starter pack, such as a moisturizer, toner, and cleanser. 🧴
4. SEO hacks
Even after creating informative articles for your website, your work is far from over. A key aspect of content marketing projects is ensuring the content on your website ranks high in search engine result pages (SERPs). Achieving this requires strategically integrating keywords that align with popular search queries. 🔍
HubSpot’s SEO marketing tool comes in handy here. It has an analytics feature that provides valuable data on popular search queries. Combining data from the ticketing system and the SEO marketing tool and leveraging the platform’s AI-driven content assistant, you can create compelling headlines and articles that resonate with your audience and rank high in search engines.
5. Email marketing hacks
Successful email marketing campaigns require an attention-grabbing hook and a personalized call-to-action (CTA). However, creating tailored emails and CTAs for each customer is no easy feat for your marketing and sales team.
This is where HubSpot’s Smart CTAs and email templates come into play. These features will help you create CTAs and emails for each HubSpot lead and customer, taking their interests and stages in the buyer’s journey into account.
For example, the platform’s CTA for a potential lead will encourage them to schedule a demo session. Meanwhile, the CTA for existing customers will entice them to upgrade to a higher plan.
You can also leverage HubSpot’s A/B testing feature to analyze different email templates, determine which resonates best with your target audience, and refine the templates accordingly.
Once you’ve identified the best-performing templates, you can use HubSpot to define trigger actions, such as a lead clicking on a link in a previous email or an upcoming event like discounted sales, to send the appropriate template to them automatically. 💌
6. Lead management hacks
One of the biggest challenges in lead marketing is efficiently transferring a marketing-qualified lead to your sales team for further nurturing and conversion. The problem typically arises when contact details are scattered across multiple platforms.
As one of the best CRM software solutions, HubSpot CRM addresses this issue by consolidating all lead and customer data in one centralized location. 🎯
Moreover, separating leads likely to convert from those less interested in your product offerings can streamline your sales and marketing efforts. HubSpot’s lead management and prospecting capabilities include a lead scoring feature that lets you establish criteria based on lead lifecycle stages. For instance, frequent website visits may indicate a sales-qualified lead.
By inputting these criteria into HubSpot’s lead scoring system, you can pinpoint leads with high scores, indicating their readiness to purchase, and tailor your campaigns to prevent them from turning cold. On the other hand, lower lead scores indicate a need to adjust your marketing efforts to improve conversion rates.
7. Social media hacks
Maintaining a consistent presence on social media is essential for effective marketing, and a key hack is to publish content regularly. Gaps between posts, such as posting today and then waiting three months for the next post, can impede lead generation efforts.
HubSpot’s AI-powered social media post generator lets you create multiple social media posts in a single day and schedule them to be published weeks in advance.
Also, simply publishing content on social media isn’t enough. You need to engage with your audience constantly to keep them interested. Imagine a lead sending a direct message to your company’s Facebook page seeking information about a product advertised in your marketing campaigns. If your sales and marketing team fails to respond to this inquiry for weeks, you’ll miss out on the opportunity to convert this lead.
HubSpot’s social media inbox solves this problem by consolidating and monitoring all text-based interactions across your accounts in one central location. With this feature, you can provide quick responses to inquiries on HubSpot without having to juggle between multiple social media channels.
Summarize this article for me please4 Tips for Getting the Most out of HubSpot
On top of the HubSpot hacks we discussed earlier, there are some supplementary tips HubSpot users can incorporate to amplify the platform’s business management capabilities. Let’s go over the most notable ones below. 👇
1. Tap into HubSpot Academy
HubSpot Academy is an online training platform offering various free courses and certifications on topics ranging from email and social media to digital marketing strategies. 🏫
Through these courses, you can acquire marketing certifications and learn essential skills, such as creating engaging content, personalizing emails, and effectively attracting and converting leads.
Furthermore, HubSpot Academy provides insights into how you can leverage the platform to drive business growth and profitability. You can take advantage of these free resources to enhance your marketing prowess and customer acquisition strategies.
2. Use automation for repetitive tasks
An excellent way to streamline your operations and get the most out of HubSpot is to leverage the platform’s sales and marketing automation capabilities for repetitive tasks. Here are some examples of how automation can transform your workflow by:
- Automating email campaigns and follow-ups based on lead actions or upcoming events. You can ensure timely and targeted communication with leads and current and past customers
- Implementing automated lead scoring with specific criteria and triggers. That way, the platform can help you identify the most promising leads
- Automating social media posting, helping you relieve your team from time-consuming manual posting duties
- Setting up automated notifications to receive status updates when leads take vital actions, such as clicking email links. Your team will be able to follow up promptly and effectively
3. Leverage HubSpot’s analytics feature
With HubSpot’s extensive analytics capabilities, you can closely monitor visitors’ actions on your website, identify high-performing web pages, and get reports on the performance of different marketing channels.
These insights give you a deeper understanding of the web pages, content, and marketing strategies that resonate the most with your prospects and leads. Use this knowledge to fine-tune your website, develop compelling content, and refine your growth marketing strategies to meet your sales and revenue targets.
4. Harness HubSpot’s integration capabilities
Most teams rely on multiple business tools in performing their everyday tasks, which can reduce productivity and cause silos when syncing or consolidating data.
HubSpot mitigates this issue by syncing data across various platforms while allowing users to continue leveraging their preferred tools.
For example, integrating HubSpot with ClickUp, the best-in-class collaborative project management tool, will simultaneously enhance your productivity and the platform’s functionality.
ClickUp excels in task management and project tracking, providing essential project management support for teams across industries. For sales and marketing teams handling diverse tasks like email and content marketing with HubSpot, the ClickUp integration offers a game-changing competitive edge.
For instance, HubSpot’s triggers, such as customer ticket requests, can automatically generate tasks on ClickUp, thus forming a comprehensive task list. This list includes essential tasks like client follow-ups and content creation, which can easily be assigned to different team members within your ClickUp Workspace. Tasks can also be color-coded based on priority to optimize workflows and ensure teams tackle high-priority tasks first.
Summarize this article for me pleaseClickUp: The Best HubSpot Alternative
While the integration between HubSpot and ClickUp can do wonders for your marketing and sales efforts, ClickUp can also function as an independent alternative to HubSpot.
ClickUp is a powerful data visualization and project management tool with a suite of features to increase the productivity of sales, marketing, and customer relationship teams. The platform has 1,000+ ready-made templates for numerous business scenarios like product management, sales, marketing, finance, accounting, and many more.
For small businesses and startups with limited budgets, ClickUp has a free forever plan, enabling them to effectively manage their operations at no cost. 💰
Moreover, ClickUp’s recent office expansion has brought its services closer to customers, enabling localized support, sales outreach, and a better user experience.
Another compelling reason why ClickUp is one of the best HubSpot alternatives is its integration capabilities. Besides HubSpot, ClickUp seamlessly integrates with popular platforms like Zoom, Make, Unito, Google Calendar, Dropbox, Gmail, and Slack, to name a few.
With this in mind, let’s explore how ClickUp can serve as a worthy substitute for HubSpot across sales processes, marketing project management, email marketing, and automation.
1. ClickUp Sales
ClickUp Sales is a comprehensive set of tools and features designed to enhance your sales process. It lets you visualize your sales pipelines, track customer account activity, automate tasks, and collaborate on deals using Custom Forms and Dashboards.
By building a custom ClickUp Form, you can collect vital lead and customer information, such as email addresses, names, and phone numbers.
Meanwhile, ClickUp Dashboards let you visualize and analyze your sales data to measure progress and eliminate bottlenecks. They offer a variety of visual tools like Cumulative Flow, Velocity, Burnup, and Burndown charts to help you monitor deals’ progress and easily access your sales team’s ability to convert leads.
2. ClickUp CRM
ClickUp comes with its own CRM system called ClickUp CRM, which can serve as a centralized hub for storing and managing data to boost client growth and customer satisfaction. It comes with 10+ custom views for monitoring customer engagements and account details using Lists, Tables, Kanban boards, Gantt charts, and more.
You can ease into ClickUp’s powerful CRM capabilities by leveraging the ClickUp CRM Template. This user-friendly, customizable framework lets you track and sort leads and prioritize tasks according to the sales stage using various viewing modes. It also comes with Custom Fields for adding and organizing customer information like contact name, email, and industry.
3. ClickUp for marketing project management
Effective marketing project management often starts with brainstorming sessions, and ClickUp offers the perfect collaborative tool for this—ClickUp Whiteboards. This infinite virtual canvas lets marketing teams generate and visualize ideas in real time using various shapes, objects, and sticky notes. 🔴
Following brainstorming sessions, marketing teams need a platform to document their strategies and campaigns. ClickUp Docs lets you create, edit, and store reports, strategies, and other essential marketing documents. Streamline your workflows by adding links and files, tagging team members, and assigning tasks directly within the Docs.
ClickUp also offers an AI feature called ClickUp Brain that can help you create tailored blog posts, generate ideas for your marketing campaigns, and automate repetitive marketing tasks.
4. ClickUp for email marketing
By linking directly to your Gmail, Outlook, Office 365, and IMAP accounts, ClickUp lets you respond to inquiries, send emails, and turn emails into detailed tasks without toggling between apps and tabs.
You can also use ClickUp’s automation capabilities to trigger email responses based on form submissions or task events, ensuring prompt and personalized communication with your audience.
Use the ClickUp Email Campaign Template to create engaging content with CTAs perfectly tailored to your audience. The template ensures your messages have a consistent and professional tone while eliminating the need for extensive email design.
5. ClickUp Automations
ClickUp Automations provides unparalleled efficiency by allowing you to automate repetitive tasks and save precious time and effort.
First, you’ll need to specify the triggers and what actions you want the platform to take after each trigger.
For instance, you can define due dates as triggers and ask ClickUp to send notifications to assignees every time a task due date comes near. This feature can also automatically assign tasks to different team members, change the priority of each task, and much more.
Not sure how to start automating workflows with ClickUp? Don’t worry—the platform has a library with 100+ pre-built automations for different situations, including project handoffs, task assignments, and custom status changes.
Summarize this article for me pleaseSupercharge Your Sales, Marketing, and Project Management Operations with ClickUp
HubSpot is a remarkable software with extensive features and functionalities for business management. With the right hacks and tips, you can fully utilize HubSpot’s potential to optimize your sales, marketing, CRM, and many other processes.
With seamless task and project management features, 1,000+ ready-made templates, intuitive automations, and extensive integration capabilities, ClickUp can complement HubSpot’s functionality—or fully replace it.
Ready to elevate your productivity and project outcomes? Embark on your journey to success—sign up for ClickUp today. ☀️
Everything you need to stay organized and get work done.
