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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe8c7dd0e157abed82e4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create" and select "Zaps" to start a new automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select your form tool (e.g., Typeform, JotForm, Google Forms) as the trigger app.</li>
 <li>Choose "New Response in Spreadsheet" as the trigger event to capture new form submissions, then connect your Google Forms account.</li>
 <li>Select the specific spreadsheet and worksheet where form responses are stored.</li>
 <li>Run a test to ensure Zapier detects new responses correctly.</li>
 <li>Add HubSpot as the Action App.</li>
 <li>Choose "Create or Update Contact" as the action event to sync form responses as HubSpot contacts.</li>
 <li>Connect your HubSpot account to Zapier.</li>
 <li>Map the Google Forms fields (e.g., name, email, etc.) to the corresponding contact properties in HubSpot.</li>
 <li>Run a test to verify that form data is syncing correctly to HubSpot CRM.</li>
 <li>Click "Publish" to turn on your Zap and automate lead capture from the form tool to HubSpot.</li>
</ol>

Automate HubSpot lead capture with Zapier form integrations

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe937dd0e157abed831a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to start automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Airtable.</li>
 <li>Choose a trigger event, such as "New Record."</li>
 <li>Connect your Airtable account.</li>
 <li>Select the base and table to monitor.</li>
 <li>Run a test to ensure Zapier detects new records.</li>
 <li>Add HubSpot as the action app.</li>
 <li>Choose an action event, such as "Create Task."</li>
 <li>Connect your HubSpot account.</li>
 <li>Map Airtable fields (e.g., task name, due date, description) to HubSpot task fields.</li>
 <li>Run a test to verify that new Airtable records create tasks in HubSpot.</li>
 <li>Run a test to verify that new Airtable records create tasks in HubSpot.</li>
</ol>

Automate HubSpot tasks creation from new Airtable records

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fec07dd0e157abed86ca/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier and click "Create" followed by "Zaps" to start building an automated workflow that connects HubSpot with Brevo.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select "HubSpot" as your trigger app.</li>
 <li>Choose your trigger event, such as "New Contact" or "Updated Contact" - this determines when your Zap will run.</li>
 <li>Connect your HubSpot account.</li>
 <li>Select "Continue."</li>
 <li>Click "Test trigger."</li>
 <li>Click "Action" and search for "Brevo" as your action app to receive data from HubSpot.</li>
 <li>Select "Add or Update Contact" as your Brevo action to ensure your HubSpot contacts sync with your email marketing platform.</li>
 <li>Connect your Brevo account - you'll need to retrieve your API key from Brevo's integration settings.</li>
 <li>Map your HubSpot contact fields (name, email, company) to the corresponding Brevo contact fields to ensure proper data transfer.</li>
 <li>Run a test to verify that HubSpot contacts are correctly syncing with your Brevo account.</li>
 <li>Click "Publish" to activate your Zap and start the automatic syncing between HubSpot and Brevo.</li>
</ol>

Brevo Hubspot Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fee37dd0e157abed89f9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Formsite and select it.</li>
 <li>Choose a trigger event, such as "New Form Result".</li>
 <li>Connect your Formsite account.</li>
 <li>Select the form you want to use.</li>
 <li>Run a test to ensure Zapier detects the form submission correctly.</li>
 <li>Add HubSpot as the Action App.</li>
 <li>Select an action event, such as "Create Contact" or "Update Contact".</li>
 <li>Connect your HubSpot account.</li>
 <li>Choose the HubSpot list or pipeline where new contacts should be added.</li>
 <li>Run a test to verify that Formsite form submissions are correctly added to HubSpot.</li>
 <li>Click "Publish" to activate your Zap. </li>
</ol>

Connect Formsite through Zapier to HubSpot

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fef57dd0e157abed8b3b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Stripe and select it.</li>
 <li>Choose a trigger event, such as "New Charge."</li>
 <li>Connect your Stripe account and configure the settings (e.g., the specific event or charge you're monitoring).</li>
 <li>Add HubSpot as the Action App.</li>
 <li>Select an action event, such as "Create Deal" or "Create Invoice."</li>
 <li>Connect your HubSpot account.</li>
 <li>Map the fields from Stripe (e.g., customer name, payment amount, subscription) to the appropriate fields in HubSpot (e.g., deal amount, customer contact info).</li>
 <li>Run a test to verify the integration works correctly.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Connect HubSpot and Stripe to automate invoicing

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fef87dd0e157abed8b6c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to begin.</li>
 <li>Click "Trigger" and search for Notion to select it.</li>
 <li>Choose a trigger event, such as "Updated Database Item" or "New Database Item," depending on when you want updates sent to HubSpot.</li>
 <li>Authorize Zapier to access your Notion account.</li>
 <li>Select the Notion database containing the project status to monitor.</li>
 <li>Run a test to ensure Zapier detects updates in the Notion database.</li>
 <li>Add HubSpot as the action app.</li>
 <li>Choose an action event, such as "Create Contact," "Update Contact," or "Update Deal," depending on how you want to sync the data.</li>
 <li>Authorize Zapier to access your HubSpot account.</li>
 <li>Select the HubSpot object (e.g., Contact, Deal) to update with project status.</li>
 <li>Run a test to verify that project status updates are correctly synced to HubSpot.</li>
 <li>Once the test is successful, turn on your Zap to automate the synchronization process.</li>
</ol>

Connect HubSpot CRM to Notion for centralized customer data

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929ff197dd0e157abed8e16/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create" and select "Zaps" to get started.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Trello as the trigger app.</li>
 <li>Choose a trigger event such as "Card Moved to List" or "New Card" based on the Trello board change you want to use to trigger HubSpot.</li>
 <li>Connect your Trello account to Zapier.</li>
 <li>Select the Trello board and specify the list or card criteria for the trigger.</li>
 <li>Run a test to ensure Zapier detects the Trello board change.</li>
 <li><article>Add HubSpot as the Action App.</article></li>
 <li>Choose an action event such as "Create/Update Deal" to sync the sales pipeline, then connect your HubSpot account.</li>
 <li>Map the Trello data (e.g., card title, description, due date) to the relevant HubSpot deal fields.</li>
 <li>Run a test to verify that changes in Trello trigger the workflow in HubSpot.</li>
 <li>Click "Publish" to activate your Zap and sync your sales pipeline automatically between Trello and HubSpot.</li>
</ol>

Connect Trello and HubSpot to sync sales pipeline

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929ff267dd0e157abed8e7e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Unbounce and select it.</li>
 <li>Choose a trigger event, such as "New Form Submission".</li>
 <li>Connect your Unbounce account.</li>
 <li>Select the landing page form you want to use.</li>
 <li>Run a test to ensure Zapier detects the form submission correctly.</li>
 <li>Add HubSpot as the Action App.</li>
 <li>Select an action event, such as "Create Contact" or "Update Contact".</li>
 <li>Connect your HubSpot account.</li>
 <li>Choose the HubSpot list or pipeline where new contacts should be added.</li>
 <li>Run a test to verify that Unbounce form submissions are correctly added to HubSpot.</li>
 <li>Click "Publish" to activate your Zap. </li>
</ol>

Connect Unbounce to HubSpot using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929ffe7243f01ed60a4d531/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Framer project.</li>
 <li>Click the 'Plugins' menu to access your integrated HubSpot data within your Framer projects.</li>
 <li>Select 'Browse All...'</li>
 <li>Select 'HubSpot' to connect your HubSpot account to enhance your design workflow.</li>
 <li>Access your HubSpot account by clicking 'Log In'. </li>
 <li>Connect your HubSpot account to enable powerful marketing integrations.</li>
 <li>Select your HubSpot account to access your designs and templates.</li>
 <li>Click 'Choose account' to connect to Framer.</li>
 <li>Click 'Connect app' to link your application to enable seamless data flow between platforms.</li>
 <li>Authentication complete! Return to Framer to continue your design journey.</li>
</ol>

Framer HubSpot Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00fa243f01ed60a4e9bf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Contacts from the menu bar and select Contacts from the dropdown.</li>
 <li>You can select all the contacts that you want added to your desired list.</li>
 <li>Find and click on the More button above the Contacts list.</li>
 <li>Search for the list to which you want the contacts to be added.</li>
 <li>And hit the Add button.</li>
 <li>You will get a success message.</li>
</ol>

HubSpot - Add a contact to a list

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a016e243f01ed60a4f36f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Marketing &gt; Email.</li>
 <li>Create a new email or edit an existing one.</li>
 <li>Click where you want to insert the signature in the email body.</li>
 <li>Click on Personalize in the rich text toolbar.</li>
 <li>Select Contact from the Type dropdown menu and search for Contact Owner.</li>
 <li>From the User property dropdown, choose Signature.</li>
 <li>Click Insert.</li>
 <li>You will see a personalization token appear on the email body. This will create a personalized signature for your email outreaches.</li>
</ol>

HubSpot - How to Add a Personalized Email Signature

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a019d243f01ed60a4f6e5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Settings on the top right.</li>
 <li>In the left sidebar menu, navigate to General.</li>
 <li>Click on the Email tab.</li>
 <li>In the Configure section, click Edit email signature.</li>
 <li>Enter your signature details in the text box</li>
 <li>You can also switch to HTML mode.</li>
 <li>And use the formatting options or switch to HTML mode for more control.</li>
 <li>Click Save.</li>
 <li>You will see a success prompt saying your signature was updated.</li>
</ol>

HubSpot - How to Add a Signature

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0237243f01ed60a50278/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to Library&gt;Files.</li>
 <li>Click on Upload files.</li>
 <li>Upload the file you want to attach from the files.</li>
 <li>You will receive a prompt saying your file is uploaded.</li>
 <li>Hover over the uploaded file and click on Details.</li>
 <li>Hit Copy URL to copy the uploaded file's URL to the clipboard.</li>
 <li>Type and highlight the text you want to indicate as the attached file.</li>
 <li>Click on the Hyperlink icon above the email body.</li>
 <li>Paste the uploaded file's link.</li>
 <li>Review your email and Send it.</li>
</ol>

HubSpot - How to Add Attachment to HubSpot Email

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2c9ca98365d08656ff35/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Settings</li>
 <li>Navigate to the Properties section on the sidebar</li>
 <li>Select Contact properties from the dropdown menu under Select an object.</li>
 <li>Click Create property.</li>
 <li>Fill in the details:Object type: ContactGroup: Contact informationLabel: Birthday</li>
 <li>Select Date Picker as the field type.</li>
 <li>Keep the dates allowed as Any date.</li>
 <li>Click Create to save the new property.</li>
 <li>You will get a success prompt saying "Birthday was created"</li>
</ol>

HubSpot - How to add birthday field

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2cc9a98365d08657018b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Google Calendar and Click on Create &gt; Event.</li>
 <li>Set a Date and Time for your event.</li>
 <li>Provide a Name to your event and hit Save.</li>
 <li>Click on the event you just created to open it.</li>
 <li>Click on the three dots options and select Publish event from the dropdown.</li>
 <li>Copy the Event Link from the dialog box that pops up.</li>
 <li>Now head over to HubSpot and open the email where you want to add the calendar invite.</li>
 <li>Type "Calendar event" in the email body and hyperlink the text using the insert link option.</li>
 <li>Insert the copied link from Google Calendar.</li>
 <li>Your calendar invite is added to your email. You can now Review your email and Send it.</li>
</ol>

HubSpot - How to Add Calendar to HubSpot Email

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dd5d673bd5aa8e5f9c3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In your HubSpot email editor, drag and drop the Image element to your email body.</li>
 <li>Click on select image to upload the GIF file.</li>
 <li>You might have compatibility issues with directly using GIF in your email. So you can try the sending link instead. Let's learn how to do that!</li>
 <li>Drag and drop the Image element to your email body the same way as before.</li>
 <li>Hit Select image</li>
 <li>Click on the More in the Select Image page.&nbsp;</li>
 <li>Select Add from URL.</li>
 <li>Paste the public image URL of the GIF from platform like Giphy, Imgur, Tenor.</li>
 <li>Click on Preview button to view your GIF.</li>
</ol>

HubSpot - how to add gif to hubspot email

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e00d673bd5aa8e5fd50/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Automations &gt; Chatflows</li>
 <li>Click on the Create chatflow button.</li>
 <li>You can define the colour of the chat window based on your brand colors.</li>
 <li>And get a preview of the chatform on the right as you keep building it.</li>
 <li>Welcome message: This is the initial message visitors see when they open the chat.</li>
 <li>Under the Assign to option, select a team member who will own chat interactions.</li>
 <li>Put your availability based on your working hours.</li>
 <li>You can show the reply time so your visitors know what to expect in terms of response time.</li>
 <li>Hit the Publish button if your happy with the chat widget.</li>
 <li>And you will receive a success dialog box</li>
 <li>Make sure the STATUS is toggled ON.</li>
 <li>Click on the Edit button.</li>
 <li>Move to the Target tab</li>
 <li>You can define page rules where the chat would be visible.</li>
 <li>You can select the display avatar in the Display tab.</li>
</ol>

HubSpot - How to Add HubSpot Chat to Website

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e01d673bd5aa8e5fd72/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the Gear icon on the top right.</li>
 <li>Find Tracking Code in the left pane.</li>
 <li>You will find the Embed code over here.</li>
 <li>You can copy the code to the clipboard or directly email it to your developer.</li>
 <li><ul><li>Paste the code before the closing &lt;/body&gt; tag in the HTML code for each page of your site.&nbsp;</li><li>Your developers can install the tracking code to the footer file that's referenced across all pages</li></ul></li>
</ol>

HubSpot - Add HubSpot Tracking code to website

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e32d673bd5aa8e601f7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Settings on the top right.</li>
 <li>Navigate to the Properties section on the sidebar.</li>
 <li>Select Lead properties.</li>
 <li>Click Create property.</li>
 <li>Fill in the details:Object type: LeadGroup: Lead informationLabel: Lead Source</li>
 <li>Select a text-based field type like single line/multi-line text field.</li>
 <li>Keep the property rules boxes unchecked and hit Create.</li>
 <li>You will get a success prompt saying "Lead Source was created"</li>
</ol>

HubSpot - How to Add Lead Source

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e35d673bd5aa8e6021b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Gear icon.</li>
 <li>And select Properties from the left pane.</li>
 <li>Search for "Lead Status" in the search bar.</li>
 <li>Click on the Edit button.</li>
 <li><ul><li>Turn on the Check boxes. </li><li>You can edit existing labels (e.g., "New" to "Uncontacted")</li></ul></li>
 <li><article>Click + Add option to create new lead statuses.</article></li>
 <li>E.g., "Not Interested"</li>
 <li>Click Save to finalize your lead status options.</li>
</ol>

Hubspot - Add lead status

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2eddd673bd5aa8e60efa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the settings icon (gear symbol) in the top navigation bar.</li>
 <li>In the left sidebar menu, navigate to Users &amp; Teams.</li>
 <li>In the upper right corner, click Create user.</li>
 <li>Enter the Email address of the person you want to add.</li>
 <li>You also have the option of a bulk upload using a CSV file.</li>
 <li>Assign the appropriate seat to them.</li>
 <li>Choose their Access level</li>
 <li>Click Create user.</li>
 <li>You will see the success screen saying you've invited 1 user. You can now hit the Done button.</li>
</ol>

Hubspot - How to Add Someone to Your HubSpot Account

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f92d673bd5aa8e61e17/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to CRM&gt;Contacts.&nbsp;</li>
 <li>Go to the specific Contact record and locate the Contact owner property.</li>
 <li>Click the dropdown menu and choose the new owner (individual user) from the list.</li>
 <li>Click Save to confirm the change.</li>
</ol>

Hubspot - how to assign contacts in hubspot

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa6d673bd5aa8e620f8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to HubSpot emails and move to the Automation tab.</li>
 <li>Click on the Create a new workflow button.</li>
 <li>Choose a trigger that starts the automation sequence.</li>
 <li>Design your automation by adding actions on the + sign.</li>
 <li>The action could be as simple as sending an email on a link click.</li>
 <li>Which you can do under the Communications column.</li>
 <li>And you can send an automated email using this. (Eg. Thank you mail, Confirmation mail etc.)</li>
 <li>Click on Review and send</li>
</ol>

HubSpot - how to automate emails in

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2feed673bd5aa8e627fc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the Settings icon in the top navigation bar.</li>
 <li>In the left sidebar menu, locate Objects.</li>
 <li>And click on Activities.</li>
 <li>Under Activities, find and uncheck the checkbox labeled Allow all users to track emails and see when recipients open and click on their emails.</li>
 <li>Locate the checkbox and uncheck Allow all users to log email attachments.</li>
 <li>Click Save.</li>
 <li>You will see 2 success prompts for turning of the 2 tracking options</li>
</ol>

HubSpot - How to Block HubSpot Email Tracking

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3019d673bd5aa8e62a95/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li></li>
 <li>Click on Create on the top right and select Landing Page.</li>
 <li>Name your landing page and hit Create page.</li>
 <li>Choose a pre-designed template that matches the type of page you want to create.</li>
 <li>Click on the Plus sign on the left to customize your design by using drag-and-drop elements. Add text, images, videos, and forms to tailor the content to your brand and offer.</li>
 <li>You can view and rearrange your page structure here.</li>
 <li>Click on Settings</li>
 <li>Add a Page Title for the landing page.</li>
 <li>Add Meta Description to your page.</li>
 <li>Click Publish to launch your page.</li>
 <li>Finally, find and copy your landing page URL.</li>
</ol>

HubSpot - How to Build a Landing Page in HubSpot

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3031d673bd5aa8e62c82/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, navigate to the top-right corner and click 'Insert'.</li>
 <li>Tap the provided search bar and type 'HubSpot'.</li>
 <li>Following that, select the HubSpot data you want to sync and then drag it to the main workspace.</li>
 <li>Tap 'Sign In With HubSpot' and log into your account.</li>
 <li>Subsequently, select the HubSpot account you want to use and click 'Choose 'Account'.</li>
 <li>Tap 'Complete Setup' to proceed.</li>
 <li>Click 'Sync Now' to establish the connection between your Coda and HubSpot accounts.</li>
 <li>Finally, summarize your report based on the data from the selected HubSpot item. Going forward, repeat the same series of steps if you wish to add more related information.</li>
</ol>

How to Build Reports From HubSpot Data in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a306fd673bd5aa8e631ac/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your account name in the top-right corner.</li>
 <li>Select Account &amp; Billing.</li>
 <li>Move to the Delete Account tab.</li>
 <li>And click on the Delete account button.</li>
 <li>If you only want to roll back your subscription to the free account, you will see the Accounts and Subscriptions option in the Overview tab, where you can roll back your subscription.</li>
</ol>

Hubspot - cancel hubspot account

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30d6d673bd5aa8e6395e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to CRM&gt;Contacts.</li>
 <li>Find "Contact owner" in the sidebar.</li>
 <li>Click the dropdown arrow and choose the new owner.</li>
 <li>Click Save.</li>
</ol>

Hubspot - how to change contact owner in hubspot

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<h2>Guide</h2>

<ol>
 <li>Go to CRM &gt; Contacts</li>
 <li>Go to the specific contact you want to update and locate the Lead Status property.</li>
 <li>Click the dropdown menu and choose the new lead status (e.g., Connected, Open deal).</li>
 <li>For changing lead status in bulk, select the checkboxes of the leads you want to update the status for.</li>
 <li>Choose Edit from the bar above the table.</li>
 <li>In the bulk edit view, locate the Lead Status property.Use the dropdown menu to select the new lead status for all selected leads.</li>
 <li>You can view the updated lead status here.</li>
</ol>

HubSpot - how to change lead status in hubspot

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a312cd673bd5aa8e640d2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to CRM&gt;Companies.</li>
 <li>Scroll to the right to reveal the lifecycle stage column.</li>
 <li>Click the dropdown menu and choose the new lifecycle stage for the record.</li>
 <li>Click Save to confirm the change.</li>
 <li>You can also bulk update for multiple records:</li>
 <li>Select the checkboxes of the records you want to update the lifecycle stage for.</li>
 <li>Choose Edit from the bar above the table.</li>
 <li>In the bulk edit view, locate the Lifecycle Stage property and select the updated stage of the lifecycle.</li>
 <li>You can view the updated stage in the companies page.</li>
</ol>

HubSpot - how to change lifecycle stage in hubspot

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<h2>Guide</h2>

<ol>
 <li>Go to Contacts &gt; Contacts </li>
 <li>Click on Create contact</li>
 <li>Enter the contact information in the side panel.</li>
 <li>Check the box and hit Create</li>
 <li><h3 style={{"textAlign": "center"}}>And you are done! </h3>Your new contact is now set as marketing contact.</li>
</ol>

HubSpot - Change Marketing Contact Status

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<h2>Guide</h2>

<ol>
 <li>Look for contacts that are stuck in the early Lead Status or are still stuck in the Unqualified status.<ul><li>CRM&gt;Contacts&gt; Lead Status</li></ul></li>
 <li>Or contacts from companies that are stuck in early lifecycle stages (Eg. cold contact) who haven't shown recent engagement.<ul><li>CRM&gt;Companies&gt; Lifecycle Stage</li></ul></li>
 <li>Identify contacts with high bounce rates in your email marketing to remove those uninterested.<ul><li>Marketing&gt;Emails</li></ul></li>
 <li>Look for contacts with missing or outdated information, like email addresses.</li>
 <li>HubSpot's deduplication tools also help you find and merge duplicate contacts.<ul><li>CRM&gt; Contacts&gt; Manage duplicates</li></ul></li>
 <li>You can use filters to find contacts for cleanup based on specific criteria.<ul><li>CRM&gt;Contacts&gt;Advanced filters</li></ul></li>
</ol>

Hubspot - how to clean up hubspot contacts

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<h2>Guide</h2>

<ol>
 <li>Navigate to the Marketplace icon on the top right.</li>
 <li>Select App Marketplace from the dropdown.</li>
 <li>Search for “CloneNer” on the search bar.</li>
 <li>And install the app.</li>
 <li>Choose the Account where you want it to function.</li>
 <li>And click on the Connect app button.</li>
 <li>Locate the deal you want to copy.(CRM &gt; Deals)</li>
 <li>Click on the deal to get a detailed view.</li>
 <li>Scroll down on the right column and find the CloneNer app.</li>
 <li>Click on the Duplicate Deal to begin duplication.</li>
 <li>Add or edit any additional properties to the deal you want and hit the Clone Deal button.</li>
 <li>You will see the success prompt once the deal is cloned successfully.</li>
</ol>

HubSpot - How to Clone a Deal

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<h2>Guide</h2>

<ol>
 <li>In the left sidebar menu, navigate to Marketing &gt; Ads.</li>
 <li>Click on Connect an ad account to HubSpot.</li>
 <li>Select Facebook from the dialog box.</li>
 <li>Click on Connect</li>
 <li>Keep the Auto Tracking On</li>
 <li>Here, you can choose to activate lead syncing. This automatically transfers lead information from your Facebook Ad account to HubSpot contacts.</li>
 <li>Click here to view the available tracking pixels.</li>
 <li>Select your pixel to track your visitors.</li>
 <li>Measure your ads ROI from Revenue from deals or Estimated revenue.</li>
</ol>

HubSpot - How to Connect Facebook Leads to HubSpot

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<h2>Guide</h2>

<ol>
 <li>In the left sidebar menu, navigate to Marketing &gt; Ads.</li>
 <li>Click on Connect an ad account to HubSpot.</li>
 <li>In the pop-up window, select Google Ads.</li>
 <li>Log in to your Google account associated with your Google Ads account.</li>
 <li>Select the Google Ads accounts you want to connect (you can choose multiple accounts).</li>
 <li>Select the pixel to track your visitors across your website.</li>
 <li>Measure your ads ROI from Revenue from deals or Estimated revenue.</li>
</ol>

HubSpot - How to Connect Google Ads to HubSpot

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<h2>Guide</h2>

<ol>
 <li>Navigate to Settings.</li>
 <li>In the left sidebar, go to Content &gt; Pages.</li>
 <li>Locate the Integrations tab and find the Tracking Integrations section. </li>
 <li>Check the box for Integrate with Google Analytics 4.</li>
 <li></li>
 <li>Head over to your Google Analytics and go to Admin.</li>
 <li>Click on Data Streams.</li>
 <li>Select your Data Stream</li>
 <li>&nbsp;Copy the GA4 Tracking ID</li>
 <li>Paste the copied GA4 Measurement ID.</li>
 <li>And hit Save.</li>
 <li>You will get a success prompt saying "Your webpage settings were saved."</li>
</ol>

HubSpot - How to Connect Google Analytics to HubSpot

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<h2>Guide</h2>

<ol>
 <li>Log in to your HubSpot account. Click on the Marketplace icon.</li>
 <li>Select 'Apps'.</li>
 <li>In the search bar, type 'PandaDoc' and select it from the results.</li>
 <li>Click 'Install app'.</li>
 <li>Click on 'Choose Account'. </li>
 <li>Click 'Connect App' and follow the prompts to log into your PandaDoc account.</li>
 <li>A notification pops up once the authentication has been successfully accomplished.</li>
</ol>

How to Connect HubSpot Free CRM to PandaDoc

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<h2>Guide</h2>

<ol>
 <li>Click on the settings icon</li>
 <li>Navigate to the General section</li>
 <li>Click on the Email tab.</li>
 <li>Click here to continue</li>
 <li>Tick the checkbox and click on Connect your inbox</li>
 <li>Enter your email address that you want to connect and hit the Next button</li>
 <li>If you get the prompt above. Click on Connect to Gmail</li>
 <li>If HubSpot cannot identify your email provider, you will see this prompt</li>
 <li>In that case select the Google/Gmail tile.</li>
 <li>Hit Continue to be directed to Google login page. Review the required permissions and click Allow.</li>
</ol>

Hubspot - Connect to Gmail

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<h2>Guide</h2>

<ol>
 <li>Click on the Marketplace icon in the main navigation bar</li>
 <li>Select App Marketplace</li>
 <li>Find and select the MailChimp integration</li>
 <li>Click on Install App and a dialog box will pop up.Enter your Mailchimp login credentials in the dialog box and click Log In.</li>
 <li>Review the access requested for your account and click Allow</li>
 <li>Under Settings, look for Connected Apps under Integrations. Here, select All apps.</li>
 <li><h2 style={{"textAlign": "center"}}>And Voila!</h2>You can now find Mailchimp added to the connected apps page!</li>
 <li>Toggle on if you want to sync Mailchimp email activities in a contact record.</li>
 <li>What if you want to disconnect Mailchimp?</li>
 <li>Just click here If you need to remove the Mailchimp integration</li>
 <li>Click here and disconnect Mailchimp</li>
</ol>

Hubspot - Install Mailchimp 1

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<h2>Guide</h2>

<ol>
 <li>Click on the settings icon</li>
 <li>Navigate to the General section</li>
 <li>Click on the Email tab.</li>
 <li>Click here to continue</li>
 <li>Tick the checkbox and click on Connect your inbox</li>
 <li>Enter your email address that you want to connect and hit Next</li>
 <li>If HubSpot cannot identify your email provider, you will see this prompt</li>
 <li>Select the Microsoft Outlook tile.</li>
 <li>Hit Continue to be directed to your Microsoft Outlook page and Finish connecting your Outlook Account</li>
</ol>

Hubspot - connect to Outlook

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<h2>Guide</h2>

<ol>
 <li>Click the Marketplace icon in the top navigation bar and select App Marketplace.</li>
 <li>Use the search bar to locate and select the LinkedIn Sales Navigator integration.</li>
 <li>Click the Install app in the upper right corner.</li>
 <li>Click on Install app.</li>
 <li>Once the app is installed, head over to the CRM &gt; Contacts.</li>
 <li>Select and click on a Contact.</li>
 <li>Scroll down to the right column all the way down.</li>
 <li>You will find the option to Sign in to your LinkedIn Sales Navigator account.</li>
 <li>Sign in and Allow HubSpot to access data from Sales Navigator.</li>
</ol>

Sales navigator hubspot integration

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<h2>Guide</h2>

<ol>
 <li>Click on the Gear icon.</li>
 <li>Navigate to the General section in the left pane.</li>
 <li>Select the Email tab.</li>
 <li>Click on Connect personal email button.</li>
 <li>Tick the checkbox and click on Connect your inbox</li>
 <li>Select the Email provider you want to connect.</li>
 <li>You will see a similar screen based on email service provider you select.</li>
</ol>

Hubspot - Connect inbox

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<h2>Guide</h2>

<ol>
 <li>Navigate to Settings in the top right corner.</li>
 <li>In the left sidebar menu, select Marketing.</li>
 <li>And click on the Social.</li>
 <li>Click on the Connect account button you see on the page.</li>
 <li>A dialog box will appear. Choose Facebook &amp; Instagram.</li>
 <li>Continue to grant access to HubSpot to connect your Facebook/Instagram Account.</li>
 <li><ul><li>You'll see a list of Facebook pages you manage and Instagram business accounts linked to those pages.</li><li>Select and connect the Instagram account you want to connect.</li></ul></li>
</ol>

How to HubSpot - Connect Instagram to HubSpot

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<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Landbot' as your trigger app.</li>
 <li>Select the trigger.</li>
 <li>Connect your Landbot account.</li>
 <li>Map your trigger details and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'HubSpot' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your HubSpot account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Landbot via Zapier to HubSpot

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33fdab56e05a00fd86d3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Marketing &gt; Ads on the left sidebar.</li>
 <li>Click on the Connect ad accounts to HubSpot button.</li>
 <li>Select LinkedIn from the dialog box.</li>
 <li>Log in to your LinkedIn account and grant HubSpot the necessary permissions.</li>
 <li>Choose the LinkedIn Ads accounts you want to ConnectEnable auto-tracking if you want to track how contacts interact with your ads.</li>
 <li>Click on Select Pixel dropdown and select the LinkedIn pixel.</li>
 <li>You can see your LinkedIn Ads account connected .</li>
</ol>

HubSpot - How to Connect LinkedIn Ads Account to HubSpot

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<h2>Guide</h2>

<ol>
 <li>Navigate to the Contact record in your CRM and click on preview.</li>
 <li>Locate the Unbounce Option</li>
 <li>Check the box confirming the email address is correct.</li>
 <li>Finally, click on the Unbounce this contact button.</li>
 <li>You will get a success prompt saying your Contact has been unbounced.</li>
</ol>

HubSpot - How to Unbounce a Contact in HubSpot

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<h2>Guide</h2>

<ol>
 <li>Navigate to Settings on the top right.</li>
 <li>Select Marketing &gt; Social from the left sidebar.</li>
 <li>Click Connect Accounts in the Accounts tab.</li>
 <li>Select LinkedIn from the list.</li>
 <li>Choose the profiles or pages you want to connect and Allow access.</li>
 <li>You will see a success prompt saying your LinkedIn account is connected.</li>
</ol>

HubSpot - How to Connect LinkedIn to HubSpot

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<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Webflow' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Webflow account.</li>
 <li>Map your trigger details and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'HubSpot' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your HubSpot account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Webflow Forms to HubSpot CRM using Zapier

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<h2>Guide</h2>

<ol>
 <li>Locate the Settings icon on the top right.</li>
 <li>Navigate to the left sidebar menu, find the Inbox &amp; Help Desk, and click on Inboxes.</li>
 <li>Click the button labeled Connect a channel.</li>
 <li>Choose WhatsApp from the available channel options.</li>
 <li>Click Continue with WhatsApp to initiate the connection process.</li>
 <li>Proceed by granting permission and access to your WhatsApp account.</li>
</ol>

HubSpot - How to Connect WhatsApp

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<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Select the app where the integration activity originates.</li>
 <li>Select a trigger event.</li>
 <li>Authenticate the app account with Zapier.</li>
 <li>Add the mailbox and click 'Continue'.</li>
 <li>Click on the 'Test trigger' button to confirm data is being pulled correctly from Gmail.</li>
 <li>Once the data has been pulled out, click 'Continue with selected record'.</li>
 <li>Search and select 'HubSpot' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your HubSpot account.</li>
 <li>Match fields from the trigger app to fields in HubSpot and click 'Continue'.</li>
 <li>Click 'Test step' to test with sample data to ensure the trigger-action workflow runs as expected.</li>
 <li>Click 'Publish' and turn on the Zap to activate the workflow.</li>
</ol>

How to Connect Zapier to HubSpot to Log All Integration Activity

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<h2>Guide</h2>

<ol>
 <li>Navigate to Marketing &gt; Campaigns.</li>
 <li>Click Create campaign.&nbsp;</li>
 <li>Select between starting from scratch or get guidance with templates</li>
 <li><ul><li>Enter a clear Campaign Name (unchangeable).</li><li>Assign a Campaign Owner and set an optional Goal.</li><li>Optionally, define your Target Audience and Budget.</li></ul></li>
 <li>Fianlly, Click Create to launch your campaign.</li>
 <li><h3 style={{"textAlign": "center"}}>Note:</h3><ul><li>Plan your goals and audience beforehand.</li><li>Use the campaign calendar for scheduling.</li><li>Track and analyze performance for optimization.</li></ul></li>
</ol>

HubSpot - How to Create a Campaign in HubSpot

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<h2>Guide</h2>

<ol>
 <li>Navigate to CRM on the left pane.</li>
 <li>Select Companies.</li>
 <li>Click on the Create company button.</li>
 <li>Enter the company domain and it will automatically pull all company information.</li>
 <li>Provide the Type for the company. (E.g., Prospect, Partner, Reseller, etc.)</li>
 <li>Finally, hit the Create button.</li>
 <li>A new company is now added.</li>
</ol>

Hubspot - create a company

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<h2>Guide</h2>

<ol>
 <li>Go to Reporting and Data.</li>
 <li>Select Dashboards.</li>
 <li>Click on Create dashboard.</li>
 <li>Choose a template that matches your requirement the most (e.g., Marketing Performance) </li>
 <li>Note what reports are included in the dashboard and only select the ones you need.</li>
 <li>Provide a name to your dashboard and set access levels. and finally hit Create dashboard.</li>
 <li>Click on Go to your dashboard</li>
 <li>You can switch over to other dashboards by clicking on the dropdown button.</li>
 <li>Drag &amp; drop reports to arrange them and customize their appearance.</li>
 <li>If you want to add more data from website traffic, leads, sales, etc to the dashboard, click on the Add reports button on the top right.</li>
</ol>

Hubspot - how to create a dashboard in

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<h2>Guide</h2>

<ol>
 <li>Click on "Sales" on your dashboard.</li>
 <li>Select "Deals" from the drop-down menu.</li>
 <li>Click on "Create a deal" to add a new deal.</li>
 <li>Fill out the details of your deal and hit "Create" to wrap it all up.</li>
</ol>

Hubspot - How to Create a Deal

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<h2>Guide</h2>

<ol>
 <li>Go to Contacts, Companies, Deals (or other object list).</li>
 <li>Click the Advanced Filters button in the top right.</li>
 <li>Choose a property and set your condition. ( Eg. Filter by contact owner)</li>
 <li>Use AND OR to further specify your filter.</li>
</ol>

Hubspot - how to create a filter in hubspot

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<h2>Guide</h2>

<ol>
 <li>From the marketing dropdown, go to Lead Capture -&gt; Forms.</li>
 <li>Click on the Create form option.</li>
 <li>Choose the apt option basis where you'd like to use the form. Hit Next on the top right corner.</li>
 <li>Start with a blank form or pick a template if you're aware of the form's use case. Then, hit Start.</li>
 <li>Use the properties from the left panel to add as form fields. You can even click on the added fields on the right side to edit them.</li>
 <li>Or else, create new ones if you can't find what you need.</li>
 <li></li>
 <li>Ensure you've the right lifecycle stage selected for people who sign up via this form.</li>
 <li>Along with how the submissions should be tagged and how the form should behave.</li>
 <li>Then under Style &amp; preview, adjust the look and feel of your form and when you're done, hit Update.</li>
 <li>Finally, click on Publish to go live with the form.</li>
 <li>Once the form is live, you can copy either the embed code to add it on a webpage or the form URL to share with others.</li>
</ol>

HubSpot - How to add forms

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<h2>Guide</h2>

<ol>
 <li>Go to Library &gt; Meetings Scheduler.</li>
 <li>Click the Create Scheduling page in the top right corner.</li>
 <li>Choose from the Scheduling page type.</li>
 <li><ol><li>Choose a meeting type:<ul><li>One-on-One: Schedule a meeting with just you and another person.</li><li>Group: Schedule a meeting with multiple team members.</li><li>Round Robin: Automatically distributed to a person on your team based on criteria that you set.</li></ul></li></ol></li>
 <li>Fill in meeting details: title, date &amp; time, duration.</li>
 <li>Add a videoconferencing link if the event is online.&nbsp;&nbsp;&nbsp;</li>
 <li>HubSpot gives you Zoom and Dialpad as apps for video conferencing.</li>
 <li>Enable pre-meeting reminder.</li>
 <li>Copy the Meeting link and share it with your prospects.</li>
 <li>Click on Create scheduling page.</li>
</ol>

Hubspot - how to create a meeting link

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<h2>Guide</h2>

<ol>
 <li>Click Settings (gear icon)</li>
 <li>Go to Objects &gt; Deals.</li>
 <li>Move to the Pipelines tab.</li>
 <li>Select Create pipeline from the dropdown menu.</li>
 <li>Name your pipeline (e.g., "Sales Lead to Close").</li>
 <li>Optionally, Add stages (e.g., Prospecting, Close Won) and set win probabilities.</li>
 <li>Click Save to create your new pipeline!</li>
</ol>

Hubspot - how to create a new pipeline in

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<h2>Guide</h2>

<ol>
 <li>Go to Marketing &gt; Email.</li>
 <li>Click on Create email.</li>
 <li>Select Regular in the email type.</li>
 <li>Pick the Newsletter template to build your newsletter.</li>
 <li>Use the drag-and-drop elements on the left to build your newsletter.</li>
 <li>Set a catchy Subject line.</li>
 <li>Personalize with tokens for a better touch.</li>
 <li>Move to the Send or schedule tab.</li>
 <li>Choose the recipient list for your newsletter.</li>
 <li>Review and send your newsletter.</li>
</ol>

Hubspot - How to create a newsletter in

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<h2>Guide</h2>

<ol>
 <li>Go to Commerce&gt; Quotes</li>
 <li>Click on Create quote.</li>
 <li>Choose an existing deal or create a new one</li>
 <li>Fill in quote details: name, expiration date, and comments.</li>
 <li>Ensure the buyer's contact is included.</li>
 <li>And also don't forget to enter your company's information.</li>
 <li>Company information like company name, and registered address etc.</li>
 <li>Add the products that are part of the transaction in the line items.</li>
 <li>Here is what it looks like.</li>
 <li>And this is how the summary looks like.</li>
 <li>Add Signature and specify the contacts who are needed for counter signatures</li>
 <li>Set up a Payment option and publish your quote.</li>
</ol>

Hubspot - Create Quote

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<h2>Guide</h2>

<ol>
 <li>Go to CRM &gt; Lists.</li>
 <li>Click on the Create list button.</li>
 <li>Name your list and choose Active list.</li>
 <li>Click on Add filter.</li>
 <li>Define the parameters for your smart list.</li>
 <li>Add more filters (Using AND/OR ) to refine your criteria.</li>
 <li>Review and click on Save list to create your dynamic list.</li>
</ol>

Hubspot - smart list in hubspot

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<h2>Guide</h2>

<ol>
 <li>Go to Automations &gt; Surveys.</li>
 <li>Click on "Create Survey".</li>
 <li>Select Custom Survey to start from scratch.</li>
 <li>Decide how you want to share this survey (Email, Shareable Link, or a Webpage.)</li>
 <li>Use the drag-and-drop components from the left column to build your questionnaire.</li>
 <li>Add questions.</li>
 <li>Add Feedback property for capturing results.</li>
 <li>Hit Next</li>
 <li>Cross verify if you have the correct field type (text/ number type) and hit Next.</li>
 <li>Review and Publish your survey.</li>
 <li>Publish your survey.</li>
 <li>Lastly, copy the link to the survey and use it to collect information.</li>
</ol>

HubSpot - how to create a survey

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<h2>Guide</h2>

<ol>
 <li>Navigate to Sales&gt;Tasks.</li>
 <li>Click on Create task.</li>
 <li>Give a Title and define the Priority of the task.</li>
 <li>Set a Reminder before the event and provide a Due date.</li>
 <li>Click on Create.</li>
 <li>Select the task checkbox.</li>
 <li>Click here to mark the task complete.</li>
 <li>Once you clear your tasks, you will get a prompt saying You're all caught up on tasks.</li>
</ol>

HubSpot Create a Task

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<h2>Guide</h2>

<ol>
 <li>Go to Automation &gt; Workflows in your HubSpot account.</li>
 <li>Navigate to Create workflow &gt; Select From scratch.</li>
 <li>Select the type of records that can be enrolled in the workflow (e.g., contacts, companies, deals).</li>
 <li>Give your workflow a name and description.</li>
 <li>Hit Save</li>
 <li>Start setting the workflow trigger by clicking here</li>
 <li>Choose whether to enroll records based on events or filter criteria.</li>
 <li>For example, your trigger could be whenever someone clicks on a link on your email.</li>
 <li>Save your Enrollment Trigger</li>
 <li>Click on + sign to add the desired action </li>
 <li>Choose the desired action. e.g. Send an email when the event is triggered (when clicked on the link in email)</li>
 <li>Save your action</li>
 <li>Review your workflow and publish</li>
 <li>Turn it on to activate your workflow</li>
</ol>

HubSpot - Workflows

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<h2>Guide</h2>

<ol>
 <li>Go to "Conversations" on your dashboard.&nbsp;</li>
 <li>Click on "Templates".</li>
 <li>Select "New Template"</li>
 <li>Pick "From scratch" from the drop-down menu.</li>
 <li>Give your template a unique name.</li>
 <li>Add an interesting subject line. Make sure that it's under 45 characters. </li>
 <li>Add your template's body content.</li>
 <li>You can also make the template private or shared, add it to a folder, and customize the email body using various formatting options.</li>
 <li>Click on "Save template" to save your new template.</li>
 <li>Congratulations! You can now view your new template on the Templates dashboard.</li>
</ol>

Hubspot - How to Create Email Templates

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<h2>Guide</h2>

<ol>
 <li>Go to Settings on the top right.</li>
 <li>Select Properties from the left pane.</li>
 <li>Choose the record type (Contacts, Companies, Deals).</li>
 <li>Click on the Create property button.</li>
 <li>Provide Basic for your new property. Like Object type and Group.</li>
 <li>Select the Field Type.</li>
 <li>Set property rules and hit the Create button.</li>
 <li>You will see a success message over here.</li>
</ol>

Hubspot - create custom fields

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<h2>Guide</h2>

<ol>
 <li>Navigate to Settings.</li>
 <li>Select the Objects tab in the left pane.</li>
 <li>Under Data Management, look for Deals.</li>
 <li>Move to the Pipelines tab.</li>
 <li>And select Customize deal tags.</li>
 <li>Now you can create a deal tag with the appropriate filters.</li>
 <li>Hit Review Tag and save once you have defined the parameters.</li>
 <li>You will get a success prompt saying your deal was created.</li>
</ol>

Hubspot - how to create tags in Hubspot

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<h2>Guide</h2>

<ol>
 <li>Navigate to Settings (gear icon) in the top bar.</li>
 <li>In the left menu, go to Users &amp; Teams.</li>
 <li>Click the Teams tab</li>
 <li>And then click on the Create team button.</li>
 <li>Name your team.</li>
 <li>Select team members from the Team Members dropdown.</li>
 <li>Click Save to create your team.</li>
 <li>Your can see the team you build over here.</li>
</ol>

Hubspot - How to create teams

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<h2>Guide</h2>

<ol>
 <li>Go to Contacts.</li>
 <li>From the dropdown, choose Lists</li>
 <li>Select your Active/ Static list.</li>
 <li>Select the contacts you want to remove from the list.</li>
 <li>Select More and hit Delete from the dropdown to remove the contact.</li>
 <li>In case of a Static list, you'll get the 'Remove from static list' option</li>
 <li>In the pop-up next, you'll be asked to confirm the number of records you're deleting.</li>
</ol>

HubSpot - Deleting records from Active & Static lists

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<h2>Guide</h2>

<ol>
 <li>Go to Settings (gear icon) in the top bar.</li>
 <li>In the left menu, navigate to Objects.</li>
 <li>Select Deals.</li>
 <li>Click the Pipelines tab.</li>
 <li>Select the pipeline (E.g. Accounts pipeline) you want to edit from the dropdown menu.</li>
 <li>Scroll down and edit an existing stage.</li>
 <li>Or select Add stage to add a new one.</li>
 <li>You can perform more edits on your deal stages:<ul><li>Click on the left side of the stage property and Drag it to reorder.</li><li>Hover over the stage and click the Delete button that appears.</li><li>Click the dropdown associated with the stage and choose the appropriate value for the Win probability.</li></ul></li>
 <li>Hit Save.</li>
 <li>You will receive a success message.</li>
</ol>

Hubspot - Edit deal stages

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<h2>Guide</h2>

<ol>
 <li>Navigate to Marketing &gt; Forms.</li>
 <li>Hover over the form you want to embed and click Edit.</li>
 <li>In the upper right corner of the form editor, click Embed.</li>
 <li>A dialog box will appear with the embed code.</li>
 <li>Click Copy.</li>
 <li>Paste the copied embed code into the HTML of your external website page where you want the form to appear.</li>
 <li>Save &amp; Close.</li>
</ol>

HubSpot - Embed Hubspot forms

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<h2>Guide</h2>

<ol>
 <li>HubSpot doesn't directly embed videos in emails, so you need to upload your video to a hosting platform like YouTube or Vimeo.</li>
 <li>In your HubSpot email, drag and drop the video module into your desired spot.</li>
 <li>Add the URL of the video you want to embed.</li>
 <li>Hit the Review and Send button.</li>
 <li>Click on Preview to get a preview of your email.</li>
 <li>Click on the video preview to check if it correctly leads to the video you want to send out.</li>
</ol>

HubSpot - Embed video to email

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<h2>Guide</h2>

<ol>
 <li>Go to Marketing &gt; Forms</li>
 <li>Click on Actions to reveal a dropdown.</li>
 <li>Use the share option to view the form's shortcode</li>
 <li>Copy the code.</li>
 <li>Edit your WordPress page/pos and click on the + icon.</li>
 <li>Select Custom HTML block</li>
 <li>Paste the shortcode within the block.</li>
 <li>Click on Update to Publish your page/post.</li>
</ol>

HubSpot - how to embed HubSpot form in wordpress

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<h2>Guide</h2>

<ol>
 <li>Navigate to CRM in the left pane and select Lists.</li>
 <li>Click on the list containing the contacts you want to enroll.</li>
 <li>Select the checkboxes next to the individual contacts or a small group (upto 50)</li>
 <li>Click the Enroll in sequence button at the top of the table.</li>
</ol>

HubSpot - Enroll a list in a Sequence

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<h2>Guide</h2>

<ol>
 <li>Select the Automation option on your dashboard.</li>
 <li>Pick Sequences.</li>
 <li>Under the Manage tab, pick the sequence name you want to enroll your contacts in.</li>
 <li>Click on the Enroll contacts option.</li>
 <li>Select the contact(s) you want to enroll.</li>
 <li>Tap on Next to continue.</li>
 <li>In the Enroll Sequence dialogue box, fill out the required information in the fields. Hit Start sequence to finish contact enrollment.</li>
</ol>

Hubspot - How to Enroll Contacts in a Sequence

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<h2>Guide</h2>

<ol>
 <li>Go to CRM &gt; Companies.</li>
 <li>Click on the Export button.</li>
 <li>Check the Include all company domains box.</li>
 <li>Click Export and download when ready.</li>
</ol>

Hubspot - Export companies

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<h2>Guide</h2>

<ol>
 <li>Inside your HubSpot dashboard, click on Contacts.</li>
 <li>From the dropdown, select Contacts again.</li>
 <li>Click on the contact you wish to export the data for.</li>
 <li>Then, click on Actions.</li>
 <li>From the dropdown, select Export contact data.</li>
 <li>Be sure to check both the Contact Activities and Associations boxes here. Finally, hit Export at the bottom.</li>
 <li>This is the success message you'll receive and you'll receive your data export in your email. </li>
</ol>

Hubspot Export contacts

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<h2>Guide</h2>

<ol>
 <li>Navigate CRM on the left pane and select the specific object's list view (e.g., Contacts, Companies).</li>
 <li>Click on the "Edit columns" button on the upper right side of the page.</li>
 <li>Search for "Notes" in the left column. (contact-&gt;notes or company-&gt; notes etc.)</li>
 <li>Check the Notes box to include it in the table view.</li>
 <li>Click on Apply.</li>
 <li>The Notes header will be visible in the table. Now, you can use the standard HubSpot export functionality.</li>
 <li>Click Export in the top right corner.</li>
 <li>Hit Export.</li>
</ol>

HubSpot - Export Notes

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<h2>Guide</h2>

<ol>
 <li>Navigate to CRM in the left pane and select the relevant section. (Contacts or Companies)</li>
 <li>In the top right corner, click on Actions.</li>
 <li>Select Manage duplicates. </li>
 <li>HubSpot will then display a list of potential duplicate pairs for you to review.</li>
</ol>

HubSpot - Find Duplicates

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<h2>Guide</h2>

<ol>
 <li>Click your account name in the top right corner.</li>
 <li>Your Hub ID will be displayed alongside your account name.</li>
 <li>Your HubSpot ID will be the 8 digit number in the address bar.</li>
</ol>

HubSpot - HubSpot ID

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<h2>Guide</h2>

<ol>
 <li>Click on the Gear icon on the top right.</li>
 <li>Find Tracking Code in the left pane.</li>
 <li>You will find the Embed code over here.</li>
 <li>You can copy the code to the clipboard or directly email it to your developer.</li>
</ol>

HubSpot - HubSpot Tracking code

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<h2>Guide</h2>

<ol>
 <li>Select "Contacts" from the Contacts drop-down menu.</li>
 <li>Click on "Import".</li>
 <li>Select "Start an import" to begin the import process.</li>
 <li>Pick "Import file from computer" to upload contacts from your device.</li>
 <li>Select the appropriate option basis the number of files you need to import.</li>
 <li>Select the number of objects you wish to import.</li>
 <li>Select the type of objects you wish to import and the activities they contain.</li>
 <li>Click on "Next" to proceed.</li>
 <li>Choose a file to upload from your device.</li>
 <li>Pick how you want your contacts to be imported. </li>
 <li>After adding other required details, click on "Next" to proceed.</li>
 <li>Map out the properties of your uploaded contacts and hit "Next" to proceed.</li>
 <li>Add the remaining import details.</li>
 <li>Tap "Finish import" to wrap it all up.</li>
</ol>

Hubspot - How to Import Contacts in Hubspot From Device

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<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "HubSpot" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Choose an account to proceed.</li>
 <li>Select "Connect app."</li>
 <li>After signing in to HubSpot, click “Continue.”</li>
 <li>Select "Continue."</li>
 <li>Click "Test trigger."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Login to your ClickUp account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate ClickUp with HubSpot, boosting your content management and productivity.</li>
</ol>

How to Integrate ClickUp with HubSpot

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<h2>Guide</h2>

<ol>
 <li>On HubSpot's main dashboard, go to the top menu bar and click the 'Settings' button.</li>
 <li>Select 'Connected Apps' from the list of options under Integrations.</li>
 <li>After that, click 'Go To App Marketplace' at the top-right corner.</li>
 <li>Find and select 'Constant Contact' from the available integration options.</li>
 <li>Subsequently, click 'Install App'.</li>
 <li>Tap 'Connect to Constant Contact' and log into your account.</li>
 <li>Following that, click 'Allow Access' to accept the terms and grant the necessary permissions.</li>
 <li>After completing these steps, your HubSpot account will be integrated with Constant Contact. You may now set it up further according to your liking.</li>
</ol>

How to Integrate Constant Contact with HubSpot

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<h2>Guide</h2>

<ol>
 <li>Navigate to the top menu bar, then click the 'Settings' icon.</li>
 <li>Select 'Integrations' from the list of options under Account Management.</li>
 <li>Subsequently, click 'Connected Apps'.</li>
 <li>Tap 'Visit App Marketplace' at the top-right corner.</li>
 <li>Following that, search for 'Dropbox' and then choose 'Dropbox Sign' from the suggested results.</li>
 <li>Click 'Install App' afterwards.</li>
 <li>Tap 'Sign In With Dropbox' and then log into your active Dropbox account.</li>
 <li>After that, fill out the input fields with the required information and then click 'Agree and Sign Up' to register your new Dropbox Sign account.</li>
 <li>Finally, click 'Continue' to save your Dropbox Sign account and activate its integration with HubSpot.</li>
</ol>

How to Integrate Dropbox Sign with HubSpot

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<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "ActiveCampaign" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>You will be asked to enter your API url and API key in the pop up dialog that appears.</li>
 <li>Head over to your ActiveCampaign account and click on the Settings option in the left pane.</li>
 <li>Now, select Developer in the Settings menu to find your API URL and API key.</li>
 <li>Copy the API URL and API Key.</li>
 <li>Paste your API key URL and key back in the pop up in HubSpot and hit Connect to ActiveCampaign.</li>
 <li>Your ActiveCampaign account is now connected. You can Set-up sync now.</li>
</ol>

Activecampaign and hubspot integration

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<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for “Acuity Scheduling" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Choose your HubSpot account on the next page.</li>
 <li>Now, hit the Connect app button.</li>
 <li>Now, Sign in to your Acuity account.</li>
 <li>Acuity scheduling is now installed in your HubSpot Account.</li>
</ol>

Acuity hubspot integration

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<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Adroll" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>You will be taken to Sign In to your Adroll account.</li>
 <li>Click on the Connect with HubSpot button.</li>
 <li>Choose your HubSpot account on the next page.</li>
 <li>Now, hit the Connect app button.</li>
 <li>You will see a Success prompt. Your integration is successful.</li>
</ol>

Adroll hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42b6ab56e05a00feb659/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Aircall" (by HubSpot) in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Hit Connect to Aircall.</li>
 <li>Hit the Authorize button.</li>
 <li>Skip adding your numbers if you don't have them.</li>
 <li>Click on the Set up your sync button.</li>
 <li>Choose an object to sync.</li>
 <li>Choose your sync direction.</li>
 <li>Turn the sync ON.</li>
</ol>

Aircall hubspot integration

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<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Airtable" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Click on Connect to Airtable.</li>
 <li>Click on the Add a base button.</li>
 <li>Grant access to your Airtable bases.</li>
 <li>Hit the Set up your sync button.</li>
 <li>Define the Object.</li>
 <li>Select the Contact Records, Base, and Table you want to associate with your HubSpot account.</li>
</ol>

Airtable hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42bbab56e05a00feb6a3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Amplitude account and click on See all within Other way to install.</li>
 <li>Search for Hubspot in the search bar on the left.</li>
 <li>Select Hubspot.</li>
 <li>A Connect HubSpot wizard will appear. Click on Connect to HubSpot to begin authentication.</li>
 <li>Choose your HubSpot account on the next page.</li>
 <li>Now, hit the Connect app button.</li>
 <li>Hit Next back in the wizard.</li>
 <li>Select the Events you want to record.</li>
 <li>You will receive a success message. Your connection is now established. You can hit Finish now. </li>
</ol>

Amplitude hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42bcab56e05a00feb6c7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Apollo.io">Apollo.io</a> and sign in to your account.</li>
 <li>Click on the Integrations button on the top right (puzzle icon)</li>
 <li>Find HubSpot in the list of integrations and hit Connect.</li>
 <li>Hit Yes, continue to allow access to your Apollo account.</li>
 <li>Choose your HubSpot account and hit Connect.</li>
 <li>Click on the Connect app button on the next page.</li>
 <li>Use these tabs to manage your connection.</li>
 <li>You can map your contacts and accounts on Apollo's HubSpot integrations page.</li>
</ol>

Apollo hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42beab56e05a00feb6e9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Appcues" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>You will be taken to Appcues Hubspot Integration page. Click on Install integration.</li>
 <li>Hit Next to start the integration.</li>
 <li>Click on the Connect button.</li>
 <li>Grant the required access by hitting Allow.</li>
 <li>Finally, select and toggle ON the Events you want to send to your HubSpot account.</li>
</ol>

Appcues hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42bfab56e05a00feb705/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Asana" (By HubSpot) in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Select the account associated with your Asana account.</li>
 <li>Hit Continue.</li>
 <li>You will find your Asana Integration listed in the Connected Apps section (under Integrations).</li>
</ol>

Asana hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42c3ab56e05a00feb72a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Brevo" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>You will see a pop-up that says to connect your Brevo account. Hit the Next button.</li>
 <li>You need to enter the API key that you can get from your Brevo account.</li>
 <li>Head over to your Brevo account and click on the profile icon (top right). And click on SMTP &amp; API.</li>
 <li>Head over to the API Keys tab and click on Generate a new API key button on the top right.</li>
 <li>Name and Generate your key.</li>
 <li>Copy the key that Brevo generates for you.</li>
 <li>Paste the API Key and hit Connect to Brevo.</li>
</ol>

Brevo hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42c6ab56e05a00feb756/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Zapier and click on Create&gt; Zaps.</li>
 <li>Click on Trigger to add your Trigger app.</li>
 <li>Select Buffer as your Trigger app that starts the event.</li>
 <li>Add New Queue Item as the Event.</li>
 <li>In the Account tab, add your Buffer account.</li>
 <li>Buffer will ask for access; grant the required access by hitting Allow.</li>
 <li>Select your organization from your Buffer account and the social media channel from which the post will be pulled.</li>
 <li>Select HubSpot as your Action app.</li>
 <li>Choose the event as Create Social Media Message.</li>
 <li>Select or connect your HubSpot account.</li>
 <li>Select the Social Media channel you want the content posted. And also the Message Content and Time you want your content posted (under When field).</li>
</ol>

Buffer hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42c8ab56e05a00feb77c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Google Calendar" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Click on Install app button.</li>
 <li>Select the Google/Gmail tile and hit the Connect your calendar button.</li>
 <li>Hit Accept and connect to Google button.</li>
 <li>Sign in to continue</li>
 <li>Grant the required access by hitting Allow.</li>
 <li>Ensure the Calendar Sync is on. Your Calendar is now connected.</li>
</ol>

Hubspot calendar integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42caab56e05a00feb79a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Calendly" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Click on Add Integration.</li>
 <li>And login through the account associated with your Calendly account.</li>
 <li>Hit the Connect HubSpot button to connect HubSpot and Calendly account.</li>
</ol>

Calendly hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42ccab56e05a00feb7b6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Campaign Monitor" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>In the pop-up that appears, click on the Connect to Campaign Monitor button.</li>
 <li>Login to Campaign Monitor and hit Continue.</li>
 <li>Click on the Allow access button to grant the required access.</li>
 <li>Your Campaign Monitor is now connected! You can Set up Sync now!</li>
</ol>

LIVEDEMO

Showing tutorials from hubspot category

Tutorials