Pearagon HubSpot Tutorials
Pearagon HubSpot Tutorials
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HandsOn HubSpot Jun 19 2024
HubSpot Recent Updates: Associations in Workflows, Permissions, Sensitive Data. HIPAA Compliance, Playbooks, etc. Find our all the new releases from May to June as it relates to HubSpot.
Переглядів: 24

Відео

Dr. HubSpot - Episode 1
Переглядів 90Рік тому
We are kicking off our brand new video series with Carson Hansen, representing Dr. HubSpot. We are excited to see where this journey will take us and we are open for video suggestions! Now for the video portion- You can now customize the center portion of a CRM record inside of HubSpot. Watch to see what the entails and how you can use contact records more efficiently!
Handson HubSpot September Updates
Переглядів 48Рік тому
Special Guest Kyle Jepson from HubSpot and Pearagon's Davey Warren run through some of the best highlights and updates from Inbound. New features and functionaility that you don't want to miss. HubSpot AI!!
HubSpot HandsOn August 2023
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HubSpot HandsOn August 2023
HubSpot Prospecting Tool
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Learn about this exciting new tool from HubSpot for Prospecting and organizing your tasks. Also, you can get a free audit here: resources.pearagon.com/hubspot-free-audit
HubSpot Question: Setting Permission Sets for Vendor
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HubSpot Permission sets for a vendor . How to provide access to the right tools and permissions in HubSpot.
HubSpot Question: Product Dashboard
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Calcuating products sold for a specific group of items. Totaling products for hubspot dashboard.
HubSpot Updates with Pearagon
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HubSpot Updates: Workflow sub folders
What is HubSpot?
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Here is a quick run through of all the cool HubSpot features. I may use the word cool too much in this video. Get a free HubSpot Audit - resources.pearagon.com/hubspot-free-audit
Project Management in HubSpot
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Did you know that project management tools can be built out in HubSpot? Davey Warren, CEO & Founder of Pearagon hosted an interactive webinar with HubSpot’s Senior Marketing Manager, Kelly Peery, highlighting various use cases with custom objects.
How To Use HubSpot Sequences with List and Contact Enrollment
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In this walkthrough video, our social media specialist Alyssa walks you through step-by-step for sequence creation and how to enroll a contact and list into your sequence. Don't miss out on HubSpot help, tips, and tricks! So subscribe to stay updated. As always, happy HubSpotting!
HubSpot Workflow Walk Through - Learn How To Change Contact Properties and Send a Follow-Up Email
Переглядів 4722 роки тому
Follow along with our social media marketer, Alyssa Petty. She teaches how to change contact properties and sends a follow-up email based on form submission. Make sure to like and Subscribe! It helps us out and you won't miss out on any new HubSpot help. Stay tuned for more HubSpot tips, tricks, and tutorials!
HubNavBar - Explanation
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Get the cool extension today for your HubSpot! Extension: chrome.google.com/webstore/detail/hubnavbar/oemgdaleecglmplodocpbcoakeieaoih Purchase App Keys: apps.pearagon.com/sign-in
HubNavBar Tutorial - Create Custom Navigation in HubSpot
Переглядів 5262 роки тому
This is a tutorial for our custom navigation bar in HubSpot. Now you can link to any page you want in and out of HubSpot for ease of use. Including custom object navigation.
Geotargeting for the Cookie Banner - HubSpot in Under 2 Minutes
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You can now define what countries you want your cookie policy banner to appear on. Click on “Settings,” then “Privacy and Consent” to manage and add policies. Address and adjust for differing cookie tracking laws by customizing policies per country (DACH region). Book time with us: www.pearagon.com/free-consultation
CRM Card Customization - HubSpot in Under 2 Minutes
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CRM Card Customization - HubSpot in Under 2 Minutes
Customize Default Property Sidebar - HubSpot in Under 2 Minutes
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Customize Default Property Sidebar - HubSpot in Under 2 Minutes
Creating a Live Chat Chatflow - HubSpot in Under 2 Minutes
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Creating a Live Chat Chatflow - HubSpot in Under 2 Minutes
Calculation Properties - HubSpot in Under 2 Minutes
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Calculation Properties - HubSpot in Under 2 Minutes
A More Streamlined CRM Record - HubSpot in Under 2 Minutes
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A More Streamlined CRM Record - HubSpot in Under 2 Minutes
Playbooks - HubSpot in Under 2 Minutes
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Playbooks - HubSpot in Under 2 Minutes
Creating a Chat Channel - HubSpot in Under 2 Minutes
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Creating a Chat Channel - HubSpot in Under 2 Minutes
Custom Object Filters in Lists - HubSpot in Under 2 Minutes
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Custom Object Filters in Lists - HubSpot in Under 2 Minutes
Scan URL For SEO Recommendations in HubSpot - HubSpot in Under 2 Minutes
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Scan URL For SEO Recommendations in HubSpot - HubSpot in Under 2 Minutes
Deal Priority Property - HubSpot in Under 2 Minutes
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Deal Priority Property - HubSpot in Under 2 Minutes
Sending Emails from Custom Objects - HubSpot in Under 2 Minutes
Переглядів 3683 роки тому
Sending Emails from Custom Objects - HubSpot in Under 2 Minutes
Other Use Case Examples - Programmable Automation in HubSpot
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Other Use Case Examples - Programmable Automation in HubSpot
Ad Source Rules for Smart Content on Pages - HubSpot in Under 2 Minutes
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Ad Source Rules for Smart Content on Pages - HubSpot in Under 2 Minutes
Data Enrichment - Programmable Automation in HubSpot
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Data Enrichment - Programmable Automation in HubSpot
SEO Recommendations Export Update - HubSpot in Under 2 Minutes
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SEO Recommendations Export Update - HubSpot in Under 2 Minutes

КОМЕНТАРІ

  • @AntonioPerez-nz3zu
    @AntonioPerez-nz3zu 3 місяці тому

    This video sucks!!

  • @DSGQR
    @DSGQR 5 місяців тому

    Can you do an updated on for July 2024... it no longer looks like that

  • @shodospring
    @shodospring 9 місяців тому

    All I want to know is how to fix a mistake in contact email. Why do I have to listen to hours of kids talking very fast who never tell me? I don't need to know WHY, just how to do small things.

    • @daveywarren9706
      @daveywarren9706 9 місяців тому

      You can call support 24/7 or submit a ticket to hubspot directly. Use the Help in the right corner.

  • @GrantCarlile
    @GrantCarlile 10 місяців тому

    Thanks Pearagon!

  • @GrantCarlile
    @GrantCarlile 10 місяців тому

    Yes prospecting tool.

  • @GrantCarlile
    @GrantCarlile 10 місяців тому

    Great setup Dr. HubSpot!!

  • @GrantCarlile
    @GrantCarlile 10 місяців тому

    : ) great video!!

  • @KristelClaireRodriguez-y9k
    @KristelClaireRodriguez-y9k 11 місяців тому

    How did you create the Renewal Date property?

  • @nepolitinis
    @nepolitinis Рік тому

    Hey Alyssa, thanks for the video. Do you mind sharing which version of sales hub you are using to build these?

  • @WhoIsCalli
    @WhoIsCalli Рік тому

    Thanks, helpful

  • @clemlon
    @clemlon Рік тому

    Hi, thanks a lot for the lovely tutorial, can you view the users' calendars using the project section in HubSpot? Working on multiple projects, I want to be able to distribute/view/plan the tasks in a snap view. Thanks

    • @daveywarren9706
      @daveywarren9706 Рік тому

      The answer is yes. We have the ability to create a calendar card in HubSpot to manage resource planning.

    • @clemlon
      @clemlon Рік тому

      Thanks a lot for your prompt response, highly appreciated@@daveywarren9706 . Is there a demo or FAQ to access on how to view and "play" with it? Thanks a million

  • @lockoutslayer
    @lockoutslayer Рік тому

    Thank you!

  • @alexouriques
    @alexouriques Рік тому

    Thanks. Save my day

  • @AnaJuliet-h5s
    @AnaJuliet-h5s Рік тому

    thanks so much! this was super helpful :)

  • @johnsbrocco2163
    @johnsbrocco2163 Рік тому

    How do you get Projects management in Hubspot?

    • @daveywarren9706
      @daveywarren9706 Рік тому

      You build custom objects out like I introduce in the video.

  • @chucksimon3114
    @chucksimon3114 Рік тому

    *PromoSM*

  • @TheAligorithmVODs
    @TheAligorithmVODs Рік тому

    Just a small, humble suggestion: time stamps in the video to see what each sections topics are would be INCREDIBLE😊

    • @PearagonHubSpot
      @PearagonHubSpot Рік тому

      Sorry for SUCH a late response! But you are so right. Thank you for letting us know!

  • @TheAligorithmVODs
    @TheAligorithmVODs Рік тому

    Great videos as always, Pearagon!! Keep up the content- I’ve shared this with my team already 👏👏

  • @princygoyal3986
    @princygoyal3986 Рік тому

    helpful

  • @PearagonHubSpot
    @PearagonHubSpot Рік тому

    Get a free Audit here: resources.pearagon.com/hubspot-free-audit

  • @santiagolopezgallo4736
    @santiagolopezgallo4736 Рік тому

    Thanks for the explenation here, really helpful! QQ - How long does hubspot take to run the calculations? Is it retroactively? Or would I need to re-update my properties in order for the system to run the calculations?

    • @daveywarren9706
      @daveywarren9706 Рік тому

      Calculations run immediately, so you don't have to wait. Once you change a field that is related to the calculation all you need to do is refresh, and it should re-calculate.

  • @TheAligorithmVODs
    @TheAligorithmVODs Рік тому

    Oh my gosh. You have no idea how incredible your timing is with this video!! You just changed the game. This was a huge initiative I was tasked with for the quarter that I’ve been trying to figure out but didn’t know this info. I’m stoked to share this video with my manager at our 1 on 1 tomorrow. Game changer! Thank you Pearagon!!!!

    • @PearagonHubSpot
      @PearagonHubSpot Рік тому

      We are so glad to hear it!! Hope your 1 on 1 went well!

  • @warrenbutson122
    @warrenbutson122 Рік тому

    Handy reminder thx

    • @PearagonHubSpot
      @PearagonHubSpot Рік тому

      Of course!! Let us know if you would like to see anything specific.

  • @pathiralolan
    @pathiralolan Рік тому

    Thank you :)

    • @PearagonHubSpot
      @PearagonHubSpot Рік тому

      Of course! Let us know if there's anything else you'd like to see.

  • @user-ig5go6qo3n
    @user-ig5go6qo3n 2 роки тому

    Thank you!

  • @harryberger2408
    @harryberger2408 2 роки тому

    How do I use the "OR" in filters?

    • @daveywarren9706
      @daveywarren9706 2 роки тому

      Right now it is just a view from a list that has "OR" capabilities. But I would keep an eye out next week at HubSpot's INBOUND conference for any new features that might help.

  • @jacksonboyd8106
    @jacksonboyd8106 2 роки тому

    This is super helpful. Thank you so much!

  • @AdamSandLTD
    @AdamSandLTD 2 роки тому

    Cool idea

  • @AdamSandLTD
    @AdamSandLTD 2 роки тому

    Good simple explanation.

  • @supercorgi
    @supercorgi 2 роки тому

    How about if the email address is a generic gmail account? Do you know if HubSpot can generate a company to each contact automatically?

  • @andreasjohansson409
    @andreasjohansson409 3 роки тому

    Great short video. Just what I was looking for! Thx for sharing.

  • @Komendyak
    @Komendyak 3 роки тому

    Lol the video length is clearly not under 2 minutes

  • @ExiledGull
    @ExiledGull 3 роки тому

    this doesn't work anymore. (2021) the interface is completely different

  • @sakthidevi593
    @sakthidevi593 3 роки тому

    Hi, i am new to hubspot. actually my team gave me as a super admin in sales hub. so how can i setup user guide? nd below the user guide some helpful informations are there.so some study and demos are there are all free to watch? or i will pay after i watch?

  • @yeps2468
    @yeps2468 3 роки тому

    Filters have the "AND" feature if you want to filter by more than one property but I can't find an "OR" feature where I want to see ppl with the city as "Springfield" OR "Melbourne" ?

  • @nanolytics470
    @nanolytics470 4 роки тому

    Appreciate the vid, thanks

  • @TheCookiedoughcream
    @TheCookiedoughcream 4 роки тому

    Great! Thank you

  • @GaryMoyle_RR
    @GaryMoyle_RR 4 роки тому

    Thanks so much for putting this video together. It looks like the ideal way to do this. My only question is would require the reporting add-on in Hubspot or a further upgrade? Our business currently uses the starter growth suite. Thanks again for the awesome video :-)

    • @PearagonHubSpot
      @PearagonHubSpot 4 роки тому

      You would probably need to go to Professional to get more custom reporting.

  • @MrKurtn
    @MrKurtn 4 роки тому

    dude I wish everyone answered questions like you do! thank you so much for that.

  • @livinginoceancitynj5988
    @livinginoceancitynj5988 4 роки тому

    If my contacts are already uploaded how do I change them to companies?

  • @livinginoceancitynj5988
    @livinginoceancitynj5988 4 роки тому

    Thank you for this tutorial. Because the labels are completely different than what I am accustomed too I will need to watch this again, however, I think I get it! Yes, I am sure I will have more questions I always do. 🥴

  • @Notactive.778
    @Notactive.778 4 роки тому

    hey , I realy liked your chennel . Acually i need subscriber and you also . we need to do subscriber for sub