Basic Process Overviews

Contacts are the individuals or organizations with which your business interacts, including subscribers, leads, and opportunities.
Contacts are assigned to a specific Owner
Contacts have a defined Lifecycle stage, which represents the stage of their relationship with your business.

Lists are collections of contacts in Hubspot that can be used for targeted marketing campaigns, personal follow-up, and more.
Lists can be static, meaning they are manually created and updated, or dynamic, meaning they are automatically updated based on specific criteria, such as lead score or lifecycle stage.
Lists can be used in conjunction with workflows, forms, and landing pages to automate and personalize the lead generation and sales process.

Marketing emails are used to reach a large audience and promote a product, service or event.
They can be automated based on specific triggers, such as filling out a form or visiting a landing page, or they can be manually sent to a list of contacts.
Marketing emails can be personalized with the recipient's information, such as their name, company name, and more.

Personal emails are one-to-one conversations between a salesperson and a contact.
They are not typically automated (but can be using sequences), and are used to follow up on leads, answer questions, or provide more personalized information.
Personal emails can be customized with personalization tokens, allowing the salesperson to insert information from the contact's record, such as their name or company name.

Forms are a great way to collect information from your contacts, such as their name, email, and other details.
You can add forms to your website, landing pages, and emails, making it easy for contacts to provide their information.
When a contact submits a form, their information is added to their contact in Hubspot.\
Forms can be set up to automatically trigger workflows and other marketing automation processes, helping you streamline your lead management.
Personalization can be added to forms, such as customizing the form fields, pre-populating information, and adding conditional logic to only show fields relevant to the lead.

Landing pages are standalone web pages that are designed to convert visitors into leads.
They typically include a form for visitors to provide their information, as well as a clear call-to-action (CTA) that tells them what to do next.
Landing pages can be used for specific campaigns, such as product launches or event promotions, and they can be personalized and optimized for each audience.
You can create and manage your landing pages in hubspot, and track their performance to see which ones are converting the best.

Deals are opportunities to sell a product or service to a customer.
Deals are created when a lead views an ad or submits a form. The lead is automatically added to the "Lead Interested" stage.
The salesperson who is the deal owner is responsible for managing the deal and moving it through the different stages: Lead Interested, Tour Booked, Tour Completed, Account Created, Closed Won, Saving (Just Canceled or Set to Cancel), Recovering (Canceled more than 72 hrs ago), and Closed Lost.
Deal value/amount determines the salesperson's commission and must be accurate.
The line item must be manually selected by the salesperson, based on the customer's product choice.
Totals in each deal stage are displayed at the bottom of the stage column, as well as expected close rates.
The deals page is the "home" of the salesperson day-to-day.

Extension for Gmail that integrates with Hubspot
Allows for easy tracking of emails, scheduling of follow-ups, and access to Hubspot tools
Helps to keep all email communication organized and in one place

Hubspot allows for the connection of your personal inbox and calendar for added convenience
Helps to keep all email and appointment information in one place and easily accessible

Provides a centralized platform for managing customer support requests
Option to personalize the help desk with custom branding and integrate with existing systems.

Last updated 1 year ago

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