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10 Tools You're Not Using in Hubspot, But Should

If you hear the term “inbound marketing” more than seven times a day, you’re probably familiar with Hubspot. This popular all-in-one marketing automation, sales enablement and CRM software allows for effortless lead generation and detailed ROI measurements, all under one user-friendly interface.  

According to Hubspot (and any active marketer in 2019), traditional marketing is broken. Cold calling, billboard advertisements, outbound-only and other conventional methods have been deemed ineffective in the digital age.

With technology and platforms that can track campaign effectiveness and efficiency, the development of new strategies that incorporate enhanced aspects of traditional marketing along with modernized tactics is the new wave. Combining capabilities for outbound, inbound, lead nurture and sales enablement under one roof, Hubspot software caters directly to modern and proven marketing techniques.

If you frequent Hubspot, you’ve probably used basic functions like email automation, creating landing pages, social media automation and basic reports, but there are tools even experienced Hubspot users don’t fully take advantage of.

Chatflows

Chatflows are an underutilized tool in the Hubspot marketing world. There are two types of Hubspot chatflows: live chats that direct visitors straight to your live team, and chatbots, where you can create an automated customer service agent to assist with inquiries on your websites.  

How to get there:

  • Conversations > chatflows

Chatflows are a quick and accurate source of information for website visitors to interact with so they don’t have to go digging for what they’re looking for. User experience is everything in today’s market -- chatflows might be just what you need to enhance your website visitors’ interaction with your brand.

Custom Lead Scoring

Hubspot lets you create custom lead score properties, allowing you to set your own criteria for qualifying leads. As they progress through the Buyer’s Journey, the individual’s score is updated, automating their qualifications to ensure proper prioritization and efficiency.

How to get there:

  • Settings > properties > Hubspot score or one of your custom score properties > calculation > add new

With custom lead scoring, you can set the criteria once and automate the rest, according to your specific lead qualification requirements.

Page Performance

Website performance is an essential data point to consider when examining the ROI of your inbound efforts. Hubspot’s Page Performance tool shows the number of page views and ranked keywords, along with CTA conversion rates and the number of external websites linking directly to your page.

How to get there:

  • Reports > Analytics Tools > Traffic Analytics > Pages

This data will make it easier for you to analyze content patterns and make informed decisions to improve your website.

CTAs

While they may seem like an obvious necessity when it comes to inbound marketing, CTAs or “call-to-action” prompts aren’t used as widely as they should be.

How to get there:

  • Marketing > Lead Capture > CTAs

By placing a CTA button at the end of any content you produce, it makes it easy for those who are interacting with your work to choose to indulge further - an invaluable convenience if you want to keep users within your expertise on a subject or provide an easy way to continue the discussion.

Projects

Like your team’s own accumulated checklist for a venture, the Projects feature allows you to organize all campaign details in one place through a structured list of tasks.

How to get there:

  • Marketing > Planning and Strategy > Projects

Documenting assignments through the Projects feature in Hubspot keeps the process streamlined and organized so everyone involved is on the same page - or at least knows exactly how to get there.

Clicked Element Events 

When an anonymous visitor clicks on a specific element of your website, it’s recorded by the Clicked Element Events feature. For example, you can tell how many users are interacting with individual blog topics or how many people clicked a link on your page.

How to get there:

  • A chrome download is required to access clicked element events - see this link to learn how to install.

Knowing exactly how many visitors are accessing specific aspects of your website provides crucial data as to how to improve your pages.

Custom Reports

Sometimes different parameters are required to analyze the metrics of specific campaigns or events - using Hubspot’s Custom Reports feature, you choose those specifications, depending on your needs.

How to get there:

  • Reports > Reports > Create Custom Report

Custom reports can give you critical insight into exactly what you need to determine the ROI of your efforts.

Campaigns 

Despite the obvious benefits of associating all assets to their related campaign, this tool is still underutilized in the sales and marketing world.

How to get there:

  • Marketing > Planning and Strategy > Campaigns > Create Campaign

With all components in one place, you can have an all-encompassing overview of your performance on a campaign.

Social Monitoring

We’re in 2019 - If social media isn’t a part of your marketing strategy, it needs to be. With Hubspot, you can publish to all of your social networks and monitor interactions with your social channels, all in one place.

How to get there:

  • Marketing > Social

Building relationships, branding yourself and showcasing your company culture is just a small part of the impact of social media, and keeping up-to-date with Hubspot’s social monitoring is easier than ever.

Sources Report 

Imagine having the ability to know how your website visitors even got to your page - with Hubspot’s sources report, you can.

How to get there:

  • Reports > Analytics Tools > Traffic Analytics

Now you have an in-depth look into the sources generating traffic to your tracked websites.


If you’ve spent any time using it, you know that Hubspot has proved its value; when you use these 10 tools, you’ll make Hubspot an even more essential part of your marketing efforts.




About the Author: Bianca Sanborn

Bianca Sanborn