Ian Jacob and Craig Bailey
HubShots - The Unofficial Down Under HubSpot Podcast
HubShots: the Unofficial Down Under HubSpot PodcastHubSpot in the real world. Real world portals. No demo stuff. What’s working for HubSpot customers. Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.https://www.hubshots.com
Author
Ian Jacob and Craig Bailey
Category
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
275: Conversations Inbox Hacks, Service Hub Protected KB articles, and HubSpot’s Pirate Ad 04.03.2022 32:25
This edition we dive into: • HubSpot’s Pirate Ad • Expertise versus Opinions • Tips for using Conversations Inboxes for Marketing Email replies • Using Email Scheduling in HubSpot (also works in Gmail extension) to send emails later • Member Protected Knowledge Base articles • Conversations Inbox Allow and Deny settings • The science of when to post • XSync for Xero Full show notes available at: h...
274: Enterprise Functionality, Email Open Rates in Apple Mail, Sales Pipeline Partitioning 24.02.2022 22:32
This edition we dive into: • What is enterprise functionality? • Email open rate data with Apple Mail • Image optimisation settings on web and landing pages • Adding images into a contact timeline • Sales pipeline partitioning • Associating contacts and companies automatically • Shopify attribution tip • Deal and Revenue attribution • Marketing attribution training Full show notes available at: ht...
273: Reducing Friction, Marketing Contact Recommendations, Custom Quote Templates, Deal Unenrollment 18.02.2022 39:59
This edition we dive into: • Reducing friction • The benefits of Marketing Contacts, plus 3 key recommendations for managing marketing contacts • Custom Quote Templates beta • More on Surveys versus Forms • Unenrollment criteria on Deal workflows • ROI in life • Attribution issues with cookie consent • Risk Management versus Efficiency • Systems and processes quote Full show notes available at: ht...
272: When to Use Internal Marketing Emails Plus Ways to Manage Multiple Deal Pipelines Properties 11.02.2022 29:18
This edition we dive into: • The value of laziness • Understanding internal marketing emails • Setting Deal properties (difference between Create Deal cards and Sidebar cards) • Avoiding Soft 404 errors from Knowledge Base articles • A gotcha with the new Insert Proposed Times feature in Google emails • Cookie settings causing attribution problems • The 15 page limit in CMS Starter continues to fr...
271: The Lazy Salespersons’ Cheat Sheet to using HubSpot 03.02.2022 37:05
This edition we dive into: • Are webinars dead? • Tons of tips for sales people for using HubSpot more efficiently, including - Meetings - Tasks - Inbox connections - Lead/customer revisit notifications - Documents - Snippets - Templates - Sequences - Calling from App or browser - Reporting (and scheduled dashboards) - Meetings - inserting proposed times in emails • HubSpot translated forms • When...
270: How to be Efficient with HubSpot across Sales, Marketing & Service 27.01.2022 29:43
This edition we dive into: • Thoughts for 2022 • Having perspective and avoiding distraction • Efficiency and Effectiveness with HubSpot • Using Version history on pages and emails to roll back to previous versions • Attribution reporting in Campaigns • Custom Object properties in Forms • Latest Source properties • Tips for Saving time with HubSpot Sales • Global Search is your friend • Saving Vie...
269: Tips for Using Lists, Deal Pipeline Properties, Shared Task Queues, and Staying Calm 09.12.2021 23:55
This edition we dive into: • Systems over goals • The power of Active lists built on active lists • Making some deal properties mandatory • When to use multiple sales pipelines • When to use tagging on knowledge base articles • Tips for using Task queues with multiple users • Staying calm under pressure • A correction about email preference groups • Quote of the week Full show notes available at:...
268: Top 17 Favourite Features in HubSpot 25.11.2021 22:08
This edition we dive into our favourite features in HubSpot including: • The timeline • Marketing contacts • Drag and drop page and email builder • Workflows • Popup forms • Layout flexibility on Contacts, Dealers, Objects • Custom Report Builder • Dashboards • Ads integration • Social reporting • Marketing attribution • Campaigns • Design Manager • Conversations Inbox • Snippets and Templates • M...
267: Top 16 Frustrations with HubSpot 18.11.2021 28:19
This edition we dive into: The top frustrations we hear from customers about using HubSpot (and possible solutions), including: • Marketing contact tiers won’t downgrade • Drag and Drop builder doesn’t work for me • Chatflows are confusing to set up • Can’t create multiple knowledge bases • Knowledge base styling is limited • Survey styling is limited • Ads interface is confusing • Can’t create ca...
266: Why HubSpot Email Preference Groups are finally awesome 11.11.2021 27:24
This edition we dive into: • Tools are your friend • HubSpot Email Allow Lists (ie IP addresses for your IT team to implement) • Why HubSpot Email Preference Groups (Enterprise) are finally awesome • Setting up Custom Team Sidebars • Automatically creating and managing Tickets from Conversations • Custom Report Builder is your friend Full show notes available here: www.hubshots.com/episodes/episod...
265: Optimizing Customer Experience with HubSpot Service Hub 04.11.2021 25:21
This edition we dive into: • Overcoming department silos • Service Hub across departments • Your survey feedback - thank you! • Service Hub Knowledge Base tips and best practice checklist • Custom Surveys • Visible versus Invisible costs • An appearance by Baby Yoda Full show notes available here: www.hubshots.com/episodes/episode-265 Recorded: Monday 01 November 2021 | Published: Friday 05 Novemb...
264: HubSpot Social Monitoring, Reporting on Meetings & Avoid being sent to Spam 28.10.2021 34:33
This edition we dive into: • Solving for the Problem • HubSpot Social Monitoring • Reporting on Meetings • Custom Surveys • Clone Workflow Action • The start of the Google downfall? Full show notes available here: www.hubshots.com/episodes/episode-264 Recorded: Monday 25 October 2021 | Published: Friday 29 October 2021
263: Inbound Announcements that mattered, Sending internal notifications tips 21.10.2021 26:12
This edition we dive into: • HubSpot Payments announced • HubSpot Roadmaps • Using Analytics Views in Traffic Analytics reports • How to send internal notifications when a new blog post is published • How to optimise channels versus optimising ads in a channel • How to use the Knowledge Base searched for terms to drive content ideas • An example of a terrible sales process • Using In-App Notificat...
262: Save time with HubSpot Saved Sections, Deal Splits & Workflow property clearing 14.10.2021 24:17
This edition we dive into: • Is the online event format over? • Saved Sections in Emails and Pages • HubSpot Deal Splits • XML Sitemaps for your Knowledge Base articles • HubSpot Clear Property Action in workflows • Facebook fallout • The cutest video of a goat and a monkey eating berries • Are you interested in HubSpot Coaching? Full show notes available here: www.hubshots.com/episodes/episode-26...
261: Ad Sequences, Adding to Audiences using Workflow Actions and breaking down big goals 01.10.2021 27:03
This edition we dive into: • Breaking down big goals • HubSpot Ads sequences • HubSpot Meetings overview • HubSpot Workflow Action to add contacts to an Ads Audience • Knowledge Base Support Forms • Engagement Progressions • Bookmarks in Google docs Full show notes available here: www.hubshots.com/episodes/episode-261 Recorded: Monday 27 September 2021 | Published: Friday 01 October 2021
260: Simple Steps, HubSpot KB changes, Email Health Reports, and Rotate Owner Workflow Action tips 17.09.2021 31:19
This edition we dive into: •The relief of single, simple steps •HubSpot blocking knowledge base listing pages (not articles) •HubSpot Email Health Report tips (selecting by Subscription type) •HubSpot Sales reports •HubSpot Rotate Owner Workflow Action (and quick tip) •Avoiding the flight to tactics temptation •HubSpot Password Security reset date setting •Is it still worth it to create content on...
259: HubSpot CRM Suite Professional teardown 09.09.2021 31:54
This edition we dive into: • Learning from HubSpot’s pricing models • HubSpot CRM Suite Professional • What it includes • Who it’s for • When you should upgrade • Interesting upgrade examples Full show notes available at: www.hubshots.com/episodes/episode-259 Recorded: Monday 06 September 2021 | Published: Friday 10 September 2021
258: HubSpot Custom Surveys, Workflow Email Actions 03.09.2021 28:50
This edition we dive into: • Custom Surveys • Workflow email actions (there’s 4 of them!) • Notification filters • Options for Unsubscribe links in email footers • Brands don’t create categories You can listen to this episode of the show here: https://www.hubshots.com/episodes/episode-258 Recorded: Monday 30 August 2021 | Published: Friday 03 September 2021
257: CRM Suite Starter 20.08.2021 32:12
This edition we dive into: • HubSpot CRM Suite Starter • What it includes • Who it’s for • When you should upgrade • How it fits into your company’s technology stack Full show notes available here: www.hubshots.com/episodes/episode-257 Recorded: Monday 16 August 2021 | Published: Friday 20 August 2021
256: HubSpot CMS Hub Starter - Everything You Need To Know 13.08.2021 26:36
This edition we dive into: • The new CMS Hub Starter edition • What’s included, what’s missing • Who it’s ideal for • Where it fits in the overall HubSpot strategy Full show notes available here: www.hubshots.com/episodes/episode-256 Recorded: Monday 09 August 2021 | Published: Friday 13 August 2021
255: Fortune Cookie Tweets, HubSpot Workflow Minimaps & HubSpot Task Queues 29.07.2021 22:01
This edition we dive into: • Fortune Cookie tweets are gold • HubSpot Workflow Minimap feature is rolling out - very cool • The power of HubSpot Task Queues • Expand All and Collapse All on your timeline • What marketers can learn from debating champions • What COVID statistics can teach us about marketing channel attribution • How to measure content performance • Satya Nadella quote from Hit Refr...
254: Growth Mindset, HubSpot Child Workflows, Service Hub Forms, GA4 Primer 22.07.2021 26:14
This edition we dive into: • Having a growth mindset • HubSpot Workflow actions for Enrolling in another Workflow • And how they enable Parent versus Child workflows • Create Deal Attribution cards • Service Hub forms for creating new tickets when the KB doesn’t have the solution you’re looking for • How to reach out to marketing agencies you want to work with • Benjamin’s Google Analytics 4 Overv...
253: Our Favourite HubSpot Workflow Actions 16.07.2021 25:36
This edition we dive into: • Why am I seeing Smart TV on my Device Reports? • Our favourite workflow actions (new weekly shot!) • Using the Delay until Event action for marketing and sales • Using Custom Reports to get a list of Contacts with their count of Deals and Tickets • YouTube viewing trends • LinkedIn Ads tips Full show notes available here: www.hubshots.com/episodes/episode-253 Recorded:...
252: HubSpot Site Tree & Reporting on Sales Sequences 08.07.2021 22:40
This edition we dive into: • Solving a problem, versus solving a need • The very handy HubSpot Website Site Tree listing • Reporting on Sequences • Do you use a Testing Backlog • Using Conversations Workflows to Update Service Hub tickets • Storytelling and relatability: Judith Love Cohen Full show notes available here: www.hubshots.com/episodes/episode-252 Recorded: Wednesday 07 July 2021 | Publi...
251: The Psychology of A/B Test and Measure 02.07.2021 23:58
This edition we dive into: • Psychology studies that have been ‘reversed’ (ie debunked) • What this means for marketers • And how this can motivate us to do A/B testing • How to do A/B testing in HubSpot • Is HubSpot testing whether they can make us do more testing? • Be wary of your biases • The importance of your website’s visual presentation • GA4 guide Full show notes available here: https://w...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.