How to Use HubSpot to Improve Your Marketing

Hubspot Marketing Tips

Marketing is hard work.

You need to create the most ideal content, provide great customer service, run ads, generate, nurture and close your leads and do so much more. It can feel like you’re spinning your wheels and not getting anywhere to achieve a successful marketing plan.

But how can you effectively and efficiently delegate these tasks as well as monitor the progress of your team? HubSpot can help. With its powerful suite of tools, HubSpot can help you with your lead generation strategy, track your results, and improve your marketing efforts over time.

We’ve put together a quick guide on what you need to know in order to boost your marketing efforts using HubSpot, as well as a few tips to help you maximise this CRM tool.

So without further ado, let’s get started…

HubSpot In a Nutshell

HubSpot is the leading inbound marketing and sales platform. It helps businesses of all sizes. With HubSpot, you can create content, track your website’s performance, effectively turn leads into customers, manage your content marketing activities and do so much more.

This comprehensive suite of tools helps you grow your business and considers your customer journey. Their five distinct hubs (Marketing, Sales, Operations, CMS and Service Hubs) offer everything you need to attract and convert leads, create landing pages and deliver great customer service. And best of all, they’re all integrated with each other, so you can manage your entire marketing and sales tactics from one central location.

Benefits of Using the HubSpot CRM Platform

Whether you’re just getting started or you’re a seasoned pro, HubSpot can be the perfect option for many businesses, especially for its sales and marketing teams.

Here are a few reasons why you should consider HubSpot.

Using HubSpot CRM is Free

HubSpot has a “Free HubSpot CRM” platform and a “full CRM” platform which is the paid version.

The free HubSpot CRM is a great platform because it won’t cost you anything at all to use. And if you need a few advanced CRM functionalities down the road, you can always upgrade to a paid plan.

Easily Get Organised

HubSpot is a powerful tool that allows you to get organised and is quite easy to use. It has a lot of features that make it a valuable asset for any business or brand that is either starting out or has been existing for years.

Create Email Templates and Sequences

With HubSpot, you can create email templates and sequences that help you nurture leads and close deals. You can also track prospects and measure your success with built-in reporting. Plus, HubSpot integrates with a variety of third-party applications, making it easy to start using marketing automation in your business. So if you’re looking for a tool to help you streamline your marketing efforts, HubSpot is a great option to consider.

Automate Your Lead Capture Process With Forms and Pop-Ups

There’s a lot that goes into generating leads – it’s not just as simple as putting up a website and hoping people will find their way to contact you. You need to have a plan for how you’re going to convert your visitors and engage with them on your site in order to convert them into leads. That’s where HubSpot comes in. HubSpot allows you to create landing pages as well as exit intent and pop-up forms and more.

Track Your Website’s Analytics Data

HubSpot provides users with an incredibly valuable tool for understanding their customers and growing their businesses. By tracking your website’s analytics data, you can see which pages are popular, how long visitors stay on each page, and where they came from. In addition, HubSpot’s CRM provides a wealth of other features that can help you attract more visitors to your website and convert more of them into customers.

Ability to Create Reports and Dashboards

HubSpot’s reporting and dashboard features give you the insights you need to track your progress and identify areas for improvement. With just a few clicks, you can create comprehensive reports and dashboards. And if you need help with using their software, HubSpot’s expert team is always available to help.

Ability to Add Integrations

If you’re looking for an all-in-one solution for your sales and marketing needs, HubSpot is definitely worth considering. Not only does it have a wide range of features and applications, but it can also integrate with over 100 different programs. That means you can get the best of both worlds: the robustness of a comprehensive solution like HubSpot, and the flexibility to integrate it with the other tools you’re already using.

Sales and Marketing Alignment

Whether you’ll be tracking website analytics data to see which pages are popular or need a platform to see specific contact records of chat interactions for certain queries from your target audience, HubSpot is one powerful tool that can help sales and marketing teams align their efforts and achieve better results. Your team can easily get a deeper understanding of how individual prospects are interacting with your business.

With information at their fingertips, your team can work together more effectively to identify potential customers, create targeted content, and close more deals. So if you’re looking for a way to improve your business and the efficiency of your sales team marketing team, consider creating a HubSpot account today and see the difference it can make.

HubSpot CRM Hubs

HubSpot CRM has five different hubs that businesses can leverage to their advantage: Operations, Sales, Marketing, Service and CMS.

Each of these hubs provides users with a wealth of features and tools that can help them to improve and simplify never ending tedious tasks.

We’ll go through them individually along with some of the features that each hub has to offer to allow more insight into how to use HubSpot for marketing.

Marketing Hub

Marketing Hub of HubSpot

Marketing Analytics

Tracking and measuring your marketing efforts is one of the most essential tasks that any business or brand should be doing. HubSpot’s Marketing Hub has you covered. With its powerful marketing analytics tools, you can track everything from website traffic to email open rates and social media engagement. You can also measure the effectiveness of your marketing campaigns and track leads and conversions. Ultimately, this helps your marketing team work better when achieving results that are in line with the overall marketing strategy.

Website Traffic Tracking

Track the number of visitors to your website and see where they’re coming from.

Social Media Engagement Tracking

Track the number of likes, shares, dislikes and comments your social media posts receive on your social media accounts.

Campaign Reporting

Track the success of your marketing campaigns by seeing how much traffic they generate, how many leads they garner, and how well they convert leads into customers.

Landing Page and Online Form Builder

HubSpot's Landing Page Builder

HubSpot’s Marketing Hub also includes a landing page and online form builder to help you create high-converting landing pages and collect leads online. The landing page builder lets you create custom landing pages with drag-and-drop simplicity, while the online form builder lets you easily create forms to collect leads online.

Both the landing page builder and online form builder include a variety of templates that you can use as a starting point, or you can create your own designs from scratch. And both builders include powerful editing tools to help you customise your pages and forms to match your branding and goals.

SEO and Website

The Marketing Hub also includes powerful SEO and website software to help you improve your website’s search engine rankings and get more traffic from Google and other search engines. The SEO software helps you optimise your website for the most relevant keywords, while the website builder helps you create a search engine-friendly website with ease.

Sales Hub

Email Tracking

The free email tracking that HubSpot offers can help you keep tabs on your prospects and see the particular emails, links and documents that these prospects have opened including when they have opened these emails. This way, sales teams can follow up with them at the right time and provide the most ideal means to convert your prospects to move with the sale.

Call Tracking

With call tracking, you no longer need to log each call manually into the system as it will automatically log the calls for you into HubSpot CRM or Salesforce. Apart from this, the call tracking feature, allows you to make sales calls through your browser with a recording option to better keep track of important details during calls. Moreover, it is recommended to use the calling interactions that HubSpot offers in order to make the most out of this feature.

Sales Automation

Forgetting to follow up with a promising prospect is the worst. It’s an easy thing to do in the busy world of sales, but it can cost you dearly in terms of lost opportunities for revenue generation. However, HubSpot mentioned that the sales automation software allows you to, “Queue up a series of automated sales emails and follow up tasks for each prospect so you never lose touch…” 

All you need to do is to choose from a list of email templates along with task options and enrol your chosen contact, all right from your inbox. It’s that easy. So why not give it a try? You’ll be glad you did.

And because it’s usually almost always better for sales teams to work smarter, not harder. Workflows can be set up to automate repetitive tasks such as rotating leads or automating tasks and more, to give way for a productive process that helps convert visitors.

Service Hub

Live Chat

HubSpot’s Live Chat allows you to route inquiries to the right people on your team, customise the live chat widget in accordance with your company’s branding and create targeted welcome messages. Furthermore, all of the conversations with site visitors are stored automatically so you can have a reference that you can use anytime.

Knowledge Base

The knowledge base tool allows you to easily create and manage articles that will help answer your customer’s questions. You can customise your knowledge base according to your branding as well as “…organize your articles into categories to make browsing a breeze, and preview how they look on different devices.” as mentioned by HubSpot.

Conversational Bots

One of the features that you can utilise in the Service Hub is Conversational bots. With this feature, you can let bots assist customers with their questions and concerns right away. This is especially useful if the majority of your service or sales team is not available outside business hours.


Contact Attribution Reporting

HubSpot's Contact Attribution Reporting

It’s important to know where your leads and conversions are coming from. After all, you want to make sure you’re investing your resources in the right places. That’s where contact attribution reporting comes in. Through this feature, you can identify the marketing efforts that resulted in conversions. That way, you can be better guided on what steps to take and which areas you need to leverage and maximise.

Adaptive Testing

Adaptive testing allows you to experiment and test your pages to see which of them along with the content they have, are most effective through the use of machine learning. You want to be able to know what it takes to convert visitors and make sure your other tactics are in line with your content strategy.

Website Themes

Website Themes of HubSpot's CMS Hub

If you’re like most people, the thought of building a website from scratch is enough to make you break out into a cold sweat. Not only do you have to worry about the design, but also the navigation, content, and branding. It’s enough to make your head spin! Thankfully, HubSpot offers pre-built website themes that have the flexibility for custom development.

Operations Hub

Data Sync

Data Sync of HubSpot

Data Sync is an important Operations hub feature for businesses that use multiple tools to store data. With this feature, HubSpot states that businesses can “Choose exactly where each piece of data will go in your sync. Use filters to sync specific segments of your database to and from your chosen tools.”

This makes it easy to keep data organised and accessible.

Data Quality Automation

HubSpot’s data quality software helps ensure that your data is clean and consistent. From spotting errors in CSV imports to protecting your CRM from spam submissions, you can avoid any unnecessary tasks down the road as well as keeps everything else in control.

HubSpot CRM Features In Summary

HubSpot offers many features that can help most businesses grow. For example, HubSpot’s email automation or marketing automation tool can help you create and manage effective marketing campaigns.

Additionally, HubSpot’s sales automation tool can help you close more deals and boost your sales numbers. And if you’re looking for a better way to improve your customer service, HubSpot’s customer service features can help you provide a more efficient and effective customer service experience. In short, HubSpot is much more than just a CRM software; it’s a complete business growth platform.

So whether you’re looking for a simple CRM solution or a complete suite of marketing and sales tools, HubSpot might just be what your business needs.

Our Top HubSpot CRM Tips to Boost Your Marketing

A good CRM software can do much more than just store your contacts’ information. Ideally, it would be great if it could help you better track your sales pipeline, manage your leads, close more deals, improve the management of customer relationships as well as leverage your marketing. Fortunately, we’ve learned that HubSpot does all this. And that’s why we’ve put together this list of our top HubSpot tips to help you get the most out of your investment.

Import Your Contacts

This is basic but all new businesses entering the CRM automation realm should do this. Importing your contacts is one of the most important things you can do when using HubSpot CRM. When you import your contacts, you’re automatically adding them to HubSpot and creating a list of contacts that you can easily track and manage.

Set Up Automated Workflows

Automated workflows allow you to automate certain tasks that usually require manual work, such as sending a follow-up email after a meeting or adding a contact to a list based on certain criteria. This can save you time and energy, and help you stay organised. For example, you can create a workflow that automatically adds new leads to a list of leads that are ready to be contacted or sends an automated email to contacts who haven’t opened your last three emails.

Workflows can be customised to meet your specific needs, and there are many different types of workflows you can create.

Create Email Templates

Email templates improve the effectiveness of your email marketing. When you create a template, you can include custom fields that automatically populate with data from your contact database. This makes it easy to personalise your messages and ensure that the content is relevant to each individual recipient. You can also create templates for automated emails, such as birthday greetings or abandoned shopping cart notifications.

Use HubSpot Academy

HubSpot Academy offers all the resources you need from creating the entire customer journey to crafting an ideal content marketing strategy, as well as tips surrounding buyer personas, initiatives for garnering a marketing qualified lead and so on to help further align marketing efforts.

So the next time you don’t know a feature, make sure to check out HubSpot Academy.


With its many features and capabilities, HubSpot can help you improve communication with customers, easily track all your marketing data in one place, target leads more effectively, and automate routine tasks.

So what are you waiting for?

Get started today and see how HubSpot CRM can help turbocharge your marketing efforts.

Need some help with setting up HubSpot for your business?

Book a FREE consultation with us today!