Back to Learning Center
Subscribe
Join 40,000+ sales and marketing pros who receive our weekly insights, tips, and best practices.
Thank you! You have been subscribed.
Learning Center
Learning Center
Close
The IMPACT Learning Center

Free resources to help you master inbound marketing and They Ask, You Answer

Access the Learning Center

Access the Learning Center

Access the Learning Center
learning_center_grey__What is They Ask, You Answer-v2-black

What is They Ask, You Answer

What is <span>They Ask, You Answer</span>
Articles, Podcasts, & Updates

Articles, Podcasts, & Updates

Articles, Podcasts, <span>& Updates</span>
Free Courses & Certifications

Free Courses & Certifications

Free Courses & <span>Certifications</span>
On-Demand Keynotes & Sessions

On-Demand Keynotes & Sessions

On-Demand <span>Keynotes & Sessions</span>
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Services
Services
Close
Navigation_8_2021_taya

They Ask, You Answer Coaching & Training

They Ask, You Answer Coaching & Training
They Ask, You Answer Workshop

They Ask, You Answer Workshop

They Ask, You Answer Workshop
Navigation_8_2021_workshop

Inbound Marketing Services

Inbound Marketing Services
Navigation_8_2021_website design - monitor

Website Design & Development

Website Design & Development
Navigation_8_2021_hubspot implementation

HubSpot Training & Implementation

HubSpot Training & Implementation
Navigation_8_2021_virtual selling

Virtual Sales
Training

Virtual Sales <br>Training
Navigation_8_2021_swell - paid ads

Paid Search & Social Services

Paid Search & Social Services
Become a Certified Coach
Become a Certified Coach
Close
HubSpot

Happy Times in Orange-town, Dope Integrators, & 2 Awesome Updates [Hubcast 243]

By Carina Duffy

Happy Times in Orange-town, Dope Integrators, & 2 Awesome Updates [Hubcast 243] Blog Feature

This episode of the Hubcast is brought to you by Digital Sales and Marketing World 2020 — the only conference where marketers, sales, and leadership teams get aligned on digital and ignite true business transformation. Learn more at DigitalSalesandMarketingWorld.com.

It’s a great day in Orange-town. Specifically because of two updates that recently came out in the last week — they’ve got us feeling the good vibes about HubSpot.

 

Certified Dope

Ari Haas - CEO at Dijy

Dijy had a client who was moving to HubSpot Sales Pro from another CRM and needed it to integrate into their invoicing and credit card processing systems, Xero and Authorize.net, specifically. They also wanted to automate their invoicing process through HubSpot.

Sadly, HubSpot Products feature doesn’t currently integrate with Zapier, which meant they couldn’t use an out-of-the-box connector to do this. So, Ari and his team decided to build their own HubSpot connector to pass data between systems!

Previously, when a deal closed a rep had to manually input all of that data into Xero and copy and paste a bunch of information from the CRM. It was completely manual, and there was no way in the CRM to see the status of any of these invoices.

With the connector they built, when a deal moves to the processing deal stage in HubSpot, it automatically creates an invoice in Xero and makes sure the contact info, products, and pricing are all in there. Xero then pushes back custom properties to HubSpot for the invoice URL and invoice number. And guess what they do with that? Personalization tokens in automated emails telling customers about their invoices! 

But wait, there’s more! Once the invoice is marked as paid, the deal automatically moves deal stages and sends another email thanking them for their payment.

This is not only a win for the client, but a win for Ari and his team around what it could look like for them to continue to build custom apps!

Ari and the Dijy team — you guys are certified dope.

Certified-Dope

What’s on Marcus’ Mind

They Ask, You Answer is more than “answering questions” — and a lot of companies, unfortunately, are doing it wrong...and have a wrong mindset.

This Episode’s Sponsor: DSMW

Digital Sales and Marketing World is just 6 months away! You can get super early bird pricing right now — $799 for All Access, and $1,099 for VIP.

Learn more and register now at DigitalSalesandMarketingWorld.com.

HubSpot wishlist: Be able to add company properties in a form

Shout out to Fadi in the HubSpot User Slack for adding this one!

“This request is so basic, it's not even and 'idea'.

Could you please enable a company property to be added in a form?

I understand the complexity behind this but you can put a disclaimer: 'if the contact has no associated company or multiple associated company, the property will not be registered or updated.'”

Vote it up!

This is especially pertinent because you can now do this with Support Forms and Tickets!

HubSpot updates

Collect contact information without disabling cookie tracking on your forms 

[You’ve just gotta read the full explanation — it’s gold!]
Learn more

Keep your database clean by creating a list of hard bouncing 'ontacts

“Now when you navigate to 'More tools' on the email dashboard in your portal, you'll see the option to 'Create and clean a list of hard bounces.' This option will pop up a module where you can choose to either create a new static list of your hard bounced contacts or add these contacts to an existing static list. You'll then be able to filter your list by specific bounce reasons, such as 'unknown user' or 'mailbox full.'

"After naming or selecting an existing static list, choosing the hard bounce reasons to include, and specifying a time period, click 'Create list.' From here, you can either delete these contacts, make a note to exclude these contacts from future sends, or keep a running report on your hard bounces over time.”

Learn more

Until next time

Interested in sponsoring the Hubcast? Head on over to the Advertise with IMPACT page to learn more!

If you’re listening on iTunes — head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at cduffy@impactplus.com!

Not in the HubSpot User Slack yet? Join here!

Until next time. This is Carina Duffy & Marcus Sheridan saying to you, get out there and get after it!

Topics:

HubSpot
Podcasts & Shows
The Hubcast
Published on September 26, 2019

Recent Articles

INBOUND 2021 Recap: Takeaways, Speakers, and Lessons Learned

By John Becker on October 25, 2021
7 min read

Need a HubSpot Specialist? Here’s How to Find and Hire the Right Candidate

By John Becker on October 22, 2021
5 min read

How to Get Sales Reps to Use the HubSpot CRM

By Kimberly Marshall on October 18, 2021
4 min read

HubSpot and Data Privacy: How to Collect Contacts the Right Way

By John Becker on October 4, 2021
4 min read

INBOUND is Fast Approaching, Google Leads are Syncing, and Workflow Actions are Placeholding [Hubcast 275]

By Carina Duffy on September 23, 2021
4 min read

How to Know When You’ve Outgrown HubSpot Sales Hub Starter

By John Becker on September 23, 2021
4 min read

How to Get the Most Out of Your 2-week HubSpot Free Trial

By John Becker on September 13, 2021
5 min read

CMS Hub Starter, business unit add-on, and Stephanie does email validation on a giant database [Hubcast ep. 274]

By Carina Duffy on August 27, 2021
3 min read

How much HubSpot do I need?

By John Becker on August 17, 2021
4 min read

New HubSpot CMS Hub starter tier released for growing businesses

By Paul D. Grant on August 6, 2021
4 min read

HubSpot CRM review (updated for 2021)

By Kimberly Marshall on July 27, 2021
8 min read

5 HubSpot Sales Hub tips for assignment selling

By Tracey Stepanchuk on July 23, 2021
7 min read

Custom email nurture reporting, a map hack, and are pop-up forms a thing of the past? [Hubcast 273]

By Carina Duffy on July 22, 2021
3 min read

Get your sales team using your CRM platform in 5 easy steps

By John Becker on July 13, 2021
6 min read

HubSpot vs. ActiveCampaign: a head-to-head comparison

By Tracey Stepanchuk on July 13, 2021
5 min read

Close rate reports, custom surveys, and Apple Mail ruining everything for email marketers [Hubcast 272]

By Carina Duffy on June 24, 2021
3 min read

Is your inbound marketing working? Track these 4 metrics to evaluate your progress

By John Becker on June 15, 2021
5 min read

Operations Hub hot takes and college degrees [Hubcast 271]

By Carina Duffy on May 27, 2021
2 min read

4 keys to an effective HubSpot strategy in 2021

By Carina Duffy on May 7, 2021
6 min read

Think you’re paying too much for HubSpot? Here’s how to get your money’s worth

By John Becker on May 5, 2021
5 min read

I’m hiring a digital marketer; Do they need HubSpot experience?

By John Becker on May 3, 2021
4 min read

Do I need to hire a HubSpot specialist, or can someone on my team handle it?

By John Becker on April 30, 2021
4 min read

Introducing the first annual HubSpot WishFest 2021 [Hubcast 270]

By Carina Duffy on April 27, 2021
4 min read

6 ways to get the most out of HubSpot Campaigns

By Carina Duffy on April 26, 2021
7 min read

What is the new HubSpot Operations Hub?

By Liz Moorehead on April 23, 2021
2 min read