Learn
Learn
Close

They Ask, You Answer

A revolutionary approach to inbound sales, content marketing, and today’s digital consumer.

Learn MoreLearn More

Free Courses in IMPACT+

Dozens of sales, marketing, and content courses inside IMPACT+. Start learning now.

See all coursesSee all courses
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Coaching & Implementation Services
Coaching & Implementation Services
Close

Services Overview

See how you can dramatically increase your inbound leads and sales.

Services Overview

Digital Sales and Marketing Mastery

Fast track your team’s success with IMPACT's most popular service.

Digital Sales and Marketing Mastery

Web Design

Launch a beautiful website that consistently generates leads and revenue.

Web Design

Virtual Sales Training

Equip your sales team with comprehensive training designed to help them close more deals in today's virtual-first world.

Virtual Sales Training

HubSpot Training & Implementation

Train your company to take ownership of HubSpot and get the most out of your investment.

HubSpot Training & Implementation

Case Studies

See dozens of examples of companies succeeding with Digital Sales and Marketing Mastery and They Ask, You Answer.

Case Studies
Become a Coach
Become a Coach
Close

How HubSpot's Database Works, Pipeline Permissions, & the End of Facebook Video for Business? [Hubcast 219]

How HubSpot's Database Works, Pipeline Permissions, & the End of Facebook Video for Business? [Hubcast 219] Blog Feature

Carina Duffy

HubSpot Trainer, Co-Host of the Hubcast, IMPACT+ Instructor, INBOUND Speaker, Retains 12 HubSpot Certifications

March 28th, 2019 min read

This episode of the Hubcast is brought to you by Woopra. Centralize all your customer data around one platform to get the most comprehensive view of who your customers are and what they are doing. Learn more at Woopra.com/Hubcast.

Your INBOUND update for the week: they've got an “agenda” up now (super basic, just major session times). 

Property of the Week: Field Type Series

Let’s Wrap it Up by Getting Nerdy

One of the biggest barriers I think people have to using HubSpot effectively is not understanding how their data is managed in the platform.

So let’s talk about databases. (If you already know about databases, and how your data is managed in HubSpot, just skip forward a few minutes) ;)

For our listeners that do get this: have you found a good way to explain it to other non-technical users?

Here's my incredibly rudimentary diagram of how I like to explain HubSpot's database basic structure:

HubSpot's Object-oriented Database

What’s on Marcus’ Mind

Marcus shares his takeaways from Social Media Marketing World. Spoiler alert: it has to do with businesses using video on Facebook.

This Episode’s Sponsor: Woopra

The most advanced customer journey analytics. Woopra allows you to build the complete end-to-end customer journey, starting with the point your users click on an ad and land on your website, all the way till the point they convert into your paying customers, and beyond.

Woopra's optional goals allow you to see the attribution of certain actions towards your pre-defined conversions (e.g. are users who engage with us on chat more likely to sign up for our service? are customers who've submitted at least 3 customer support tickets within the last 30 days more likely to churn?).

It’s analytics on steroids.

Learn more at Woopra.com/Hubcast.

HubSpot Wishlist: Limiting Permissions by Pipeline

“It would be useful to be able to restrict access to individual pipelines at the user level. We employ certain sales persons whose pipelines should not be viewed by other members of our staff.” - Mike Brouwers

Vote it Up!

HubSpot Updates

Fully Report on the Success of your Social Strategy Within HubSpot

“With this update, you can now...

1. Post within HubSpot, directly to the network, or from any social tool you choose, and still track your success over time within HubSpot.

2. Get insight on your social media performance as soon as you connect your account to HubSpot's Marketing Hub.

3. Track a number of new metrics within the social tool -- including number of shares, impressions, and information on how your audience is growing over time.”
Learn More

Assign Objects to Multiple Owners using Custom Owner Properties

“With a recent update, you can now create custom owner properties that pull directly from your user list in settings. That way, the picklist options are dynamically updated. As an added bonus, permissions respect custom owner properties. So, in the above case, as the BDR owner of a deal, Jen Smith would get access to that record.”

Learn More

We already talked about this last ep in our field type series, but the important thing with this update is these field types now respect user permissions for ownership! YES!!

Think: when users can view/edit owned-only assets, you can now set their ownership with custom properties. Awesome!


Connect Multiple Shopify Stores to HubSpot

“After a store has been connected, you will now see an option to connect additional stores.

Each store will have its own ecommerce settings page, with its own set of ecommerce embedded workflows. Contacts, deals, and products will have a new property called 'source store.' This will allow you to report, filter, and view data from one individual store or all your connected stores at once.”

Learn More


A fresh new look for the HubSpot Mobile App

“With a new navigation architecture, it’s easier to discover all the app’s awesome features.

With a fresh new color scheme that’s more highly contrasted, the app looks sharper when used outdoors and in poor visibility. As an added bonus, it’s more consistent with the desktop design.”

Learn More


Changes to Your Ads Filters in Lists & Workflows

If you’re using the Ads tools, take some time to read through this update!

Learn More

 

Until Next Time

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[AT]impactplus.com!

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

Want to learn more about digital sales and marketing?

Master digital sales and marketing when you join IMPACT+ for FREE. Gain instant access to exclusive courses and keynotes taught by Marcus Sheridan, Brian Halligan, Liz Moorehead, Ann Handley, David Cancel, Carina Duffy, Zach Basner, and more.

Sign up for free
Take a peek

Access hundreds of FREE courses and keynotes

Free Course
Digital Sales & Marketing Framework for Today’s Buyers
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
A New Way to Compete & Win
By: Brian Halligan
View Course Preview View Course Preview
Free Virtual Keynote
How To Genuinely Feel Confident, Be Likable, And Build Trust On Camera
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
The Future of Marketing is Conversational​
By: David Cancel
View Course Preview View Course Preview
Free Deep Dive
HubSpot On a Budget: Getting Started with HubSpot Starter Hubs
By: Courtney Caldwell
View Course Preview View Course Preview
Free Course
Assignment Selling: Content is Your Greatest Sales Tool
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
The Big, Bold, Brave New World of Marketing​
By: Ann Handley
View Course Preview View Course Preview
Free Course
Investing in Incredible Digital Sales and Marketing Results
By: Chris Duprey
View Course Preview View Course Preview
Free Course
How To Show Your Content Makes Money With HubSpot Marketing and Sales Hubs
By: Liz Moorehead
View Course Preview View Course Preview
Free Virtual Keynote
The Visual Sale
By: Marcus Sheridan & Tyler Lessard
View Course Preview View Course Preview
Free Keynote
Marketing Tech: What’s Now, What’s Near and What’s Not Anytime Soon?​
By: Dharmesh Shah
View Course Preview View Course Preview
Free Course
Inbound Lead Generation & Conversion Optimization
By: Carina Duffy
View Course Preview View Course Preview
Free Virtual Keynote
Fundamentals of Videography: You Can Be a Great Videographer Too
By: Zach Basner
View Course Preview View Course Preview
Free Deep Dive
The Ultimate Customer Service Toolkit for Any Budget
By: Andriti Gulati
View Course Preview View Course Preview
Free Course
6 Topics Subject Matter Experts Need to Address
By: Kevin Phillips
View Course Preview View Course Preview
Free Keynote
Fanocracy: The Power of Making Business Personal​
By: David Meerman Scott
View Course Preview View Course Preview
Free Keynote
The Power of Pillar Content
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
SEO for the Future
By: Franco Valentino
View Course Preview View Course Preview
Free Course
Fundamentals of Social Media Marketing
By: Stephanie Baiocchi
View Course Preview View Course Preview
Free Deep Dive
A Practical Guide To Video Graphics
By: Colton Trcic
View Course Preview View Course Preview
Free Session
How To Get Your Community To Know, Like, And Trust You With Video
By: Marki Lemons Rhyal
View Course Preview View Course Preview
Free Course
Video Sales and Marketing Strategy
By: Zach Basner
View Course Preview View Course Preview
Here Are Some Related Articles You May Find Interesting

Want to Contribute Content to impactplus.com? Click Here.

IMPACT+ Sign Up
A FREE online learning community with on-demand courses, hundreds of expert-led sessions, thousands of your peers ready to support you, and much more.
Check it out
Hundreds of courses and recorded keynotes, completely FREE
Check it out
Access hundreds of digital sales and marketing courses and recorded keynotes, completely FREE