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

Hubcast 194: #INBOUND18 Reflections, Texting Contacts, and... #THEYKINDOFMADEITFREE!

Hubcast 194: #INBOUND18 Reflections, Texting Contacts, and... #THEYKINDOFMADEITFREE! Blog Feature

Carina Duffy

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

September 20th, 2018 min read

This episode of the Hubcast is brought to you by Needls.

INBOUND for the year is over, and while we'll miss it, it’s time to move on to the next big thing.

To close out our thoughts on #INBOUND18, Marcus and I share the top things we liked and didn't like about the week.

Property of the Week: Hidden Reporting Properties Part 2

Deal Status

On episode 192, we introduced HubSpot’s hidden reporting properties (Deals Calculated Information) that were only available with custom reporting.

Well, now, all Pro and Enterprise accounts have custom reporting WITHOUT the reporting add-on! #THEYKINDOFMADEITFREE!

“Deal status groups your deals into Won, Lost, or Open (includes all other stages) and can be used when building a custom report to show you a count of deals in each stage type.”

Makes it super easy to run a report to see something like how many deals were created this month that are open vs. won vs. lost.

What’s on Marcus’ Mind

Brian spent most of his keynote at INBOUND talking about the "flywheel."

It's become a big topic of discussion in our circles (specifically this thread in IMPACT Elite).

Is the funnel really dead? Is the flywheel really the best analogy? Listen to the ep to find out what we think!

HubSpot Wishlist: SMS to Contacts

“Workflow seems to have internal SMS but there is no option for SMS to contacts.  Thinking as a reminder of appointments it would be a great feature.

I understand there are legal issues around the use of SMS but be great if could figure a way to use it and manage that it is used within legal guidelines." - Jems212

Vote it Up

This Episode’s Sponsor: Needls

Needls. makes it easy for businesses to create, target, and optimize Facebook & Instagram Ads.

Special Offer for Hubcast Listeners: 40% off the platform for 3 months, which is $120 in savings.

The code is: NEEDLSxHUBCAST

Visit needls.com/hubcast

HubSpot Updates

[Now Live] Service Hub, Feedback: Flexibility & Customization Updates

A number of feedback updates that make the product more flexible and customizable:

  • The ability to trigger surveys on deal, ticket, and company properties, not just contact properties.
  • Enhanced customization across surveys. You can now fully customize the from name, from address, subject line, and greeting across your surveys.
  • Ability to send one-off customer loyalty (NPS) surveys

Learn More

[Now Live] Deal-based and Ticket-based Workflows

“Workflows that enroll deals and tickets, allowing you to set properties, create tasks, and send email based on those deals and tickets.

Deal workflows are available to all Sales Hub Professional users, and ticket workflows are available to all Service Hub Professional users.”

Learn More

WOOHOO!!

[Now Live] A New Way to Preview Your Emails

“Within the new email editor, you’ll now see a “preview” button located in the sub-navigation at the top right-hand corner of the email editor.

The preview modal includes two tabs -- devices and clients. On the devices tab, you’ll be able to preview your email on a desktop or mobile device. You’ll also be able to preview the email as a specific contact.

The ability to preview an email within a specific email client, and the ability to generate a shareable preview link, are only available to Marketing Hub  Professional and Enterprise users of the new email editor.”

Learn More

[Now Live] Bi-directional Sync for Salesforce Accounts and HubSpot Companies

“Recently, we released a beta of bi-directional account sync with HubSpot companies and Salesforce accounts. This feature is now available to all integrated portals. HubSpot will now create accounts in Salesforce and manage re-associations.

Now, if your Salesforce settings are set to create new contacts in Salesforce when a new contact is created within HubSpot, and that contact is associated to a company in HubSpot, we will automatically create a new account record in Salesforce for the associated company.

The new contact and account records will be associated in Salesforce just like they are in HubSpot.”

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, go out into the world and do some happy HubSpotting!

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