Orange Marketing
Top HubSpot Updates for the past week ending May 6, 2024:
- AI-Powered Guided Actions for Prospecting,
- Custom Tracking Domains for Sales & Service Email,
- Configure Workflows from Lead Settings.
AI-Powered Guided Actions for Prospecting
AI-Powered Guided Actions represent a prioritized workflow for a salesperson. Guided Actions track buyer engagement and monitor lead data across HubSpot and give reps a prioritized list of actions to optimize for building pipeline.
How Does It Work?
Check out a demo of Guided Actions here.
The initial set of Guided Actions include:
- Newly assigned leads
- Engaged leads
- Leads associate to target accounts with engagement
- High-priority tasks
- Prep for upcoming meeting
- Emails awaiting reply from leads
- Log call outcomes
- Log meeting outcomes
- Execute sequence tasks
- Previously disqualified leads that have re-engaged
Custom tracking domains for sales and service email
You can now connect a domain to HubSpot for the "Sales & service email (tracking)" content type. This domain will be used in the open and click tracking links generated for emails sent via personal and team emails in the CRM, or using the Track option with the Sales Extensions, as well as unsubscribe links.
How Does It Work?
Follow the instructions to connect a new domain or to add a new content type to an existing domain.
Choose the new option for "Sales & Service Email (tracking)" as the content type.
After completing the flow successfully, you will see the domain listed as connected.
Your domain will automatically be used for all tracking and unsubscribe links in emails sent from your portal's connected personal and team emails, as well as the Sales Extensions!
If your domain is disconnected, emails will be sent with the default tracking domains again.
Configure Workflows From Lead Settings
Customers of the lead object can now easily create and edit workflows directly from lead settings!
How Does it Work?
Lead automation can save your reps time and encourage good data hygiene in your portal. Now you can easily configure these workflows while also adjusting other lead automation settings that impact your portal.
HubSpot Tips for B2Bs
Learn how to identify and engage your high-value customers in our new ebook, Mastering Account-Based Marketing: A Step-by-Step Guide to Implementing ABM in HubSpot! Unlock precision and impact in your B2B marketing efforts now!
Additional Resources
Five Useful HubSpot Certificates For B2B Startups
How Marketers Can Leverage The Sequences Tool In HubSpot Sales Professional
Eloqua To HubSpot: Unpacking The Switch To Simplified Marketing Automation