Simplify Sales with HubSpot’s New Leads Tool

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NEW! Dig into the updated leads tool from HubSpot - a more efficient and clear way to manage your leads in the HubSpot platform. Join the free HubSpot Hacks newsletter: hubs.ly/Q016Xfn-0 In this video we'll unravel the capabilities of new features like HubSpot lead stages, lead profiles, and automations that simplify your processes.
In this video we’ll cover:
- Edit lead stages in HubSpot
- HubSpot lead stage advancement automation
- Automatically creating leads in HubSpot based on lifecycle stages
00:00 Introduction
00:49 Get to HubSpot's New Leads Tool in Your Portal
01:39 Creating a Lead in HubSpot
03:14 Schedule Activities with Leads in HubSpot
03:40 Viewing Lead Profiles in HubSpot
04:55 Lead Stage Automations in HubSpot
06:54 Setting Up Automations for Leads in HubSpot
07:56 Edit Lead Stages in HubSpot
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📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: hubs.ly/Q016Xfn-0
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016XfN60
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly RU-vid series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️ Tyler Sprunk ( / getsprunk )
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit hubs.ly/Q016XfN60
#hubspot #hubspotpartner #hubspottutorial #hubspotleads

Опубликовано:

31 май 2024

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Комментарии : 19

@HubSpotHacks 8 месяцев назад

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

@mikeburkart3777 3 дня назад

Hi! Thanks for the great summary. I have two questions: 1. Do I still need the Lead Status field? I have this on my contact in addition, but it doesn't correspond with the new Lead Status in the Prospecting Hub. 2. In your video about the lifecycle stages (with the fancy graphics), you mentioned that MQL includes the Lead Status "New" and "Attempted to Contact" and SQL includes "Connected" and "Qualified." However, here you show that only the SQL should be recorded as Lead / Prospect. What are your thoughts on this? Best regards, Mike

@JarrydBiddle 3 месяца назад

Hey guys, I'd love to see a video on using Leads vs Deals. Obviously it would vary between businesses.. But for example would a 'product demo booked' be the trigger to create a deal? Or when the lead has been identitied as qualified to buy, as in, they're doing something and comparing products or services right now, then that would be a deal? Would love to see examples or hear from others..

@HubSpotHacks 2 месяца назад

This is an excellent recommendation. We'll share with the team! You may also find this article to be helpful as it also shares how we think about deal stages overall - blog.simplestrat.com/hubspot-deal-stages-7-keys-to-success

@thesarahpowers_ Месяц назад

Hey! Every time I import leads, it creates new leads for leads I've already disqualified within the last 30 days. Any thoughts on how to prevent this and have it keep bringing in new leads?

@user-bb3wp2ez5k 8 месяцев назад

Hi! Thanks for the overview- do you know if the Lead stages in this new tool are the same as the Contact Property Lead Stage? Wondering how to program the automation when you decide to add a new lead stage.

@HubSpotHacks 8 месяцев назад

Thanks for checking out HubSpot Hacks! They seem to be a little different than HubSpot's Lead Status property, and they have the additional feature of "substages." Here is the knowledge base article: knowledge.hubspot.com/prospecting/set-up-leads I hope this helps!

@fredriccarlsson2035 7 месяцев назад

Hey team - One thing, everytime I add a contect it creates a new lead. Any thoughts? Workarounds?

@HubSpotHacks 6 месяцев назад

Hi there - check your lead settings and see which lifecycle stages are used to create leads and make sure it's only the lifecycle stages you want. Then check your contact settings and see what your default lifecycle stage is. Hopefully, this helps!

@kranitzmr 6 месяцев назад

What about if I have over 2,000 leads that I want to pursue - is that something you feel would be manageable through this interface?

@HubSpotHacks 5 месяцев назад

Thanks for checking out HubSpot Hacks! That is a lot of leads to manage and stay on top of for one person, the tool can definitely handle it!

@Sulla1234 8 месяцев назад

I don't have a leads tab between Summary and Schedule

@Sulla1234 8 месяцев назад

You need to sign up for the Leads in Prospecting Beta

@HubSpotHacks 8 месяцев назад

Hi there - Seems like you aleady answered your own question! If you need help signing up for the beta you can reference this HubSpot Hack: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-TxUhNnMM0QE.html Happy HubSpotting!

@Lindsayyannxx3 5 месяцев назад

Can you send a lead to someone else?

@HubSpotHacks 4 месяца назад

Hi Lindsay! Lead ownership revolves around contact ownership. To change the owner of a lead you need to change the owner of the contact associated to the lead. This will only change the lead owner for open leads. I hope this helps!

@vodexsocial 6 месяцев назад

For some reason, I am unable to find a few of my contacts as lead in that add lead screen (I can add some of them). Any idea what could be the reason?

@HubSpotHacks 6 месяцев назад

Hi there - It's likely because you aren't the contact owner of those contacts. We recommend checking that first. We hope this helps! Happy HubSpotting!

@vodexsocial 6 месяцев назад

Yes that was exactly the reason. Thank you 😊