PandaDoc’s Post

Most teams don’t have a tool problem, they have a “no one actually uses it” problem. Back when I rolled out HubSpot, I cared most about one thing: Are people actually going to live in it. So we changed how the teams worked Pipeline reviews happened in HubSpot, not in spreadsheets, not in side docs If it wasn’t in the CRM, it didn’t exist, no extra steps, no “update later” Once it became the easiest way to do the work, people just used it Wrote a bit more about how I approach this: 👉 https://lnkd.in/eFguaSfU

A broken HubSpot setup is fixable. One nobody opens isn't. I've seen companies paying $1,000/month for a CRM their team avoids because someone built it wrong in month one. The tool isn't the problem. The setup is.

One of the hardest problems to solve in HubSpot: Different teams need different inputs —but the system treats record creation the same for everyone. Sales wants speed RevOps wants structure Marketing doesn’t want extra friction So what happens? You either: - Keep forms simple → lose important data - Make them complex → adoption drops What’s been working better is dynamic record creation: → Different templates based on use case → Show only the fields that matter for that context → Control visibility by team or workflow Instead of one static form for everyone. This becomes especially important as your setup scales inside HubSpot. Curious how others are balancing flexibility vs control here. If you're exploring this, we’re sharing early access: 👉 https://lnkd.in/esEtzspv

Most HubSpot setups we asses are set up wrong. Here's what we see. After working through multiple HubSpot assessments, the same three mistakes show up almost without fail. 1. Pipeline stages that reflect hope, not reality, your pipeline needs to reflect the actual customer Journey not the default stages that are there from the start including the probability percentages. 2. No deal properties being tracked. HubSpot gives you the ability to capture key metrics, deal size, decision makers, key objections, close date (And even the contacts favourite coffee order!). Most people leave these blank. What you don't measure you can't manage. 3. Zero automation. We often see everything is a manual task. Manual tasks have their place but, automation truly helps buy back time and deliver unbeatable consistency. The good news? All three are fixable, and quickly. If your HubSpot feels like more admin than asset, that's a great sign to reach out for a free assessment! #HubSpot #CRM #SalesProcess #NZBusiness #AustraliaBusiness

𝐈𝐍𝐓𝐄𝐆𝐑𝐀𝐓𝐈𝐎𝐍 𝐎𝐅 𝐓𝐇𝐄 𝐖𝐄𝐄𝐊: 𝐇𝐔𝐁𝐒𝐏𝐎𝐓 🚀 Your website forms shouldn’t create more manual work for your team. With Contact Form 7 and HubSpot connected, every new submission can be sent directly into your CRM automatically, helping you manage leads faster and follow up more efficiently. Securely connect your account, map your form fields, and create a workflow that keeps your lead capture process organized from the start. Less manual entry. Better lead tracking. Smoother operations. If you're using Contact Form 7 and HubSpot, this is one integration worth setting up. Learn more: https://lnkd.in/dQMVS6nC #HubSpot #ContactForm7 #CRMIntegration #LeadManagement #MarketingAutomation

"Can Hubspot do that" This is the question I get asked most when in an onboarding meeting with a new client. The answer is almost always yes but here are some of the most asked features. ⭐ Can it assign different sales people on roation? ⭐ Can it report on customer activity? ⭐ Can it tell me when someone opened a pdf? ⭐ Can it send a weekly report on sales activity to managers? ⭐ Can it automate some of the follow up of new leads ⭐ Can I customise properties and connect it to a third party? These are the most frequent things I get asked and the easiest yes I get to give. I have two new clients building from scratch, very different needs but both have one thing in common; they want more time, more visability and less chance of missing leads. I always recommend HubSpot as a CRM of choice so when I get to help clients gain more clarity and customers I am ready to dive in!

Someone leaves the business. Their name is still routing deals, assigning tickets, and triggering notifications across dozens of workflows. That's been the quiet admin headache in HubSpot for years. You'd know a user needed removing, but finding every workflow they were referenced in meant opening each one individually. Hundreds of them, in some cases. HubSpot has now fixed this. Admins can search for any user across all workflow configurations and replace them in bulk, in one place, without touching a single workflow manually. The fix is in Settings, under Users and Teams. Find the user, go to their workflow configurations, select who to replace them with, and apply. That's it. It won't make the headlines, but for anyone who's had to unpick a leaver's automations at short notice, it's a proper time-saver. 🤯

𝗠𝗼𝘃𝗲 HubSpot 𝗱𝗲𝗮𝗹𝘀 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘄̲𝗵̲𝗲̲𝗻̲ ̲𝘆̲𝗼̲𝘂̲ ̲𝘀̲𝗲̲𝗻̲𝗱̲ ̲𝗮̲𝗻̲ ̲𝗲̲𝗺̲𝗮̲𝗶̲𝗹̲ Here’s a simple automation that moves deals when you send a quote. When you send a proposal, your deal should move automatically to “Proposal sent”. Not when you remember to update it later. A practical way to do this is by using email templates inside HubSpot. Here’s how it works: 1. Create an email template that you use for sending quotes 2. Build a workflow with the email template as the trigger 3. When the template is used, automatically move the deal to “Proposal sent” That’s it. No manual updates, no forgotten deals, cleaner pipeline. Small automation, big impact on pipeline accuracy.

𝗠𝗼𝘃𝗲 HubSpot 𝗱𝗲𝗮𝗹𝘀 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘄̲𝗵̲𝗲̲𝗻̲ ̲𝘆̲𝗼̲𝘂̲ ̲𝘀̲𝗲̲𝗻̲𝗱̲ ̲𝗮̲𝗻̲ ̲𝗲̲𝗺̲𝗮̲𝗶̲𝗹̲ Here’s a simple automation that moves deals when you send a quote. When you send a proposal, your deal should move automatically to “Proposal sent”. Not when you remember to update it later. A practical way to do this is by using email templates inside HubSpot. Here’s how it works: 1. Create an email template that you use for sending quotes 2. Build a workflow with the email template as the trigger 3. When the template is used, automatically move the deal to “Proposal sent” That’s it. No manual updates, no forgotten deals, cleaner pipeline. Small automation, big impact on pipeline accuracy.

I turned down a $30,000 project last year. A business owner came to me wanting to build a custom CRM. He had a clear vision, a real budget, and was ready to start immediately. I spent an hour asking him questions about his business. How many customers did he have? How was he currently managing them? What was breaking in his current process? He had 12 customers. He was managing them in a spreadsheet. Nothing was actually breaking. He just wanted something that looked more professional. I told him the truth. He did not need a custom CRM. He needed HubSpot's free plan and two hours of setup time. He was surprised. He pushed back a little. Then he tried it. Three months later, he messaged me to say it was working perfectly, and he could not believe he almost spent $30K on something a free tool covered completely. A year later, he came back to me. His business had grown to 80 customers, his team had expanded, and HubSpot was no longer enough. We built his custom system. It was built on a documented, proven process. It was exactly right because he knew his business deeply by then. The $30K I turned down became a better project later because I told the truth first. #HonestAdvice #BuildSmart #FounderStory #SoftwareDevelopment #ClientSuccess