HubShots | Aussie 'Unofficial' HubSpot Podcast

HubShots Episode 311: Efficiency in HubSpot

Written by HubShots | 28 February 2025

Welcome to HubShots Episode 311: Efficiency in HubSpot   

This edition we dive into:

  • Deep Thoughts…
  • Should you build your website on HubSpot
  • Reporting on Form results
  • HubSpot’s improving the calendar add-ins 
  • Filtering Workflows by Action types
  • Setting your website domain security settings
  • Using Quick filters in Help Desk views 
  • AccountScout (tool of the week)
  • Exporting the list of labels on a property list
  • Did HubSpot botch the Breeze credits approach?
  • HubSpot training in our new Community

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Recorded: Tuesday 25 February 2025 | Published: Friday 28 February 2025

🌱 Shot 1: Growth Thought of the Week

Deep Thought of the Week?

Have you noticed that ‘deep’ is the new word for signaling ‘premium’ or ‘advanced’? Just look at all the latest AI tools: DeepSeek, DeepMind, DeepSearch, DeepResearch (and of course Deep Mind). 

We’ve reached peak deep lol. Brace yourself for some ‘Deep’ naming in your favourite tools… eg Deep Breeze.

Should you Build your Website on HubSpot?

For more than a decade we built websites on WordPress.

Three years ago we switched to exclusively building websites on HubSpot.

There are lots of big reasons:

  • no more hosting and caching hassles
  • no more plugin updates and page builder issues (or costs)
  • no more security issues
  • forms, cookie management, redirects, staging, smart content, A/B testing, CTAs all built in
  • Get started quickly with great themes

But there's also tiny reasons:

  • like how easy it is to add GTM to a site - no need for a plugin, or custom embed code (just tick a box and add the GTM tag ID)

Whether you should switch from other platforms to HubSpot for your website depends on a bunch of considerations:

  • Overall requirements (eg marketing website, sales website, ecommerce, LMS, integration points, etc)
  • Internal knowledge and available resources
  • Current pain points

Reminder: we prepared a comprehensive overview of Content Hub last year (or watch it here). Also feel free to reach out to us if you’d like to discuss your specific situation.

✨ Shot 2: Quick Shots of the Week

Here’s a few quick items of interest we noticed:

  •  An updated Canva integration with HubSpot is rolling out (adds a few new pieces, but is still lacking in areas)
  •  Some good HubSpot resources by Stjepan, including his HubSpot snippets list (available as Notion templates)
  • HubSpot rolled out Dark Mode preview in emails - now you can see how terrible most of your emails look for people who love dark mode (weirdos!)

  • We along with other customers are loving the View Activity Summaries on Records

🚀 Shot 3: HubSpot Marketing Feature of the Week

Using the Form Reports

Not much difference in HubSpot between:

  • Marketing > Forms > Analyse

versus:

  • Reporting > Marketing > Channel > Forms 

Reporting path allows comparison on the graph, and list up to 100 without paging. 

Forms path has a visual bar for the submissions which is nice.

 

💰 Shot 4: HubSpot Sales Feature of the Week

Google Calendar Extension  

A handy setting on the HubSpot extension in Google Chrome, for the Calendar.

Enabling the option will show some new options:

  • Future meetings: a Prepare button (which opens up in HubSpot with details)
  • Past meetings: set the Outcome 

 

When you prepare for a meeting, the following screens show:

👨‍🔧 Shot 5: HubSpot Workflow Feature of the Week

Workflow Action Types filter 

Question: How many of my HubSpot workflows call other workflows?

Answer: You can easily filter down using the Action types.

Another use case: workflows that set marketing contact status.

 

🔥 Shot 6: HubSpot Content Hub Feature of the Week

Domain Security Settings

Speaking of building your website on HubSpot, here’s another tiny reason… 

Managing website domain security items is simple in HubSpot.

You can set security protocols and headers per domain.

🏈 Shot 7: HubSpot Service Hub Feature of the Week

Using Quick Filters in Help Desk Views 

Here are the details.  It is not readily noticeable but when you see it it makes a massive difference. 

Note that if you use the quick filters and shift views the filter remains on/active.  So don’t get caught out as it will alter the number you see on the left panel of the view.

🏪 Shot 8: App of the Week

AccountScout 

I love this.

AccountScout is a beautiful 3rd party app by Stuart Balcombe that enriches company records:

It has a nice card that you can add to Company records as well - here's an example of using to enrich HubSpot's company record in our portal :-)

Stuart has a good walkthrough video here.

It essentially replaces the HubSpot Insights feature (that is being sunset in March). And it’s free (although he will hopefully be rolling out an optional paid pro tier as well soon).

I think this is better than HubSpot Insights, because of the card. You can easily see the properties, plus I love the quick links to website and social channels right there on the card.

I also found it was better than HubSpot Insights for some data points eg the FB link was correct in my testing, whereas I’ve often found it missing or wrong previously.

Definitely worth trying (or join the invite list).

I’ll discuss this further in our Thought of the Week later in Shot 11.

🤯 Shot 9: HubSpot Admin Feature of the Week

Property list labels export 

Reminder: that it's easy to copy out all the items in a HubSpot property list (eg a dropdown). Just use the 'Copy option labels' link in the Field type tab.

Very handy for those 'Can you send me that list of options in our Industry dropdown please' requests.

✍️ Shot 10: Listener Feedback of the Week

“Good, but doesn’t come out often enough.”

  • Cameron

📚 Shot 11: Thought of the Week 

HubSpot’s Breeze Enrichment Strategy 

Further to our discussion of AccountScout (by Stuart) above I wanted to chat about HubSpot’s Breeze Credit approach.

I think HubSpot might have made a misstep charging for Breeze. At the same time, they've decided to take functionality out of HubSpot with the HubSpot Insights sunset (which was free). It's almost as though the perception from people is that they've removed something from HubSpot in order to force you to pay to get it back.

That's a bad look, even if it's not entirely true - because the data that powered HubSpot Insights is actually different from the Breeze data. But that's not the customers' understanding or perception.

The second thing is, by adding in all the Breeze and ClearBit stuff, they actually had an opportunity to further differentiate HubSpot from a bunch of other tools. I feel they should've made Breeze free at HubSpot Starter level and above - you just got Breeze enriching all your data for free.

I know everyone wants everything for free, and I'm actually pretty reasonable when it comes to paying for features. I think Breeze is one area where they've missed it, and I think this is going to bug them for years - until they possibly roll it back and make it free.

This echoes what happened with reporting. Long time HubSpot users may remember when they first added reporting - you had to pay for the reporting functionality. There are still parts of that model in the portal, but by and large, once you're on a certain tier, you get reporting - as much reporting and dashboarding as you need. I mean, it's not unlimited, but for most people, you just get it. You're not paying extra for reporting. 

Here’s my point: it took them years to roll back that mistake. I think they've started down that same path with Breeze.

They had an opportunity to differentiate and they missed it. 

But it doesn’t stop there, because it has opened up third-party tools. So you're seeing things like AccountScout, which is fantastic, kind of replacing the HubSpot Insights for free. It's all integrated in, so it's actually really nice. What you get for free with AccountScout is actually a better experience than you used to get with HubSpot Insights.

So HubSpot has opened the door to a whole bunch of competitors and third-party options. I think they’ll thrive for a little while, but then HubSpot will possibly wake up and use their pricing power to reduce Breeze to zero and kill those options.

So not only will they have rolled back and had to kind of reverse their decision, but they've actually pissed off a whole bunch of third-party developers in their marketplace - and they're always trying to promote their marketplace. So overall, I have a nagging feeling this might have been a bad go-to-market approach by HubSpot.

💡Shot 12: Quote of the Week

"Better to be disliked for who you are, than liked for who you aren’t."

Saw this on social somewhere (possibly it’s a version of the Andre Gide quote)

🎓 Shot 13: Training of the Week

Building a HubSpot Campaign from Start to Finish 

It’s the first course in our new HubShots Community, covering building a campaign in HubSpot.

(For members, access here. Not yet a member, join the waitlist.)

💪 Shot 14: Have You Signed Up for the HubShots Daily Tip?

A quick HubSpot tip or reminder every day in your Inbox

Would a quick HubSpot related tip in your inbox every day be useful? If so, sign up here.

🏋️ Shot 15: Have You Downloaded The HubShots Framework?

HubShots Framework Poster

Download a copy of the HubShots Framework A3 PDF poster (recently updated with colour coding and more). 

🧲 Shot 16: Follow Us on the Socials

Connect with HubShots here: 

Connect with Ian Jacob on LinkedIn and Craig Bailey on Threads 

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN and XEN Create

HubShots is produced by Christopher Mottram from Podcastily.

We record using Riverside.fm (<= affiliate link)

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