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308: Association label tips, Modern websites, Ticket lists, Back to basics

Welcome to HubShots Episode 308! Join Ian Jacob and Craig Bailey in HubShots Episode 308 as they get back to basics, covering essential HubSpot tips, modern websites, and ticket lists. They discuss the importance of focusing on fundamentals, the latest AI trends, and practical features in HubSpot. Perfect for anyone looking to streamline their HubSpot usage and stay updated on current trends. In this episode we’ll cover: 👉🏻 Back to Basics (Foundations) 👉🏻 Sending emails to other email addresses on a contact record 👉🏻 Sales Hub permissions improvements 👉🏻 Setting association labels via HubSpot workflows 👉🏻 What is the key foundation of a modern website? 👉🏻 Ticket lists 👉🏻 ChatSpot - now in the main menu 👉🏻 AI tools - Claude 3.5 Sonnet 👉🏻 The massive content opportunity - artisanal content? 👉🏻 Tracking former employees of companies in HubSpot Links mentioned in the show: Subscribe to our new shorts channel: ‪@HubShotsShorts‬ Ian's Webinar from HubSpot: https://offers.hubspot.com/sell-like-... Episode 280:    • 280: HubSpot Lists Best Practices for...   HubSpot Customer Success Hub: https://www.hubspot.com/products/serv... Claude 3.5 Sonnet Article: https://www.xencreate.com/blog/claude... Training of the Week: https://framework.hubshots.com/tracki... Download the HubShots Framework: https://www.hubshots.com/framework Welcome to HubShots - https://www.hubshots.com/ HubShots = HubSpot in the real world Real world portals. No demo stuff. LINKS: Content Hub Overview Guide: https://www.xencreate.com/hubspot-con... Full show notes available at: https://www.hubshots.com/episodes/epi... Subscribe to receive the show notes automatically in your inbox when a new episode is published: https://www.hubshots.com/subscribe BE OUR FRIEND: 💌 Sign up to the shownotes - https://www.hubshots.com/subscribe 🌍 Our website - https://www.hubshots.com/ 📸 Instagram -   / hubshotspodcast   💙 LinkedIn -   / hubshots   🧵 Threads - https://www.threads.net/@hubshotspodcast 🇫 Facebook -   / hubshotspodcast   🐦 Twitter -   / hubshots   WHO WE ARE: We're Ian Jacob and Craig Bailey, your hosts of HubShots. HubShots is the downunder HubSpot focussed show for sales and marketing managers who use HubSpot. Ian is CEO of Search and Be Found: https://www.searchandbefound.com.au/ Craig is CEO of XEN: https://www.xen.com.au/ GET IN TOUCH: If you’d like to talk, we’d love to hear from you. Replying to Craig (when he sends the shownotes each week) is the quickest. Timestamps 00:00 Teaser 00:32 Introduction 01:20 Back to Basics 02:52 Watch Ian’s HubSpot and AI webinar 04:00 Improved file property experience 04:10 Trend Lines are now possible on Reports 04:20 Sync Property Type 04:37 Conditional display logic in CRM Preview sidebar 04:45 Approvals in Deal pipelines 04:52 Set currency in sales forecasting 04:56 legacy Shopify app to the new Shopify app 05:14 Set different tones on notification types in HubSpot 06:27 Apply taxes on Line items 06:49 Store sensitive data and protected health data in HubSpot 07:38 Behind HubSpot AI 09:30 Sending Emails to people based on custom email properties on a contact 11:00 Permissions in Sales Hub 11:52 Set Association Labels in Workflows 18:12 Modern Websites are built on a CRM 22:29 Ticket Lists 24:13 ChatSpot in the main menu 30:02 Listener Feedback of the Week 31:55 Claude 3.5 Sonnet 33:26 The Content Opportunity (Artisanal Content lol) 37:46 Other stuff 39:28 Voltaire and Gary Keller 40:03 Tracking former employees of a company in HubSpot 41:14 HubShots Framework Poster 41:53 Follow Us on the Socials and outro You can also connect with us personally on LinkedIn:   / ianjacobau     / craigbailey   CLARIFICATION: For the sake of clarity, please note this is an independent podcast – we are not affiliated with, nor officially endorsed by HubSpot. But having said that, we get lots of support and ‘encouragement’ from them – Brian Halligan is a fan!) #hubspot #digitalmarketing #podcast