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Top 26 HubSpot Hacks for Marketing Pros

Ali Schwanke

If you've invested in HubSpot Marketing Hub, you know the promise: powerful growth, streamlined processes, a happy team. But let's be real – there's a TON of info out there on HubSpot.   

Sorting through it all to find what actually moves the needle is exhausting. That's why we've rounded up the most impactful HubSpot Hacks for marketers. Think of it as the cheat sheet to level up your HubSpot game fast. 

Not familiar? HubSpot Hacks is a YouTube channel created by Simple Strat (a HubSpot Diamond Solutions Partner). As the “unofficial” HubSpot channel, we started HubSpot Hacks to provide all the tips and tutorials that can only come from heavy usage on the platform. 

From big crash courses and demos to specific guides and tips, these videos are designed to demystify the HubSpot platform, helping you unlock its capabilities with ease and efficiency. 

With thousands of subscribers and well over 100 videos to help you get more out of your HubSpot investment, HubSpot Hacks has proven an essential resource for HubSpot users of all skill levels. 

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Contents

  1. The Ultimate HubSpot Marketing Hub Demo
  2. How to Use HubSpot for Marketing
  3. The Ultimate In-depth HubSpot CRM Demo
  4. HubSpot CMS Hub Demo: Elevate Your Website
  5. The Complete Guide to CTAs in HubSpot
  6. The Ultimate HubSpot Workflow Overview 2023
  7. HubSpot AI Tools: Using HubSpot Content Assistant
  8. Special: 33 Tips for Using AI in Sales and Marketing (Simple Strat webinar)
  9. How To Create A Campaign In HubSpot
  10. HubSpot Email Marketing Demo - A Quick Look Inside
  11. Everything You Need to Know About Recurring Emails in HubSpot
  12. How to Optimize a Blog for SEO in HubSpot
  13. How to Improve SEO with HubSpot Topic Clusters
  14. Managing and Scheduling Social Media in HubSpot
  15. Save Time with Bulk Social Scheduling in HubSpot
  16. Can You Automate Social Media Posts with HubSpot? Yes! Here's How
  17. The Ultimate HubSpot Forms Demo
  18. How to Create Hubspot Pop Ups to Generate Leads on Your Website
  19. How to Set Up Your First HubSpot Chatbot
  20. How to Track Website Traffic & Who Visited Your Website
  21. How to Create Custom Analytics Views in HubSpot
  22. A Master Class in HubSpot Lead Source Tracking
  23. HubSpot UTM Parameters: Using tracking links in HubSpot campaigns
  24. Segmenting Contacts with Active Lists in HubSpot
  25. The Ins and Outs of Using HubSpot Subscription Types
  26. How to Set Marketing Contacts in HubSpot (plus when & how to use this feature)

1. The Ultimate HubSpot Marketing Hub Demo

If you’re fairly new to HubSpot or just want to make sure you understand the tool, you can kick things off here. Explore the capabilities of HubSpot's Marketing Hub Professional with a comprehensive demo designed to show you exactly how it fits into your business strategy.  

This walkthrough highlights the platform's most celebrated features, providing insights on how to access and interpret performance metrics to boost your marketing efforts.  

Learn about the potential for automation and how to utilize tools like lead scoring, targeted accounts, and more to streamline your processes. Ideal for those considering an upgrade or new users looking for a thorough understanding, this video serves as a practical guide to maximizing your marketing impact with HubSpot. 

 

2. How to Use HubSpot for Marketing

Dive deeper  into the world of HubSpot marketing with a guide that demystifies the process from start to finish. Perfect for beginners or seasoned marketers looking to refresh their strategies, this video walks you through the essential steps to effectively engage contacts and turn strangers into leads.

Learn how to craft compelling landing pages, run targeted ads, and harness the power of email and social media marketing directly within HubSpot. With practical tips on using blogs, SEO, forms, and CTAs to boost your marketing efforts, plus insights into automating your processes with workflows, this tutorial is your all-in-one resource to amplify your marketing results with HubSpot. 

 

3. The Ultimate In-Depth HubSpot CRM Demo

The backbone of all sales and marketing is the customer relationship management (CRM) software. Dive into the essentials of HubSpot’s CRM, tailored for those eager to streamline their sales and marketing efforts. This comprehensive demo covers everything from the intuitive dashboard layout and managing contacts, to leveraging HubSpot's powerful automation and analytics tools.  

Whether you're new to HubSpot or looking to refine your use of its free features (with a sneak peek at more advanced functionalities), this video guides you through practical applications and strategic insights to make the most of your CRM platform. Perfect for marketers aiming to enhance their workflow and drive results. 

Note: keep an eye out for a new version of this video soon, to catch the most recent features

4. HubSpot CMS Hub Demo: Elevate Your Website

If you’re a HubSpot user and your website isn’t built on HubSpot CMS, you’re making things harder than they need to be. Our clients have found this HubSpot-powered websites so useful that we ended up offering a service to build and migrate websites to HubSpot to make the shift easier. 

With this video, you get a glimpse into the world of efficient and simplified website management with HubSpot CMS Hub, finding out how to create compelling websites directly within HubSpot. From effortlessly creating new pages to integrating powerful calls-to-action (CTAs) and forms, we walk you through each step. Check out HubSpot's AI, personalization features, and SEO tools designed to elevate your online presence.  

Whether you're aiming to enhance user engagement or streamline your web development process, this guide shines a light on the path to achieving a website that not only looks great but also drives growth. 

 

5. The Complete Guide to CTAs in HubSpot

Perhaps the most important part of a high-converting website, CTAs (Calls to Action) do some heavy lifting in marketing. In this video you’ll see how to effortlessly guide your audience towards the actions you want them to take, whether it's clicking through to another page, signing up for a newsletter, or downloading a resource.  

Learn how to create, customize, and implement CTAs that resonate with your audience. From exploring the six distinct types of CTAs available in HubSpot to setting up sophisticated triggers that ensure your CTAs appear to the right people at the right time, we cover all the essentials. Plus, get insider tips on AB testing and making your CTAs smarter, ensuring your efforts yield the best possible results. 

 

6. The Ultimate HubSpot Workflow Overview 2023

Get into the heart of HubSpot's powerful automation tools with this workflow overview. This video is your roadmap to mastering one of HubSpot's most dynamic features, breaking down everything from setting up your initial workflow to fine-tuning triggers and goals.  

Whether you're looking to streamline your marketing efforts or boost sales operations, our step-by-step explanations, practical examples, and insider tips will help you navigate the complexities of workflow automation with ease. 

Note: To get into the nitty gritty of workflows in HubSpot, see the full HubSpot Hacks workflows playlist. 

 

7. HubSpot AI Tools: Using HubSpot Content Assistant

From ChatSpot to the in-line content assistant, HubSpot has integrated AI into just about everything these days, with more to come. Whether you're crafting engaging blog posts, compelling newsletters, or dynamic social media content, this video guides you through practical strategies to effortlessly generate high-quality content — all without having to leave HubSpot.   

Learn how to master writing prompts, adjust the tone to fit your brand's voice, and leverage AI for creative content across various platforms. Ideal for marketers and sales professionals aiming to elevate their content production, this tutorial offers step-by-step insights into making content creation more efficient and impactful. 

Pro tip — HubSpot uses generative AI like ChatGPT, which is a powerful tool for marketing, but be sure to avoid common AI mistakes that come from misunderstanding generative AI tools. 

 

8. Special — 33 Tips for Using AI in Sales and Marketing (Simple Strat webinar)

This webinar is a practical guide to integrating AI into your sales and marketing strategies. Whether you're new to AI or searching for ways to enhance your existing workflows, this session provides 33 actionable tips, along with a multitude of use cases and live demos.   

Watch and see how AI can transform your approach to sales and marketing, making complex tasks simpler and boosting your team's efficiency. This is just one of the Simple Strat’s recurring webinars that show you how to drive better sales and marketing results for your company, especially with HubSpot. 

 

9. How To Create A Campaign In HubSpot

Learn how to group your marketing assets and track their performance towards your goals. This guide takes you through the essential steps to successfully set up your campaign, from adding goals and assets to extracting valuable insights from your data. Plus, you'll get practical advice on maintaining clean data for accurate results measurement. And remember, the name of your campaign sticks with you, so choose wisely! This one’s perfect for marketers aiming to refine their strategy and see tangible outcomes from their efforts.  

 

10. HubSpot Email Marketing Demo - A Quick Look Inside

Considering integrating your email marketing efforts with your CRM to streamline your workflow? This demo takes you on a tour through HubSpot's email marketing capabilities, and is geared more for starter and free users. 

Discover how seamlessly your email marketing can operate within the same database as your CRM, eliminating the hassle of managing disjointed systems. Learn about creating engaging emails with HubSpot's intuitive drag and drop features, how to make use of saved sections for efficiency, and the ease of previewing emails in mobile or dark mode. 

Plus, gain insights into the benefits of scheduling emails, targeting unengaged contacts, and accessing comprehensive email reporting and tracking—all while keeping your email activities neatly logged within contact records. This guide is your key to understanding how to make your email marketing more effective and integrated, directly within HubSpot.  

 

11. Everything You Need to Know About Recurring Emails in HubSpot

Discover the ins and outs of setting up recurring emails in HubSpot with our straightforward guide. We'll walk you through the essential steps to automate your email communication, from creating a dedicated email list to designing effective workflows that ensure your messages hit the inbox at just the right time.  

Whether you're looking to maintain constant engagement with your audience or streamline your email marketing efforts, this tutorial provides all the know-how you need to make your email strategy more efficient and impactful. Perfect for sales professionals and marketers alike, watch this to transform how you connect with your contacts on a regular basis.

 

12. How to Optimize a Blog for SEO in HubSpot


If your blog calls HubSpot its home and you're keen on climbing the Google ranks, this guide is your go-to resource. Dive into the essentials of SEO optimization within HubSpot, covering everything from conducting keyword research to mastering the art of alt text and interlinking.   

If you want a comprehensive tutorial or you’re just looking for a quick refresher on the basics, this video walks you through each step, including how to utilize HubSpot's own SEO checklist to ensure your content shines in search results. Perfect for anyone looking to enhance their blog's visibility and engage more effectively with their audience. 

 

13. How to Improve SEO with HubSpot Topic Clusters

Getting a little deeper into SEO, you can say goodbye to the tedious task of crafting posts for every long-tail keyword variation. This approach simplifies content creation by organizing it into clusters, each focusing on a different topic, linked to a central pillar page. This not only streamlines your site's architecture for better navigation but significantly enhances your visibility on search engines.  

Ideal for users of HubSpot Marketing Professional or Enterprise, this video provides a step-by-step guide on leveraging topic clusters to boost your SEO, complete with practical tips for keyword research and content linking strategies. Watch to transform your blog into an SEO powerhouse with a more efficient, organized approach. 

 

14. Managing and Scheduling Social Media in HubSpot

Step into the world of efficient social media management with HubSpot! This video shows the seamless process of scheduling your social media posts directly within HubSpot. Discover how to centralize your social media efforts, fine-tune and tailor each post to suit different platforms, and leverage strategic insights to enhance your online presence.  

Whether you're aiming to save time, improve your social media strategy, or simply explore the capabilities of HubSpot, this one is packed with valuable tips and demonstrations, including the use of the HubSpot social clipper extension for even smoother content sharing. Perfect for marketers looking to streamline their social media workflow. 

 

15. Save Time with Bulk Social Scheduling in HubSpot

Want to make social media marketing even easier? Streamline your social media strategy and say goodbye to the hassle of daily scheduling with this simple guide to bulk social scheduling in HubSpot. Learn how to efficiently prepare and upload multiple posts at once, transforming your social media management into a smooth, time-saving process.  

If you're aiming to boost your online presence or keep your audience engaged without constant manual updates, this video is your shortcut to achieving more with less effort. Dive right in and discover a smarter way to keep your social feeds lively and engaging. 

 

16. Can You Automate Social Media Posts with HubSpot? Yes! Here's How

If you liked those last two, here’s yet another way HubSpot makes social media marketing a breeze. Simplify your content promotion strategy with HubSpot's automation features, allowing you to automate blog posts to share on your social media platforms.   

This practical guide shows you the ins and outs of connecting your blog to various social networks directly through HubSpot, ensuring your latest insights reach your audience without additional hassle. Learn step-by-step how to set this up, from integrating your blog to customizing your posts for optimal engagement. Perfect for those with HubSpot Marketing Pro or Enterprise, this tutorial is your key to more efficient, quality-driven social media management. 

 

17. The Ultimate HubSpot Forms Demo

HubSpot forms might look like a simple tool at first, but they have endless applications and variations. Learning how to implement forms effectively is a major factor in your website’s ability to generate leads. 

This tutorial takes a deep dive into how HubSpot forms can transform your lead capture strategy. Learn to effortlessly set up, customize, and implement advanced features like logic and automation to make your forms not just a point of contact, but a dynamic part of your sales funnel. 

From styling tips to integrating workflows, this guide offers everything you need to segment your audience effectively and build trust from the first interaction. Perfect for anyone looking to refine their lead generation process, this will demystify the forms setup and showcase practical tips for leveraging HubSpot's form capabilities to their fullest. 


18. How to Create Hubspot Pop Ups to Generate Leads on Your Website

Still curious about forms? Find out how to effortlessly capture more leads directly from your website with HubSpot's intuitive pop-up form feature. Whether you're new to the platform or looking to refine your approach, this tutorial guides you through the simple steps of creating, customizing, and implementing effective pop-up forms.

Learn to tailor these forms to match your site's unique style, craft engaging follow-up emails, and strategically place or exclude them on certain pages. Perfect for sales teams aiming to boost their lead generation efforts without getting bogged down in complexity. 

 

19. How to Set Up Your First HubSpot Chatbot

We’ve written about different kinds of chatbots and live chat features available for free, including HubSpot’s live chat feature. Chatbots provide an intuitive way for website visitors to find information, and you wouldn’t want to make mistake #12 in website lead generation. HubSpot’s tool is one of the most useful chat tools for marketers, as it integrates with your CRM and other hubs, allowing you to automate lead generation and offer more tailored conversations with customers.  

This step-by-step guide looks at the world of automated customer engagement to help you set up your first HubSpot chatbot. The 9-minute walkthrough covers everything from navigating the HubSpot interface for chatbot setup to personalizing your chatbot to fit your brand's unique voice.  

Learn how to effortlessly integrate a chatbot into your website, enhancing your customer service and engagement without needing a background in coding. Whether you're aiming to automate FAQs, gather leads, or provide instant support, this tutorial equips you with the know-how to make your website more interactive and responsive to visitor needs.  

 

20. How to Track Website Traffic & Who Visited Your Website

Learn all about HubSpot's Prospects tool in this quick guide, designed to transform the way you understand website traffic. This will be useful for marketing and sales teams alike, as you’ll find out how to identify which domains are showing interest in your company, integrating this knowledge directly into your sales strategies for more targeted outreach.  

We'll walk you through the essential filters to refine your insights and share expert tips to enhance your visibility into who's viewing your content. This tutorial promises to be an invaluable resource for anyone looking to boost their sales intelligence. 

 

21. How to Create Custom Analytics Views in HubSpot

Get into the nitty gritty of HubSpot's traffic analytics with this straightforward video, designed to help you tailor analytics views to your unique needs. Learn the ins and outs of locating traffic reports, setting up custom views to monitor particular data points, and understanding the significance of personalizing these views early on in your strategy.  

This tutorial is packed with actionable steps and insights, making it easier than ever to segment your analytics for a clearer picture of visitor behavior and traffic sources. Perfect for those aiming to refine their data analysis and make informed decisions, this video is a must-watch for anyone looking to get a better grasp on their data. 

 

22. A Master Class in HubSpot Lead Source Tracking

One of HubSpot strengths is how it improves data flow between sales and marketing teams. If you want a clearer understanding of where your leads are really coming from, it’s time to look at HubSpot's lead source tracking. This guide will not only introduce you to the essential concepts of original and latest source tracking, but also walk you through the process of effectively managing and analyzing your lead sources.  

Whether you're looking to refine your marketing strategy, optimize your budget allocation, or just get a better handle on your lead generation efforts, this video offers invaluable insights and examples to help you navigate HubSpot's lead source capabilities with ease. This one’s also perfect for sales managers and SDRs aiming to make informed decisions based on solid data. 

 

23. HubSpot UTM Parameters: Using tracking links in HubSpot campaigns

Maximize your HubSpot campaigns' effectiveness by mastering UTM parameters, a powerful tool for tracking website traffic sources with precision. This easy-to-follow guide takes you step by step through the process of locating UTM settings in HubSpot, creating unique tracking links for your marketing efforts, and interpreting the impact on your contact records and conversion data.  

By applying these insights, you'll gain a clearer understanding of your traffic sources and enhance your campaign targeting. If you’re looking to dive even deeper, HubSpot’s blog has more info on UTMs. 

 

24. Segmenting Contacts with Active Lists in HubSpot

Ready for efficient contact management? Discover how to effortlessly segment your contacts using smart, automated lists that do the heavy lifting for you. By implementing one or more filters, you'll not only save time but also ensure your marketing efforts are targeted and effective. Whether you're looking to refine your email campaigns or streamline communication, this tutorial offers the best practices you need to make contact segmentation a breeze. 

 

25. The Ins and Outs of Using HubSpot Subscription Types

Learn all about HubSpot email subscriptions and how to tailor your communication like a pro. This guide is perfect for businesses looking to send the right messages to the right people, ensuring your emails always hit the mark. You'll learn not just about the various subscription types available but also how to segment your audience effectively and even set up new subscription types.   

Whether you're aiming to refine your email marketing strategy or enhance how you manage customer communication, this walkthrough provides the practical steps you need to make your emails more personalized and effective. 

 

26. How to Set Marketing Contacts in HubSpot (plus when & how to use this feature)

Want a smarter way to manage your contact list in HubSpot? Check out HubSpot’s marketing contacts feature, a game-changer for both your strategy and budget. Learn the ins and outs of designating who among your contacts receives your marketing efforts, ensuring you only invest in reaching out to the most relevant audience.   

This video guides you through each step, from the basics of identifying marketing contacts to advanced techniques like using workflows and forms to automate the process. Whether you're looking to refine your marketing reach or optimize your HubSpot investment, this walkthrough is packed with actionable tips to help you efficiently manage thousands of contacts without overspending. This video will enhance your marketing precision while being easier on your bottom line. 

 

Don’t see what you’re looking for? 

Tutorials are great, but sometimes you need help with something really specific — or you just want HubSpot up and running and you don’t have the time to teach yourself or risk making mistakes. 

Whether you need someone to come in and quickly fix your HubSpot, or you want a dedicated expert to help you leverage HubSpot to drive growth, don’t hesitate to get in touch. 

Ali Schwanke

Ali Schwanke is the CEO and co-founder of Simple Strat, a HubSpot Solutions Partner. She’s a top contributor for Martech.org, a frequently sought out podcast guest, and host of her own show Marketing Deconstructed, where she shares insights on B2B content strategy and marketing. She’s also the founder and co-host of HubSpot Hacks, and is an advisor for professional education partners like Thinkific and Vistage.

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