HubSpot CRM Tips: How to Maximize Your Sales Productivity Without Leaving Your Inbox

A CRM is supposed to make your life easier - but if you’re bouncing back and forth between email and your CRM interface, you’re working too hard.
In this video we’ll share a few strategies you can use to put automation and technology in the driver’s seat. Learn how to maximize your productivity and work smarter, not harder, by leveraging the HubSpot and Gmail interface together in one place.
In this video we’ll cover:
- Use cases for templates and tasks right inside of the Gmail/HubSpot connection
- Why and how to use HubSpot meetings within your email request
- How to add or update information in your CRM without leaving your email inbox
Note: This video is specific to HubSpot CRM and Gmail users. Functionality is similar to Microsoft 365 users, but does not look the same as shown in this video.
Jump to a specific section in the video to learn:
0:00 Introduction
2:35 How to use HubSpot templates in Gmail
2:53 How to set up tasks in the Gmail interface
4:08 How to use your meeting link
5:20 How to propose times in Gmail using the meeting tool
5:55 How to update a contact card or deals without leaving your Gmail inbox
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly TH-cam 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.
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💬QUESTIONS OR FEEDBACK?
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#hubspot #hubspottutorial #hubspottipsandtricks

[@HubSpotHacks]

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

[@tangiblewords]

It’s amazing what can be achieved by maximizing your email process in HubSpot. Thoughtful tips in this video, thanks!

[@HubSpotHacks]

Glad it was helpful!

[@ahmedmeabed6993]

Awesome video! Thank you so much for the helpful tips!

[@HubSpotHacks]

Glad it was helpful!

[@teresamolter1904]

Thanks for sharing. At the six minute mark, you brought up the contact record of Brett. How did you do that?

[@HubSpotHacks]

Hi Teresa, thanks for checking out HubSpot Hacks! If you have the HubSpot extension installed in Gmail there will be a logo on the right side bar you can use to get to their page. You can do this in Outlook too but it's a little bit different. Make sure you subscribe for more HubSpot Hacks!

[@user-vl7ks5ry5n]

Great video, thank you! Is there any chance that this works with other email providers? office 365 for example?

[@HubSpotHacks]

Yes, all the same features are available for Office 365. It looks a little different. Check out the HubSpot knowledge base for connecting your email to office! knowledge.hubspot.com/email-tracking/get-started-with-the-hubspot-sales-office-365-add-in