The 101-Point
HubSpot Feature
Checklist.
Use this checklist to determine how effectively you’re using HubSpot’s features. The list covers every feature of HubSpot as laid out in the official documentation.
HubSpot · Feature checklist & audit tool
in 7 sectionsFree · no form
Built from official documentationPDF copy →
Every point is a feature HubSpot already gave you. Tick the ones you use; what’s left is your gap list.
Marketing Features
Are you using Conversational Bots to automate customer interactions and improve efficiency?
Create Engaging Chatbot Experiences to Automate Customer Interactions and Provide Instant Support. Build Bots to Answer FAQs, Book Appointments, or Qualify Leads. Improve Customer Satisfaction and Free Up Your Team’s Time.
Are you using Live Chat to engage with website visitors in real-time?
Engage with Your Website Visitors in Real-Time Using HubSpot’s Live Chat Feature. Answer Questions, Provide Support, and Guide Visitors through the Sales Funnel. Improve Customer Satisfaction and Drive Conversions with Personalized, Instant Communication.
For Starter Instances: Users Can Remove HubSpot Branding.
Are you using SEO Recommendations & Optimizations to improve your website's search engine ranking?
Enhance Your Website’s Visibility in Search Engine Results with HubSpot’s Built-In SEO Tools. Get Recommendations for Optimizing Your Content, Including Keyword Suggestions, Meta Descriptions, and Title Tags. Track Your Website’s Organic Search Performance and Make Data-Driven Improvements.
For Starter Instances: This is Limited to Basic Recommendations, One Page At a Time.
Are you using Forms to capture leads and gather valuable customer information?
Create Custom Forms to Capture Leads and Gather Valuable Information from Your Website Visitors. Customize Form Fields, Design Templates, and Integrate with Your Marketing Workflows. Use Forms to Collect Email Addresses, Survey Customer Feedback, or Qualify Leads.
For Starter Instances: Users Can Remove HubSpot Branding.
Are you using Email Automation to nurture leads and drive conversions?
Automate Your Email Marketing Workflows to Save Time and Increase Efficiency. Create Personalized Email Sequences Based on Specific Triggers, such as Website Visits or Form Submissions. Nurture Leads, Send Welcome Emails, and Follow Up with Potential Customers Automatically.
For Starter Instances: This is Limited to Up to 10 Automated Actions.
Are you using Form Automation to streamline your lead capture process?
Streamline Your Lead Capture Process with Form Automation. Automatically Route New Leads to the Right Teams, Assign Tasks, and Trigger Personalized Email Sequences. Save Time and Improve Your Lead Response Time with Automated Workflows.
For Starter Instances: This is Limited to Up to 10 Automated Actions.
Are you using Ad Retargeting to reach your target audience with personalized ads?
Show Targeted Ads to Website Visitors Who Haven’t Converted. Use HubSpot to Create Custom Audiences Based on their Browsing Behavior and Re-Engage Them with Relevant Ads on Platforms like Google Ads and Facebook Ads. Increase Brand Visibility and Drive Conversions.
For Starter Instances: This is Limited to 2 Audiences.
Are you using Email Marketing to engage your audience and drive conversions?
Create and Send Professional Email Campaigns to Nurture Leads, Engage Customers, and Drive Sales. Design Beautiful Email Templates, Personalize Your Messages, and Track Key Metrics like Open Rates and Click-Through Rates. With HubSpot’s Email Marketing Tools, You Can Effectively Reach Your Target Audience and Achieve Your Marketing Goals.
For Starter Instances: This is Limited to 5x Marketing Contact Tier Email Send Limit Per Calendar Month.
Are you using Ad Management to create and optimize your advertising campaigns?
Create and Manage Your Advertising Campaigns Directly within Hubspot. Design and Launch Ads on Various Platforms like Google Ads and Facebook Ads. Track Your Ad Performance, Optimize Your Campaigns, and Measure Your Return on Investment (ROI). Simplify Your Advertising Efforts and Achieve Better Results.
Are you using Cookie Management Tools to comply with data privacy regulations and enhance user experience?
Ensure Compliance with Data Privacy Regulations like GDPR and CCPA by Managing Cookies Effectively. Use HubSpot’s Cookie Management Tools to Control Cookie Usage, Obtain User Consent, and Provide Transparency About Data Collection Practices. Protect Your Website Visitors’ Privacy and Enhance Your Website’s User Experience.
Are you using Personalization Tokens to create targeted and engaging marketing content?
Create Highly Personalized Marketing Content by Using Dynamic Tokens to Insert Specific Information into Your Emails, Landing Pages, and Other Marketing Materials. Personalize Your Messages with Names, Company Names, Specific Product Recommendations, or Other Relevant Details. This Helps to Increase Engagement and Drive Better Results.
Are you using Simple Ad Automation to optimize your ad campaigns and maximize ROI?
Automate Your Ad Campaigns to Save Time and Improve Efficiency. Set Up Rules to Automatically Pause or Resume Ads Based on Specific Conditions, such as Budget Limits or Performance Metrics. This Helps You Optimize Your Ad Spend and Achieve Better Results.
For Starter Instances: This is Limited to 1 Simple Workflow Per Form, with Up to 10 Actions.
Are you using CTAs to guide your audience and drive conversions?
Create Compelling Calls-to-Action to Guide Your Website Visitors and Email Recipients to Take the Desired Action. Design Eye-Catching Buttons, Links, and Other Interactive Elements that Encourage Clicks and Conversions. Use Strong Action Verbs and Clear Messaging to Drive Engagement and Achieve Your Marketing Goals.
For Starter Instances: This does Not Include Custom Targeting by Device Type, Country, Referral Url, Etc.
Are you using Simple Marketing Automation to streamline your workflows and improve efficiency?
Automate Your Marketing Tasks and Workflows to Save Time and Improve Efficiency. Create Automated Email Sequences, Set Up Lead Scoring Rules, and Trigger Personalized Marketing Actions Based on Specific Criteria. Streamline Your Processes and Deliver a More Consistent Customer Experience.
Are you using the Landing Page Builder to create high-converting landing pages?
Create High-Converting Landing Pages without Needing to Code. Use HubSpot’s Drag-And-Drop Editor to Design Beautiful, Mobile-Responsive Landing Pages that Capture Leads and Drive Conversions.
Are you using Social Media to engage with your audience and build brand awareness?
Manage and Monitor Your Social Media Presence Directly from HubSpot. Schedule Posts, Track Engagement, and Measure the Impact of Your Social Media Campaigns. Easily Connect with Your Audience and Drive Traffic to Your Website.
Are you using Programmable Email (Beta) to create highly personalized email experiences?
Create Highly Personalized and Dynamic Email Content with HubSpot’s Programmable Email Feature. Leverage Powerful Templating Languages to Tailor Emails to Individual Recipients Based on their Specific Preferences, Behaviors, and Demographics. This Allows You to Deliver More Relevant and Engaging Email Experiences.
Are you using Smart Content for Marketing Emails to personalize your campaigns?
Create Highly Personalized Email Content by Dynamically Tailoring Your Messages to Specific Audience Segments. Use Smart Content to Display Different Text, Images, or Calls-to-Action Based on Recipient Properties like Demographics, Behavior, or Preferences. This Helps You Deliver More Relevant and Engaging Email Campaigns.
Are you using A/B Testing to optimize your marketing campaigns?
Test Different Versions of Your Marketing Content to Optimize Performance. With A/B Testing, You Can Compare Variations of Email Subject Lines, Landing Page Designs, and Call-To-Actions to Determine which Elements Resonate Best with Your Audience. This Helps You Make Data-Driven Decisions to Improve Your Marketing Results.
Are you using Campaign Management to plan, execute, and track your marketing campaigns?
Plan, Execute, and Track Your Marketing Campaigns from Start to Finish. Create Campaigns, Set Goals, and Monitor Performance Metrics. Easily Coordinate Multiple Marketing Efforts, such as Email Marketing, Social Media, and Content Marketing, to Achieve Your Business Objectives.
Are you using ABM Tools and Automation to target high-value accounts effectively?
Target High-Value Accounts with Precision Using HubSpot’s ABM Tools. Create Personalized Experiences, Track Engagement, and Collaborate Effectively with Your Sales Team. Automate Tasks, Streamline Workflows, and Measure the Impact of Your ABM Efforts.
Are you using Ad Conversion Events to measure the impact of your ad campaigns?
Track the Effectiveness of Your Advertising Campaigns by Measuring Conversions. Set Up Conversion Events to Monitor Specific Actions Taken by Users After Clicking on Your Ads, such as Form Submissions, Website Visits, or Product Purchases. This Data Helps You Optimize Your Ad Spend and Improve Your Return on Investment (ROI).
Are you using Lead Scoring to prioritize your hottest leads?
Prioritize Your Leads Based on their Potential Value. Assign Scores to Leads Based on their Behavior, Demographics, and Other Criteria. Focus on Your Most Qualified Leads and Automate Your Sales and Marketing Processes.
Are you using Logged-In Visitor Identification to personalize the user experience?
Identify and Personalize the Experience for Logged-In Visitors to Your Website. By Recognizing Returning Visitors, You Can Tailor Content, Offers, and Support Interactions to their Specific Needs. This Enhances User Experience, Boosts Engagement, and Drives Conversions.
Are you using Contact Create Attribution to understand the source of your leads?
Understand How Your Marketing Efforts Contribute to New Contact Creation. Track the Source and Medium of Incoming Leads, such as Email, Social Media, or Paid Advertising. This Helps You Identify Your Most Effective Channels and Allocate Resources Accordingly.
Are you using Omni-Channel Marketing Automation to deliver consistent customer experiences?
Create Seamless, Personalized Customer Journeys Across Multiple Channels. Automate Workflows, Trigger Personalized Emails, and Send Targeted Ads to Engage Your Audience At Every Touchpoint. With HubSpot’s Powerful Automation Tools, You Can Deliver Consistent Brand Experiences and Drive Conversions.
Are you using Dynamic Personalization to create tailored marketing experiences?
Create Highly Personalized Marketing Experiences by Tailoring Content to Individual Recipients. Use Dynamic Content to Display Personalized Messages, Product Recommendations, and Calls-to-Action Based on Specific Criteria like Demographics, Behavior, or Preferences. This Helps You Deliver More Relevant and Effective Marketing Campaigns.
Are you using Standard Contact Scoring to prioritize your highest-value leads?
Prioritize Your Leads Based on their Potential Value. Assign Scores to Contacts Based on their Behavior, Demographics, and Other Criteria. Focus on Your Most Qualified Leads and Automate Your Sales and Marketing Processes.
Are you using Marketing SMS to reach your audience directly and personally?
Reach Your Audience Directly through SMS. Send Personalized Text Messages to Promote Products, Announce Events, or Provide Timely Updates. Track Message Delivery, Open Rates, and Click-through Rates to Measure the Effectiveness of Your SMS Campaigns.
Are you using Deal and Company Scoring to prioritize your sales pipeline?
Prioritize Your Sales Pipeline by Assigning Scores to Deals and Companies Based on Specific Criteria. This Helps You Focus on the Most Promising Opportunities and Automate Your Sales Process. Use Deal and Company Scoring to Identify High-Value Deals, Segment Your Market, and Improve Your Sales Forecasting.
Are you using Target Accounts Home to focus on your highest-value accounts?
Centralize Your Account-Based Marketing Efforts with Target Accounts Home. Easily Manage Your Target Accounts, Track Engagement, and Collaborate with Your Sales Team. This Feature Helps You Focus on Your Most Valuable Accounts and Drive Revenue Growth.
Are you using Marketing Asset Comparison Reporting to optimize your marketing strategy?
Compare the Performance of Different Marketing Assets Side-By-Side. Analyze Metrics like Clicks, Conversions, and Revenue Generated by Various Assets, such as Emails, Landing Pages, and Blog Posts. This Helps You Identify Top-Performing Assets and Optimize Your Marketing Strategy.
Are you using Multi-Language Content to reach a global audience?
Create and Manage Multilingual Content within a Single Platform. Translate Website Pages, Blog Posts, and Marketing Emails into Multiple Languages. This Helps You Reach a Global Audience and Expand Your Market Reach.
Are you using Video Hosting & Management to enhance your content strategy?
Host and Manage Your Videos Directly Within HubSpot. Easily Embed Videos into Your Website, Emails, and Landing Pages. Track Video Performance Metrics like Views, Plays, and Engagement to Optimize Your Content Strategy.
Are you using URL Mappings to improve your website's SEO and branding?
Create Custom URLs for Your Website Pages and Blog Posts to Improve SEO and Branding. Use URL Mappings to Create Clean, Memorable URLs that are Easy to Share and Rank in Search Engine Results.
Are you using HubDB for Marketing Emails to create dynamic and personalized email campaigns?
Create Dynamic and Personalized Marketing Emails by Leveraging HubDB. This Powerful Tool Allows You to Store and Manage Data in a Structured Way, Making it Easy to Create Dynamic Content and Personalize Your Email Campaigns. by Using HubDB, You Can Create More Engaging and Effective Emails that Resonate with Your Audience.
Are you using Marketing Email Single Send API to automate and personalize email delivery?
The Marketing Email Single Send API Allows You to Programmatically Send Targeted Emails to Specific Contacts or Lists. This API Provides Flexibility and Control Over Your Email Campaigns, Enabling You to Automate Email Delivery, Personalize Messages, and Track Performance Data. By Using This API, You Can Integrate Your Email Marketing Efforts with Other Systems and Processes, Streamlining Your Workflow and Improving Efficiency.
Are you using Custom Events to track specific user actions and optimize your marketing efforts?
Track Specific Actions Taken by Your Website Visitors and Customers. Create Custom Events to Monitor Button Clicks, Form Submissions, or Other User Interactions. Use This Data to Gain Valuable Insights into User Behavior and Optimize Your Marketing Campaigns.
Are you using Multi-Touch Revenue Attribution to understand the impact of your marketing campaigns?
Understand the Full Impact of Your Marketing Efforts with Multi-Touch Revenue Attribution. Track the Customer Journey and Assign Credit to Each Touchpoint that Contributed to a Deal’s Closure. This Helps You Identify the Most Effective Marketing Channels and Optimize Your Strategy for Maximum ROI.
Productivity Features
Are you using Team Email to collaborate effectively with your team?
Collaborate Seamlessly with Your Team to Create, Edit, and Send Emails Together in Real-Time. Assign Tasks, Comment on Drafts, and Track Email Performance, All within HubSpot. Streamline Your Workflow and Improve Team Efficiency.
Are you using Stripe Payment Processing to accept payments directly within HubSpot?
While HubSpot Marketing Starter Doesn’t Directly Offer Built-In Payment Processing, You Can Integrate Your Existing Stripe Account to Accept Payments on Your Website or Landing Pages. This Allows You to Sell Products or Services Directly from Your HubSpot Content, Streamlining Your Sales Process.
Note: This Feature is Available to Customers with an Integrated Stripe Account.
Are you using Mobile Optimization to ensure your content is accessible on all devices?
Create Marketing Campaigns that are Optimized for Mobile Devices. Ensure Your Emails, Landing Pages, and Website Content are Responsive and Look Great on Smartphones and Tablets. Reach Your Mobile Audience Effectively and Drive Conversions.
For Starter Instances: This is Limited to Email Only.
Are you using the HubSpot Mobile App to stay connected to your business on the go?
Stay Connected to Your Business on the Go with the HubSpot Mobile App. Access Your Contacts, Deals, Tasks, and Emails from Anywhere, Anytime. Respond to Emails, Make Calls, and Schedule Meetings, All from the Convenience of Your Smartphone.
Are you using Shared Inbox to improve team collaboration and customer support?
Collaborate Seamlessly with Your Team to Manage Incoming Emails. Assign Emails to Specific Team Members, Track Responses, and Keep Conversations Organized in One Place. Improve Team Efficiency and Provide Faster Customer Support with HubSpot’s Shared Inbox.
For Starter Instances: This is Limited to 1 Inbox.
Are you using Breeze Copilot (Beta) to automate tasks and generate content?
Breeze Copilot is HubSpot’s AI-Powered Virtual Assistant Designed to Streamline Your Workflow and Boost Productivity. It Can Help You with a Variety of Tasks, such as: Generating Content, Creating Blog Posts, Summarizing Information, Researching Companies, and Automating Tasks. By Leveraging the Power of AI, Breeze Copilot Can Help You Work Smarter, Not Harder.
Are you using Messaging Insights (Beta) to gain insights into your messaging performance?
Gain Valuable Insights into Your Messaging Performance with Messaging Insights. Track Key Metrics like Message Opens, Clicks, and Replies. Identify Top-Performing Messages, Understand Your Audience’s Preferences, and Optimize Your Messaging Strategy for Better Results.
Are you using HubSpot Payments to streamline your payment process?
Streamline Your Payment Processing Directly Within HubSpot. Accept Payments for Products or Services, Invoices, and Donations. Easily Integrate with Popular Payment Gateways like Stripe and Paypal. Simplify Your Sales Process and Get Paid Faster.
Note: This Feature is Limited to U.S.-based Customers.
Are you using Collaboration Tools to improve team efficiency and communication?
Streamline Your Team’s Workflow with HubSpot’s Collaboration Tools. Assign Tasks, Comment on Drafts, and Review Content Together in Real-Time. This Helps Improve Efficiency, Reduce Errors, and Ensure Everyone is Aligned on Your Marketing Strategy.
Are you using Teams to organize your team and streamline workflows?
Organize Your Team Members into Groups to Streamline Collaboration and Improve Efficiency. Assign Permissions, Set Up Shared Inboxes, and Track Team Performance. By Using Teams, You Can Better Manage Your Team’s Workload and Ensure that Everyone is Aligned on Your Marketing Goals.
Are you using Presets to save time and maintain consistency in your marketing materials?
Save Time and Streamline Your Workflow with Presets. Create Reusable Templates for Emails, Landing Pages, and Other Marketing Assets. Quickly Apply Your Brand’s Style, Formatting, and Content to New Creations. Presets Help Maintain Consistency and Accelerate Your Marketing Efforts.
Are you using Custom Views in Shared Inbox to improve team efficiency and organization?
Organize and Prioritize Your Shared Inbox with Custom Views. Filter and Sort Incoming Emails Based on Specific Criteria, such as Sender, Subject, or Label. This Helps Your Team Stay Focused and Efficiently Manage Customer Inquiries.
Are you using Breeze Social Agent (Beta) to automate social media content creation?
Test Lists are your safety net for email perfection. Add your team members to a test list to preview emails before sending them to your entire audience. Check for errors, test links, and ensure everything looks perfect.
Are you using AI Social Inbox Insights (Beta) to gain insights from social media conversations?
Breeze through Social Media Marketing with Our New Breeze Social Agent (Beta)! Automatically Schedule Posts, Engage with Your Audience, and Monitor Brand Mentions Across Platforms.
Are you using Admin Notifications Management to stay informed and organized?
Take Control of Your Notification Inbox with Admin Notifications Management. Customize which Alerts You Receive, Filter Out Noise, and Stay Informed About what Matters Most.
Are you using Email Approvals to ensure high-quality email campaigns?
Ensure Your Email Campaigns are Error-Free and On-Brand with Email Approvals. Assign Approvers to Review and Approve Emails Before they’re Sent. This Helps Maintain Quality Control and Reduces the Risk of Sending Out Mistakes.
Reporting Features
Are you using Marketing Events Object to track and manage marketing events?
Track and Manage Your Marketing Events, such as Webinars, Conferences, and Trade Shows. Create Event Records, Set Up Registrations, and Analyze Event Performance. Use this Object to Streamline Your Event Planning and Marketing Efforts.
Are you using Email Reply Tracking to measure email engagement?
Keep Track of Your Email Campaigns’ Effectiveness with Email Reply Tracking. Monitor How Many Recipients Reply to Your Emails and Analyze their Responses to Improve Future Campaigns. Gain Valuable Insights into Your Audience’s Engagement and Preferences.
Are you using Email Health Reporting to monitor email deliverability and performance?
Monitor the Health of Your Email Campaigns with Detailed Reports. Identify Potential Issues like Spam Complaints, Bounces, and Delivery Rates. Optimize Your Email Strategy and Ensure Your Messages Reach the Intended Recipients.
For Starter instances: There are notification limits, limited reporting features, and no advanced metric reporting.
Are you using Website Traffic Analytics to understand your website's performance?
Gain Valuable Insights into Your Website’s Performance with HubSpot’s Built-In Analytics Tools. Track Key Metrics like Page Views, Unique Visitors, and Session Duration. Identify Top-Performing Content, Understand User Behavior, and Make Data-Driven Decisions to Optimize Your Website.
For Starter Instances: This is Limited to Standard Web Analytics Dashboard.
Are you using Reporting Dashboard to visualize and analyze key metrics?
Visualize and Analyze Your Marketing Performance with HubSpot’s Intuitive Reporting Dashboard. Track Key Metrics like Website Traffic, Email Open Rates, and Lead Conversions. Customize Your Dashboard to Display the Most Relevant Information and Gain Valuable Insights to Optimize Your Marketing Strategy.
For Starter Instances: This is Limited to 10 Dashboards, and 10 Reports Per Dashboard.
Are you using Custom Reporting to gain deeper insights into your marketing data?
Create Custom Reports to Track the Metrics that Matter Most to Your Business. Customize Your Dashboards to Visualize Key Performance Indicators (KPIs) and Gain Deeper Insights into Your Marketing Data. With Custom Reporting, You Can Make Data-Driven Decisions to Optimize Your Marketing Strategy.
Are you using SEO Analytics to improve your website's search engine visibility?
Track Your Website’s Organic Search Performance with SEO Analytics. Monitor Keyword Rankings, Track Organic Traffic, and Identify Opportunities to Improve Your Website’s Search Engine Visibility. Use Data-Driven Insights to Optimize Your Content and Attract More Organic Visitors.
Are you using Filtered Analytics View to analyze specific segments of your data?
Gain Deeper Insights into Your Marketing Data by Creating Custom, Filtered Views of Your Reports. Filter Your Data by Specific Criteria, such as Date Range, Team Member, or Campaign, to Analyze Performance and Identify Trends. This Helps You Make Data-Driven Decisions and Optimize Your Marketing Strategies.
Are you using Campaign Reporting to measure the success of your marketing campaigns?
Measure the Success of Your Marketing Campaigns with Detailed Reports. Track Key Metrics like Email Open Rates, Click-Through Rates, and Website Traffic. Identify Top-Performing Campaigns, Optimize Your Strategies, and Make Data-Driven Decisions to Improve Your Marketing ROI.
Are you using Customer Journey Analytics to understand the customer journey?
Gain Valuable Insights into Your Customer’s Journey with HubSpot Customer Journey Analytics. Visualize the Different Paths Customers Take through Your Marketing and Sales Funnels. Identify Bottlenecks, Optimize Your Customer Experience, and Improve Conversion Rates. By Understanding Your Customers’ Behavior, You Can Make Data-Driven Decisions to Drive Business Growth.
Are you using Behavioral Event Triggers and Reporting to track user behavior?
Track and Analyze User Behavior on Your Website to Gain Valuable Insights into Customer Preferences and Engagement. with HubSpot’s Behavioral Event Triggers and Reporting, You Can Monitor Specific Actions such as Button Clicks, Form Submissions, and Page Views. This Data Helps You Understand Your Audience’s Behavior, Personalize Your Marketing Efforts, and Optimize Your Website for Conversions.
Are you using Event Visualizer to track specific user interactions on your website?
Create Custom Events without Writing Code. Easily Track Specific User Interactions on Your Website, such as Button Clicks, Form Submissions, or Page Views. Gain Deeper Insights into User Behavior and Optimize Your Marketing Strategies.
Administrative Features
Are you using User Management to streamline your team's access and boost productivity in HubSpot?
Manage Your Team’s Access to HubSpot with Ease. Create, Edit, and Delete User Accounts, Assign Permissions, and Set Up Teams to Streamline Collaboration. Ensure Your Team Has the Right Tools and Access to Succeed.
Are you taking advantage of 1:1 Technical Support to get expert help with your HubSpot questions?
Get Personalized Assistance from HubSpot Experts to Help You Troubleshoot Issues, Answer Questions, and Maximize the Potential of Your HubSpot Tools. Access Dedicated Support Channels to Receive Timely and Effective Solutions.
For Starter Instances: This is Limited to Email and In-App Chat Support.
Are you using Subdomain and Country Code Top-Level Domain Availability to expand your global reach?
HubSpot Allows You to Create Subdomains and Use Country Code Top-Level Domains (CCTLDs) to Target Specific Regions or Languages. This Helps You Optimize Your Website’s Search Engine Rankings and User Experience for International Audiences.
For Starter Instances: This is Limited to 1 Subdomain and 1 Country Code Top-Level Domain on 1 Root Domain.
Are you customizing your HubSpot CRM interface to boost user productivity?
Customize Your HubSpot CRM Interface to Fit Your Team’s Specific Needs. Adjust the Layout, Hide or Show Fields, and Create Custom Views. This Allows You to Tailor Your Workspace for Optimal Efficiency and Productivity.
Are you using a Standard Sandbox Account to test new HubSpot features and strategies safely?
A Standard Sandbox Account is a Testing Environment Provided by HubSpot that Allows You to Experiment with the Platform’s Features and Functionalities without Affecting Your Live Data. This is a Valuable Tool for Testing New Marketing Strategies, Workflows, and Integrations. You Can Create and Edit Content, Run Campaigns, and Analyze Results in a Safe, Isolated Environment.
Are you using Custom Objects to tailor HubSpot to your specific business needs?
Create Custom Objects to Store Specific Data that Doesn’t Fit Neatly into Standard HubSpot Objects like Contacts, Companies, or Deals. This Flexibility Allows You to Tailor HubSpot to Your Unique Business Needs and Track the Information that Matters Most to You. Use Custom Objects to Store Data Related to Products, Services, Projects, or any Other Relevant Information.
Are you using Log In As Another User to improve team understanding and support?
Gain a Deeper Understanding of Your Team’s Perspective by Logging in as Another User. Troubleshoot Issues, Provide Assistance, and Ensure a Seamless User Experience. This Feature Helps You Maintain a High Level of Support and Optimize Your Team’s Efficiency.
Data Hygiene Features
Are you using List Segmentation to target your audience with personalized campaigns?
Divide Your Contacts into Targeted Segments Based on their Behaviors, Demographics, or Other Criteria. Create Highly Personalized Marketing Campaigns by Sending the Right Message to the Right Audience At the Right Time. Boost Engagement and Drive Better Results.
For Starter Instances: This is Limited to Email Only This is Limited to 50 Active Lists, and 1,000 Static Lists.
Are you using Product Library to organize and manage your product information?
Organize and Manage Your Product Information in One Central Location. Create Detailed Product Records, Including Images, Descriptions, and Pricing. Easily Integrate Your Product Library with Your Marketing Campaigns to Showcase Your Offerings Effectively.
For Starter Instances: This is Limited to Up to 1 Million Products.
Are you using Custom Properties to track specific data and tailor your marketing efforts?
Create Custom Fields to Store Specific Information About Your Contacts, Companies, or Deals. This Flexibility Allows You to Tailor HubSpot to Your Unique Business Needs and Track the Data that Matters Most. Use Custom Properties to Segment Your Audience, Personalize Your Marketing, and Improve Your Sales Process.
For Starter Instances: This is Limited to 1,000 Custom Properties Per Object.
Are you using CRM Import to consolidate your customer data into HubSpot?
Easily Transfer Your Existing Customer Data from Other CRM Systems into HubSpot. Import Contacts, Companies, and Deals to Consolidate Your Customer Information in One Place. Streamline Your Sales and Marketing Efforts with a Unified View of Your Customers.
For Starter Instances: This is Limited to Up to 500 Imports/Day, 10M Rows/Day via UI, and 80M Rows/Day via API.
Are you using CRM Exports to analyze and leverage your customer data?
Easily Export Your CRM Data to CSV or Excel Format for Further Analysis or Integration with Other Tools. Customize Your Exports to Include Specific Fields and Filter Your Data to Focus on the Information You Need. This Flexibility Allows You to Gain Deeper Insights into Your Customer Data and Make Informed Business Decisions.
For Starter Instances: This is Limited to Up to 300 Total Exports/Day and 30 Exports/Day via API.
Are you using Multiple Currencies to streamline your global business operations?
Manage Your Business Finances Effectively with Support for Multiple Currencies. Set Up Pricing and Invoicing in Different Currencies, Track Revenue, and Analyze Your Financial Performance Across International Markets. Simplify Your Global Operations and Improve Your Financial Reporting.
For Starter Instances: This is Limited to Up to 5 Currencies.
Are you using Required Fields to ensure data accuracy and completeness in your HubSpot records?
Define Which Fields Are Mandatory for Your Contacts, Companies, or Deals. This Ensures that You Collect Essential Information and Maintain Data Quality. By Setting Up Required Fields, You Can Improve the Accuracy of Your Records and Make Better Use of Your CRM.
Are you using Validation Rules to ensure critical data is captured and maintained in HubSpot?
Ensure Data Accuracy and Consistency Across Your CRM with Validation Rules. Set Up Rules to Automatically Check and Correct Data Entry Errors, such as Invalid Email Addresses or Incorrect Phone Numbers. This Helps Maintain Data Quality and Improves the Overall Performance of Your HubSpot Instance.
Are you using Duplicate Management to keep your HubSpot data clean and accurate?
Keep Your Data Clean and Organized with HubSpot’s Duplicate Management Tool. Identify and Merge Duplicate Contacts, Companies, and Deals to Ensure Accuracy and Efficiency. A Streamlined Database Leads to Better Decision-Making and Improved Marketing Results.
Are you using Association Labels to categorize and filter your HubSpot data?
Create Custom Labels to Categorize and Filter Your Contacts, Companies, and Deals. Use Association Labels to Organize Your Data Based on Specific Criteria, such as Industry, Campaign, or Sales Stage. This Helps You Segment Your Audience, Personalize Your Marketing Efforts, and Improve Your Sales Pipeline.
Are you using Calculated Properties to automate calculations and gain deeper insights from your data?
Create Custom Fields that Automatically Calculate Values Based on Other Properties in Your CRM Records. For Example, You Can Calculate Revenue, Discounts, or Lead Scores. This Saves Time, Reduces Errors, and Provides Valuable Insights into Your Data.
Are you using HubDB to create custom databases and extend HubSpot's capabilities?
HubDB is a Powerful Tool Within HubSpot that Allows You to Create Custom Databases to Store and Manage Specific Data. This Flexibility Enables You to Tailor HubSpot to Your Unique Business Needs and Track the Information that is Most Important to You.
With HubDB, You Can Create Custom Objects, Fields, and Records to Store Data Related to Products, Services, Projects, or any Other Information that is Relevant to Your Business. This Data Can then Be Used to Power Dynamic Content, Personalize Marketing Campaigns, and Improve Decision-Making.
Integration Features
Are you using Facebook Messenger Integration to provide seamless customer support?
Connect Your HubSpot CRM and Marketing Tools with Facebook Messenger to Provide Seamless Customer Support and Engagement. Automatically Route Incoming Messenger Messages to the Right Team Members, Respond Quickly to Customer Inquiries, and Track Conversations.
For Starter Instances: Users Can Remove HubSpot Branding.
Are you using Google Search Console Integration to improve your website's SEO performance?
Connect Your Google Search Console Account to HubSpot to Gain Valuable Insights into Your Website’s Search Engine Performance. Track Keywords, Monitor Search Traffic, and Identify Opportunities to Improve Your SEO. This Integration Helps You Make Data-Driven Decisions to Boost Your Website’s Visibility and Attract More Organic Traffic.
Are you using Salesforce Integration to streamline your sales and marketing processes?
Seamlessly Connect HubSpot and Salesforce to Create a Unified View of Your Customer Data. Sync Contacts, Deals, and Tasks Between the Two Platforms, Improving Collaboration and Increasing Sales Efficiency. This Integration Helps You Streamline Your Sales and Marketing Processes and Make Data-Driven Decisions.
Are you using Salesforce Custom Object Sync to create a unified view of your customer data?
Seamlessly Sync Custom Objects Between HubSpot and Salesforce. Create a Unified View of Your Customer Data, Including Product Information, Pricing, and Other Relevant Details. This Integration Helps You Streamline Your Sales and Marketing Processes and Make Data-Driven Decisions.
Are you using WhatsApp Integration to enhance your customer communication?
Connect with Your Customers Directly on WhatsApp. Send Personalized Messages, Automate Workflows, and Track Conversations from Within HubSpot. Improve Customer Engagement and Provide Timely Support through a Channel Your Customers Prefer.
Are you using YouTube Analytics Integration to measure the impact of your video content?
Track the Performance of Your YouTube Videos Directly Within HubSpot. Monitor Key Metrics like Views, Likes, Comments, and Shares. Gain Valuable Insights into Audience Behavior and Optimize Your Video Content to Drive Engagement and Conversions.
Are you using Stripe Payment Processing to accept payments directly within HubSpot?
Simplify Your Online Payment Process with Stripe Integration. Accept Payments Directly Within HubSpot, Streamlining Your Sales and Marketing Workflows. This Integration Allows You to Process Credit Card Payments, Track Revenue, and Automate Invoice Generation.
Security Features
Are you using Social Login to simplify the user signup process?
With Social Login in HubSpot Marketing, You Can Streamline Your User Onboarding Process. Allow Visitors to Sign Up for Your Website or App Using their Existing Social Media Accounts (Like Google or Facebook). This Simplifies the Signup Process and Boosts Conversions.
Are you using Custom User Permissions to control access to specific features and data?
Tailor Your Team’s Access to HubSpot with Custom User Permissions. Grant Specific Users Access to the Tools and Data they Need to Do their Jobs Effectively. This Helps Maintain Security and Ensures that Sensitive Information is Protected.
Are you using Single Sign-On to streamline the login process for your team?
Simplify Your Team’s Login Process with Single Sign-On (SSO). Integrate HubSpot with Your Organization’s Identity Provider to Allow Users to Log in to HubSpot Using their Existing Credentials. This Eliminates the Need for Multiple Passwords and Improves Security.
Are you using Permission Sets to assign specific permissions to different user roles?
Create Custom Permission Sets to Control Which Features and Data Your Team Members Can Access. Assign Specific Permissions to Different User Roles, Ensuring that Sensitive Information is Protected and that Users Have the Right Tools to Do their Jobs Effectively.
For Starter Instances: This is Limited to Permission Templates Only.
Are you using Field-Level Permissions to control access to specific fields within records?
Control Access to Specific Fields within Your CRM Records. You Can Define Which Users Can View, Edit, or Create New Records with Certain Fields. This Granular Level of Control Helps Protect Sensitive Information and Ensures Data Integrity.
Are you using Sensitive Data to protect your organization's confidential information?
HubSpot Offers Robust Security Measures to Protect Your Sensitive Data. You Can Control Access to Sensitive Information through User Permissions, Field-Level Security, and Data Encryption. HubSpot Also Complies with Various Data Privacy Regulations, such as GDPR and CCPA, to Ensure the Security and Privacy of Your Customer Data.
Are you using Organize Teams to improve team collaboration and efficiency?
Create and Manage Teams within Your HubSpot Account to Streamline Collaboration and Improve Efficiency. Assign Specific Permissions and Tasks to Different Teams, Ensuring that the Right People Have Access to the Right Tools and Information. This Helps to Maintain Organization, Improve Accountability, and Foster a More Productive Work Environment.
Are you using Limit Access to Content and Data to protect sensitive information?
Control Who Can View and Edit Specific Content and Data within Your HubSpot Account. Set Permissions at the User, Team, and Role Levels to Protect Sensitive Information and Maintain Data Integrity. This Helps Ensure that only Authorized Individuals Have Access to Your Valuable Assets.
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