In this article, I'll share the best HubSpot CRM growth tactics that will help you with own every stage of your pipeline.
You will learn how to connect all your outbound sales flows to HubSpot CRM, sync LinkedIn and FB Messenger conversions, as well as put some incredibly boring actions on autopilot.
Some of these tactics helped our clients boost the close rate by 37%.
It's no secret a lot of people prefer to use HubSpot. A super popular tool, confirmed by the sales pros and experts in our lemlist family community.
Since the majority of people are in sales and use free version of HubSpot, this article will be about growth hacks for salespeople who use Free Hubspot CRM.
It's a real pain for people to move from one CRM to another. Sometimes it takes weeks, even months to get the job done. 😰
And the problem is not only with moving current data.
You have tons of integrations and leads that are coming and updating every day. If you don't update them in HubSpot CRM, you might end up in serious trouble.
This is a problem.
Now let me show you how to avoid it completely.
How to use this growth hack?
First of all, go to Zapier! It's a tool that connects 3d party software solutions and you don't have to possess any coding skills.
For example, if we want to move from Pipedrive to HubSpot CRM and always want to have updated deals in our HubSpot CRM, chose this:
Connect your Pipedrive account and come to the 2d step - add HubSpot action.
Customize the data you want to connect:
When it's done - just run it!
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If you're in B2B, you're definitely talking to your clients and partners on LinkedIn. Great channel, right?
But it's a real pain to sync your LinkedIn messages with your CRM.
There is no "auto-bcc" feature on LinkedIn that can easily send your conversations to a CRM of your choice.
Except for one! LinkedHub.
How to use this growth hack?
You should download the tool called LinkedHub.
Once downloaded, it will ask you to connect your HubSpot account.
You can find your API key in Settings -> Integrations -> API. Copy it and put to LinkedHub settings.
When it’s done, go to LinkedIn. Find a person you want to add to HubSpot or update the conversation by clicking the Sync button.
When it’s done, you will see this person in HubSpot with all details.
Wondering how to make amazing cold emails and add warm leads to HubSpot CRM?
And just to buy me some credibility as a cold emailer first...
How to use this growth hack?
This is the best outbound hack, by far! At the same time, it's easy to implement it.
First, create an email campaign in lemlist.
Add your leads and prepare the message.
You can send your own email templates, but let me give an example of a template for growth and marketing agencies.
The idea of this email is to meet the person in real life.
I recorded a quick video and combined it with lemlist's dynamic landing page feature. This strategy is called personalized video thumbnail and it's superb.
This unique feature of lemlist got me a 56% reply rate. Here's what you need to do to set it up.
Create a video and upload it to Youtube. If you want to show this video to leads in your campaign only and not have it on your channel, select “unlisted".
Copy the link of the video and add it in lemlist by clicking “Insert video button”.
Customize your landing page with the prospect's logo, colors, and text personalization.
For example, if you write “Welcome {{firstName}}”, lemlist will automatically put the recipient’s first name.
Add your calendar below the text and video. For instance, put your Calendly in settings on the right side.
You can show a custom pop-up message (in chat) once the person finishes watching your video.
To do this, create an account at lemtalk and copy the “Your Application Id (appId)”.
So at the end of the video, your leads will see a pop-up like this:
The end result is a personalized email with this dynamic landing page, where lemlist automatically personalizes each part of it.
Here's how the final email looks like.
The first name and company logo are automatically updated, which is another awesome feature of lemlist.
For inspiration: Choose one of our inspirational cold email templates
Now it's time to stop sending emails to people once they book a meeting.
And here we'll need Zapier! The Zap will look like this:
Go to Zapier and choose a trigger called "Invitee created in Calendly".
By doing this, Zapier will work for those who picked a slot on your Calendly link.
If you didn't use Calendly and Zapier together, you'll need to put an API key from Calendly to Zapier.
It's easy as 1,2,3. Just log in to Calendly and go to "Integrations":
Stop a campaign for this specific person (so he/she won't receive follow-ups since they booked a time):
To do that, we pick lemlist and "Stop emailing a Buddy-to-be in a campaign"
Define the fields "email" and "campaign" to exclude people.
It's super easy to do:
If you haven't connected Zapier and lemlist before, Zapier will ask you to connect your lemlist account.
In order to find your "login and password for Zapier", go to lemlist --> settings --> integrations --> scroll down to "Zapier".
Time to create new deals in HubSpot with those who booked a call.
Pick "HubSpot" as an app and the new action "Create Person"
Create a deal in HubSpot with the person you created in the previous step.
The end result is this amazing workflow.
So everyone who books a call with you will be added to HubSpot automatically. And don't worry, they won't get any wrong emails.
FB messenger may be a non-priority channel for you. But people still come and ask questions via your company page. And you have to pay attention to these leads.
I'll show you how to keep all Messenger conversations in your HubSpot CRM and never let them slip trough cracks.
How to use this growth hack?
Go to HubSpot App marketplace and find FB Messenger.
Сlick on "Connect App" and and create a new channel.
Choose "FB Messenger".
Connect your FB account with HubSpot.
Add the FB page you want to connect with HubSpot.
When it's done, you'll get new conversations in HubSpot with people who talk to you via FB.
Let's face it, you always send some materials like white-papers, presentations and so on. The more you work in B2B, the more you use these tactics.
But do your leads really read them? And if yes, what exactly do they read?
This is the info that definitely can help you find the right strategy.
How to use this growth hack?
I usually talk to leads via email, so I'll show you this growth hack with Gmail Chrome Extension. But you can use growth hack with LinkedIn conversations, WhatsApp and so on.
So, first of all, install the HubSpot Chrome Extension for Gmail.
Connect your Gmail with HubSpot account:
Accept permissions and give access to HubSpot.
When done, you'll have new buttons inside your Gmail.
It will let you sync your conversations with HubSpot CRM, track who opened your emails, and use pre-default templates to boost your productivity.
But the most awesome part is... you can track who has read your proposals and documents.
Just click on the "Documents" button and upload your first PDF document:
Once you upload and add it to your email, it'll look like a link.
When your leads check this PDF, you'll get instant notifications. But the most impressive thing here is that you'll know how much time did they spend on each page of your proposal.
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I'll show you how to create and transfer important notes after sales calls to HubSpot automatically.
How to use this growth hack?
One simple step: Create an account at FireFiles.ai and connect HubSpot CRM.
Every time you have a call or demo, FireFlies will connect to it, analyze the context, and make simple notes directly in HubSpot CRM.
Slack notifications can be used to remind you about new and lost clients.
Especially if you're working at 200 miles per hour and don't want to miss out on opportunities.
How to use this growth hack?
Find "Arena for Slack" app on HubSpot's marketplace
Connect Arena with your HubSpot.
When it's done, just put "/arena subscribe", in order to run Arena Slack bot:
Then choose the channel you want to get notifications in and what stage of the deal you want to track.
As a result of it, you'll get new alerts every time deals are marked as "Won" or "Lost":
What salespeople love the most? 😍
When invoices they send are paid.
But what the hate the most? 😡
Creating invoices.
Paycove can help.
My results: I don't create invoices anymore :)
How to use this growth hack?
Install Paycove from Hubspot Marketplace.
Connect HubSpot with Paycove.
Match Stages from HubSpot with the stages on Paycove.
For example, when you move the lead to "Decision Maker. Bought-In" stage, Paycove will automatically create an invoice based on data you put to "Deal value".
Quotes and invoices in Paycove are always synced with data in HubSpot.
Here is the example of the invoice. There's some info missing, but that's because it's a test deal.
No need to create a new invoice. It's already created for you!
Aaaaand...
Every time leads pay --> HubSpot automatically marks them as "Won".
G2 Rating | Price | Best for | Standout feature | Con | |
---|---|---|---|---|---|
4.9 star star star star star | $30/mo $75/mo $2,999/mo | Large, distributed sales teams | AI evaluation precision, gamified KPIs | Lack of tracking system | |
4.6 star star star star star-half | Not publicly available | Sales operations and finance teams | Powerful configurability | Limited training resources and complex to navigate | |
4.4 star star star star star-half | Not publicly available | Mid-market and enterprise businesses | Comprehensive incentive management | Potentially high cost and steep learning curve | |
4.7 star star star star star-half | $15/user/mo $40/user/mo Enterprise: custom price | Complex sales structures and businesses of all sizes | Complex sales structures and businesses of all sizes | Steep learning curve | |
4.6 star star star star star-half | Not publicly available | Collaborative teams | Connected planning | Complexity and steep learning curve | |
4.6 star star star star star-half | Not publicly available | Companies with complex sales structures | Complex incentive compensation management (ICM) with high efficiency and accuracy | Complexity for smaller teams and potentially high costs | |
4.7 star star star star star-half | Not publicly available | Companies who want to automate commission calculations and payouts | Simplicity and ease of use | Lack of features like redirection | |
4.7 star star star star star-half | $30/user/mo $35/user/mo Custom: upon request | Businesses that need a comprehensive and user-friendly sales compensation management software | Ease of use and adoption | Lack of ability to configure the product based on user needs | |
4.8 star star star star star-half | Not publicly available | Companies with modern sales culture and businesses who want real-time insights | A built-in dispute management and real-time visibility | Users say it works slowly, customer support is slow | |
4.9 star star star star star | $30/user/mo $50/user/mo | Smaller sales teams | Powerful automation | Lesser user base and average user interface | |
4.7 star star star star star-half | Not publicly available | Companies with scalable needs | Automated Commission Calculations | Lack of filtering by date, no mobile app |
PRM Tool | Rating | Feature | Pro | Con | Mobile App | Integrations | Free Plan | Pricing |
---|---|---|---|---|---|---|---|---|
4.65 star star star star star-half | Org-wide alignment | User-friendly layout and database | Suboptimal as a personal CRM | square-check | Lack of tracking system | square-check | Team: $20/month Business: $45/month | |
4.7 star star star star star-half | Social Media Integration | Easy contact data collection | No marketing/sales features | square-check | Lack of tracking system | square-xmark 7-day trial | $12/month | |
4.75 star star star star star-half | Block Functions | High customization capability | Not a dedicated CRM | square-check | Limited | square-check | Plus: €7.50/month Business: €14/month | |
N/A | Open-source | Open-source flexibility | Requires extensive manual input | square-xmark | Limited | square-check Self-hosted | $9/month or $90/year | |
3.1 star star star | Simple iOS app | Ideal for non-tech-savvy users | iPhone only | square-check iOS only | Limited | square-xmark 1-month trial | $1.49/month or $14.99/month | |
3.6 star star star star-half | Smart Contact Management | Feature-rich and flexible | Reported bugs | square-check | Rich | square-xmark 7-day trial | Premium: $13.99/month Teams: $17.99/month | |
4.4 star star star star star-half | Customizable Interface | Customizable for teamwork | Pricey for personal use | square-check | Rich | square-xmark | Standard: $24/member Premium: $39/member | |
4.7 star star star star star-half | Integrated Calling | Integrated Calling | Too sales-oriented & pricey | square-check | Rich | square-xmark 14-day trial | Startup: $59/user/month Professional: $329/user/month | |
4.8 star star star star star | Business Card Scanning | Business Card Scanning | Mobile only | square-check | Limited | square-check | $9.99/month | |
4.45 star star star star star-half | 160+ app integrations | Comprehensive integrations | No free app version | square-check | Rich | square-xmark 14-day trial | $29.90/month or $24.90/month (billed annually) |
Capterra Rating | Free Trial | Free Plan | Starting Price (excluding the free plan) | Maximum Price (for the most expensive plan) | Best for | |
---|---|---|---|---|---|---|
4.5 star star star star star-half | square-check 14-day | square-check | €15/month/seat billed annually | €792/month/3 seats billed annually + €45/month for each extra seat | Versatility and free plan | |
4.2 star star star star | square-check 30-day | square-xmark But it offers reduced price to authorised nonprofit organisations | €25/user/month | €500/user/month billed annually (includes Einstein AI) | Best overall operational CRM | |
4.3 star star star star star-half | square-xmark | square-check Limited to 3 users | Comprehensive incentive management | €52/user/month billed annually | Small-medium businesses and automation | |
4.5 star star star star star-half | square-check 14-day | square-xmark | €14/seat/month billed annually | €99/seat/month billed annually | Sales teams and ease of use | |
4.1 star star star star | square-xmark | square-check Limited 10 users | $9.99/user/month billed annually | $64.99/user/month billed annually | Free plan for very small teams up to 10 |
CRM goal | Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months. | ||||
SMART Breakdown | 1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation). | 2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking. | 3. Achievable: A 10% increase is possible based on historical data and potential improvements. | 4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives. | 5. Time-bound: The 6-month timeframe creates urgency and a clear target date. |
Actions | Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation. | Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior. | Step 3: Develop targeted landing pages with clear calls to action for qualified leads. | Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up. | Step 5: Track and analyze campaign performance to identify areas for optimization. |
Outcomes | Increased sales and revenue | Improved marketing automation ROI | Marketing and sales alignment | Data-driven marketing optimization |