Explore the new features HubSpot has to offer such as Shopify integration, Facebook video publishing and retargeting. Also, how to better manage your time with Meetings and Lead Flows.

1. NYC HUG:
HubSpot
Portal Tune-Ups

2. Flora Wang
Sales Engineer
2 years at HubSpot
Brandeis Alum
Food enthusiast
Lived in Queens, NY
linkedin.com/in/flora-wang/
@feurekaw

3. What about you?

4. Who’s originally
from NYC?

5. Favorite
restaurant in the
area?

6. HubSpot
customer?

7. Who went to
Inbound last
week?

8. Agenda
● Marketplace Templates
● Shutterstock Integration
● Quuu Integration
● Lead Flows
● Meetings
● Deal Source Reporting
Both Strategic & Technical
Goal: you’ll have at least one thing to
implement afterwards that you DID
NOT know about beforehand
Some free, some B/P/E, some add-on

9. 1 Marketplace
Templates

10. 38 Brand New
Templates
Created and
Supported by
HubSpot.

14. Emails.
Blogs.
Landing Pages.
Thank-you pages.
Websites.

15. HubSpot’s not the
only one.
Dozens of
free templates
provided by partners
around the world.

16. 2 Shutterstock Integration

18. Where do you get your
images?

19. $8000

20. 60,000+ photos
from Shutterstock,
directly in your portal.

22. No Watermarks.
No citations necessary.
$Free.99.

23. 3 Quuu Integration

24. Hand curated
content suggestions
for social media

32. Quuu.co
Free for 2 suggestions/day

33. 4 Lead Flows

37. Callout Form Thank you

43. “While the underlying content is present on the
page and available to be indexed by Google,
content may be visually obscured by an interstitial.
This can frustrate users because they are unable to
easily access the content that they were expecting
when they tapped on the search result.”

46. “Our goal is to help users quickly find the best
answers to their questions, regardless of the device
they’re using.”

50. Email
Social Media
Ads
Lead Nurturing
Personalization
Phone calls
Landing Page Forms
SEO

51. Why does this work?

52. Relevant and valuable
Timed just right
Specific, actionable, human
Doesn’t block content, easy to close
Matches branding
Image
Short form. Not asking for too much.
Self-aware, self-deprecating.

53. 5 Meetings

54. Book an Appointment.
Syncs with calendar.

55. How does HubSpot’s Team
Use Meetings?

56. In Our Inboxes

58. Templates

59. Hi contact.firstname,
How has your experience been with the CRM so far?
I specialize in setting up business processes inside the HubSpot CRM, and would love to help
you get the most value out of the software.
Here are some of areas I have helped teams with in the past as a consultant:
● Customizing the CRM to your use case
● Creating optimized deal funnels with tracking from stage to stage
● Data import / migrations from other CRMs
● Forecasting and other advanced reporting
Let's set up some time to meet this week. Or feel free to refer me to someone at your team this
would be more relevant to.
Thanks!
Make a personal
connection.
Show how
you’re aligned
with their
goals.
Include a call to
action.

60. Let's set up some time to meet this week. Or feel free to refer me to
someone at your team this would be more relevant to.
Do you have time this week to catch up? Feel free to book a time that
works for you.
I’d love to help you get started. You can book some time on my calendar
here.
Let’s catch up for a quick check in. I’m happy to walk you through how
our suite of tools has already helped over 300 companies grow their
business.
PS - Feel free to book a time on my calendar

61. Workflows

62. Embedded
Meetings
Team
Meetings

63. 6 Deal Source Reporting

65. Campaign Name
Email Name
Social Network
Campaign Name
Campaign Name
Search Term
Original Source Drill-down Original Source Type

68. Campaign
Email Name
Campaign
Social
Network
Campaign
Term
Campaign
Email Name
Original Source Data Original Source Type

69. Campaign
Email Name
Campaign
Social
Network
Campaign
Term
Campaign
Email Name
Original Source Data Original Source Type

70. Original Source Data Original Source Type
Campaign
Social
Network

71. Original Source Type,
Original Source Data 1,
and Original Source Data 2
now live on
Deals in HubSpot

72. Those properties align with the oldest
contact associated with the deal.

73. That means you can connect
deals, pipeline, and revenue
to your first-touch marketing channels.

76. X Axis
Y Axis / Breakdown

77. Shutterstock Integration. Content > File Manager (B/P/E)
Quuu Integration. Quuu.com (B/P/E)
Marketplace Templates. Content > Marketplace (B/P/E)
Lead Flows. Content > Lead Flows (Free)
Meetings. Sales Tools > Meetings (Sales Pro)
Deal Source Reporting. Custom Builder (Reporting Add-on)
Summary

78. Portal Tune-Ups!

79. Thank you to
Playermaker
& Nexus Systems!

80. Playmaker

81. Playmaker - Webinar

82. Playmaker - Webinar
● Great follow up flow and
engagement
● Sales-marketing alignment
● Send hot lead email to sales
● Book demo via Meetings
● Set up further automation

83. Nexus System

84. Nexus System - how to improve?

85. #INBOUND17
hubspot.com/new

86. Search has changed

87. Content Strategy

88. The is to start thinking in terms of
Topics you want to own, not just
Keywords.
This allows you to own a “Sphere of influence” on the internet

89. HubSpot + Native Integration
● Products and
purchases sync
● List segmentation,
automation and
email
● Ecommerce Bridge
Framework

90. Facebook + HubSpot

91. Video is the new text

92. Our Partner in AMB:

93. HubSpot Shopify Native Integration

96. Campaign Reporting

100. We made a new friend
● Bots powered by AI
● Conversations that
will scale
● No technical skills
required
● Starting in CRM
Free

102. Thank you!