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Looking to integrate HubSpot & Advisor Logic? Advisor Logic is a modern, easy-to-use financial planning software. When combined with HubSpot Sales & Marketing tools, it allows you to quickly segment and market to your existing customers. How does the HubSpot to Advisor Logic integration work? We’ve created a HubSpot application that can connect to your… Continue reading Advisor Logic HubSpot Integration

HubSpot recently unveiled a bunch of brand new features in conjuction with Inbound 2022. Our team has outlined their favourite features below and how they will help! Lenora, Account Manager Favourite features: The new Customer Journey Analytics reporting The improved customisation options, including: Customising the right hand sidebar Customising deal cards Customising activity buttons Presets… Continue reading Our team’s favourite updates from Inbound 2022

Here’s how we helped a client set up accurate lead rotation using Custom Objects in HubSpot. Our client was a residential building company that has offices and locations all across Australia. They use an innovative franchise based model, and therefore needed automation to distribute leads to the correct location/franchisee.  The issue The issue our client… Continue reading Advanced lead rotation using Custom Objects in HubSpot

The world of work has changed at a faster pace in the last two years than perhaps any other time in human history. Travel restrictions, record low unemployment, remote teams, virtual cultures and candidate-led demand for pay, benefits and environment all combine to create one huge new truth: how we used to do things no… Continue reading How Engaging.io is evolving to nurture their employees in a rapidly shifting world

We recently developed a custom integration to connect Now Book It & Bepoz data with HubSpot! Now you can get full visibility on your customers directly in HubSpot and use this data to drive your marketing and reporting. Now Book It is a powerful one-stop ​restaurant reservations system​ used by more than 4500 venues throughout… Continue reading Now Book It/Bepoz HubSpot Integration

Chargebee has recently released their latest integration plugin called the HubSpot Quote-to-Cash integration. This is an amazing integration that provides B2B sales teams with the tools to create customers, collect payment methods, create subscriptions from a HubSpot deal and more, without ever having to leave HubSpot. We recently helped a client make use of this… Continue reading HubSpot Quote-to-Cash Integration with Chargebee

Here at Engaging.io, we really love to help out wherever we can. Part of our way of helping people is through offering products which synchronise various applications with HubSpot. Below is a rundown of each of them and how they can help you!  Analytics Amplifier Analytics Amplifier allows you to push HubSpot events to Google… Continue reading A quick glance at our HubSpot products

Hi there! My name is Matt and I’m an intern at Engaging.io. Before I applied for this position, I was honestly unsure if I’d enjoy a career in a corporate workplace. Fast forward to today and I’m three months into my internship, and absolutely loving it! However, my joy with work hasn’t come from a… Continue reading My time so far at Engaging.io (from the intern)

HubSpot already had powerful reporting tools but they just got even better!  This brand new functionality builds upon HubSpot’s previous tier options, with brand new features and updates to assist businesses with sophisticated reporting needs. Here’s everything you need to know… As a RevOps professional myself, I know how important it is to be able… Continue reading Operations Hub Enterprise is here!

What is ABM? ABM is a growth strategy in which Marketing and Sales work together to create personalised buying experiences for a select set of high value companies. It really shouldn’t use ‘Marketing’ in the title as it’s an alignment of Marketing and Sales. So we will go with ABX, or Account Based Experience! Why… Continue reading What is Account Based Marketing (ABM) or Account Based Experience (ABX)?

HubSpot is has been working on a powerful new feature called “programmable email”. This will allow you to build dynamic emails containing any of the crazy conditions you can hope to come up with.  For example if you have certain properties tagged on a contact you can swap out messaging on the email based on… Continue reading Build custom modules with HubSpot Programable Email Developer

HubSpot reports are great as they give you some really good insight and are super easy to use. The only downside is that the majority of reports are based around current status of properties which makes it difficult to compare, say week by week, or month by month performance.  Comparing periods can give you better… Continue reading HubSpot Reporting Week by Week – Deal Comparison at Points in Time