You Ask, We Answer*

Welcome...

We've pulled together a library of resources - everything from complex reports, to HubDB tables.

"You Ask, We Answer" is based on real world use cases - it's the resource you've been asking for...

Library Content

How to turn documents into parsed data in HubSpot CRM

This case study shows you a brilliant way to turn trapped data into usable properties within HubSpot.

How to migrate from Salesforce to HubSpot

Here's one example (of many we've delivered) of a complex migration - including all engagement, as well as multiple custom objects.

How to sync orders between Orderwise (ERP) and HubSpot

Syncing Orders and Customer from on-prem ERP via iPaaS

How to reconfigure an existing HubSpot portal when the object set up is incorrectly

This was a fascinating project - surprisingly complex when working with a live portal - and expertly delivered.

How to create a custom subscription centre instead of using HubSpot Business Units

An overview of a solution we provided for a HubSpot rep, looking to solve for the customer.

What does a communication preference centre within HubSpot look like (example)

Want to see a real life page re: marketing communication preferences? (click!)

HubSpot CMS - HubDB Use Case

Example of HubDB on a real life site (click!)

HubSpot Prospects Tool

Quick video (click!)

How To Use HubSpot's Campaign Tool

Quick example of how to aggregate information into HubSpot' Campaign Tool (click!)

How To Distribute Sales Leads Using A Button

This was a request from a HubSpot rep on behalf of a prospect - with a little bit of creativity we came up with a proof of concept (click!)

How To Create Split Revenue By % In A Monthly Schedule

This example of a complex sales report gave the proof we needed to deliver a Sales Enterprise sale.

How To Create A Report With Sum Amounts Stacked

Very simple report (requested by a rep) to show deal close dates stacked, in each deal stage (click!)

How Do Ad Campaigns Get Reported In HubSpot Ads Tool

Quick run through of a real live example of using HubSpot's Ad tools for displaying e.g. CPA and ROI (click!)

Ad Sequences Demo September 2021

This video is straight from HubSpot's team, but I thought could be useful to include (click!)

The Anatomy of a HubSpot Landing Page (example)

This quick run through of various aspects of a landing page should help you understand the CMS functionality (click!)

HubSpot CMS Modules (example)

This is a super quick video to help you understand what a module is in HubSpot CMS (click!)

HubSpot CMS Enterprise - Client Portal, Smart Rules and Reporting

This is a real life use case of a client portal , run off HubSpot CMS Enterprise (click!)

Ecommerce Reports (case study)

Looking for an example of some great ecommerce reports? Start here (click!)

Can a HubSpot CMS site get good scores with Google?

Using our own site as a case study, check out the scores across Page Insights, Core Web Vitals and Google Lighthouse (click!)

How an online auction company segments their data using HubSpot custom objects

Lovely use case of Custom Objects here. 'Click!'

How to use a Custom Object in HubSpot to create a Calendar (Freight Logistics Company)

This client asked us to produce a Calendar for their Freight Customers. And we did, using a Custom Object. 'Click!'

How one Financial Services Company approached storing data in HubSpot

Two custom objects, both with a different purpose for a Financial Service Company. 'Click!'

Setting up forecast reports in HubSpot (for someone migrating from Pipedrive)

This client wanted to see some reports 'just like they had in Pipedrive'. Using Custom Reports, we delivered. 'Click!'

How a 'plant hire' company uses HubSpot

Hear how Horizon Platforms uses HubSpot to show the whole sales lifecycle journey.

How to use HubSpot for medical company lead generation

Learn from the story about Healthshare's approach...

How to transform freight logistics using HubSpot

Learn how Freight Logistics Solutions (FLS) in South Wales successfully uses HubSpot.

*inspired by Marcus Sheridan's book "They Ask, You Answer"