Ari Plaut

Ari Plaut is a Product Marketing Manager at HubSpot. Outside of HubSpot, he can be found taking in a game at Fenway, baking bread, or hiking in his native New Hampshire.
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Recent Posts

Custom Meeting & Call Types in Sales Professional

Not all sales activities are created equal. Seeing that you’ve made 300 calls in a month, or had 100 meetings, is great --- but it doesn’t tell the whole story. Were they all introductory calls? Demos? Closing calls? Meetings to negotiate pricing and discounts?

Optimizing your process is all about getting specific with where your team is spending its time.

With today’s update, create custom types for your calls and meetings, set a type for each activity as you log it, and report on your activity types over time.

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[New Video] November's HubSpot Updates in Less Time Than a Coffee Break

Just in time for the holiday season, your HubSpot portal's got a ton of new toys. In this video, we'll walk you through the best new features, from new sales tools to free SSL and beyond. 

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Multiple Email Addresses for Contacts

How many email addresses do you have? If you’re like us, chances are you have more than one. A work email. A personal email. An email address from each of the companies you contract for, or for each of your clients. An email alias (e.g. kristin@acme.com, in addition to ksmith@acme.com). If you have multiple email addresses, it shouldn’t come as a surprise that your customers do too.

With today’s update, you can store additional email addresses in the Email property on your HubSpot contacts.

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Reply to Emails from Timelines in HubSpot

Sales is all about efficiency. The more time you spend switching between systems, the less time you have to build helpful relationships with your prospects and customers.

Previously in HubSpot, email replies were logged in your CRM. But if you wanted to actually respond to those replies --- let’s face it, how many email chains are only two emails long? --- you were forced to leave your CRM, open up your inbox, track down that email, open it, type your reply, log your reply from there, and then return to your CRM to continue your day. Too many steps.

With today’s change, you can reply to those emails without leaving your CRM --- right from the comfort of your contact, company, and deal timelines.

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[Coming 11/13] A Better Way to Associate Activities to Deals

(11/13 update: these changes are now live)

On November 13, the way you associate your sales activities with your deals is getting a major upgrade. From that point forward, you'll have the ability to choose which notes, emails, calls, and meetings roll up to a deal timeline --- rather than having every activity automatically do so. In this article, we'll walk you through why we're making the change and how it works.

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11-minute Recap of INBOUND Product Updates

It’s the most exciting time of the year at HubSpot. In September, we wrapped up our biggest INBOUND event yet --- more than twenty-one thousand people joined us in sunny Boston for a week of inspiration, education, and transformation. Michelle Obama, Brene Brown, John Cena, and dozens more graced the INBOUND stage.

As in years past, INBOUND marks peak product launch season at HubSpot. With that in mind, there’s a slew of new functionality in your HubSpot portal. In the video below, we'll run you through all of it, in less time than it takes to get a cup of coffee.

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[HubSpot Connect] Needls Integration

What’s this integration partner do?

Social media advertising is hard. Needls make it easy by doing it for you.

How does Needls integrate with HubSpot?

Leverage your HubSpot data to create highly targeted ad campaigns using Needls. Two specific examples:

  • Import your HubSpot contacts automatically to create lookalike and custom audiences for your Facebook and Instagram ads. Needls will test these audiences against other relevant audiences that their data-backed system identifies. This speeds up the optimization process and will help your campaign get the best results possible.
  • Import your HubSpot keywords. Needls will automatically generate hundreds of relevant synonyms to find people who express a need or want for your product or service on social media. By identifying these buying signals, they show your ads to these people for optimal targeting.

 

 

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MagneticOne Mobile Integration

What’s this integration partner do?

MagneticOne Mobile creates mobile solutions for CRM users. They create products ranging from business card readers to phone trackers, for dozens of CRMs.

How does MagneticOne Mobile integrate with HubSpot?

With the new integration, easily sync business cards right into HubSpot CRM. Take a photo of a business card using your smartphone, and MagneticOne Mobile will automatically transfer all the relevant contact information into a brand new HubSpot contact. MagneticOne Mobile can recognize and read cards in over twenty-five languages. Even better, you can enrich the contact data you import. Quickly and easily add country phone code and text/voice notes, and save the location you met.

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Three More updates for a Cleaner Timeline

Timelines in HubSpot are where you track every interaction an individual (or company/deal) has with your business. That’s right: every interaction. Page views, sales emails, list memberships, and over a dozen other things. That amount of info is incredibly powerful.

But, in truth, it can make the timeline incredibly overwhelming as well. For contacts with a ton of interactions, sorting through the timeline to find individual engagements is like trying to track down one specific kid at DisneyWorld. There’s plenty of awesome stuff, but it’s nearly impossible to find the thing you’re actually looking for.

With that in mind, in the last few months, we’ve made several changes aimed at making it easier to find what you’re looking for in HubSpot records. First, it was a rollup of all the pageviews in a specific session. Then, it was a new section for upcoming engagements, cordoned off from the rest of the timeline.

Today, we’ve got three more for you.

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[In beta] A New Way to Measure Your Marketing Campaigns

Moving into beta testing today (Sep 26) is a brand new way to analyze and compare your marketing campaigns in HubSpot that tracks their impact across the full lead lifecycle, from first touch to closed won and beyond. In this article, we'll walk you through the backstory, the tool, and the next steps.

(p.s. If you'd prefer a video to a blog post, here's the quick rundown)

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A Small Upcoming Change to Dashboard Emails

One of the best ways to keep your team u p to speed on the progress of your inbound  performance is by se tting up recurring emails of your HubSpot dashboards to all the key stakeholders in your company . In the last few weeks, the process for setting up and sending those emails in HubSpot has gotten more secure and streamlined. 

What's the change?

Recently, the Schedule a recurring email” feature was updated to allow dashboards to be sent only to users of your HubSpot portal. Starting on September 20 , 2017, any previously configured recurring dashboard emails scheduled to be sent to non-users of your portal will no longer be sent. 
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A Slew of New Features for Filtering in HubSpot

Views in HubSpot CRM are your best way to get a quick glance at a set of contacts, companies, or deals. They help you organize and prioritize your process.

Today, views are getting an overhaul, with a goal of making them easier to manage and navigate, cleaner to create, and more flexible to share. Here’s the quick rundown:

  1. Views in HubSpot CRM are now called saved filters.
  2. Saved filters are now accessed via a full-screen management area, rather than a small sidebar dropdown.
  3. You can now favorite up to five saved filters, which will remain pinned to the left-hand sidebar.
  4. Creating a saved filter is now much more spacious. In addition, the five properties you use the most are now surfaced front-and-center when creating a saved filter.
  5. Saved filters can now be shared with a single team. Previously, they could only be private or shared with all.
  6. And finally, for the first time, saved filters are available in HubSpot Marketing, in addition to HubSpot CRM.
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All your HubSpot Product Updates In Less Than 10-Minutes

Each month, we put together a short video highlighting the month's most exciting updates in your HubSpot portal. Here's the video from August.

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Deal Sorting in HubSpot CRM

In sales, you need to see the most important things front and center. The more you have to search and scroll to find what you’re looking for, the less you’ll sell. Plain and simple.

With that in mind, over the past year, you’ve seen several updates aimed at making your CRM’s display more flexible, so that you spend less time searching: the ability to drag, drop, and reorder, and minimize cards on records, a clearer view of web interactions on the timeline, and more.

With today’s update, you can sort your deal board by any property you choose. Sort by amount to put your most valuable deals front and center, by owner to check in on your reps’ deals one-by-one, or whatever’s most important to your team.

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Social Metrics to be Removed from Competitors Report on August 23rd

Update: The four social metrics have now been removed from the Competitors report, effective 8/23/2017.

When it comes to reporting features in HubSpot, we’re on a constant mission to help our customers make better business decisions using data. Sometimes, that means creating new tools — in the past few months, you’ve seen a brand new web analytics dashboard, dozens of new pre-baked reports, improved filtering, and more. Other times, it means making the difficult choice to remove features that provide less value to our customers than we’d hoped.

With that in mind, on August 23rd, these four metrics will be removed from the Competitors report:

  • Facebook fans
  • Has FB page
  • Twitter followers
  • Has Twitter
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Two Updates for a Cleaner Contact Timeline

The contact timeline in HubSpot CRM is where you track every interaction an individual has with your business. That’s right: every interaction. Page views, sales emails, list memberships, and over a dozen other things. That amount of info is incredibly powerful.

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Set Properties for Moving Between Deal Stages

As a sales leader, you need consistent data at every point in your sales process. The more consistent your data, the more predictable your outcomes, and the better you’ll be able to forecast your month, qualify your deals, and coach your reps. But in order to have consistent data, your team needs to have a consistent process.

With that goal in mind, with today’s update, you can ensure that all your reps are collecting the same information as they move deals through the pipeline. And, for those datapoints that are absolutely critical, you can require those properties to be completed before a deal jumps stages.

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A Slew of New Reports for your HubSpot Dashboards

Reporting is the compass that keeps your inbound efforts headed in the right direction. The more deeply you can understand what’s worked in the past, the better you can optimize your future strategy for both your business's growth and your buyers' experience.

In the last few months, you got access to four new social media reports and five new contacts reports, to help you measure even more of your inbound results.

Today, we’re taking that a step further. Moving forward, you’ll have access to an entire library of dozens of out-of-the-box reports that can be added to any of your HubSpot dashboards with one click. No extra fees, no extra clicks, and a whole lot fewer Vlookups to run in Excel.

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[New Video] June's Best HubSpot Product Updates

Just in the nick of time, here are this month's biggest HubSpot product updates in a neat and tidy six-minute video. 

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More Flexible Filtering for your HubSpot Dashboards

Your reporting needs aren't one-size-fits-all, and your dashboards shouldn't be either.

With that in mind, today, your HubSpot dashboards just got a whole lot more flexible with two specific updates:

  1. You no longer need to set dashboard-level filters. With this update, you can now include individual reports with different date ranges, owner or pipeline filters, all in the same dashboard.

  2. If you use the reporting add-on, you can now filter your custom dashboards by owner and pipeline. Previously, those filters were only available on the default marketing and sales dashboards.

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Your Companies Database Now Lives in Your Marketing Navigation

Marketing starts with individual: no matter the nature of your company, you’re trying to convert real people into loyal customers and evangelists of your brand. That’s why your HubSpot Marketing tool is centered around an robust, integrated contact platform.

But if you’re B2B, your organization lives and breathes in the world of the companies those individuals work for. The data you collect about the companies you interact with — size, industry, location, and more — is just as important to your marketing efforts as any trait of the individual contacts.

With that in mind, did you know that your HubSpot Marketing portal comes fully equipped with a company database?

With today’s change, that companies database now lives under “Contacts” in the HubSpot Marketing navigation.

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A New Analytics Engine to Power Your HubSpot data

You need fast, reliable, and trustworthy marketing data, so you can show the value of your marketing efforts and make better business decisions. With that in mind, over the last few months, we've completely rebuilt the back-end HubSpot analytics engine with the goal of providing you with even more robust and precise metrics.

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LinkedIn Sales Navigator, meet HubSpot CRM

Bacon and eggs. Great combination. Peanut butter and jelly. Great combination. Rainy day and a movie. That too. Today, a new duo joins the fray: LinkedIn Sales Navigator and HubSpot CRM.

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Call Queue to be removed from HubSpot CRM on July 10th

When we first built the call queue in HubSpot CRM, the goal was simple: create a tool that helped sales reps work more efficiently and in a more focused way. Over time, you've given us great feedback on the tool, and reviews have been mixed on how well it lives up to that goal.

It helps a sales team call leads faster, sure. But it lacks the flexibility to truly make a sales team more productive. Calling quicker is great, but what about emails and other to-dos? What if you want to set up multiple queues for different types of follow-up? What if you’re following up on a specific deal --- how does the call queue help you to track that down?

With that feedback as our north star, we launched a brand new productivity tool in HubSpot CRM called task queues. If you haven’t checked out task queues, here’s the gist: think of a task queue like a playlist for your tasks. Simply create a task queue for a certain category of to-dos - it could be based on time zone, territory, priority, or anything else you choose. Add tasks to the queue. Press play. Run through your tasks. That’s it.

In short, task queues is the future of getting things done in HubSpot CRM.

With that in mind, on July 10th, the call queue feature will be removed from the CRM.

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[New Video] The Latest and Greatest in HubSpot Product

It's that time once again --- three exciting updates to the HubSpot product, in under five minutes. Give it a watch, and let us know what you think in the comments below.

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Three Big Updates to Properties in HubSpot CRM (including required properties)

If you’re a sales manager, you know how critical speed is to your team’s success. When your reps are creating CRM records, the quicker, the better. The more time they spend entering data, the less time they spend selling. But there’s a caveat: while speed is crucial, if your reps enter the wrong data --- or not enough data --- you end up with a spotty database and an inconsistent process.

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Introducing an Android App for HubSpot CRM

Sales doesn’t always happen from behind a desk. If you’re a field rep --- or even if you’re not --- parts of your process take you on the road. Whether a dinner with a prospect, an in-person demo with a lead, a trade show, or even a busy morning commute, your sales process needs to travel with you.

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Five New Out-of-the-box Reports for your Dashboards

When it comes to measuring your marketing and sales success, it’s not just about running reports; it’s about running the right reports, to tell the right story to the right audience. But, even for the most experienced marketers, data can be overwhelming. Whether running pivot tables in Excel, SQL queries in your BI tool, or even marketing and sales reports in HubSpot, it can be hard to know where to start.

With today’s update, you have five new contacts reports, built around best practices and common use cases, that summarize your lead generation success over time.

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[New Video] Your Need-to-Know Product Updates from April

The best ten minutes of your month are back again: a brand new (April Fool's) edition of the HubSpot product spotlight video is below. Use the chapters on the right-hand-side of the video to find the new features most relevant to your routine, and leave us your feedback using the feedback link.


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Reinvigorated Tasks in HubSpot CRM

If you use HubSpot CRM, you’ll agree: tasks in the tool have been adequate, not exceptional. They’re like eating iceberg lettuce. Not the end of the world, but not mind-blowingly awesome either.

Today, that changes. Task management in HubSpot has a brand new look, and a slew of new functionality to boot. Staying on top of to-dos is pivotal to your sales team’s success. Every missed follow-up is a lost chance at a connection with your prospects and customers. With HubSpot’s new tasks interface, you’ll never let a task slip through the cracks.

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Introducing Your Brand New Web Analytics Dashboard

Your company’s website is the central hub for your prospects’ and customers’ interactions with your online brand. The more information you have about those interactions, the more effectively you’ll be able to design your site around your buyers’ behaviors, and the more business you’ll be able to close from your website at the end of the day.

Your new web analytics dashboard brings a slew of new metrics on your website’s effectiveness --- time on site, new vs. returning visitors, bounce rate, device type (mobile vs. desktop), sessions by country, and more --- into the friendly confines of your HubSpot portal. No extra tools or tracking codes necessary.

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Calling from Companies and Deals in HubSpot CRM

If you’re a sales rep, you spend your day making calls, sending emails, and booking meetings. The more efficient you can be at those three things, the better you’ll be at your job. With today's change, reaching out to your contacts even easier: you can now make calls from company and deal records, in addition to contact records. Fewer clicks in the CRM means time saved means more sales. It’s that simple.

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Opt a Domain Out of Auto-Creation

In HubSpot CRM, you can enable the auto-creation of companies.

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[New Video] Your Monthly HubSpot Product Fix

Let's face it: you're busy. Whether it's executing marketing initiatives or running a sales team, your days are booked. It can be tough to keep up with a HubSpot product that's constantly expanding and improving. With that in mind, you've got a brand new way to stay up to speed on HubSpot's product updates. Watch the Product Spotlight video to get last month's biggest updates in under 8 minutes. What better way to spend your next coffee break?

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New and Improved Engagement Reporting for HubSpot Sales

As a sales leader, the ability to zoom in on specific parts of your team's engagement process is vital. Which reps are making the most calls? Are they connecting or leaving voicemails? How many emails are your BDRs sending? How many meetings are your new reps booking?

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Pinned Notes in HubSpot CRM

When working with a prospect or customer, you need quick access to the most vital and relevant information. As more and more interactions rack up in that person's timeline, this gets a whole lot tougher. Today’s update enables you to pin the most mission-critical note at the top of any record in HubSpot CRM, ensuring the most important information is always front and center for both you and your team.

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Future Date Property Criteria in List Segmentation

Inbound is all about getting the right message in front of the right people at the right time. A key component of that: understanding which of your contacts have important dates coming up relating to your company’s offerings. Which contacts have trial expirations around the corner? Who’s renewing in the next month? Which travelers leave on their trip in the next week? Which home-buyers have a move-in date in the next few days?

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Emailing from Companies and Deals in HubSpot CRM

If you’re a sales rep, you spend your day making calls, sending emails, and booking meetings. The more efficient you can be at those three things, the better you’ll be at your job.

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Visual Editing is now the default view for Workflows

What is it?
As of Friday March 24th, the new Visual Workflow Editor is the default view for all users. The old view will officially be retired. It’s had a good run. We hope you've had time to get aquinted with the new view and have tried out some of the improvements. 

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[New Video] This Month's Most Exciting Product Updates in Under 6 Minutes

Each month, your HubSpot portal gets access to a slew of new features. While we design each and every new feature with the goal of adding value to the tools you use day, we recognize that it can be tough to keep up with so many updates. With that in mind, we've put together a 5-minute video that walks you through this month's most exciting new HubSpot features. Give it a watch, share it with your team, and let us know your feedback in the comments below!

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Introducing Parent-Child Relationships in HubSpot CRM

Let’s say your company sells widgets that are vital to fast food hamburger sales. Your goal is to sell your widgets to every Sprocket Burgers across the globe. While all the locations have the same bright orange emblem out front, they represent completely different franchises with their own unique businesses. One location might have twice as many employees; another might sell more HubNuggets than HubBurgers. With that in mind, you need a way to track your interactions with each franchise separately, but also understand the relationships between them.

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Four New Social Reports for your HubSpot Dashboards

Social media plays a key role in inbound marketing success. But it's not always the easiest thing to measure. It’s critical not only to analyze your social data to gain insights for your next campaign, but also to see your social metrics in the context of your other KPI’s, to understand how your social results align with your overall marketing goals.

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Refreshed Designs for Your Contacts Tools

Your contacts database is your home base for understanding the people interacting with your business. With the goal of making your contacts tools easier to use and more consistent with the rest of your HubSpot platform, we've been working for the last few months on fresh new designs for four screens: All Contacts, the contact record, Lists, and imports.

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[Coming 1/4] An Updated Design for All Contacts screen and Lists

All Contacts and Lists are your home base for understanding the people in your database. With the goal of making these tools easier to use and more consistent with the rest of your HubSpot platform, we've been working for the last few months on fresh new designs for these two screens.

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Introducing a Visual Editing Interface for Your Workflows

As your team scales, automation can get complicated. A single flow turns into three or four, one branch becomes several. More people are involved in the process, and need a quick way to understand your campaigns. Your processes might get more complex, but your tools don’t have to.

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[Coming 1/4] A Visual Refresh for the Contact Record

The contact record in HubSpot is the central hub for information on the people in your database. It stores interactions, engagements, and property information in a single integrated record.

For over a year, the HubSpot product team has been hard at work designing and testing a new look for the contact record that’s cleaner and more modern, while continuing to provide the same great functionality that you’re used to — and more.

We're excited to announce that, on January 4th, all HubSpot customers will move over to the new design. 

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[Now Live] A Refreshed Design for HubSpot CRM

[12/20 Update: As of 12/19, refreshed design for HubSpot CRM is now live to all HubSpot CRM portals.]

HubSpot CRM is a designed to make organizing your interactions with leads and customers simple and straightforward. With that mission in mind, today, we're excited to announce that the CRM will undergo a modern facelift in the coming weeks aimed at bringing a new level of clarity, consistency, and joy to your routine. Rest assured --- the functionality you're used to won't be altered. The refresh will focus solely on the look and feel of HubSpot's apps.

In this article, we'll walk through the timeline of the changes and give you a quick tour of the new design.

Note: If you're not an active user of HubSpot CRM and saw this message above a contact record in your Marketing tool, click here for a preview of the contact record's updated look. This change will go into effect in December.

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Merge Companies in HubSpot CRM

As your business grows, it gets more and more difficult to keep your data clean. With information coming from more places --- inbound, imports, integrations, and more --- inevitably, it’s sometimes necessary to clean things up. Today’s update enables you to keep your company database dupe-free.

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A Visual Refresh for your Marketing Dashboard

For the past few months, you’ve had access to a brand new Dashboard that makes it easier than ever to customize your "morning cup of coffee" marketing metrics. Your feedback on the new interface has been extremely helpful, and we’ve taken it into account as we’ve iterated on the initial design.

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Introducing the HubSpot - join.me Integration

For sales reps, meetings and demos are the name of the game. The more efficiently you can set up and execute those pivotal conversations with your prospects, the better.

With that in mind, today, we're excited to announce an easy-to-use integration between HubSpot CRM and join.me that enables sales teams to quickly create and launch calls, video conferences, and screenshares from within contact, company, and deal timelines in HubSpot. Instant meetings via join.me in HubSpot means fewer clicks for you and no downloads for your prospects, so you can do more demos in a day. And more demos equals more deals. Win-win.

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