, hub Spot is a platform that connects your marketing, sales, and services tools to a unified CRM database . Use the guides below to help you get started with the basics. Definitions for terms used across Hub, and spot’s tools. Create your account, invite team members, and customize your account settings.
What can you automate with HubSpot?
They can book a meeting right on your calendar. Another process that can be automated is creating sales scripts, email templates, and playbooks. You can build templates within Hub. Spot that your team can reference on calls or simply copy and paste into emails. Another great feature is the ability to take and record calls without leaving Hub, and spot.
While we were writing we ran into the query “What are the benefits of using HubSpot?”.
When they log into Hub. Spot, they can check their daily task list and immediately get to work .
How do I create a list in hubspot?
In your Hub. Spot account, navigate to Contacts > Lists. In the upper right, click Create list. In the left panel, select Contact-based to create a list of contacts, or Company-based to create a list of companies. In the right panel, enter a name for the list and select if you want an Active list or a Static list. In the upper right, click Next. In the left panel, set the criteria for the contacts or companies you want to work with. Learn the list criteria available to you and how they work.
At the top of the table, click the More dropdown menu and select Add to static list. In your Hub. Spot account, navigate to Contacts > Contacts. Click the name of the contact you want to add to a static list. In the right panel under the List memberships section, click Manage list memberships.
Some uses of lists in Hub. Spot include: Sending customer satisfaction surveys to contacts with a static list. The above uses are currently not available for company lists. However, you can still create a list to analyze the contacts or companies that fit a certain criteria.
Where is hubspot data stored?
All EMEA (Europe, Middle East, and Africa) Data is stored on Hub. Spot’s product infrastructure that is hosted on Amazon Web Services (AWS) in the United States East region., hub Spot leverages the Google Cloud Platform (GCP) in the EU (Frankfurt, Germany region) to support the processing of local customer data in Europe.
This begs the inquiry “Where is HubSpot’s data hosted?”
, hub Spot’s product infrastructure is hosted on Amazon Web Services (AWS) in the United States East region or AWS in the Germany region. , hub Spot supports regional data hosting.
A frequent question we ran across in our research was “Does HubSpot store data in Germany?”.
As of July 19, net-new Hub. Spot customers will have the option to store their data in our new EU data center located in Frankfurt, Germany., existing hub Spot customers will be eligible to migrate their data to the EU data center beginning in 2022., and learn more., does hub Spot have a SOC 2 Type 2 report ?
When will my HubSpot data migrate to the EU data center?
, existing hub Spot customers will be eligible to migrate their data to the EU data center beginning in 2022. , hub Spot products are hosted with cloud infrastructure providers with SOC 2 Type 2 and ISO 27001 certifications, among others.
What is HubSpot CRM and how does it work?
, hub Spot works with all major email providers, including Google Apps/Gmail, Outlook, and Office365. Once inside Hub. Spot CRM, your dashboard will show all of your contacts, conversations, tasks, deals, and sales tools as well as reports.
, hub Spot has a robust privacy program that is designed to align with many regions’ data hosting needs., hub Spot’s Data Processing Agreement includes the European Commission’s Standard Contractual Clauses (SCCs) as the mechanism to transfer data from the EU to the US.