Missing Out? 6 Underused Hubspot Features [Video]

While many businesses leverage HubSpot, they often don't make the most of what the platform has to offer. Even a barebones HubSpot setup is a fantastic tool for any business, but the HubSpot platform has many powerful tools in its arsenal that many companies don’t use. If HubSpot is so valuable at its most basic, imagine how helpful it could be when all its tools are adequately leveraged.

This article will review six commonly underused HubSpot features we find when working with customers. With many of these HubSpot features available in the starter-level subscriptions, there's no excuse not to use them, especially given their power. 

So let's get started!

HubSpot Conversations (all plans)

HubSpot Conversations is a unified messaging management tool designed to help your team easily navigate large numbers of incoming messages. The HubSpot Conversations tool can channel messages into specific inboxes, manage support tickets generated from visitor conversations, and be used to set up live chatbots to automate interactions with customers and website visitors.

As a native HubSpot feature, HubSpot Conversations allows you to gather data for your analytics on each part of the tool. This way, you can quantifiably monitor the tool's performance and be confident when you make adjustments. 

Because HubSpot Conversations can directly interact with visitors (especially with chatbots), it's important to use it wisely. While streamlining and automating your processes is valuable, ensure that automation never comes at the expense of your user experience. Do not use the HubSpot Conversations tool as an excuse to give less human interaction to your users. 

HubSpot Workflows (Marketing Pro and Enterprise)

HubSpot Workflows is an automation tool designed to automate your marketing, sales, and service processes to make your team more efficient. As a versatile feature, HubSpot Workflows can be configured to perform different tasks depending on your business goals.

For example, HubSpot Workflows can be used to automate content publication. Depending on the user, you may want to tailor the content you invite them to consume. The HubSpot Workflows tool automates this task by sending a tailored stream of content emails depending on the type of visitor you are targeting. This capability is extremely valuable because it allows you to automate the personalization of your content marketing without needing vast amounts of human labor.

Additionally, you can use HubSpot Workflows to automate certain individualized emails, which are sent to individual people at specific times rather than to your whole mailing list en masse.

The best example of this is with abandoned shopping carts. Upon noticing a cart that was abandoned before purchase, a workflow can email the user a reminder. You can even include a small offer, like a discount code, to nudge them into completing their order.

Given that each customer has a unique shopping cart journey, you need a system to track each cart and time each email accordingly. HubSpot Workflows automates this entire process, sending out abandoned cart reminders without you having to lift a finger after the initial setup. 

HubSpot App (all plans)

The HubSpot CRM App is a mobile application that functions as your HubSpot Swiss army knife. While it doesn't add new platform features, the practicality of having so many HubSpot tools at your fingertips is too good to pass up.

The HubSpot App lets you check and manage all of your HubSpot tasks directly from the application. Deadlines, meetings, updates, and reminders are all available, allowing you to seamlessly communicate with your team. Regardless of whether your team members are on mobile or desktop, they'll see your activity, and you'll be able to reach them even if you're not at the office.

The HubSpot App can also help sync information from your phone with your HubSpot portal. This is especially useful when trying to add new contacts to HubSpot. If you met someone at a networking event and want to add them to your mailing list, you can do it in a few seconds through the HubSpot App.

The app itself is very user-friendly. You won't need more than half a day to adjust to using it, so don't feel intimidated to try it, especially since the HubSpot App is completely free.

Try using the dictation feature when you first download the HubSpot App. You'll never feel like typing out a note ever again!

HubSpot Video (Professional)

With video marketing continuously gaining traction, HubSpot Video is a built-in feature that allows you to record, embed, and host videos on your website and in emails, and measure video performance with in-depth reporting.

Whether you're sending a prospecting email, helping a long-time customer, or embedding a how-to tutorial on your knowledge base, video is perfect for communicating clearly and personally. With HubSpot Video, creating and adding videos to your marketing and customer service content is easy. With powerful analytics, you'll have detailed insight into content performance, enabling you to replicate what works and improve what doesn't.

• See how your videos are performing with powerful reporting.
• Provide tailored customer support with one-to-one videos.
• Track video views in your HubSpot CRM database and see how video influences lead conversion.

CRM (all plans)

The HubSpot CRM is a powerful Customer Relationship Management tool that acts as a central database for all your customer data and interactions. While the HubSpot CRM has too many features to list, some key functionalities include:

• Virtual Dashboard: A resource for optimizing your sales funnel by managing scheduled appointments, monitoring contracts, and tracking performance in one place.
• Deal Management: Lets you manage ongoing deals by sorting them by name, size, client, status, or custom-created filters.
• Activity Tracking: Closely tracks customer activity, providing analytics on browsing behavior, purchases, conversations, and user feedback.

Using these features, managing and maintaining your CRM database becomes a straightforward process.

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The true power of the HubSpot CRM is unlocked when it is combined with other HubSpot software, especially the Sales and Marketing Hubs, as all HubSpot tools are designed to sync seamlessly. The HubSpot CRM acts as a bridge between the HubSpot Sales Hub and the HubSpot Marketing Hub. The base HubSpot CRM is free, with no strings attached. For more sophisticated database management and integration tasks, the HubSpot Operations Hub can do the heavy lifting.

SEO Page Optimization (Marketing Pro and Enterprise)

HubSpot's on-page SEO optimizer is an integrated tool that helps you optimize your HubSpot website pages by providing actionable recommendations. This often overlooked tool analyzes global trends and reviews several on-page factors, including:

• Keywords
• Page titles
• Meta descriptions
• Headings
• CTAs
• Media
• Links
• Text content

The HubSpot SEO tool presents its suggestions as a simple checklist, which helps you avoid feeling overwhelmed by recommendations or discouraged because a page is poorly optimized. Since it's just a quick checklist, you won't notice how many things you've tweaked when you've checked all the boxes.

Given how important SEO is and how easy this tool is to use, you should set it up as soon as possible. If your SEO needs optimization, you'll know it right away. If not, then you won't even notice the tool. There's no downside. 

Curious to see how much ROI your business could benefit from purchasing HubSpot? Use the calculator to get your free personalized report.