Filtering contacts

screenElements:
Search Bar
Radio Button

screenPatterns:
Filter & Sort
Search
Bookmarks & Collections
Filter & Sort

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v All filters X
Contacts ¥
5 records Data Qu Quick filters (1) Hide
These filters were set within the current table.
All contacts X My contacts Unassigned contfacts
Contact owner is unknown
(1) Contactow... ¥ X Create date v Last activity da... ¥ Lead status ¥ = All filters (2) Clear All
Search name, phone, er Q Advanced filters (1)
NAME EMAIL PHONE NUMBER CONTACT OWNER Clone Delete
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned Associated Company is known
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
AND
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
OR
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v All filters X
Contacts ¥
6 records Data Qu Quick filters (1) Hide
These filters were set within the current table.
All contacts X My contacts Unassigned contfacts
Contact owner is unknown
(1) Contactow... ¥ X Create date v Last activity da... ¥ Lead status ¥ = All filters (1) Clear All
Search name, phone, er Q Advanced filters (0)
NAME EMAIL PHONE NUMBER CONTACT OWNER This view has no advanced filters.
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned
@ How to use this templ... - - Unassigned
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
v
7 records
All contacts X My contacts Unassigned contacts + Add view (3/50) All views
Contact owner ~ Create date v Last activity da... ¥ Lead status ¥ 3= All filters (0) H Save view
Search Q Export Edit columns
M PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
e
This value is dynamically applied fo the current user  mith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... @ Mobbin Toc
Jane Doe rs@morningstar.co... 482-7768 Unassigned wss  Morningstar, Inc --
jdoe.mobbin@gmail.com
- Unassigned - -
jsmith.mobbin@gmail.com
o . i cia@komscore.fr 714-767-1517 Unassigned Komscore -
jsmith.mobbin@gmail.com
redelivery.co.uk 815-245-4413 Unassigned Redelivery -
Unassigned
spot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v All filters X
Contacts ¥
6 records Data Qf Contact properties
All contacts X My contacts Unassigned contfacts com X
(1) Contactow.. ¥ X Create date ~ Last activity da... ~ Lead status ~ 2= All filters (1)  Clear All Contact information
Associated Company
Search name, phone, er Q Company name
NAME EMAIL PHONE NUMBER CONTACT OWNER Web analytics history
s Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned Number of event completions
@ How to use this templ... - - Unassigned Facebook Ads properties
Company size
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
v
o Pato qualy
5 records
All contacts X My contacts Unassigned contacts + Add view (3/50) All views
(1) Contact ow... ~ Create date v Last activity da... ¥ Lead status ¥ = All filters (2) Clear All H Save view
Search name, phone, er Q Export Edit columns
NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned Komscore -
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Redelivery -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v All filters X
Contacts ¥
Data Qu
6 records 3 < Back
Associated Company
All contacts X My contacts Unassigned contfacts .
@ is equal o
(1) Contactow... ¥ X Create date ~ Last activity da... ¥ Lead status ~ = All filters (1) Clear All Search companies v
is not equal to
Search name, phone, er Q
is known
NAME EMAIL PHONE NUMBER CONTACT OWNER is unknown
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned
@ How to use this templ... - - Unassigned
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ¥
|o Pato qualy
All contacts X My contacts Unassigned contacts + Add view (3/50) All views
(1) Contact ow... ~ Create date v Last activity da... ¥ Lead status ¥ = All filters (1) Clear All H Save view
Search name, phone, er Q Export Edit columns

NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
@ How to use this templ... - - Unassigned - -
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned Komscore -
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Redelivery -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
&
|o Pato qualy
All contacts X My contacts Unassigned contacts + Add view (3/50) All views
Contact owner ~ Create date ~ Last activity da... ¥ Lead status v 3= All filters (0) H Save view
Search name, phone, er Q Export Edit columns

NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
v Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
@ How to use this templ... - - Unassigned - -
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned Komscore -
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Redelivery -
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned @ Hubspot, Inc. -
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
&
|o Pato qualy
All contacts X My contacts Unassigned contacts + Add view (3/50) All views
(1) Contact ow... ~ Create date v Last activity da... ¥ Lead status ¥ = All filters (1) Clear All H Save view

Search Q Export Edit columns
PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
rs@morningstar.co... 482-7768 Unassigned wms  Morningstar, Inc --
- Unassigned - -
cia@komscore.fr 714-767-1517 Unassigned Komscore -
redelivery.co.uk 815-245-4413 Unassigned Redelivery -
spot.com - Unassigned @ Hubspot, Inc. -
Unassigned
ria@hubspot.com - Unassigned @ Hubspot, Inc. -
E] 25 per page ¥
&
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v All filters X
Contacts ¥
6 records Data Qu Contact properties

All contacts X My contacts Unassigned contacts Search Q

(1) Contactow.. ¥ X Create date ~ Last activity da... ~ Lead status ~ 2= All filters (1)  Clear All Most used properties
City

Search name, phone, er Q .
Contact activity

NAME EMAIL PHONE NUMBER CONTACT OWNER Campaign of last booking in meetings ool
s Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned Date of last meeting booked in meetings tool
. . First conversion
@ How to use this templ... - - Unassigned
First conversion date
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
Last Engagement Date
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned Last activity date
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned Last contacted
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned Medium of last booking in meefings fool
Membership notes
E] 25 per page ¥

Message
Next activity date
Now in Sequence
Now in Workflow
Number of sales activities
Number of times contacted
Recent sales email open date
Recent sales email replied date
Recent sales emails clicked date
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v All filters X
Contacts ¥
Data Qu
5 records 3 < Back
Associated Company
All contacts X My contacts Unassigned contacts .
is equal o
(1) Contactow.. ¥ X Create date ~ Last activity da... ~ Lead status ~ 2= All filters (2)  Clear All is not equal to
@ is known
Search name, phone, er Q is unknown
NAME EMAIL PHONE NUMBER CONTACT OWNER
wmw  Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ¥


App detail

appName: HubSpot

appCategory: Business

appTagline: Software, tools, resources for your business

companyHqRegion: US & Canada

companyStage: Public & Mature

platform: web

pageType: Application

hotspotType: Click

screenElements:
Side Navigation
Search Bar

screenElements: Breadcrumbs Carousel Chip Tab

hotspotType: Scroll Vertically

screenElements:
Breadcrumbs
Carousel
Chip
Tab
Side Navigation
Search Bar
Animation & Video
Divider

screenPatterns:
Other Content
Browse & Discover
Video Player
Reviews & Ratings

pageType: Application Application Application Application Application Application Application Application Application Application

allAppCategories: CRM Business

screenKeywords:
% Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
HubSpot App Marketplace
Connect your favorite tools to HubSpot
All categories ~ Search app name or business need... Q
v Discover Data sync by HubSpot
All collections Integrate your apps with Data sync by HubSpot. It packs all the punch of a custom-built connector — two-way sync, custom
Popular Apps field mappings, filtering, historical syncing — in an easy, code-free package.
New Apps
PP 1-45 of 112 results
Free Apps
Apps Built by HubSpot ui /‘
&
Workflow Infegrations
| Data Sync Apps by HubSpot Google Contacts Outlook Contacts Mailchimp
Built by HubSpot Built by HubSpot Built by HubSpot
Apps fo Customize HubSpot CRM Data Sync - Sync Google Contacts Data Sync - Sync Outlook contacts to Data Sync - Sync contacts two-way
Recommended Event Apps with HubSpot contacts phone. Also for Exchange. with a Mailchimp Audience
Top-rated Apps by G2 Leaders 10,000+ installs 10,000+ installs 10,000+ installs
Automation Apps
Apps for Sales and Marketing .
Marketing Attribution Apps p p ’ @
o L . o o~ * ™® _ _ 5..* A ® 2 _B.1_
|% Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
App Marketplace > Sales > Sales Enablement > Google Confacts
e Data Sync - Sync Google Contacts with HubSpot contacts View setup guide &7
HUBSPOT CERTIFIED APP
Overview Features Shared data Pricing Reviews
Details
Provider
HubSpot 7
Total installs
10,000+
Category
>
Features
Languages this HubSpot app is available in
Polish, Dutfch, Japanese, German, Finnish, Swedish,
Portuguese, English, Italian, French, and Spanish
n = | o ‘ Requirements
: : HubSpot Subscription

@ Compatible with your HubSpot plan 7
HubSpot Account Permissions @

Google Contacts Integration Overview No permissions required
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
App Marketplace > Sales > Sales Enablement > Google Confacts
] i ide 7
e Data Sync - Sync Google Contacts with HubSpot contacts View setup guide (5 Install app
HUBSPOT CERTIFIED APP
Overview Features Shared data Pricing Reviews
Details
P LCofgwe  2Umi  3Ogene 4 Revew
- Provider
Choose your sync direction HUbSPOT L‘;l
e Google Contacts Contacts =~ "B HubSpot Contacts Total installs
10,000+
Resolve data conflicts
poose which appwil overwite th other when s unclsa which app hasthe st up-o-date nformation Coregory
Use HubSpot data B
< Ot conficts st ot happan during th frst sy her are o confics, we'l s you ikd mapping s o dcida vt datashoukd ync Lasm more 2 > Sales Enablement
Map your fields
Fleld mappings connect individual lakds with matching information from aach app. You can turn off the default mappings we've crasted for you, o create new Features
Search Q| Atmappigs +
v prfe Sautaton Oefot ) ) ) ) i
Languages this HubSpot app is available in
oo e o L g Polish, Dutch, Japanese, German, Finnish, Swedish,
- Portuguese, English, Italian, French, and Spanish
HubSpot Subscription
@ Compatible with your HubSpot plan 7
. i HubSpot Account Permissions
Google Contacts Integration Overview No permissions required
|e Overview Features Shared data Pricing Reviews View setup guide &
L]

Other tools Google Contacts integrates with
Copper, Microsoft Outlook, Nimble, and iCloud Contacts
Google Contacts Pricing
This integration requires one of the following Google Contacts software subscription plans.

Free

Free for all HubSpot plans

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up fo date and correct pricing information. HubSpot
does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/30/2022
Google Contacts Customer Reviews
3 [ 8
Y% K % 157 Reviews Search Q
Based on 157 ratings

. Filter reviews: Allstars +  All industries +  All company sizes ~ Sort: Newest ~
See all customer reviews
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
Manage apps Build apps
All categories

Discover
Al collections Recommended event integrations Essential apps for marketers

These apps sync your event data to HubSpot, so you can Try out these integrations that are popular with marketers
Popular Apps use it o segment lists, build reports, etc. and recommended by HubSpot.
New Apps
Apps Built by HubSpot
Workflow Infegrations
Data Sync Apps by HubSpot POPUIqr AppS

Explore the most installed apps in the HubSpot Marketplace.

Apps to Customize HubSpot CRM
Recommended Event Apps
Top-rated Apps by G2 Leaders | I @
Automation Apps Gmail Google Calendar HubSpot for WordPress

Built by HubS| Built by HubS| Built by HubS|
Apps for Sales and Marketing ulit by HubSpot ullr by HubSpor ulir by HubSpot

Bring HubSpot fo your inbox with the Book meetings quickly and easily with Integrate HubSpot's lead capture and
Marketing Atfribution Apps HubSpot integration for Gmail. HubSpot and Google Calendar. contact management with WordPress
|% Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
App Marketplace > Sales > Sales Enablement > Google Confacts
e Data Sync - Sync Google Contacts with HubSpot contacts View setup guide &7
HUBSPOT CERTIFIED APP
Overview Features Shared data Pricing Reviews
a0 Details
. » . i Provider
g , HubSpot 7
4 . P, | i
Total installs
L -
i 1 3 / 10,000+
v . 4 e J L Category
) Features
P !
'
Il 0:03/1:21 LD} ) Languages this HubSpot app is available in
—— Polish, Dutfch, Japanese, German, Finnish, Swedish,
Portuguese, English, Italian, French, and Spanish
- : HubSpot Subscription
@ Compatible with your HubSpot plan 7
HubSpot Account Permissions @
Google Contacts Integration Overview No permissions required
|e Overview Features Shared data Pricing Reviews jiexdesiuplouideleY
L]
Los contactos no se sincronizan. O al menos YO nho veo como
De momento no funciona muy bien o al menos no se sacarle el méximo rendimiento
What problem are you trying to solve?
Para mantener sincronizada mi agenda del teléfono con la lista de HubSpot porque la mayoria de los contactos
los guardo en el felefono y asi cuando completo los datos en HubSpot ya tenfo el primer paso completado.
Stefan Gabriel Morosan | Hospitality | 1 employee
Helpful (0) Report
1] 2 3 4 5 Next )
More apps in: Sales Enablement See all
a LGRU ‘0’
Demodesk Luru ClientPoint
Built by Demodesk GmbH Built by luru.app Built by ClientPoint
The first intelligent online meeting tool for sales & Zero friction revenue workspace for sales feams - 5x Quickly Create, Manage, and Track your proposals in
success feams your Productivity HubSpot.
100+ installs 50+ installs 50+ installs
|e Overview Features Shared data Pricing Reviews jiexdesiuplouideleY
L]
Google Contacts Customer Reviews
3 [ 8
Y% K % 157 Reviews Search Q
Based on 157 ratings
. Filter reviews: All stars ~  All industries ~  All company sizes ~ Sort: Newest ~
See all customer reviews
Overall rating ** 2/5
5 ¢ CE 48%
P ip— 23% Apr 13,2023
e ’% h ime al he ti Id h d lly i
24 @ %% The prep time alone ate up the time I cou ave used to manua y Iinsert
1% @ 13% the data
The prep time alone ate up the fime I could have used to manually insert the data. That's an exageration on my
Quality ratings part, but that's what it felt like, and the reason I went with something else
esmmmmmm  Vale © What problem are you trying to solve?
L [ [ I | Ease of use @
it's a customer relationship manager, this should be par of the course by now.
1 1 1 Features & functionality @
C T | T | Support & documentation @ ?? Daniel Ceniza | Market Research | 2 to 5 employees
Helpful (0) Report
Review this app
Share your thoughts with other customers
et e s
Apr 1, 2023
Great CRM @
Great tool for managing contacts. Easy to use. Setup Google Contact sync with relative ease.
|e Overview Features Shared data Pricing Reviews jiexdesiuplouideleY
L]
Shared data
Report this app to HubSpot for inappropriate content or
S DATA SYNC BY HUBSPOT .
behavior
How it works
You can choose whether your contacts sync two-way, or one-way in either direction.
Note: This sync only looks at contacts with a label and/or in the main contacts folder. Contacts in 'Other contacts’ cannot
be synched.
O contacts s jb Contacts
> Default field mappings
> Additional fields available with custom field mappings
Google Contacts integrates with these HubSpot features
CRM
Marketing
Sales
Operations
Other tools Google Contacts integrates with @
|e Overview Features Shared data Pricing Reviews jiexdesiuplouideleY
i HubSpot Subscription
@ Compatible with your HubSpot plan 7
. i HubSpot Account Permissions
Google Contacts InTeg ration Overview No permissions required
Google Contacts sync from HubSpot Google Contacts Subscription
Free plan
Set up a real-time two-way sync between HubSpot and Google Contacts in just a few minutes.
Save fime spent on manual data entry and stop using messy CSV files to handle your imports and exports—let this sync
. Resources
take care of fransferring customer data for you.
. Set id
Two-way sync with your phone's address book 8 Setup guide
B Support website
This sync acts as a complement to having the HubSpot app on your phone. Your phone has its phone numbers read out i HubSpot Community
of Google Contacts, so this continuous two-way background sync makes sure HubSpot's data sits in that same data-
base. You can add contacts or make changes in either system and the update will sync to the other. ,
HubSpot's Google Contacts App
Support
Integ ration features Compare features by HubSpot plan Email support
B Company website
= el -] i
Sync Google Contacts and HubSpot data = e — @ Live chat
Make manual data entry a thing of the past by syncing contacts be- S — €1 Facebook
tween HubSpot and Google Contacts. When records are created or e S S, +1(888) 482-77683
updated in either app, that information will be automatically shared BT Customer support languages
with the other one. Ee— Dutch, English, French, German, Italian, Japanese,
i —— Portuguese, and Spanish
@ Compatible with your HubSpot plan i O cgmanynas
- A = el -]
Custom field mappings = e = Legal Stuff
Custom field mappings are available with Operations Hub Starter or e =] [
up. Custom mappings add the flexibility to create your own map- S e You understand that when using this integration, it's up fo
pings or make changes fo your default ones. : you to comply with applicable laws and regulations, as well
S as the HubSpot AUP and Terms.


Customizing chart

hotspotType: Hover

screenPatterns: Edit Charts

screenElements:
Color Picker
Tile

screenPatterns: Charts Edit Charts

pageType: Application Application Application Application Application

screenKeywords:
Custom Contacts Report ¢ Save
Filters (1) Data Visualization Undo Export
___ J
Frequency: Daily ¥ Color: Y ~ Display options ~
@ Date range: This quarter so far | Frequency: Daily
7, 4/1/2023  « 4/2/2023 4/3/2023 . 4/4/2023 ~ 4/5/2023 . 4/6/2023 « 4/7/2023 = 4/8/2023 \ 4/9/2023 & 4/10/2023
A3V
Total Count of Contacts: 6
Configure pie chart 0% (©)
NS 0% (0)
Displaying: N T
oOoooooob 0% (0)
oOoooooooL
A . ooooooooo
i Last activity date X goooooooon
B oOooooooooo
oOoooooooook
measured by DooooooooEn
50% (3) oOoooooooooo 50% (3)
. oooooooooog
¥ Count of Contacts X Coonnony
oOooooooooo
ooooopooor
\ T
Available properties to display: EEEEEED'
oop~
Message
Entered Stage - Customer
- Date range: This quarter so far | Frequency: Daily
i Now in Workflow
LAST ACTIVITY DATE COUNT OF CONTACTS ©
Create date
4/1/2023 [o]
Contact owner
4/2/2023 [o]
Lifecycle stage
" 4/3/2023 [o]
Created
- 4/4/2023
Get more properties to display in the Data step.
4/5/2023 [o]
|Custom Contacts Report ¢ Save
Filters (1) Data Visualization Undo Export
L J
Frequency: Daily ~  Color: Ml ~  Display options ~
@ Date range: This quarter so far | Frequency: Daily
© 4/1/2023 ® 4/2/2023 4/3/2023 © 4/4/2023 ® 4/5/2023 © 4/6/2023 © 4/7/2023 @ 4/8/2023 @ 4/9/2023 @ 4/10/2023
A3V
Total Count of Contacts: 6
Configure pie chart 0% (©)
0% (0)
Displaying:
playing 0% (0)
Last activity date X
measured by
50% (3) 50% (3)
Count of Contacts X
Available properties to display:
Message
Entered Stage - Customer
- Date range: This quarter so far | Frequency: Daily
i Now in Workflow
LAST ACTIVITY DATE COUNT OF CONTACTS ©
Create date
4/1/2023 [o]
Contact owner
4/2/2023 [o]
Lifecycle stage
" 4/3/2023 [o]
Created
- 4/4/2023
Get more properties to display in the Data step.
4/5/2023 [o]
|Custom Contacts Report ¢ Save
Filters (1) Data Visualization Undo Export
L J
Frequency: Daily ~  Color: Ml ~  Display options ~
@ Date range: This quarter so far | Frequency: Daily r Default
© 4/1/2023 ® 4/2/2023 4/3/2023 © 4/4/2023 ® 4/5/2023 © 4/6/2023 © 4/7/2023 @ 4/8/2023 e
A3V r Orange
Total Count of Contacts: 6
- . Aqua
Configure pie chart 0% (©) . q
0% (0) r Purple
Displaying:
o B el
ellow
i Last activity date x r
Pink
measured by
50% (3) 50% (3) r Bl
. ue
£ Count of Contacts x
. Green
Available properties to display: ’ ]
prop play: % Pattern fill
Message
Customize series
Entered Stage - Customer
- Date range: This quarter so far | Frequency: Daily
i Now in Workflow
LAST ACTIVITY DATE COUNT OF CONTACTS ©
Create date
4/1/2023 [o]
Contact owner
4/2/2023 [o]
Lifecycle stage
" 4/3/2023 [o]
Created
- 4/4/2023
Get more properties to display in the Data step.
4/5/2023 [o]
|Custom Contacts Report ¢ Save
Filters (1) ﬂ Data Visualization Undo Export
L J
Frequency: Daily ~  Color: Ml ~  Display options ~
@ Date range: This quarter so far | Frequency: Daily
® Count of Contacts
4/1/2023 |0
Configure bar chart o
4]
. . [
Displaying: g 4]
. > 4]
i Last activity date X % 4/11/2025 |0
<
measured by ‘g- °
-
4]
£ Count of Contacts x o
3
Available properties fo display: o 0.25 05 0.75 1 1.25 15 175 2 2.25 25 2.75 3 3.25
. Count of Contacts
i Message
i Entered Stage - Customer
- Date range: This quarter so far | Frequency: Daily
i Now in Workflow
LAST ACTIVITY DATE COUNT OF CONTACTS ©
i Create date
4/1/2023 [o]
¥ Contact owner
4/2/2023 [o]
i Lifecycle stage
" 4/3/2023 [o]
i Created
8 4/4/2023
Get more properties to display in the Data step.
4/5/2023 [o]
|Custom Contacts Report ¢ Save
Filters (1) Data Visualization Undo Export
L J
Frequency: Daily ~  Color: Ml ~  Display options ~
@ Date range: This quarter so far | Frequency: Daily
® Count of Contacts
4/1/2023 |0
Configure bar chart o
4]
. . [
Displaying: g 4]
. > 4]
i Last activity date X % 4/11/2025 |0
<
measured by ‘g- °
-
4]
£ Count of Contacts x o
3
Available properties fo display: o 0.25 05 0.75 1 1.25 15 175 2 2.25 25 2.75 3 3.25
. Count of Contacts
i Message
i Entered Stage - Customer
- Date range: This quarter so far | Frequency: Daily
i Now in Workflow
LAST ACTIVITY DATE COUNT OF CONTACTS ©
i Create date
4/1/2023 [o]
¥ Contact owner
4/2/2023 [o]
i Lifecycle stage
" 4/3/2023 [o]
i Created
8 4/4/2023
Get more properties to display in the Data step.
4/5/2023 [o]


Adding a comment

hotspotType: Keyboard Input

pageType: Application Application Application Application Application Application

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Filter by: Filter activity (21/30) v+ Al users ~ ° v Companies (1) + Add
~
. . . Upcomin
Abigail J Smith S ,
Mobbin
Design Manager at Mobbin . 2 o
o . . v Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 mobbin.com & @
abigailsmith.mobbin@gmail.co ® Phone: --
m Follow up with Abigail J Smith
View associated companies
000000 -~ e
04/30/2023 © 8:00 AM No reminder ~
v Deals (1) + Add
v About this contact 0
Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com Type Priority Queue Assigned to Close date: April 30, 2023
Phone number To-do ~ None ~ None ~ Jane Doe ~ Stage: Appointment scheduled ~
+1 (628) 267-9041 . .
View associated deals
R di te | d on Tuesday, April 18, 2023 5:36 PM
Contact owner egarding note logged on Tuesday, April 18,
Jane Doe ~ f P -
Hide comments 3 associations v Tickets (0) + Add
Lifecycle stage
Opportunity ¥ Jane Doe Track the customer requests associated with
this record.
Lead status @jsmith.mobbin@gmail.com Let's set up an onboarding call to discuss the follow
New ¥ up session
Last contacted v Payments (0)
o Collect and track payments associated with this
View all properties View property history B I UL Morev § @ = [ .
contact using HubSpot Payments.
Set up payments
v Communication subscriptions
Abigail J Smith has not specified any April 2023
v~ Attachments
preferences.
N Narae v TAanae DNAas Anrr 12 272072 A+ 5 ZADM (CMTLQ
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. . v Companies (1) + Add
< Contacts Actions Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
)
Upcoming v Deals (1) + Add
v About this contact
v~ Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 Abigail Smith - New Deal
Email | h oAb | N Amount: --
igailsmi i i Follow up with Abigail J Smit!
abigailsmith.mobbin@gmail.com p 9 Close date: April 30, 2023
Phone number Stage: Appointment scheduled ~
Due date Reminder
+1(628) 267-9041 . . . .
04/30/2023 © 8:00 AM No reminder ~ View associated deals
Contact owner
Jane Doe ¥ e
v~ Tickets (0) + Add
Lifecycle stage
Opportunity ¥ Type Priority Queue Assigned fo Track the customer requests associated with
Lead status To-do ~ None ~ None ~ Jane Doe ~ fhis record.
New ¥
Last contacted Regarding note logged on Tuesday, April 18, 2023 5:36 PM v Payments (0)
Add comment 3 associations ~ Collect and track payments associated with this
Vi I til Vi hist
e lew property history contact using HubSpot Payments.
April 2023 Set up payments
v Communication subscriptions
Abigail J Smith has not specified any > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
o . . . o . . . . v Attachments
preferences. Abigail is a creative and highly motivated individual with extensive experience in the
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Filter by: Filter activity (21/30) v+ Al users ~ ° v Companies (1) + Add
~
. . . Upcomin
Abigail J Smith S ,
Mobbin
Design Manager at Mobbin . 2 o
o . . v Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 mobbin.com & @
abigailsmith.mobbin@gmail.co ® Phone: --
m Follow up with Abigail J Smith
View associated companies
000000 - —
04/30/2023 © 8:00 AM No reminder ~
v Deals (1) + Add
v About this contact 0
Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com Type Priority Queue Assigned to Close date: April 30, 2023
Phone number To-do ~ None ~ None ~ Jane Doe ~ Stage: Appointment scheduled ~
+1 (628) 267-9041 . .
View associated deals
R di te | d on Tuesday, April 18, 2023 5:36 PM
Contact owner egarding note logged on Tuesday, April 18,
Jane Doe ~ f P -
Hide comments 3 associations v Tickets (0) + Add
Lifecycle stage
Opportunity ¥ Jane Doe Track the customer requests associated with
Lead status this record.
New ¥
Last contacted v Payments (0)
o Collect and track payments associated with this
View all properties View property history B I UL Morev § @ = [ .
contact using HubSpot Payments.
Set up payments
v Communication subscriptions
Abigail J Smith has not specified any April 2023
v~ Attachments
preferences.
N Narae v TAanae DNAas Anrr 12 272072 A+ 5 ZADM (CMTLQ
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Filter by: Filter activity (21/30) v+ Al users ~ ° v Companies (1) + Add
~
. . . Upcomin
Abigail J Smith S ,
Mobbin
Design Manager at Mobbin . 2 o
o . . v Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 mobbin.com & @
abigailsmith.mobbin@gmail.co ® Phone: --
m Follow up with Abigail J Smith
View associated companies
000000 - —
04/30/2023 © 8:00 AM No reminder ~
v Deals (1) + Add
v About this contact 0
Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com Type Priority Queue Assigned to Close date: April 30, 2023
Phone number To-do ~ None ~ None ~ Jane Doe ~ Stage: Appointment scheduled ~
+1 (628) 267-9041 . .
View associated deals
R di te | d on Tuesday, April 18, 2023 5:36 PM
Contact owner egarding note logged on Tuesday, April 18,
Jane Doe ~ f P -
Hide comments 3 associations v Tickets (0) + Add
Lifecycle stage
Opportunity ¥ Jane Doe Track the customer requests associated with
Lead status @id this record.
New ¥
jsmith.mobbin@gmail.com
Last contacted v Payments (0)
o Collect and track payments associated with this
View all properties View property history B I UL Morev § @ = [ .
contact using HubSpot Payments.
Set up payments
v Communication subscriptions
Abigail J Smith has not specified any April 2023
v~ Attachments
preferences.
N Narae v TAanae DNAas Anrr 12 272072 A+ 5 ZADM (CMTLQ
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Filter by: Filter activity (21/30) v+ Al users ~ ° v Companies (1) + Add
~
. . . Upcomin
Abigail J Smith S ,
Mobbin
Design Manager at Mobbin . 2 o
o . . v Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 mobbin.com & @
abigailsmith.mobbin@gmail.co ® Phone: --
m Follow up with Abigail J Smith
View associated companies
000000 - —
04/30/2023 © 8:00 AM No reminder ~
v Deals (1) + Add
v About this contact 0
Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com Type Priority Queue Assigned to Close date: April 30, 2023
Phone number To-do ~ None ~ None ~ Jane Doe ~ Stage: Appointment scheduled ~
+1 (628) 267-9041 . .
View associated deals
R di te | d on Tuesday, April 18, 2023 5:36 PM
Contact owner egarding note logged on Tuesday, April 18,
Jane Doe ~ f P -
Hide comments 3 associations v Tickets (0) + Add
Lifecycle stage
Opportunity ¥ Jane Doe Track the customer requests associated with
this record.
Lead status @jsmith.mobbin@gmail.com
New ¥
Last contacted v Payments (0)
o Collect and track payments associated with this
View all properties View property history B I UL Morev § @ = [ .
contact using HubSpot Payments.
Set up payments
v Communication subscriptions
Abigail J Smith has not specified any April 2023
v~ Attachments
preferences.
N Narae v TAanae DNAas Anrr 12 272072 A+ 5 ZADM (CMTLQ
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
Upcoming
< Contacts Actions ~ ° v Companies (1) + Add
v Task assigned to Jane Doe Actions ¥ Due: Apr 30, 2023 at 8:00 AM GMT+8 .
Abigail J Smith b T S
g Follow up with Abigail J Smith Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Due date Reminder Phone: --
m 04/30/2023 © 8:00 AM No reminder ~
View associated companies
00000Q 0
v Deals (1) + Add
~  About this contact Type Priority Queue Assigned to
To-do ~ None ~ None ~ Jane Doe ~ Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com . | ) ) | Close date: April 30, 2023
Regarding note logged on Tuesday, April 18, 2023 5:36 PM .
Ph g 9 99 ¥, AP Stage: Appointment scheduled ~
one number
+1 (628) 267-9041 Hide comment 3 associations v
View associated deals
Contact owner Jane Doe Apr 18, 2023 at 5:38 PM GMT+8
Jane Doe ¥ @jsmith.mobbin@gmail.com Let's set up an onboarding call to discuss the follow up i
. v Tickets (0) + Add
Lifecycle stage session
Opportunity ¥ Jane Doe Track the customer requests associated with
Lead status this record.
New ¥
Last contacted v Payments (0)
o Collect and track payments associated with this
View all properties View property history B I UL Morev § @ = [ .
contact using HubSpot Payments.
Set up payments
v Communication subscriptions
Abigail J Smith has not specified any April 2023
v~ Attachments
preferences.
N Narae v TAanae DNAas Anrr 12 272072 A+ 5 ZADM (CMTLQ


Adding filters

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 A ‘ v
< Back to lists
Design Contacts ¢
Estimated size: -- contacts @
Filters A Test contact Discard changes Edit filter Close editor
Group 1 1] First conversion date 2 0
[l is equal to v
First conversion date is equal fo MM/DD/YYYY
AND
+ Add filter /
oF l@%/
+ Add filter group
Add filters to start building your list
Your filtered results will appear here.
|< Back to lists

Design Contacts ¢

Estimated size: -- contacts @

Filters A Test contact Discard changes Add filter Cancel
Step 2: Select a filter to add
Group 1 L All categories > Contact properties
Search in contact properties Q
OR Contact activity
Campaign of last booking in meetings tool /
Date of last meeting booked in meetings tool
First conversion @
=)

First conversion date
Last Engagement Date
Last activity date Add filters to start building your list
Last contacted Your filtered results will appear here.
Medium of last booking in meetings fool
Membership notes
Message
Next activity date
Now in Sequence @
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 A ‘ v
< Back to lists
Design Contacts ¢
Estimated size: O contacts @
Filters A Test contact Discard changes Edit filter Close editor This is only a preview of your list.
Save this list to begin processing the full results.
Group 1 ® T First conversion date 2 0
[l is equal to v
First conversion date is equal to 04/18/2023 04/18/2023
(EDT)
AND
+ Add filter
OR
+ Add filter group
Your preview has no matches
There may be contacts in the final list. Save your list to confinue searching.
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Back to lists
Design Contacts ¢
Estimated size: O contacts @
Filters A Test contact Discard changes Edit filter Close editor This is only a preview of your list.
Save this list to begin processing the full results.
Group 1 ® T First conversion date 2 0
[l is equal to v
First conversion date is equal to 04/18/2023 04/18/2023
(EDT)
AND 1]
Page View
¢ | has at least one Page View of a URL equal
to https://mobbin.com
e | + Add filter
AND
+ Add filter Your preview has no matches
There may be contacts in the final list. Save your list to confinue searching.
OR
+ Add filter group
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v Q 'I:'l!‘ Q {9 A ‘ o«
< Back to lists
Processing is complete. Your list has been processed and is now ready to use. X
Design Contacts ¢ list Q
Size: O contacts
Filters Performance
L J
Filters A& Test contact
Group 1
First conversion date is equal to 04/18/2023
(EDT)
No contacts match these filters
Try changing your filters to search again.
|Contacts Conversations v Marketing v Sales v  Service v Automation v Reports v (o} " o) {9 A ’ >
< Back to lists
Design Contacts ¢ Search in list Q
Size: 0 contacts
Filters Performance
L J
Filters [T — This list is processing.
This can take a while depending on your filters and how many records you have. You can close this window and check back later.
Group 1
First conversion date is equal to 04/18/2023 O
(EDT) Getting list of contacts
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'I:'l!‘ ‘I:f' {9 a ‘ >

< Back to lists

Design Contacts ¢

Estimated size: -- contacts @

Filters A& Test contact
This list doesn't have any filters
Add filters to start building your list
Your filtered results will appear here.
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 A ‘ v

< Back to lists

Design Contacts ¢

Estimated size: -- contacts @

Filters A Test contact Discard changes Edit filter Close editor
Group 1 1] First conversion date 2 0
[l is equal to v
First conversion date is equal fo MM/DD/YYYY
AND
April 2023

+ Add filter < pri >

Su Mo Tu We Th Fr Sa %
OR 1
2 3 4 5 6 7 8 QZZ
+ Add filter group
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29 . A R
o Add filters to start building your list
3
Your filtered results will appear here.
Today Clear
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
< Back to lists
Design Contacts ¢
Estimated size: -- contacts @
Filters A& Test contact Discard changes Add filter Cancel
Step 1: Select a filter category
Group 1 1]
Search in filter categories Q
Your filter will appear here
CURRENT OBJECT
OR .
Contact properties
ASSOCIATED OBJECT INFORMATION /7
Company properties
Deal properties
Invoice properties
Line Item properties
Add filters to start building your list
Product properties
Your filtered results will appear here.
Quote properties
Sequence enrollment properties
Ticket properties
ASSOCIATED CRM ACTIVITIES
Activity properties @


Link a new device

appName: Signal

appCategory: Social Networking

appTagline: Say “hello” to privacy

companyStage: Growth Stage

platform: ios

hotspotType: Tap

screenElements: Icon Badge

screenPatterns:
Settings & Preferences
Camera & Scanner

allAppCategories:
Communication
Social Networking

screenKeywords:
Done Settings
Judy Smith
+1628-267-9041

@ Account

(5) Linked Devices
Q) Donate to Signal
O Appearance

(D Chats

(] stories

[\ Notifications

@] Privacy

= Data Usage

5 Payments BETA
|9:41 all ¥ @
£ Link New Device
Scan the QR code that is displayed on the device you want
to link.
O
|£ Linked Devices
Link New Device
Scan QR Code to link a new device.
. ]


Uploading an attachment

pageType: Application Application Application

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Abigqil J Smith X
Contacts ~ Data Quality v Attachments Add ~
7 records

See the files afttached t
All contacts X My contacts Unassigned contfacts ee the Tiles aflached 18 Upload new
uploaded to this record.
.. . . Choose existing
Contact owner ~ Create date ~ Last activity da... ¥ Lead status ¥ = All filters (0)
v Contact create attribution
Search name, phone, er Q
NAME EMAIL PHONE NUMBER CONTACT OWNER Aftribution model:  Linear ~
@ Abigail J Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... Date range: All fime
A i ® Other Lead Creation
v Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned
@ How to use this templ... - - Unassigned
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ~ Show all interactions
Open attribution report builder
v List memberships Manage
Use lists to segment this record for reporting,
email, and automation.
View record
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Abigqil J Smith X
Contacts ~ Data Quality v Attachments Add ~
7 records

See the fil ttached t tiviti
All contacts X My contacts Unassigned contfacts <€ The Tiles artached 1o your activities or
uploaded to this record.
Contact owner ~ Create date ~ Last activity da... ¥ Lead status ¥ 3= All filters (0)
v Contact create attribution
Search name, phone, er Q
NAME EMAIL PHONE NUMBER CONTACT OWNER Aftribution model:  Linear ~
@ Abigail J Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... Date range: All fime
A i ® Other Lead Creation
v Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned
@ How to use this templ... - - Unassigned
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ~ Show all interactions
Open attribution report builder
v List memberships Manage
Use lists to segment this record for reporting,
email, and automation.
View record
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Abigqil J Smith X
Contacts ~ Data Quality v Attachments Add ~
7 records

All contacts X My contacts Unassigned contfacts B About _ Mobbin.pdf (23.6KB) X
Contact owner ~ Create date ~ Last activity da... ¥ Lead status ¥ 3= All filters (0)
v Contact create attribution
Search name, phone, er Q
NAME EMAIL PHONE NUMBER CONTACT OWNER Attribution model:  Linear ~
@ Abigail J Smith abigailsmith.mobbin@gma... +1(628) 267-9041 Jane Doe (jdoe.mobbin... .
Date range: All time
. . © Other Lead Creation
v Kerry Summers (Sam... ksummers@morningstar.co... 482-7768 Unassigned
@ How to use this templ... - - Unassigned
@ Sean Garcia (Sample ... sean.garcia@komscore.fr 714-767-1517 Unassigned
@ Rebekah Wang (Sam... rwang@redelivery.co.uk 815-245-4413 Unassigned
@ Brian Halligan (Sampl... bh@hubspot.com - Unassigned
@ Maria Johnson (Samp... emailmaria@hubspot.com - Unassigned
E] 25 per page ~ Show all interactions
Open attribution report builder
v List memberships Manage
Use lists to segment this record for reporting,
email, and automation.
View record


Trial guide

screenElements: Illustration Tab

screenPatterns:
Guided Tour & Tutorial
Acknowledgement & Success

pageType: Application Application Application Application

screenKeywords:
/
Social \ e
J .
Publish, monitor, and report Explore lT,he Social
on all your social media é ?& . foo .In an
. interactive demo
efforts in one place
Custom report
builder Explore the custom
report builder in an
Gather insights from all of .p .
] interactive demo
your CRM and marketing data
MORE TO EXPLORE
> View all trial features
HAVE QUESTIONS?
€ Marketing Hub learning center % Talk to sales @
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
Trial Guide
Explore your trial to the fullest with this step-by-step guide
% Marketing Hub Professional #3 Operations Hub Professional ¢ Sales Hub Professional
. Add email address(es)
(bR Invite your teammates
4% :
NS, . . Email address
’ / Let your teammates help you evaluate our features by adding
< .
Y Y them to your trial PN
SEO //}
% Explore the SEO
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS | Kf
Automate marketing efforts Explore workflows
to tailor emails, content, &% \\' in an interactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Qa o 'E'-!‘ o Q {9 a ‘ v
User Guide
| Get Started Track your deals in one place
O
. Improve your sales outreach with efficient email femplates and fracking
Marketing Hub Free
Sales Hub Free
Service Hub Free 0
Operations Hub Free Setup complete
CMS Hub Free Great job! You are now ready to put your tools to work.
@ View your plan [y
v Show completed (6)
‘0
=~ Send marketing emails to potential customers
@ Create effective email campaigns aimed at converting your lists of contacts
(——— 50% complete
3 tasks left (About 6 minutes)
v Show more
PIN Srniel,vr cannacst with lacdde Arna A ANRAa
|. 4
Social \ (
. . y Explore the Social . i
Publish, monitor, and report P tool i Connect your social Draft your first
on all your social media . o0 .|n an accounts social post
. interactive demo
efforts in one place
(| v v v
Custom report
builder Explore the custom
report builder in an
Gather insights from all of .p .
] interactive demo
your CRM and marketing data
MORE TO EXPLORE
> View all trial features
HAVE QUESTIONS?
& Marketing Hub learning center % Talk to sales @


Getting started

screenElements: Dialog Illustration

screenPatterns:
Guided Tour & Tutorial
Feature Info
Account Setup

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
Take a demo of your Sales
tools
It's the fastest way fo get up to speed with your new tools.

n
e

V\%

\//

Takes about 3 minutes
|S —————

HubSpEot
< Back

What would you like to do

with HubSpot first?

Pick your most important business goal now, and we’ll

set you up to achieve it. Don't worry, you can always

explore more in the future.

Let's grow together
(S IGCI we'll get you set up in 3 easy steps.
Skip without picking a goal
|e ——————
HubSpEot
< Back
What would you like to do ¢°
with HubSpot first? ;
Pick your most important business goal now, and we’ll
set you up to achieve it. Don't worry, you can always
explore more in the future.
. . . Send marketing emails to potential
@ Send marketing emails to potential customers customers
we'll help you:
Track your deals in one place
@ Use our library of templates fo create
beautiful marketing email campaigns
Create a set of high-performing sales tools @ See how your campaigns are performing
and converting recipients into customers
designers or IT
Skip without picking a goal
|R RRRRRREEEEERERREEREREEEEERRRRRRRREEEEEERRRERRRRRRREEEERREEEEREEREERRREEEEEERRRRRRRERRERREEEEEEEREEEEEEEERRREEERRREEEEEEEREREEEESESESEEEEEEEE—G————.
HubSppt

How would you like to get

started?
Quick start
Choose from preset options to optimize your marketing,
set up a sales process, or boost your online presence
Manual setup

@ We'll guide you through starting from scratch
|S ————

HubSpbt
< Back

Which part of the CRM

platform do you want to

explore first? ‘,

Don't worry, you can explore the other areas later. :

| -

o A \7
{' |
e I want a general HubSpot has everything you need to grow
overview better. pick your first focus area, and we’ll get
you started with the right help.
|I

HubSpbt
< Back

Which of these sounds

most like you?

This will help us to give you the best start. { ?

I have never used a CRM before /‘/‘Q ;
I'm new to HubSpot, but I have used a CRM before e e \I
I know my way around HubSpot pretty well
ey poTRIETly vour CRM is the central place for all your
marketing, sales, and service information.
|e ——————
HubSpHt
< Back
What would you like to do
with HubSpot first? @
Pick your most important business goal now, and we’ll
set you up to achieve it. Don't worry, you can always NI~ /
explore more in the future.
. ] . Create a set of high-performing
Send marketing emails to potential customers
sales tools
we'll help you:
Track your deals in one place
@ Turn your best sales emails into templates
you can reuse and optimize
@ Create a set of high-performing sales tools @ Track your email open rates, log calls with
contacts, and book meetings in one place
set and meet sales goals
Skip without picking a goal
|R RRRRRREEEEERERREEREREEEEERRRRRRRREEEEEERRRERRRRRRREEEERREEEEREEREERRREEEEEERRRRRRRERRERREEEEEEEREEEEEEEERRREEERRREEEEEEEREREEEESESESEEEEEEEE—G————.
HubSpot
L]
How would you like to get
started?
Quick start
Choose from preset options to optimize your marketing,
set up a sales process, or boost your online presence
Manual setup
We'll guide you through starting from scratch
Next >


Setting up sync

screenElements:
Switch
Status Dot
Loading Indicator

screenPatterns:
Acknowledgement & Success
Acknowledgement & Success
Other Action
Loading

pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
. \
Connect Google Contacts
Jane Doe
jdoe.mobbin@gmail.com
Set up sync
Sync data the way you want. We'll walk you through the setup.
|Contact sync Sync is OFF Save and sync
Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
L J
@ What happens when sync is ON?
# Configure Edit
e Google Contacts contacts % HubSpot contacts
Use HubSpot data when there’s a data conflict
Values in HubSpot overwrite Google Contfacts when it’s unclear which one has the most up-to-date information.
Field mappings
4 fields will be kept in sync  Hide ~
STATUS @ GOOGLE CONTACTS "% HusspoT
@ Prefix Salutation
@ First Name First Name
@ Last Name Last Name
@ Emails Email
= Limit i
Svne filters
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
€ Rl Contact sync is on. S
H < Back to connected apps
Seh‘mgs O\ If there is a lot of data, syncing can take up to a few hours. You'll receive a
notification when your contacts are in sync. . -
Google Contacts Data Quality | Actions ~
Your Preferences @ Jane Doe | jdoe.mobbin@gmail.com ~
General
Notifications A i
Sync overview Feature discovery §3, Support resources
Security
All object syncs ~
Account Setup
Account Defaults OBJECT SYNCS * IN SYNC © FAILING © EXCLUDED ©
Users & Teams Contact sync
O v O - O - O - Actions ~
Integrations v @® On | Processing O HubSpot records
Marketplace Downloads
Tracking & Analytics v
Privacy & Consent
Data Management
Properties
Objects v
Import & Export
Tools
Meetings @
|Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
L J
Automatic associations
We do our best to bring existing associations between records into HubSpot, though not all apps will support this.
You can view available associations in the field mappings section of each sync, when you filter by "Association mappings.” Learn more
Automatic deletions
X Unavailable
If you need to delete data from Google Contacts, please refer to their documentation. If you need to delete data from HubSpoft, you can follow the standard process or refer to our
knowledge base documentation. Learn more
|Contact sync Sync is OFF Next
Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
———

@ Last Name Last Name Default
Company ﬁlzs;ziqfed Company Default
Job Title Job Title Default

@ Emails Email Default
Phones Phone Number Default
Phones (mobile) Mobile Phone Number Default
Phones (fax) Fax Number Default
Websites Website URL Default
Addresses Address Default

+ Add a mapping
|Contact sync Sync is OFF Next
Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
———

@ Last Name Last Name Default
@ Company ﬁlzs;ziafed Company Default
&) Job Title Job Title Default
@ Emails Email Default
@ Phones Phone Number Default
@ Phones (mobile) Mobile Phone Number Default
@ Phones (fax) Fax Number Default
@ Websites Website URL Default
@ Addresses Address Default
+ Add a mapping
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
€ Rl Contact sync is on. S
H < Back to connected apps
Seh‘mgs O\ If there is a lot of data, syncing can take up to a few hours. You'll receive a
notification when your contacts are in sync. . -
Google Contacts Data Quality | Actions ~
Your Preferences @ Jane Doe | jdoe.mobbin@gmail.com ~
General
Notifications A i
Sync overview Feature discovery §3, Support resources
Security
All object syncs ~ S Sync now
Account Setup ! v e
Account Defaults OBJECT SYNCS * IN SYNC © FAILING © EXCLUDED ©
Users & Teams
Contact sync i
v N v 0 v 0 v 11 Actions ¥
Integrations v @® On | Listening for changes
Marketplace Downloads
Tracking & Analytics v
Privacy & Consent
Data Management
Properties
Objects v
Import & Export
Tools
Meetings @
|Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
C____________________________J
Map your fields
Field mappings connect individual fields with matching information from each app. You can furn off the default mappings we’ve created for you, or create
new custom mappings that are unique to your business. Learn more
Search Q All mappings ~
GOOGLE
STATUS O ontacrs P Husspor MAPPING TYPE©
@ Prefix Salutation Default
@ First Name First Name Default
@ Last Name Last Name Default
@ Company Associated Company Default
Name
(V) Job Title Job Title Default
v See more
+ Add a mapping
|Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
L J
Reduce the chance of duplicates
Only sync contacts with an email address
This infegration matches records in each app based on email address. Syncing only contacts with an email address helps prevent duplicate records from being created. Learn more
Limit which records sync
All records are included in the sync by default. Choose criteria to limit which ones will sync.
© c00GLE CONTACTS — P Husspor
None
O Husspor — © Gc0o0GLE CONTACTS
Contacts syncing from HubSpot to Google Contacts
All contacts
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 @ ‘ v
< Dashboard
seﬂ.ings O\ < Back to connected apps
Google Contacts Data Quality
Your Preferences @ Jane Doe | jdoe.mobbin@gmail.com ~
General
Notifications . .
Sync overview Feature discovery §3, Support resources
Security
All object syncs ~ S Sync now
Account Setup ! v b
Account Defaults OBJECT SYNCS * IN SYNC © FAILING © EXCLUDED ©
Users & Teams
Contact sync i
7 0 12 Actions ¥
Integrations v @® On | Listening for changes
Marketplace Downloads
Tracking & Analytics v
Privacy & Consent
Data Management
Properties
Objects v
Import & Export
Tools
Meetings @
|Google Contacts | Jane Doe
A show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
L}
Choose your sync direction
e Google Contacts Contacts - v % HubSpot Contacts
Resolve data conflicts
Choose which app will overwrite the other when it's unclear which app has the most up-to-date information.
Use HubSpot data
Data conflicts most often happen during the first sync. If there are no conflicts, we’ll use your field mapping rules fo decide what data should sync. Learn more
Map your fields
Field mappings connect individual fields with matching information from each app. You can furn off the default mappings we’ve created for you, or create
new custom mappings that are unique to your business. Learn more
Search Q All mappings ~
GOOGLE
STATUS O ontacrs P Husspor MAPPING TYPE©
@ Prefix Salutation Default
@ First Name First Name Default
|—y
Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
C_______________________J
@ Emails Email
= Limit i
Sync filters
The following contacts will sync  Hide ~
“Y Husspor — @ GOOGLE CONTACTS
Email address is known
We'll update existing records and create new records in Google Contacts
&® Organize Edit
Automatic associations
We do our best to bring existing associations between records into HubSpot, though not all apps will support this.
Automatic deletions
X Unavailable
|Set up sync Google Contacts | Jane Doe
Choose an object to sync
Objects are categories used to organize your data. Standard objects include contacts, companies, and more.
Contact sync
@ Sync with Google Contacts contacts
|Contact sync Sync is OFF Save and sync
Google Contacts | Jane Doe
AN show tour ¥ 1. Configure 2. Limit 3. Organize 4. Review Actions ¥
C_______________________J
@ Emails Email
= Limit Edit
Sync filters
The following contacts will sync  Hide ~
“Y Husspor — @ GOOGLE CONTACTS
Email address is known
We'll update existing records and create new records in Google Contacts
&® Organize Edit
Automatic associations
We do our best to bring existing associations between records into HubSpot, though not all apps will support this.
Automatic deletions
X Unavailable


Email

screenKeywords:
Contacts v Conversations v Marketing Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
Marketing Emil
Manage Analyze Health
L J
List Folders Search for emails Q Campaign: All campaigns ~ Type: All emails ~ @ Manage columns Export
| All emails
TITLE LAST UPDATED + OPEN R...
Draft
Thank You a few seconds ago 0%
@ Scheduled ® Published Automated Email — Updated 4/19/2023 by Jane Doe 9 ©
® Sent
New email a minute ago 0%
Archived Draft Automated Email — Updated 4/19/2023 by Jane Doe 9 ©
Welcome to JD Mobbin
9 hours ago 50%
Email tools ® sent — Updated 4/19/2023 by Jane Doe
z
@2
©
Import from other
provider
Connect to another provider
to import your contacts
< || >
Email bounce tools ~
Email list tools ~
More tools ~
|Contacts v Conversations v Marketing Sales v Service v Automation v Reports v Q 'tl-!‘ Q {9 a ‘ o«
Marketing Emil
Manage Analyze Health
L J
+
. . +
Create your first email e
Engage your contacts with marketing emails from HubSpot. Choose from a
range of templates and email types to find the one that's right for you.
|Contacts v Conversations v Marketing Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guide Ads
Explore your trial to the fullest il
Landing Pages
’ Marketing Hub Professiond - b Professional ¢ Sales Hub Professional
ocia
Website >
Add email address(es)
i“g - pammates
NS, . . Email address
’ /' Campaigns elp you evaluate our features by adding
N D
g Files and Templates > ;)

Lead Capture >

SEO //k
& Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS Expl Kf
Automate marketing efforts Xplore workriows
to tailor emails, content, &% \\' in an interactive @
offers, and outreach at scale 2 ,.\ demo
2


Starting a free trial (Operations)

screenKeywords:
|o @ pota aualiy
All contacts X My contacts Unassigned contacts + Add view (3/5) All views
Contact owner ~ Create date ~ Last activity da... ¥ Lead status ¥ 3= All filters (0) H Save view
Search name, phone, er Q Export Edit columns

NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
@ 3. How to delete samp... - - Unassigned - -
@ 4. About HubSpot's Li... - - Unassigned - -
@ Helpful Knowledge Ar... - - Unassigned - -
@ 1. Preparing a file for ... - - Unassigned - -
@ 2. HubSpot's default c... - - Unassigned - -
@ 3. There are some def... - - Unassigned - -
@ 2. This template inclu... - - Unassigned - -
@ What you should know: - - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
Q 1. This template inclu... - - Unassigned - -
@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE... - - Unassigned - -

E] 25 per page ¥
|o Pato qualy
All contacts X My contacts Unassigned contacts + Add view (3/50) All views
Contact owner ~ Create date ~ Last activity da... ¥ Lead status ¥ 3= All filters (0) H Save view
Search name, phone, er Q Export Edit columns

NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
@ 3. How to delete samp... - - Unassigned - -
@ 4. About HubSpot's Li... - - Unassigned - -
@ Helpful Knowledge Ar... - - Unassigned - -
@ 1. Preparing a file for ... - - Unassigned - -
@ 2. HubSpot's default c... - - Unassigned - -
@ 3. There are some def... - - Unassigned - -
@ 2. This template inclu... - - Unassigned - -
@ What you should know: - - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
Q 1. This template inclu... - - Unassigned - -
@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE... - - Unassigned - -

E] 25 per page ¥ @
|0 Upgrade to Operations Hub Professional

* +
Monitor the health of 4

L] L]

your data and simplify
clean up
Get at-a-glance insights and quickly identify the sources of §
data quality issues. Use HubSpot-generated . \\
recommendations to find properties with issues, duplicate
records, and out-of-sync apps. ®
NS


Contacts

screenElements:
Dropdown Menu
Carousel

screenKeywords:
o @ pota aualiy
All contacts X My contacts Unassigned contacts + Add view (3/5) All views
Contact owner ~ Create date ~ Last activity da... ¥ Lead status ¥ 3= All filters (0) H Save view
Search name, phone, er Q Export Edit columns

NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
@ 3. How to delete samp... - - Unassigned - -
@ 4. About HubSpot's Li... - - Unassigned - -
@ Helpful Knowledge Ar... - - Unassigned - -
@ 1. Preparing a file for ... - - Unassigned - -
@ 2. HubSpot's default c... - - Unassigned - -
@ 3. There are some def... - - Unassigned - -
@ 2. This template inclu... - - Unassigned - -
@ What you should know: - - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
Q 1. This template inclu... - - Unassigned - -
@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE... - - Unassigned - -

E] 25 per page ¥
|o @ pota aualiy
All contacts X My contacts Unassigned contacts + Add view (3/5) All views
Contact owner ~ Create date '0 Last activity da... ¥ Lead status ¥ 3= All filters (0) H Save view
Search name, phone, er Q Export Edit columns

[

NAME EMAIL PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
@ Abigail Smith abigailsmith.mobbin@gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... - -
@ 3. How to delete samp... - - Unassigned - -
@ 4. About HubSpot's Li... - - Unassigned - -
@ Helpful Knowledge Ar... - - Unassigned - -
@ 1. Preparing a file for ... - - Unassigned - -
@ 2. HubSpot's default c... - - Unassigned - -
@ 3. There are some def... - - Unassigned - -
@ 2. This template inclu... - - Unassigned - -
@ What you should know: - - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
Q 1. This template inclu... - - Unassigned - -
@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE... - - Unassigned - -

E] 25 per page ¥
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Qa o 'E'-!‘ o Q {9 a ‘ v
19 records i

All contacts X My contacts Unassigned contacts + Add view (3/5) All views

Contact owner ~ Create date v Last activity da... ¥ Lead status ¥ 3= All filters (0) H Save view

Search namephane erQ Export Edit columns

[ : x
NA Concht properfles PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
¢ @gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... -- --
We have a list of default properties,
‘ like email, phone number, and city. - Unassigned - -3
But if you can’t find the right one,
‘ < create your own in settings and - Unassigned - N
q match your CRM fo your own needs _ Unassigned _ B
(you can also create them while you
‘ import your contacts). - Unassigned - -3
‘ 3/3 - Unassigned - -
e B UnGSSIQned B 1
‘ - Unassigned - -
Don't show these hints .
q - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
Q 1. This template inclu... - - Unassigned - -
@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE.. - - Unassigned - "
E] 25 per page ¥
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Bl Contacts
EX Companies bt with this step-by-step guide
Calls
sional #3 Operations Hub Professional ¢ Sales Hub Professional
Target Accounts
Activity Feed . Add email address(es)
- Invite your teammates
. 1+ . Email address
Lists Let your teammates help you evaluate our features by adding
. 9 them to your trial PN
SEO //k
& Explore the SEO
L’

Optimize your SEO efforts >N tool in an

and see real ROI with ‘ inferactive demo

integrated analytics

o,
B
Workflows Iﬂl "
NS | Kfl

Automate marketing efforts Explore workflows

to tailor emails, content, &% \\" in an inferactive @

offers, and outreach at scale 2 ,.\ demo

2
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v Qa o 'E'-!‘ o Q {9 a ‘ v
19 records i

All contacts X My contacts Unassigned contacts + Add view (3/5) All views

Contact owner ~ Create date v Last activity da... ¥ Lead status ¥ 3= All filters (0) H Save view

Search ngme phone ot _Q Export Edit columns

[ : x
NA Concht properfles PHONE NUMBER CONTACT OWNER PRIMARY COMPANY LAS
¢ @gma... +1 (628) 267-9041 Jane Doe (jdoe.mobbin... -- --
These are contact properties —
‘ groups of information for each of N - Unassigned - -3
your contacts. You can think of
‘ them as columns in a spreadsheet. - Unassigned - N
q 13 - Unassigned - -
‘ - Unassigned - -
‘ - Unassigned - -
e Don't show these hints - Unassigned - -3
@ 2. This template inclu... - - Unassigned - -
@ What you should know: - - Unassigned - -
@ Feel free to replace th... - - Unassigned - -
Q 1. This template inclu... - - Unassigned - -
@ Santiago Bourgault (... bourgault@sanctuary.it 482-7768 Unassigned Sanctuary -
@ PLEASE REMOVE THE.. - - Unassigned - "
E] 25 per page ¥


Filtering activities

screenElements: Popover Checkbox

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
. . v Companies (1) + Add
< Contacts Actions Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
i . View associated companies
Filter by: Filter activity (9/30) v  All users ~
‘= )
Upcoming v Deals (1) + Add
v About this contact
> Email - Mobile Design Project from Jane Doe Apr 19, 2023 af 8:30 AM GMT+8 Abigail Smith - New Deal
Email to Abigail J Smith, jsmith.mobbin@gmail.com Amount: —-
abigailsmith mobbin@gmail.com ® Scheduled Close date: April 30, 2023
Phone number Dear Abigail, Stage: Appointment scheduled ~
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team i .
i . . . . . View associated deals
to discuss on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~
v~ Tickets (0) + Add
Lifecycle stage
Opportunity ¥ April 2023 Track the customer requests associated with
Lead status this record.
New ¥ Lifecycle change Apr 18, 2023 at 4:05 PM GMT+8
Last contacted The lifecycle stage for this contact was updated to Opportunity. View details [ v Payments (0)
Collect and track payments associated with this
Vi Il til Vi hista ivi : .
iew all properties iew property history Deal activity Apr 18, 2023 at 4:05 PM GMT+8 contact using HubSpot Payments.
Jane Doe moved deal Abigail Smith - New Deal [Z' to Appointment scheduled. View details
(4 Set up payments
v Website activity
Website activity shows you how many times a ..
Deal activity Apr 18, 2023 at 4:05 PM GMT+8 v  Attachments
contact has visited your site and viewed your
Haces Jane Doe created deal Abigail Smith - New Deal (7
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
< Contacts Actions ~ Overview Activities ° ~ Companies (1) +Add
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
Filter by: Filter activity (12/30) v  All users v
(= Q0Q
E] Select all v Deals (1) + Add
v About this contact
[=] coMMuNIcATION CONTACT ACTIVITY (=] uppATES Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com L. . .
9 @9 Calls Ads activity Analytics events Close date: April 30, 2023
. . . Stage: Appointment scheduled ~
Phone number Conversations Call-to-action Custom behavioral events 9¢: APP
+1(628) 267-9041 . . . .. ..
(628) Emails Email fracking activity Deal activity View associated deals
Contact owner LinkedIn Form submissions Lifecycle changes
Jane Doe ¥ . . . . .
Postal mail Marketing emails List memberships v Tickets (0) + Add
Lifecycle stage .

. SMS Marketing events Merges . .
Opportunity ¥ Track the customer requests associated with
S WhatsApp Media plays Salesforce syncs this record.

New ~ Page views Sequences activity
Last contacted TEAM ACTIVITY Sales document Ticket activity ~  Payments (0)
- Meetings Twitter Workflows
Collect and track payments associated with this
View all properties View property history Notes contact using HubSpot Payments.
Tasks
Set up payments

v Website activity
Website activity shows you how many times a > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8

P . . . ] . . . . PR . . . . h AttaChments
contact has visited your site and viewed your Abigail is a creative and highly motivated individual with extensive experience in the
Sages. Aacinn indietry They manamed cavaral deacian taame in Ji 6 i e and hae
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. v Companies (1) + Add
< Contacts Actions ~ Overview Activities °
Abigail J Smith L
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
Filter by: Filter activity (22/30) v  All users v
(= Q0Q
E] Select all v Deals (1) + Add
v About this contact
[=] coMMuNIcATION CONTACT ACTIVITY (=] uppATES Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com L. . .
9 @9 Calls Ads activity Analytics events Close date: April 30, 2023
. . . Stage: Appointment scheduled ~
Phone number Conversations Call-to-action Custom behavioral events 9¢: APP
+1(628) 267-9041 . . . .. ..
(628) Emails Email tracking activity Deal activity View associated deals
Contact owner LinkedIn Form submissions Lifecycle changes
Jane Doe ¥ . . . . .
Postal mail Marketing emails List memberships v Tickets (0) + Add
Lifecycle stage .
. SMS Marketing events Merges . .
Opportunity ¥ Track the customer requests associated with
. WhatsApp Media plays Salesforce syncs this record.
ead status
New ~ Page views Sequences activity
Last contacted TEAM ACTIVITY Sales document Ticket activity ~  Payments (0)
- Meetings Twitter Workflows
Collect and track payments associated with this
View all properties View property history Notes contact using HubSpot Payments.
Tasks
Set up payments
v Website activity
Website activity shows you how many times a Email - Subscripﬁon change Apr 18, 2023 at 6:11 PM GMT+8
o . i v Attachments
contact has visited your site and viewed your Subscribed to the Marketing Information communication subscription
paaes.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. v Companies (1) + Add
< Contacts Actions ~ Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m oE——
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
(= Q0Q
(=) selectall ~  Deals (1) + Add
v About this contact
[=] COMMUNICATION [=] CONTACT ACTIVITY (=] uppATES Abigail Smith - New Deal
Email Amount: --
abigailsmith.mobbin@gmail.com L. . .
9 @9 Calls Ads activity Analytics events Close date: April 30, 2023
. . . Stage: Appointment scheduled ~
Phone number Conversations Call-to-action Custom behavioral events 9¢: APP
+1(628) 267-9041 . . . .. ..
(628) Emails Email tracking activity Deal activity View associated deals
Contact owner LinkedIn Form submissions Lifecycle changes
Jane Doe ¥ . . . . .
Postal mail Marketing emails List memberships v Tickets (0) + Add
Lifecycle stage .
. SMS Marketing events Merges . .
Opportunity ¥ Track the customer requests associated with
. WhatsApp Media plays Salesforce syncs this record.
ead status
New ~ Page views Sequences activity
Last contacted TEAM ACTIVITY Sales document Ticket activity ~  Payments (0)
- Meetings Twitter Workflows
Collect and track payments associated with this
View all properties View property history Notes contact using HubSpot Payments.
Tasks
Set up payments
v Website activity
Website activity shows you how many times a Email - Subscripﬁon change Apr 18, 2023 at 6:11 PM GMT+8
o . i v Attachments
contact has visited your site and viewed your Subscribed to the Marketing Information communication subscription
paaes.
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
. . v Companies (1) + Add
< Contacts Actions Overview Activities °
Abigail J Smith -
g Search activities Q Collapse all ~ Mobbin °
Design Manager at Mobbin mobbin.com&? @
abigailsmith.mobbin@gmail.co ® Activity Notes Emails Calls Tasks Meetings Phone: --
m —
i . View associated companies
Filter by: Filter activity (21/30) v  All users v
®
Upcoming v Deals (1) + Add
v About this contact
> Email - Mobile Design Project from Jane Doe Apr 19, 2023 af 8:30 AM GMT+8 Abigail Smith - New Deal
Email to Abigail J Smith, jsmith.mobbin@gmail.com Amount: --
abigailsmith mobbin@gmail.com ® Scheduled Close date: April 30, 2023
Phone number Dear Abigail, Stage: Appointment scheduled ~
+1(628) 267-9041 I hope this email finds you well. I am writing to request a brief meeting with you and your team i .
i . . . . . View associated deals
to discuss on the new mobile design project you are launching. We are confident that our team
Contact owner
Jane Doe ~
v~ Tickets (0) + Add
Lifecycle stage
Opportunity ¥ > Task assigned to Jane Doe Due: Apr 21, 2023 at 8:00 AM GMT+8 Track the customer requests associated with
Lead status Confirm meeting details this record.
New ¥
Last contacted
astcontacte > Task assigned to Jane Doe Due: Apr 30, 2023 at 8:00 AM GMT+8 v Payments (0)
Follow up with Abigail J Smith Collect and frack payments associated with this
Vi Il til Vi hista .
e lew property history contact using HubSpot Payments.
April 2023 Set up payments
v Communication subscriptions
Abigail J Smith has not specified any > Note by Jane Doe Apr 18, 2023 at 5:36 PM GMT+8
o . . . o . . . . v~ Attachments
preferences. Abigail is a creative and highly motivated individual with extensive experience in the


Creating an automation workflow

pageType: Application Application Application Application Application Application Application

screenKeywords:
Last saved 1:44 AM Welcome to JD Mobbin ¢ Review and send
L Create A/B test Edit Settings Send or schedule Automation m Send test email Actions ¥
K
Automate what happens after your email is sent #
Use simple workflows to take care of your follow-ups after contacts engage with your email. For example,
sending more emails or adding contacts fo a list. What's a simple workflow? -
Vv When a contact clicks a link in the email ¢ OFF Actions ¥
& Contact enroliment trigger
Contact clicked a link in Welcome to JD
Mobbin
+
i 1. Add to static list Actions ~
Add to list Contacts List.xlsx
+
Need more powerful workflows? Get extra actions, triggers, and if/then branching in the workflows tool [ @ >
|Lastsaved L:44 AM Welcome to JD Mobbin ¢ 1. Add to static list X
L Create A/B test Edit Settings Send or schedule Automation m Edit action s i e
v~ Changes needed
Automate what happens after your email is sent
¢ Choose a valid static list.
Use simple workflows to take care of your follow-ups after contacts engage with your email. For example,
sending more emails or adding contacts to a list. What's a simple workflow?
Static list
\/ When a contact clicks a link in the email ¢ GonTacsllisNIsy a
Why a static list? (7
& Contact enroliment trigger
Contact clicked a link in Welcome to JD
Mobbin
+
A\ 1. Add to static list Actions ~
1 change needed
+
v-
Need more powerful workflows? Get extra actions, triggers, and if/then branching in the wo Cancel [11]
|Last saved 1:44 AM Welcome to JD Mobbin ¢ Review and send
L Create A/B test Edit Settings Send or schedule Automation m Send test email Actions ¥
K
Automate what happens after your email is sent #
Use simple workflows to take care of your follow-ups after contacts engage with your email. For example,
sending more emails or adding contacts fo a list. What's a simple workflow? -
Vv When a contact clicks a link in the email ¢ Actions ¥
& Contact enroliment trigger
Contact clicked a link in Welcome to JD
Mobbin
+
A\ 1. Add to static list Actions ~
1 change needed
+
Need more powerful workflows? Get extra actions, triggers, and if/then branching in the workflows tool [ @ >
|KA
‘-‘0 .:.
vy
QQE‘.
<’
| “
N
Now you can automate the typical follow-up tasks that you do after
sending a marketing email, right from here.
Takes about 1 minute
|Last saved 1:44 AM Welcome to JD Mobbin ¢ Review and send
A Create A/B test Edit Settings Send or schedule Automation [[ET Send test email Actions ~
K
Recipients Sending options
(-]
Send to* © (® send now Schedule for later
Contacts List.xlsx (8) X Abigail J Smith <abigailsmith.mobbin@gmail.com> X A 4 [}
Don't send to @
Select lists or contacts v Uzl I e
Don't send to unengaged contacts @ 8
@ >
|Lastsaved L:44 AM Welcome to JD Mobbin ¢ 1. Add to static list X
L Create A/B test Edit Settings Send or schedule Automation m Edit action s i e
v~ Changes needed
Automate what happens after your email is sent
¢ Choose a valid static list.
Use simple workflows to take care of your follow-ups after contacts engage with your email. For example,
sending more emails or adding contacts to a list. What's a simple workflow?
Static list
\/ When a contact clicks a link in the email ¢ Choose a static list a
Why a static list? (7
& Contact enroliment trigger
Contact clicked a link in Welcome to JD
Mobbin
+
A\ 1. Add to static list Actions ~
1 change needed
+
v-
Need more powerful workflows? Get extra actions, triggers, and if/then branching in the wo Cancel [11]
|Last saved 1:44 AM Welcome to JD Mobbin ¢ Review and send
L Create A/B test Edit Settings Send or schedule Automation m Send test email Actions ¥
K
Automate what happens after your email is sent *
Use simple workflows to take care of your follow-ups after contacts engage with your email. For example, sending more emails or adding contacts
to a list. What's a simple workflow? -
RECOMMENDED SIMPLE WORKFLOW .
Create your own simple workflow
s Add contacts to a list . .
. Decide what happens after a confact receives
When a contact clicks a link in your email, add your email. You can add as many actions as you
“ them to a marketing list that you can use later in need.
your campaigns. "
-'i' Creafe new workflow
Need more powerful workflows? Get extra actions, triggers, and if/then branching in the workflows tool [
@ >


Navigational menu

screenElements:
Dropdown Menu
Avatar

screenElements:
Dropdown Menu
Illustration
Tab
Dropdown Menu
Dropdown Menu
Dropdown Menu
Avatar

pageType: Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guide Tickets
Explore your trial to the fullest with this step-by-step guidg
Feedback Surveys @
% Marketing Hub Professional £2 Operations pales Hub Professional
Knowledge Base T
Customer Portal T
. Add email address(es)
(bR Invite your teammates
4% :
NS, . . Email address
’ / Let your teammates help you evaluate our features by adding
< .
Y Y them to your trial PN
SEO //}
& Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS | Kf
Automate marketing efforts Explore workflows
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guide Ads Website Pages
Explore your trial to the fullest il Blog
Landing Pages SEO
% Marketing Hub Professiond . es Hub Professional
Social
Website
Add email address(es)
&is g B
NS, . . Email address
74 /' Campaigns E by adding
>
> .
g Files and Templates > ;)

Lead Capture >

SEO //k
% Explore the SEO
L’
Optimize your SEO efforts >N fool in an
) On
and see real ROI with ‘ o inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS Expl Kf
Automate marketing efforts Xplore workriows
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
-
|Contacts v Conversations v Marketing v Sales Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guide Deals
Explore your trial to the fullest with this step-by-[EE=SS"
Tasks
% Marketing Hub Professional 9 of ¢ Sales Hub Professional
Documents
: Add email address(es)
. Meetings
7 g ) Invitq g
NS, . Email address
’ /' Let your G UEHE] E our features by adding
~ > them to
g Playbooks ;)
Quotes
Sales Analytics
SEO //k
& Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS Expl Kfl
Automate marketing efforts Xplore workriows
to tailor emails, content, &% \\' in an interactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports Q 't'é‘ {I. \9 A . v
Trial Guide Analytics Tools
Explore your trial to the fullest with this step-by-step guide PEEireEmaE
Reports
% Marketing Hub Professional #3 Operations Hub Professional T S
Data Management >
. Goals ail address(es)
(bR Invite your teammates
4% :
28,5 " 8il address
’ / Let your teammates help you evaluate our features by adding
< .
Y Y them to your trial PN
SEO //}
& Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
N ~ )
: ray Ui I kflows
Automate marketing efforts Explore wor
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
Trial Guide
Explore your trial to the fullest with this step-by-step guide
% Marketing Hub Professional #3 Operations Hub Professional ¢ Sales Hub Professional
. Add email address(es)
(bR Invite your teammates
4% :
NS, . . Email address
’ / Let your teammates help you evaluate our features by adding
< .
Y Y them to your trial PN
SEO //}
% Explore the SEO
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS | Kf
Automate marketing efforts Explore workflows
to tailor emails, content, &% \\' in an interactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing v Sales v Service v Automation Reports v Q 't'é‘ {I. \9 A ‘ v
Trial Guide Sequences
Explore your trial to the fullest with this step-by-step guide Workflows
% Marketing Hub Professional #3 Operations Hub Professional ¢ Sales Hub Professional
. Add email address(es)
(bR Invite your teammates
4% :
NS, . . Email address
’ / Let your teammates help you evaluate our features by adding
< .
Y Y them to your trial PN
SEO //}
% Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS | Kf
Automate marketing efforts Explore workflows
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guide Ads Design Tools
Explore your trial to the fullest il Files
Landing Pages
% Marketing Hub Professiond . es Hub Professional
Social
Website >
Add email address(es)
&is g B
NS, . . Email address
74 /' Campaigns E by adding
2
S
g Files and Templates ;)

Lead Capture >

SEO //k
% Explore the SEO
L’
Optimize your SEO efforts >N fool in an
) On
and see real ROI with ‘ o inferactive demo
integrated analytics
o,
A
Workflows Iﬂl "
NS Expl Kf
Automate marketing efforts Xplore workriows
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
D
|Contacts Conversations v Marketing v Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Bl Contacts
EX Companies bt with this step-by-step guide
Calls
sional #3 Operations Hub Professional ¢ Sales Hub Professional
Target Accounts
Activity Feed . Add email address(es)
- Invite your teammates
. 1+ . Email address
Lists Let your teammates help you evaluate our features by adding
. 9 them to your trial PN
SEO //k
& Explore the SEO
L’

Optimize your SEO efforts >N tool in an

and see real ROI with ‘ inferactive demo

integrated analytics

o,
B
Workflows Iﬂl "
NS | Kfl

Automate marketing efforts Explore workflows

to tailor emails, content, &% \\" in an inferactive @

offers, and outreach at scale 2 ,.\ demo

2
|Contacts v Conversations Marketing v Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guideuliss
Explore your tri bp-by-step guide
Chatflows
% Marketi i #3 Operations Hub Professional ¢ Sales Hub Professional
Snippets
Templates
. Add email address(es)
.L'ﬁ]- Invite your teammates
‘\ . . Email address
’ / Let your teammates help you evaluate our features by adding
~ > them to your trial
g (i)
SEO //}
& Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS | Kf
Automate marketing efforts Explore workflows
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ Q -
Trial Guide
Explore your trial to the fullest with this step-by-step guide Marketplaces
@é App Marketplace
Find apps to integrate with HubSpot
4® Service Hub Professional % Marketing Hub Professional #3 Operations Hub Professional ¢ Sales Hub Profe
Asset Marketplace
Find website themes
. Add email address(es)
.i ~ B Invite your teammates gy  Solutions Directory
\ ,‘ . i Email address Find your perfect service provider match
’ / Let your teammates help you evaluate our features by adding
<
> them to your trial
4 Y ® Manage
Connected apps
Marketplace downloads
SEO //k
% Explore the SEO
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS Expl Kfl
Automate marketing efforts Xplore workriows
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} " o {9 A ‘ v
Trial Guide
Jane Doe
Explore your trial to the fullest with this step-by-step guide jdoe.mobbin@gmail.com
Profile & Preferences
% Marketing Hub Professional #3 Operations Hub Professional ¢ Sales Hub Professional .
JD Design S
39539096
. Add email address(es)
o ~ g B Invite your teammates Set up your HubSpot account
‘\ leys o . Email address Progress... 88%
’ / Let your teammates help you evaluate our features by adding
N S them to your trial [ ]
g (i)

Account & Billing
HubSpot Academy
Pricing & Features

SEO (S

Explore the SEO Product Updates
- N .

Optimize your SEO efforts 5 toolin an Projects

and see real ROI with @ interactive demo

integrated analytics Training & Services
Sign out Privacy policy

o,
B
Workflows Iﬂl "
NS Expl Kf

Automate marketing efforts Xplore worktiows

to tailor emails, content, &% \\" in an interactive @

offers, and outreach at scale 4 o) demo

-
|Contacts v Conversations v Marketing Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guide Ads
Explore your trial to the fullest il
Landing Pages
’ Marketing Hub Professiond - b Professional ¢ Sales Hub Professional
ocia
Website >
Add email address(es)
i“g - pammates
NS, . . Email address
’ /' Campaigns elp you evaluate our features by adding
N D
g Files and Templates > ;)

Lead Capture >

SEO //k
& Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS Expl Kf
Automate marketing efforts Xplore workriows
to tailor emails, content, &% \\' in an interactive @
offers, and outreach at scale 2 ,.\ demo
2


Editing a property

screenElements:
Editable Text
Editable Text

screenKeywords:
Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. ~ Jane boe
# Last contacted
b Email
v abigailsmith.mobbin@gmail.com
Email Domain
gmail.com
First name
Abigail
Job title
Z | Details Add to your view
UX Designer
Last modified date
04/18/2023 4:.05 PM GMT+8
Last name
Smith
Lifecycle stage
v .
Opportunity +
Phone number
v +1 (628) 267-9041
Record ID
801
Time between contact creation and deal creation
15 minutes
> Web OnalyﬁCS hiSfOf’y 13 of 22 properties
> Conversion information 2 of 12 properties
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
. ~ Jane boe
# Last contacted
b Email
v abigailsmith.mobbin@gmail.com
Email Domain
gmail.com
First name
Abigail
Job title
UX Designer
Last modified date
04/18/2023 4:.05 PM GMT+8
Last name
Smith
Lifecycle stage
v .
Opportunity +
Phone number
v +1 (628) 267-9041
Record ID
801
Time between contact creation and deal creation
15 minutes
> Web OnalyﬁCS hiSfOf’y 13 of 22 properties
> Conversion information 2 of 12 properties
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. ~ Jane boe
# Last contacted
b Email
v abigailsmith.mobbin@gmail.com
Email Domain
gmail.com
First name
Abigail
Job title
Z | Details Add to your view
Design Manager
Last modified date
04/18/2023 4:.05 PM GMT+8
Last name
Smith
Lifecycle stage
v .
Opportunity +
Phone number
v +1 (628) 267-9041
Record ID
801
Time between contact creation and deal creation
15 minutes
> Web OnalyﬁCS hiSfOf’y 13 of 22 properties
> Conversion information 2 of 12 properties
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
. ~ Jane boe
# Last contacted
b Email
v abigailsmith.mobbin@gmail.com
Email Domain
gmail.com
First name
Abigail
Job title
UX Designer
Last modified date
04/18/2023 4:.05 PM GMT+8
Last name
Smith
Lifecycle stage
v .
Opportunity +
Phone number
v +1 (628) 267-9041
Record ID
801
Time between contact creation and deal creation
15 minutes
> Web OnalyﬁCS hiSfOf’y 13 of 22 properties
> Conversion information 2 of 12 properties
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 A ‘ v
Last contacted
- Properties saved X

v m
Email Domain
gmail.com
First name
Abigail
Job title
Design Manager
Last modified date
04/18/2023 4:.05 PM GMT+8
Last name
Smith
Lifecycle stage

v .
Opportunity +
Phone number

v +1 (628) 267-9041
Record ID
801
Time between contact creation and deal creation
15 minutes

> Web OnalyﬁCS hiSfOf’y 13 of 22 properties
> Conversion information 2 of 12 properties
|Contacts v Conversations v Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
. ~ Jane boe
# Last contacted
b Email
v abigailsmith.mobbin@gmail.com
Email Domain
gmail.com
First name
Abigail
Job title
Design Manager
Last modified date
04/18/2023 4:.05 PM GMT+8
Last name
Smith
Lifecycle stage
v .
Opportunity +
Phone number
v +1 (628) 267-9041
Record ID
801
Time between contact creation and deal creation
15 minutes
> Web OnalyﬁCS hiSfOf’y 13 of 22 properties
> Conversion information 2 of 12 properties
m You've changed 1 contact property


Inbox

screenPatterns:
Empty State
Emails & Messages

screenPatterns:
Emails & Messages
Empty State
Emails & Messages

screenKeywords:
Contacts v Conversations Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ‘ v
re: sales pro trial and HubSpot incentive [
« Inbox Q Open Closed Newest ~ @ P A P © New ¥ | @
Jenner Paulino (' from Hubspot, Inc. £ « #1568939832® - Open 10 hours
N Owner Priority Category
Unassigned 2 Jenner Paulino 10h
No owner ~ None ~ None ~
re: sales pro trial and HubSpo... Jenner Paulino Z
Assigned fo me 0 . .
& Hi Jane Jenner w/ HubSpot here.... Account Executive
Maria Johnson (Sample ... 15h .
More > . ] v About this contact @
New email channel connected... Hi Jane
&  You connected... Email
Jenner w/ HubSpot here. Looks like you opened up a trial of Sales jpaulino@hubspot.com
Pro-- check out these resources: @ Email was recently updated fo
jpaulino@hubspot.com by an email or live chat
>> Sales Hub Trial Guide : )
in the Conversations tool.
>> Intro to Sales Hub Pro Tools for Sales Reps
Phone number
857-829-5334
v See more
Contact owner
New thread created a ticket - 12:40 AM Lifecycle stage
re: sales pro trial and HubSpot incentive ( #1568939832 [ ) Lead ¥
. v 5 . Lead status
Conversation created from email via jdoe.mobbin@gmail.com £
. iamsanatt Last contacted
Email « Comment
N
“ :
Write a message ' Companies (1)
hubspot.comZ @
# Inbox Settings At @ ¢ Insert~ +1888-482-7768 W
|Contacts v Conversations Marketing v Sales v Service v Automation v Reports v (o} 'I:'l!‘ Q {9 @ ‘ >

« Inbox Q Newest ~
Unassigned 1 Maria Johnson (Sampl... Now

New email channel connecte...
Assigned fo me 0

You connected...
All open 1
More >

No open conversations here
You're all caught up.

# Inbox Setftings @
|Contacts v Conversations Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 ‘ ‘ v
<« Inbox Q
Say hello.
Unassigned 0 .
Sfdy orgqmzed Connect your first channel and start bringing conversations to your inbox.
Assigned fo me 0
Use views fo keep the most important
All open e conversations top of mind. You can a/? /
More > also build custom views to filter your g | ﬁé .
inbox based on conversation and \/ )
ticket properties. ; Eacebook
Chat orms M
Next tip Skip tour essenger
v Manage and respond v Connect live chat to v Connect and respond v Manage Messenger
to emails from your engage with your to forms from your conversations from
inbox website visitors in real inbox your inbox
time
v Create bots for
v Create bots for Facebook Messenger
qualifying leads,
scheduling meetings
and customer support
Actions v
# Inbox Setftings @
|Contacts v Conversations Marketing v Sales v Service v Automation v Reports v Q 't'é‘ {I. \9 A . v
Trial Guideuliss
Explore your tri bp-by-step guide
Chatflows
% Marketi i #3 Operations Hub Professional ¢ Sales Hub Professional
Snippets
Templates
. Add email address(es)
.L'ﬁ]- Invite your teammates
‘\ . . Email address
’ / Let your teammates help you evaluate our features by adding
~ > them to your trial
g (i)
SEO //}
& Explore the SEO
L’
Optimize your SEO efforts / >N fool in an
and see real ROI with @‘ inferactive demo
integrated analytics
o,
B
Workflows Iﬂl "
NS | Kf
Automate marketing efforts Explore workflows
to tailor emails, content, &% \\" in an inferactive @
offers, and outreach at scale 2 ,.\ demo
2
|Contacts v Conversations Marketing v Sales v Service v Automation v Reports v (o} 'E'-!‘ Q {9 a ’ v
<« Inbox Q
Say hello.
Unassigned 0
Connect your first channel and start bringing conversations to your inbox.
Assigned fo me 0
All open 0 ? A
2 A 2
More > \@'; |\@ =
Email Chat Forms Facebook
Messenger
v Manage and respond v Connect live chat to v Connect and respond v Manage Messenger
to emails from your engage with your to forms from your conversations from
inbox website visitors in real inbox your inbox
time
v Create bots for
v Create bots for Facebook Messenger

qualifying leads,

scheduling meetings

and customer support

Actions v

# Inbox Setftings @