Reach Your Peak / automation

Setting Up Automations in HubSpot Using Custom Fields

Automating your marketing and sales processes in HubSpot can save you time, improve accuracy, and enhance your customer experience. You can tailor your automations by using custom fields, which allow you to store unique information about your contacts, companies, deals, and tickets. H …

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Using the HubSpot App to Scan Business Cards

The HubSpot app offers a convenient business card scanning feature that allows users to quickly capture contact details and integrate them into their CRM. In this blog, we'll walk you through the pros and cons of using this method, as well as the workaround that we prefer to use here …

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Understanding the Difference Between Workflows and Sequences in HubSpot

Two of the key automation features in HubSpot are Workflows and Sequences. While both are designed to automate tasks and improve efficiency, they serve different purposes and are used in distinct ways. In this blog, we’ll explore the differences between Workflows and Sequences, and ho …

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