HubSpot is a powerful platform, known for its wide array of features that support marketing, sales, and customer service teams.
HubSpot is a powerful platform, known for its wide array of features that support marketing, sales, and customer service teams. Beyond its core functionalities, many businesses have found creative ways to leverage HubSpot for specific, niche purposes that bring extra value. Here are ten clever use cases for HubSpot that can inspire you to think outside the box and maximise your use of the platform.
Using HubSpot’s workflows and CRM integration, you can seamlessly manage event registrations. Whether it’s for webinars, networking events, or training sessions, HubSpot enables you to capture attendee information, send reminders, and automate post-event follow-ups. This makes event management straightforward and ensures that no detail is overlooked. See an example here.
HubSpot’s CRM isn’t just for customers — it can also be used to track employee onboarding. By creating custom properties, you can manage and automate the onboarding journey for new hires, track completed tasks, and ensure each new employee receives a consistent, high-quality experience. Automated follow-ups and internal notifications ensure HR remains on top of the process. Learn more about this here.
For SaaS or product-driven companies, HubSpot’s forms and surveys can be used to gather valuable product feedback. You can create a feedback loop by automating surveys that are sent out after key customer milestones. HubSpot’s reporting tools allow you to collate this feedback easily and identify trends that can drive future product development. View details here.
If your company provides user training or education, HubSpot can be leveraged to deliver personalised training programmes. Workflows allow you to segment users based on their knowledge level or product usage, ensuring the right content — whether it’s eBooks, webinars, or videos — reaches the right user at the right time. You can automate content delivery and track their progress to ensure success. See how here.
Many people think of HubSpot’s CRM as a sales tool, but it can also be used to create customer service pipelines. Service pipelines allow you to track customer issues from submission to resolution, and automate internal notifications to ensure that issues are addressed promptly. This approach ensures customers receive timely responses and feel valued. Read more here.
HubSpot’s contact management and automation tools make it perfect for managing referral partners. You can create separate pipelines for referral leads, use custom properties to track which partner introduced a lead, and automate updates back to your partners on lead progress. This keeps your referral partners engaged without requiring manual work. See how this works here.
HubSpot can also be repurposed as an internal ticketing system for different departments. For instance, if your sales team needs support from marketing, they can submit a request form that automatically generates a ticket in HubSpot. This keeps internal requests organised and ensures everyone has visibility over task statuses. Learn more here.
If you run an affiliate marketing programme, HubSpot can help you automate and track every aspect. You can create a list of affiliate partners, use HubSpot forms to track referred leads, and automate milestone notifications or commission updates. Dashboards allow you to provide real-time updates to affiliates, keeping them informed. View an example here.
GDPR compliance is vital for businesses dealing with EU customers, and HubSpot helps ensure your contacts provide consent in a clear and trackable manner. HubSpot forms can be customised to include GDPR-friendly consent options, while workflows help manage contacts who need updated consent. This ensures your business always stays compliant. Learn more here.
Using segmentation and workflows, HubSpot can help identify and nurture upsell opportunities based on customer behaviour. For instance, if a customer has been with you for over a year and frequently engages with your content, they might be a prime candidate for an upsell. You can use workflows to send targeted content that highlights new features or advanced services. Read more here.
HubSpot’s versatility extends far beyond its popular marketing and sales tools. Whether you’re managing internal processes, creating seamless event workflows, or identifying upsell opportunities, HubSpot offers a range of solutions to streamline and enhance your business operations. By thinking creatively and exploring niche uses for HubSpot, you can unlock even more value from the platform.
If you’re looking to implement unique HubSpot use cases to solve specific challenges in your business. Our HubSpot experts are here to help you make the most out of your investment and innovate beyond the basics.
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