Dear Marketers: Get to know your Toolbox

When you first look at HubSpot's toolbar, it looks like there's just one tab for marketing. But, if you've used HubSpot for even just 5 minutes, you know that isn't true.

Dear Marketers: Get to know your Toolbox

So, are you wondering what other HubSpot tools are crucial to add to your Marketing Toolbox?

Here are 3 tools that use a contact's Activity and Property data to segment, automate, and analyze:


HubSpot, especially when set up properly, is great for segmentation!

You have the ability to create lists that automatically update for ad targeting, mailing lists, automated nurture workflows, or cleanup. Using the lists, you can decipher the intent of a potential customer based on filters.

By knowing one's intent, you can determine who to focus marketing efforts on. This way you are not wasting time and energy on those who either are not interested or are not good fits.

The strategy, in use with segmentation and workflows, is the basis of your campaigns and activities.


Used for marketing, sales, and service processes, sitting at the core of automation are workflows. Workflows allow you to set enrollment criteria to automatically enroll records, and take action on your contacts, companies, deals, quotes, and tickets. The options are near endless!

Dear Marketers: Get to know your Toolbox

Workflows help keep a team informed and on top of their goals. By being able to efficiently share and assign tasks, your team will be more organized and get things done quicker.

Mastering this tool will help you build complex automation, nurture your leads, qualify contacts, and more!


If you want to gauge how your performance is, define goals and then work toward achieving those goals. It is crucial that to accomplish a goal, you look at the numbers.

That's where reports come in.

Dear Marketers: Get to know your Toolbox

When it comes to marketing, reports can be extremely helpful in seeing what works. Wether you are testing out a few marketing campaigns and want to know which is better, or you just are not sure if your content is succeeding in drawing people in, reports can give you accurate numbers which will help with decision making.

Reports are a crucial tool across all departments because they can be based on a contacts activities and properties.

Where do I start?

Understand HubSpot's data structure, build custom properties smartly, use these properties seamlessly between your tools.

Dear Marketers: Get to know your Toolbox

Penina Shtauber

Penina Shtauber

Director of Marketing @ ScaleOps


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