You’ve got HubSpot. You’re sending emails. Logging deals. Tracking contacts.
But if that’s all you’re doing? Friend, you’re surfing on the surface of a very deep sea.
HubSpot is packed with powerful features—many of which sit untouched in client portals like forgotten treasure chests. And the best part? You don’t need a dev team or a dolphin pod to unlock them. You just need to know where to look.
Let’s dive in.
Out of the box, HubSpot comes with basic properties like “First Name,” “Email,” and “Lifecycle Stage.” But custom properties are where you make HubSpot bend to your business model.
Track client onboarding stages
Log favorite services or products
Flag data compliance preferences
📌 Pro Tip: Don’t make 100 custom fields just because you can. Stick to properties that inform decisions or power automation.
If you’re only using static lists to send newsletters, it’s time for a glow-up.
Active lists update automatically based on criteria like:
“Last seen on website more than 30 days ago”
“Contact owner is unassigned”
“Downloaded whitepaper AND opened 3+ emails”
This means smarter segmentation, better reporting, and more personalized automation. Hello, relevance.
Most users associate workflows with drip campaigns, but HubSpot workflows are automation beasts when used to their full potential.
Assign contacts to reps based on form fields
Send internal task reminders
Trigger Slack notifications
Update deal stages based on form submissions
Rotate leads fairly among sales teams
💡 Aqua Says: If your team is doing it manually more than twice, it’s time for a workflow.
You’ve seen them. “Here’s my calendar link—book a time that works for you.”
But most teams don’t realize how tightly Meeting Links integrate with contact records, round-robin rules, form fields, and even lifecycle stages.
Assign meeting outcomes
Capture source info automatically
Skip the back-and-forth scheduling
Set it up once, and let it swim on its own.
Yes, HubSpot's attribution reporting can show which ad or blog post brought in the lead—but with customization, it can do more:
Map full customer journeys
Tie revenue to campaigns
Spot touchpoints that actually convert
Too many teams rely on surface metrics. Attribution shows you the real tide beneath the waves.
These two little tools can save your team hours:
Snippets: Short phrases you can insert anywhere (great for FAQs, intros, links).
Templates: Full emails saved with personalization tokens and triggers.
🎯 Use for onboarding emails, pricing explanations, post-demo follow-ups—anywhere repetition is killing your momentum.
HubSpot’s App Marketplace has over 1,000 integrations—and you probably haven’t explored half of them.
From Zoom to Zapier, Salesforce to Slack, you can:
Sync calendars
Launch Zoom calls from deals
Pass MQLs to your CRM
Share campaign data with ad platforms
Integration = less context switching = better flow.
🌊 Aqua Insight: Your MarTech tools should talk to each other without constant translator duty from your team.
If your personalization ends at names, you’re missing big waves.
HubSpot allows personalization based on:
Recent behavior (e.g., “Visited pricing page”)
Lifecycle stage
Company size or industry
Funnel progression
🎯 Imagine sending an email that says:
“Still thinking about that growth plan? Let’s talk numbers.”
...because HubSpot knows the contact viewed your Growth Plan page twice last week.
That’s how automation earns its badge.
HubSpot isn’t just a tool—it’s a toolbox. And if you’re only swinging the hammer, you're leaving a lot of potential untapped.
Your business deserves a system that:
Adapts to your unique process
Automates where you’re wasting time
Aligns your marketing, sales, and ops
Acts on data in real-time
That’s the power of getting under the hood.
Book a Deep Dive Call with EBODA.digital. We’ll walk you through:
A quick audit of your current HubSpot setup
Which hidden features could unlock the biggest ROI
Actionable next steps to streamline and scale
🔗 Schedule Your Free Deep Dive Call
Let’s unlock the flow your team deserves.
Not on HubSpot yet? No worries—we’ll migrate your site, set everything up, and get you trained the EBODA way (aka: fast, friendly, and actually useful).
Aqua is the tech-savvy dolphin who thrives where platforms, tools, and systems intersect. Whether it's implementing HubSpot, integrating APIs, or optimizing CRM logic, Aqua ensures everything runs like a well-oiled engine beneath the waves. With her sharp logic and love of clean builds, Aqua turns complex tech into intuitive experiences that just work.
EBODA.digital is a modern marketing consultancy designed for today’s fast-moving business landscape. We help small and mid-sized businesses cut through the noise and connect meaningfully with their audiences—through data-integrated platforms, brand storytelling, and marketing automation strategies that work. Our LIGHTHOUSE product family provides accessible, expert-level digital marketing services tailored for growth-minded entrepreneurs and lean teams who need sophistication without the enterprise price tag. We believe in execution with integrity, creativity with purpose, and technology that empowers—not overwhelms.