HubSpot Glossary of Terms
Your ultimate guide to understanding HubSpot's ecosystem, tools, and terminology. Bookmark this page and become a HubSpot expert!
Why This Glossary?
HubSpot is a powerful platform, but understanding its full potential starts with knowing the lingo. This glossary simplifies HubSpot’s key terms so you can navigate the platform with confidence.
HubSpot Terms A-Z
Association Labels
Association Labels in HubSpot define the relationship between objects, such as contacts, companies, deals, and tickets. For example, a label can indicate if a contact is a "Decision Maker" or "Approver" for a deal, adding clarity to complex relationships.
Attribution Reports
Attribution Reports track how different marketing and sales activities contribute to your goals, such as lead generation or revenue. They help you measure ROI and optimise efforts across channels.
Calculated Properties
Calculated Properties are custom fields in HubSpot that perform automatic calculations, such as summing deal amounts or calculating time between stages. They’re essential for creating advanced, data-driven insights.
Campaign Analytics
Campaign Analytics provide detailed performance metrics for your marketing campaigns, including email opens, landing page visits, and CTA clicks. This feature helps teams refine their strategies and drive better results.
Custom Objects
Custom Objects allow you to structure and store data beyond the standard objects (Contacts, Companies, Deals, Tickets). They’re invaluable for businesses with unique workflows, like tracking events or inventory.
Deals
Deals in HubSpot represent potential sales opportunities and are tracked through pipelines. They help sales teams forecast revenue and monitor progress toward closing deals.
Filters
Filters in HubSpot are used to segment data, such as contacts or companies, based on specific criteria. They’re critical for creating targeted lists and reports that align with your business goals.
HubDB
HubDB is a relational database tool within HubSpot that allows you to store and manage structured data, such as pricing tables or team directories. It integrates seamlessly into HubSpot’s CMS for dynamic content creation.
Lifecycle Stages
Lifecycle Stages classify where a contact or company is in your sales and marketing funnel, such as "Lead," "Opportunity," or "Customer." Proper use of lifecycle stages helps streamline processes and prioritise engagement.
Marketing Events
Marketing Events are a way to track offline or virtual events in HubSpot. They sync with your CRM to associate contacts, monitor attendance, and measure the impact on your pipeline.
Object Associations
Object Associations define how different objects, like Contacts, Companies, and Deals, are linked. They’re vital for creating a unified view of relationships and improving data accessibility.
Pipeline Automation
Pipeline Automation simplifies deal management by automatically triggering actions, such as sending follow-up emails or creating tasks, based on deal stage changes. It ensures no opportunities fall through the cracks.
Properties
Properties are fields that store information about objects, such as contact names, deal amounts, or company industries. Custom properties can be created to tailor HubSpot to your business needs.
Record Views
Record Views are customised layouts for viewing data related to specific objects. They improve usability by highlighting the most relevant information for your team’s workflows.
Revenue Attribution
Revenue Attribution connects revenue outcomes to specific activities, such as campaigns or sales calls. This feature helps teams focus on the actions that drive the most value.
Sequences
Sequences are automated email follow-ups designed for sales outreach. They help teams engage leads consistently while saving time on manual tasks.
Smart Content
Smart Content dynamically adjusts the content shown on a page or email based on the viewer’s characteristics, such as lifecycle stage or location. It enables highly personalised user experiences.
Tickets
Tickets in HubSpot represent customer support issues or requests. They help service teams track and resolve problems efficiently, ensuring customer satisfaction.
Webhooks
Webhooks allow HubSpot to send automated data to external applications when specific events occur, such as form submissions. They’re essential for advanced integrations and real-time updates.
Workflows
Workflows are HubSpot’s automation engine, enabling users to automate repetitive tasks like email nurturing, lead assignment, and deal creation. They’re fundamental for scaling marketing, sales, and service processes.
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