Carrie Gallagher

Independent HubSpot Consultant & Solutions Partner

Carrie Gallagher | HubSpot Consultant & Solutions Partner – Blog Articles

Carrie Gallagher is an independent HubSpot consultant and Solutions Partner providing strategic and hands-on HubSpot consulting for marketing and sales teams. Her work spans CRM architecture, automation, reporting, sales processes, integrations, onboarding, and long-term HubSpot optimization. https://www.linkedin.com/in/carriegallaghernyc/

By

HubSpot’s New Scheduled Prompts Make Breeze Assistant Much More Useful

HubSpot recently rolled out a new Breeze Assistant feature that I think is much more important than it might initially sound: Scheduled Prompts.

Until now, Breeze Assistant has mostly been reactive. You open it, ask a question, and it gives you an answer.

With Scheduled Prompts, you can now tell Breeze to run that prompt automatically on a recurring schedule, whether that’s daily, weekly, monthly, or annually. The result will be waiting for you in your Breeze Assistant chat list when you log into HubSpot.

As a HubSpot consultant, I think this is a pretty significant step forward in how companies can actually incorporate AI into their day-to-day operations.

[Read more…] about HubSpot’s New Scheduled Prompts Make Breeze Assistant Much More Useful

By

HubSpot’s ChatGPT Ads Integration Could Be One of Its Most Important Advertising Updates

HubSpot is testing a new integration that allows marketers to connect a ChatGPT Ads account to HubSpot, create campaigns, review performance, track revenue, and automate follow-up alongside their other advertising channels.

The feature is currently in beta, so HubSpot customers must request access before they can begin using it.

As a HubSpot consultant, I think this is an important update for reasons that go well beyond convenience. It has the potential to connect one of the newest digital advertising channels directly to the CRM, where businesses can evaluate whether their advertising is actually generating contacts, customers, and revenue.

That is much more valuable than simply seeing clicks and impressions in another advertising dashboard.

[Read more…] about HubSpot’s ChatGPT Ads Integration Could Be One of Its Most Important Advertising Updates

By

Holiday Marketing: How One Company Blew Up Their Email List (and not in a good way)

Yesterday was July 4, so I’m gonna share a little story with you about something that happened with a client a few years ago. This client is B2C, and they sell a product that people in a specific geography are very interested in. These people visit the company website and sometimes learn right away that they’re ineligible for the company’s product. But they are so interested in it that they fill out a HubSpot form, go into the client’s HubSpot CRM, and, in some cases, sit there for several months until they can be nurtured and learn they are eligible for the product.

Leading up to a national holiday, without telling me they were going to do this (because I would have told them “don’t do this”), they sent an email blast to everyone in HubSpot: customers and leads. The email said something to the effect of “Happy [insert holiday], we’re so thankful for you.” The call-to-action button sent them to the company website. The customers who received the email didn’t understand why they were being sent to the company website, but, even more importantly, the leads on the list learned they were still ineligible for the product!

[Read more…] about Holiday Marketing: How One Company Blew Up Their Email List (and not in a good way)

By

HubSpot’s New Actions Library Makes Customer Agent Much More Useful

One of the most important things to understand about HubSpot’s Customer Agent is that it is only as helpful as the actions it can actually take.

Answering questions is great. But resolving issues? Looking up records? Updating CRM data? Finding an order? Enrolling someone in the right workflow? That is where Customer Agent starts to become genuinely useful.

That is why HubSpot’s new Actions Library is such an important update.

HubSpot has introduced a new searchable, filterable Actions Library for Customer Agent that replaces the previous single-form setup experience. Instead of having to manually configure every action from scratch, users can now browse a catalog of pre-built actions organized by category, including HubSpot CRM, workflows, Shopify, commerce, notes, and custom API options.

For anyone trying to get more out of Customer Agent, this is a big deal.

[Read more…] about HubSpot’s New Actions Library Makes Customer Agent Much More Useful

By

Customer Agent Now Responds to Form Submissions (Beta)

HubSpot is rolling out a meaningful update to Customer Agent — and it’s currently available in beta by request.

Customer Agent can now automatically respond to inbound form submissions in Help Desk or Inbox workspaces, sending a personalized reply email directly to the submitter. No human needed for that first touch.

[Read more…] about Customer Agent Now Responds to Form Submissions (Beta)