Over the past year, Spotter covered a lot of ground — from workflows and properties to automation edge cases and quiet settings that most teams never touch.

For the last few weeks of December, I’m sharing Spotter Wrapped: a look back at the tips, traps, and experiments that resonated most with readers this year.

This issue is focused on Tips — the subtle HubSpot features and configurations that unlock outsized leverage once you know they exist. None of these are flashy. All of them make HubSpot easier to use, easier to scale, and easier to trust.

If you missed any of these the first time around, this is the greatest-hits version.

Workflow Enrollment Buttons in Right-Side Column of Records

Sometimes when you’re automating processes in HubSpot, there is human input that you can’t build an automatic trigger for.

Many HubSpot pros will set up certain properties to be changed by a user to trigger a workflow.

This feature is basically an easier, more user-friendly version of that.

By adding a workflow button to a record, you can manually enroll that record in a workflow. It’s manual enrollment made easy. Below is where you find it.

𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗖𝗵𝗮𝗻𝗴𝗲 𝗘𝘃𝗲𝗻𝘁𝘀

If you’re like me, you have already made workflows that mimic the functionality of this underrated feature. I found it recently, and I’m not sure how long it has been around. It allows you to create settings-based automations that trigger on a property’s changes.

These automations can look for any change, or use a “contains” filter to only track the property values you care about. This setting will turn that property change into an event that can be used in workflows, journeys, reporting, and more.

𝗚𝗹𝗼𝗯𝗮𝗹𝗹𝘆 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗶𝗼𝗻𝘀

If you have ever gone from ticket to deal to contact to find an email that should have been on all 3 records, you’re going to want to check this out.

This little setting can make a huge difference for companies that have a lot of notes and emails going back and forth between sales opportunities, and later customers.

This allows you to set the behavior of email and note associations for the four main objects (contacts, companies, deals, tickets). For each one, you can set a behavior that will cross-associate activities to the others and same-object associations.

Email Campaign History Insights

Tired of scrolling through a long list of sent emails to find that one campaign from last spring? With HubSpot’s new Email Properties, you can tag every email by campaign type, audience, or theme.

Once tagged, you can filter and compare emails instantly, no more guessing or spreadsheet detective work. Start with just two properties: Campaign Type and Audience Segment. It’ll transform how you organize your marketing history.

👋 Need a Spot?

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