Not every HubSpot improvement requires a full rebuild or a months-long project.

Some of the biggest wins come from trying one small idea — a smarter property, a better record view, or a lightweight automation — and letting it compound over time.

This final Spotter Wrapped issue highlights the best “things to try” from the year. Each one is practical, relatively quick to implement, and designed to spark ideas you can adapt to your own portal.

If you’re looking for a few high-leverage ways to start the new year stronger, start here.

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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