Tip: Make a User-Specific Re-Engagement List

✉️ Spotter – Your Weekly HubSpot Helper

📢 Announcement: Meetings Are Now Hubspot Objects

You can now create custom properties for meetings—meaning you can track stuff like:

• What kind of meeting it was

• Which product was discussed

• Who’s owning the follow-up

• Time to first meeting

• And way more

It's in Public Beta for now, so you'll need to enroll your portal. But this is a big one. Especially for teams that care about visibility and handoffs.

✅ Tip

Quick fix for a common HubSpot headache.

Make a User-Specific Re-Engagement List
For customer success and support folks, sometimes just checking in with customers periodically is part of the job. Recently I was asked to make a list of customers that had not received an email from the CS rep of that company in the past 4 months.

This will become the trigger criteria for a check in email workflow. I made 3 lists, one with every customer that ever had a logged email, call, or meeting with the CS rep, then a list only for those who had calls, emails, or meetings with the CS rep int he past 4 months, then a subtraction list of the two, as seen here.

⚠️ Trap

Mistake to avoid before it causes chaos.

Treating HubSpot Leads Like Salesforce Leads
Salesforce’s Leads are often dumping grounds for cold contacts and unvetted lists—and if that’s your expectation in HubSpot, you’ll end up with a mess.

In HubSpot, a Lead is always tied to a known contact or company and represents a sales motion, not a new person. Misusing this object leads to confusion, missed context, and reporting issues. Treat it like a mini-deal, not a lead-gen list.

🔄 Try

Something small to test or improve this week.

Use Built in Custom Objects
One of the biggest selling points for Hubspot enterprise is custom objects. What most people don’t know is that pro plans come with several extra custom objects. You can’t rename them, but you can use them in many of the ways that would otherwise require custom objects. Particularly listings, which can be heavily customized.

I wrote a longer piece about the listings object here.

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