293: Notes permissions confusion, reducing contact friction, power of lists, AI

This edition we dive into:

• Obligatory mention of AI
• Reducing contact friction with event invitations
• The power of lists - using product and line item criteria
• Connecting personal inbox versus generic inbox into HubSpot
• Understanding Permissions for Notes on Contacts, Deals, Tickets
• Goodbye internal SMS notifications in workflows
• Quickly see which Hub tiers in a portal (if not an Admin)
• Efficiency and Effectiveness and AI
• ChatGPT example

Full show notes available at: https://www.hubshots.com/episodes/episode-293

Recorded: Thursday 19 January 2023 | Published: Wednesday 25 January 2023

HubShots: the Unofficial Down Under HubSpot Podcast

HubSpot in the real world.
Real world portals. No demo stuff.

What’s working for HubSpot customers.

Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.

https://www.hubshots.com

• No. of episodes: 317
• Latest episode: 2025-03-17
• Technology

Where can you listen?