HubSpot

Settings

Templates that use it

• New businesses in my territory, researched, into HubSpot: Every new business in your territory, scored, with the decision maker, straight into HubSpot.
• Enrich a lead sheet and push it to HubSpot: Add a business name to a sheet and get it enriched, scored and in HubSpot with an opening line.
• Companies hiring buyers, and who to call: Companies hiring buyers this week, sized and scored, with their purchasing managers in HubSpot.
• Prospects not yet in my CRM: Supermarkets and groceries not in HubSpot yet, scored and added every week.
• Retail tenants for my vacant units: Retailers hiring store managers, scored as tenants for your vacant units.
• Independent pharmacies to open: Independent pharmacies, scored, with the owner, into HubSpot every week.
• Hotels and restaurants to supply, researched: Hotels, restaurants and caterers matched to your products, with the buyer, in HubSpot.
• Welcome offers for newly opened businesses: A welcome offer for every new business, into HubSpot, with a follow-up three days later.
• Companies hiring in bulk this week: Companies hiring frontline staff in bulk, with the person who hires and an intro.
• Franchises hiring managers, scored as clients: Franchises hiring managers, scored as clients, with their HR lead in HubSpot.
• New warehouses and distributors to sell to: New warehouses and distributors, scored, with the operations manager, into HubSpot.
• Full outbound engine: find, research, approve, send: A complete outbound engine: find, research, write the first email, approve, then HubSpot.
• Where to build student housing: Universities with the fewest student residences nearby, screened by an AI agent, approved by you, then HubSpot deals.
• Staffing agency engine: who is hiring and why: A staffing agency engine: who is hiring, how fast and why, with the HR lead and a personal intro.
• Launch targets: specialist clinics and their directors: Specialist clinics for a launch, prioritised, with the director, a visit note and a medical affairs check.
• Corporate travel buyers for my hotel sales team: Companies hiring travel and events staff, with the people who book, in HubSpot.
• Growing small companies for my business loans team: Small companies that are hiring, sized and scored for a working capital loan.
• Real estate agents for my mortgage team: Top-rated real estate agencies and their owners, into HubSpot every week.
• Big roofs for commercial solar, with who decides: Big commercial roofs for solar, with a satellite picture and who decides.
• Fleets to switch to electric, with who to ask: Fleets to switch to electric, sized, with the person who runs them, in HubSpot.
• Contractors winning work: hiring site engineers: Contractors hiring site engineers, scored as buyers, with their procurement manager.
• New buildings that need facility management: New large buildings and their facilities managers, into HubSpot every month.
• Property managers for my maintenance contracts: Property managers and who buys maintenance, into HubSpot every week.
• New offices that need business internet: New offices that need business internet, with the IT manager, in HubSpot.

And 177 more in the template gallery.

Industries that use it

B2B sales · Retail & franchise · Restaurants & cafes · Real estate · FMCG & distribution · Marketing & agencies · Recruiting & staffing · Logistics & delivery · Healthcare & pharma · Hotels & tourism · Banking & lending · Energy & EV · Construction & facilities · Telecom · Automotive & mobility · Education & training · Agriculture & food supply · Fitness, beauty & wellness · Law & professional services · Media & publishing · Events & venues · Non-profits & humanitarian · Security & emergency services · Environment & climate · Ports & shipping · E-commerce & D2C · Manufacturing & industrial · Software & tech · Sports clubs & leagues · Pet care & veterinary · Home services & trades · Food delivery & quick commerce · Airports & aviation · Mining, oil & gas · Public transport · Water & waste utilities · Insurance · Fishing & aquaculture