Book Image

Instant HubSpot Dashboard Customization

By : Deepan Siddhu Nagarajan
Book Image

Instant HubSpot Dashboard Customization

By: Deepan Siddhu Nagarajan

Overview of this book

Previously, users had to rely on different documents and methodologies to derive efficient results when it came to lead nurturing and sale closures. HubSpot enables users to access all of this in one place and create automated detailed reports, saving a lot of time, money, and resources. Easy step-by-step procedures start you off with attracting more visitors to your website, managing your campaigns, and converting them into sales. This practical guide is packed with end-to-end topics that are required for a user to customize their HubSpot dashboard with ease. The book covers the entire range of topics about HubSpot, right from adding multiple users to your HubSpot account to connecting your domain to HubSpot, managing your e-mail marketing campaigns, monitoring competition, applying SEO to your website, and so on. This book will provide you with all the support and methodology you need through quick tasks that will transform your online marketing experience.
Table of Contents (6 chapters)

Setting up a social media and analytics tool (Intermediate)


Monitoring social media channels can prove cumbersome if the brand or company you're working for has its presence in multiple platforms. With this feature, HubSpot enables you to have complete control over your major social media channels in one place. Do read it completely to understand which social channels can be integrated into your HubSpot account.

Getting ready

Why should you integrate your social media channels with HubSpot? If you do this, all your blog posts can be automatically shared on your social channels. You'll also be able to view your social analytics through the Social Media Reach report.

How to do it...

  1. Click on the Social tab and then select Social Settings as shown in the following screenshot:

  2. You will see plugins for popular social networks. Select a plugin based on your requirements by clicking on its appropriate button (for example, if you want to connect your Facebook page, click on Add Facebook account). As of the time of writing, you can connect a maximum of seven social media accounts. HubSpot might roll out other social network plugins soon.

  3. Let's add a Facebook page to make it clear. When you click on Add Facebook account, a response screen will prompt you to authorize your account on Facebook. Click on the call-to-action and you will be taken to the Facebook login page:

  4. After logging in to your Facebook account, HubSpot will ask you to grant access to information such as friends and contact info, websites, descriptions, and others.

  5. Next, HubSpot will ask for permission to post publicly on your behalf, and you can either choose the option Okay or Skip. Most prefer clicking on the Skip button when providing access to third-party applications, as people don't want anything posted on their page or profile without prior notice.

  6. The next step in this process is that HubSpot will request for your permission to manage your pages. Click on Okay during this step as shown in the following screenshot:

  7. Once you complete the process, you will be taken back to your HubSpot account where you can see the pages you manage (with your Facebook account). Select the Follow Me, Reach, and Blog Auto-Post options only for the pages you want to integrate with Facebook: