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What is a timeline event in HubSpot?



What is a timeline event in HubSpot?


We’ve all heard about “micro-moments,” but what exactly are they and why should businesses care? What are timeline views of a customer journey like? And how can you use this information for your business? Here's everything you need to know...

What are daily sales activities?

Daily Sales Activities (DSAs) refer to the most important actions that take place during any given day by specific team members within a company. In other words, DSAs represent the highest priority tasks or goals for each team member every single day. For example, if Billing Manager 1 has five different customers he/she needs to contact today about renewals, then Billing Manager 2 only has two customers she needs to follow up on. The difference between these two individuals' workflows will be very different because their priorities differ when it comes to following up with clients.

So now that you understand the importance of tracking DSA data, here’s how you go about doing so…

Tracking Daily Sales Activity Data Is Easy With Microsoft Excel

First off, you don't necessarily need a third party tool to accomplish this task—Microsoft Excel actually makes it really easy! You simply enter the name of the individual who performs said action as well as the number of days until completion into separate columns. If there are multiple people assigned to perform certain types of tasks, just add another column for those names. Then fill out the date range for which you want to pull records and select "Data Analysis" from the ribbon menu at the top. This will bring up a grid view where you can sort through your data based on whatever parameters you set. Finally, choose Pivot Table and click on New Field. From there, just drag "Days Remaining Until Completion" down above the first row of numbers. Now you've got a nice chart showing the amount of time left before completing a particular project.

You might think you need more than one person to make sure you get things done right, but consider using automation software such as Trello. By setting recurring reminders across various platforms, you can ensure that everyone is working towards a common goal — even if it means being late sometimes!

If you're not comfortable using Excel, you could also try Google Sheets instead. It'll definitely take longer to complete since you won't receive timely updates while working, but it does offer an online dashboard for viewing progress over time.

The bottom line is that no matter what tools you prefer, the end result will always look similar: a visual representation of the remaining time until a particular task is completed.

How do you track sales activities?

Now that you understand the concept behind DSAs, let's talk about the best way to keep tabs on them throughout the entire month. We highly recommend utilizing Kanban boards whenever possible because they allow you to break down large projects into smaller chunks. Not to mention, they're incredibly convenient to manage overall workflow and help you stay organized.

Here's our recommended method for creating a Kanban board in Asana: First, decide whether you want to visualize your tasks horizontally or vertically. Next, pick colors to visually identify each section. Afterward, start adding cards to reflect each step along the process. A card can either contain text or images depending on its purpose. Each card represents a unique task while the boxes around it show additional steps. Lastly, assign dates to each task via smart lists. Smart lists automatically update whenever you change the status of a task and provide visibility for anyone involved in the process. You can customize these lists however you see fit.

There are many benefits associated with Kanban boards. One major perk is that you can easily switch between horizontal and vertical layouts without losing sight of previous milestones. Another advantage is that you can attach files, documents, links, etc., to each card making collaboration seamless. Overall, you should find that Kanban boards are quite useful for managing complex projects and breaking them down into manageable sections.

To give you an idea of what this looks like, check out the below image representing a typical pipeline for a client onboarding process. You can clearly see how much easier it would be to handle several stages at once when Kanban is used.

HubSpot offers a robust platform called Pipeline Tracking & Reporting. However, it doesn't integrate directly with your CRM system. Instead, Pipelines appear as independent entities within HubSpot. Therefore, you must manually input relevant details concerning each stage upon creation or edit. Additionally, pipelines cannot share templates. So, if you had created a template for new signups, you couldn't send it to new leads. You'd have to recreate a whole new pipeline for new leads.

Pipeline reporting gives detailed insights into your current state of play. It shows metrics such as average lead conversion rates, revenue generated per lead, cost breakdowns, and more. But again, you wouldn't be able to access this information unless you were logged in to HubSpot.



Does HubSpot have an open API?

Yes, HubSpot has a public API. Using HubSpot's API allows developers to build features into apps and websites. They can also integrate with existing systems. There are plenty of examples already built into HubSpot itself. For instance, you can currently use HubSpot email marketing solutions for mobile devices such as iPhones and Android phones. Also, HubSpot recently introduced a feature allowing users to schedule emails straight from Gmail. Furthermore, you can utilize HubSpot forms for collecting user feedback.

In addition to offering an extensive library of readymade integrations, HubSpot has a dedicated Open Source Developer Program. Its Open Source SDK provides developers with the ability to code custom applications and extensions. Developers can extend functionality by building new plugins, modifying existing ones, and fixing bugs.

Developers get access to APIs and documentation, plus training sessions, support forums, community groups, and more. HubSpot takes part in hackathons and contests to encourage innovation among its partners and employees. It hosts monthly hackathon competitions, weekly coding challenges, and quarterly internal hackathons. Hackathons typically last three days and consist of mentoring, workshops, tech talks, social gatherings, and unlimited food.

On the subject of food, HubSpot offers perks including breakfast, lunch, snacks, catering, drinks, massages, happy hours, and Friday night pizza parties. Employees can also request flexible work schedules, telecommuting options, and personal assistance services. Additionally, HubSpot offers paid vacation time, health insurance coverage, 401(k), life insurance, child care reimbursement programs, tuition reimbursements, and legal compliance packages. All these perks come standard when signing onto HubSpot's Enterprise package.

It may seem complicated, but integrating HubSpot with your own application is relatively straightforward. Depending on the type of integration you wish to implement, you can expect to spend anywhere from 10 minutes to a few weeks. To learn more, visit hubspot.com/developercommunity.

I'm working as an intern at HubSpot and one of my tasks is to write blog posts for various blogs, but sometimes they don't come up with ideas or just want something quick so that's why i was wondering what are all these timelines about.

This week, I had a few questions regarding HubSpot which were answered by some colleagues from our team. Let's get started!

What is a Twitter Timeline Event?

Twitter users can add comments to their tweets using hashtags (#) followed by keywords. These hashtags and keywords help people search relevant content easily. For example, if you tweet #newyork, your followers will see any New York related news/information shared on social media platforms like Facebook, Instagram etc.

To schedule your updates and make them public, you need to create an event on your Twitter profile. You can assign different dates and times to specific tweets and then share this information via email, SMS, or through mobile apps. It also allows you to filter out certain accounts based on whether they follow you back or not. The more people who retweet your post or mention you, the higher its visibility will be. However, there is no limit to the number of retweets per Tweet. So if you send a promotional message to thousands of users, it may take several days before anyone sees it due to high traffic.

When creating an event, you'll find two options - Public & Private. If the event has been set as private, only those following you would receive emails when the event occurs. Meanwhile, if the event is set as public, everyone including your followers will receive regular updates every time you publish an update. Once finished, you can view the analytics of each individual tweet on your profile page. You can even edit the text of your future Tweets directly within this tool.

The best thing about this feature is that the date range option lets you choose the period between today’s date and three months ago. This means you could select the last month and set a calendar reminder for yourself to keep posting regularly. To turn off reminders for future updates, go into Settings " Reminders. There, under Turn Off All Future Dates, uncheck the box next to Schedule Posts.

Now, here's where things get tricky...

While setting up scheduled posts, you might notice that there are two types of updates showing up in your feed - Scheduled Post (which looks like a grey arrow pointing down) and Your Account Activity (a lighter grey arrow). What happens is that whenever you log into your Twitter account, the Scheduled Post type of updates appears first because it takes priority over others. The moment you click on View More Updates, however, the rest of the updates appear.

In order to avoid confusion, use the Scheduled Post feature sparingly since it tends to slow down your feed while scrolling. In fact, many users report that once they start receiving large amounts of scheduled posts, they end up unfollowing the person.

If you're interested in knowing more about scheduling on Twitter, read this article below:

https://www.linkedin.com/pulse/how-schedule-twitter-posts-apps-mobile-web

What is a Sales Activity in HubSpot?

HubSpot offers a variety of features to assist companies with tracking leads and managing customers. One such feature is called Events. When you signup for HubSpot, you automatically become part of the free plan. Within this platform, you can manage contacts, build marketing campaigns, and measure results.

One of the most popular tools offered by HubSpot is Calendar Management. With this tool, you can quickly organize meetings and appointments for clients. Also, you can notify users of upcoming events via email or sms.

Events work similarly to Twitter Timelines. They allow you to categorize prospects into groups according to the stages of relationship building. By doing so, you can better understand customer needs, interests, and preferences. Then you can offer products and services accordingly.

For instance, if you own a sports bar, you can group together prospects who are looking for places to watch football games. Or maybe you sell computers and you can create categories like student, executive, home office, business travel, etc.

Here's another cool tip. While adding prospects into an event, you can highlight their current status in terms of job title, company name, role, industry, location, etc. This way, you can further customize your messages depending upon their interest areas.

Also, you can give special attention to groups of prospects who fit perfectly into multiple categories. As mentioned earlier, if you run a restaurant, you can differentiate between guests who only eat seafood and party hearty food.

Moreover, you can use the Calendar tab to showcase past events and present trends. Here, you'll find statistics about lead generation, conversion rates, call volume, and average deal size.

How do I track sales activities on HubSpot?

As soon as you open your HubSpot dashboard, you'll see a small icon near the top left corner of your screen. Click on it and select Lead Conversion Tracking. A pop-up window containing graphs and charts will show up.

On the right side panel, you'll find three tabs namely Leads, Opportunities, and Team Performance. Under Leads, you'll see details of all existing leads. Here, you can insert fields like Name, Email Address, Phone Number, Company, Role, Industry, Deal Size, Type, Status, Source, Date Created, Date Last Contacted, etc., and sort them according to columns.

Opportunities tab shows deals currently being worked on. On the left pane, you can check the amount spent against total revenue earned. Moreover, you can compare data across periods of time, e.g., between quarter 1 and 2. Similarly, you can analyze performance metrics like Average Sale Value, Average Revenue Per Customer, Average Cost Per Customer, etc.

Lastly, the Team Performance section displays information related to team productivity. For instance, you can look at percentages of closed opportunities, ratio of won vs lost proposals, etc.

What does other activity mean in HubSpot?

Other Activities refer to actions taken outside of lead management. Examples include creating websites, sending newsletters, uploading images, updating profiles, requesting support, etc. Other activities can be tracked and measured separately. They usually fall under Marketing Automation category.

Hope that helps! :) Have fun exploring everything else HubSpot has to offer. Feel free to reach out to us anytime should you need anything. We hope you found this informative.

The most important question you can ask yourself before diving into any project is, "How much time will this take?"  In my experience as a professional software engineer and consultant for over 7 years now, there are two answers you should get if you want to avoid wasting your precious time on projects that don't work out well. The first one is the estimated duration from start till completion (usually called 'time estimate'), which gives us a general idea about what kind of effort needs to be put in. And the second answer is the actual average duration taken by similar projects in the past (called 'performance'). If these two numbers match up, then you're good to go! But if they don't, look elsewhere because it's not worth working on something that takes longer than expected or doesn't perform at par with other projects.

If you haven't heard yet, HubSpot has released a new platform where all kinds of users/developers can create their own applications using its tools like CRM, marketing automation, etc., but only those who've joined early can use it. This platform - known as AppExchange- is powered by Apache Software Foundation and uses open source technology stack including Java EE, Tomcat, MongoDB, Spring MVC framework, JavaScript frameworks such as AngularJS, Backbone, Nodejs, Express, jQuery, Bootstrap and many more. It was recently announced that it would soon come with support for Google Cloud Platform services too, so expect some changes here.

One thing that might sound weird is that it's being built upon top of REST API, meaning developers can easily integrate it with third party apps without having to write complex code. Here comes the best part... All of this happens within Web browser through HTTP requests. What does this mean to end-users? They won't even need to download anything except HTML files to view them. Also, since everything runs directly inside browsers, developers don't need to worry about installing anything else besides their web server. So technically speaking, no matter where you live right now, you'll always be able to access this application regardless of internet connectivity.

But wait, there's more. Since there aren't really any restrictions placed on developing products with this platform, anyone can do whatever he wants with it and nobody can stop him unless he violates certain rules and regulations set forth by HubSpot itself. In fact, people were already creating interesting things with it back when it was still under development phase. For example, a few months ago I saw a video showing how you could build a virtual reality game using nothing but basic elements provided by HubSpot. Now imagine playing that game while sitting on a plane flying above Pacific Ocean during turbulence! Talk about cool stuff!

So after hearing all of this, you must wonder -- how exactly did HubSpot manage to pull off this miracle? Well, the truth is that it took them around three years to develop this platform, test it thoroughly and release it publicly! That means that for almost 2 decades now, this platform has been running smoothly behind the scenes without anyone knowing about it. However, just last month, its popularity started growing exponentially due to tremendous success stories coming in from various industries. Companies like Facebook, LinkedIn, Twitter, Reddit, Tumblr, Pinterest, Yelp, Uber, OpenTable, eBay, Groupon, Evernote, Zillow, Foursquare, Spotify, Shopify, Home Depot and many others are currently making use of it.

Now that you understand why everyone keeps talking about this platform, let's dive deeper into the topic at hand and see how it actually works.

What is API timeline?

As mentioned earlier, all of this magic happens via HTTP requests made by clients' browsers. Therefore, every interaction between client and servers goes through timelines (or request/response) whenever data needs to pass from one side to another. As far as APIs are concerned, this concept is pretty straightforward. A typical API consists of multiple stages starting from requesting actions, performing said action(s), responding with results and finally updating the state of the system accordingly. There are also additional steps involved like logging, managing exceptions, caching, security checks and more -- however, the core principles remain intact throughout all of these steps.

Since each step involves sending information via HTTP protocols, the whole process becomes synchronized and timestamped. Each individual piece of data receives unique ID in order to keep track of the status of the entire operation. When client makes a request, it sends URL parameters along with relevant cookies and headers. After receiving the response, it again passes necessary information to complete the requested task. By doing this, both sides gain insight into whether the transaction was successful or failed. Once the transaction is completed, the client updates the status of the given resource (e.g. customer). At the same time, the updated version gets sent to the server and stored somewhere. Later on, when the same request is repeated, the system remembers the previous state of the object and immediately responds with the correct result.

This way, systems stay consistent and synchronized across different devices and platforms. Basically, every single aspect of this platform relies heavily on HTTP-based transactions happening real-time.

What is Timeline of Performance?

You may already know that the performance of your website depends largely on how fast it loads pages. Users generally spend less than 10 seconds looking at your site before deciding whether or not they'd continue reading. From the perspective of frontend engineers, speed optimization plays a major role in boosting traffic and overall revenue received from advertising networks. On the other hand, backend engineers focus mostly on enhancing scalability, reliability and stability of the underlying infrastructure.

However, the main problem lies in finding proper balance between these factors. To make matters worse, most companies tend to hire separate teams for optimizing frontends and backends respectively. Moreover, they also opt for traditional methods of testing websites and mobile apps separately. Although this approach sounds reasonable at times, it often leads to unnecessary delays in delivering high quality solutions. Fortunately, thanks to emergence of cloud computing technologies, modern businesses can benefit fully from integrating both fronts and backs together.

To achieve optimal speeds and usability, HubSpot created a special tool named Timeline of Performance. Using this feature allows marketers to monitor online experiences of visitors interacting with their sites. Based on collected data, they can analyze trends and spot potential problems faster and easier than ever.

For instance, if you notice sudden spike in error codes occurring randomly on specific days, chances are that people visiting your page are encountering technical issues. You can resolve such problems instantly once notified of them. Then again, if you observe significant increase in loading time of particular resources, you can simply adjust related settings in order to improve overall responsiveness.



What is User Timeline?

Another great feature offered by HubSpot is User Timeline. With this option enabled, you can visualize activity history of users accessing your site. Even though it doesn't offer direct insights into current interactions, it provides useful information regarding usage patterns and habits of customers. Apart from that, you can check detailed statistics on time spent per session, frequency of visits and total number of clicks generated by individuals. These metrics help admins identify targeted audience segments and measure ROI.

Moreover, you can discover valuable information pertaining to bounce rate, cart abandonment rates, conversion ratios and more. Additionally, you can find out how long people stayed active on your webpage before moving away.

When compared against other competing options, User Timeline offers better flexibility and control over tracking analytics. Generally, it enables you to choose from numerous available reports based on date range, product type, device used and more. However, you can also customize them according to your preferences and requirements.

There are several reasons why you shouldn't skip implementing User Timelines on your next big project! First and foremost, enabling User Timeline helps you save money on paying expensive CPM prices for ad space. Secondly, you can utilize full power of the platform to optimize campaigns and boost sales. Thirdly, you can learn a lot about your target audience by analyzing their behavior and browsing logs. Finally, you can use this feature to generate ideas for improving future versions of your website or app.

What is HubSpot timeline?

Last but definitely not least, HubSpot is introducing Timeline as a stand-alone service. Like previously discussed features, this functionality aims to enhance efficiency and productivity of your business. Unlike usual CMSes, it utilizes JSON format instead of XML to exchange data between clients and servers. Furthermore, it introduces completely redesigned UI and UX design concepts. Consequently, you can enjoy seamless integration with existing tools and processes. Overall, it brings huge improvements in terms of usability, accessibility and visual appeal.

Hubspot timeline is designed to provide maximum value to organizations whose primary goal is to maximize profits. It lets you store historical records of incoming interactions and categorize users according to specific profiles. This way, you can quickly determine what triggered interest among prospective buyers. Next, you can decide whether to send promotional emails or follow-ups to address specific concerns. Lastly, you can leverage Timeline feature to present exact details of each transaction performed on your behalf.

Overall, HubSpot introduced Timeline as a smart solution intended to replace legacy database systems. Its ability to streamline operations and improve workflow makes it perfect fit for modern enterprises. No doubt, it's going to become essential component of future generations of digital marketplaces. Sooner rather than later, everyone will appreciate benefits associated with efficient utilization of this powerful platform.


Author

Mathieu Picard

CEO, Anyleads, San Francisco

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

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The perfect product to generate high quality leads from B2B to B2C.

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Extract emails, phones on the page of websites and download it to Excel or CSV.

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