Skip to content

HubSpot Hacks for Summer: 5 Quick Wins While the Office is Quiet

Picture of Erik Hooijer
HubSpot Hacks for Summer: 5 Quick Wins While the Office is Quiet
2:46

 

Summer often brings a lull to the office, with colleagues on vacation and inboxes a little lighter. It’s the perfect season to get ahead and optimize your HubSpot portal, so when the busiest months hit, you’re ready to shine. Here are five quick HubSpot wins you can tackle while the office is quiet.

1. Clean Up Your Database

A tidy CRM is a productive CRM. Use the slower summer pace to:

  • Merge duplicate contacts and companies
  • Remove outdated leads
  • Update contact properties and lifecycle stages
  • Check for missing information like phone numbers or company names

Navigate to your Contacts and Companies, use filters to spot gaps, and leverage HubSpot’s deduplication tool for a fresh, actionable database.

2. Refresh Email Templates & Sequences

Take a look at your most-used sales and marketing templates. Update copy, branding, and calls to action to reflect your current goals. Test automated sequences too—adjust messaging, add personalization tokens, or split longer sequences into focused follow-ups. A/B test new subject lines and review analytics to see what resonates best.

3. Automate Busywork with Workflows

Have tasks you’re always doing manually? Turn them into automated workflows! Some ideas:

  • Assign incoming leads based on region or deal size
  • Send nurture emails after form submissions
  • Rotate leads among sales reps
  • Automate follow-up reminders after meetings

A few hours spent on automation now pay dividends all year long. Explore your existing workflows for quick wins and set up new ones for repetitive tasks.

4. Audit Your Forms and Landing Pages

Review your forms and landing pages for outdated offers or copy. Look for:

  • Old promos, expired deadlines, or broken links
  • Fields you can reduce to boost conversions
  • Visual consistency and mobile-friendliness

Set aside time to create or update a couple of key landing pages based on this year’s campaigns so you’re ready when things get busy.

5. Level Up Your Reporting

Dust off your dashboards! Which reports actually get used? Where could you track results more effectively? Review goals and KPIs, remove or rework unused widgets, and set up notifications for important performance thresholds. Streamlining your reporting will help everyone focus on what matters once your team returns.

Wrap-Up

Quiet stretches don’t have to mean downtime—they’re your secret weapon to sharpen HubSpot and set up future success. Give these quick wins a try, then enjoy the rest of your summer (with a cleaner, smarter portal waiting for you come fall).

What are your favorite HubSpot hacks to tackle when business slows down? Share your tips below!