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snoo_dealwithit

Chilling while Breeze does the boring parts of my job

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Regular email on a segment
u/TampaVinDog
Regular email on a segment

I would like to send a regular email to a segment.

When I Google how to do it, it wants me to use a template. I don't want to learn how to use the template editor. I just want to write a regular email and sent to a segment.

I've also had some luck creating sequences and I would like to create a sequence against a segment. And ideally whenever a contact is added to that segment it would automatically enroll them to the sequence.

Thoughts?

Real talk from real sellers: Shopify is the easiest way to start. Now it's your turn. Start your free trial.
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    Real talk from real sellers: Shopify is the easiest way to start. Now it's your turn. Start your free trial.
  • Image
    Real talk from real sellers: Shopify is the easiest way to start. Now it's your turn. Start your free trial.
  • Image
    Real talk from real sellers: Shopify is the easiest way to start. Now it's your turn. Start your free trial.
  • Image
    Real talk from real sellers: Shopify is the easiest way to start. Now it's your turn. Start your free trial.
State of Hubspot AI - sad
u/MaterialDoughnut
State of Hubspot AI - sad

Hubspot, you're trying. I get it. But the result is kind of sad.

  • The AI transcription/summarization is mediocre at best compared to point solutions in that space. It's also in the small things, like why is there a creepy male voice that says "this meeting is being recorded" in every meeting out loud? It's the most creepy AI voice I've seen in the entire industry, great stuff for sales calls 👍.

  • In the workflow automation, you have an AI editor that allows you to create your flow with AI. More often than not, it just says that it can do something and then proceeds to completely break the flow to then later reply: "you're right, this is not possible". Like seriously? You own the platform and can't even train it on your own platform/rules?

  • We're in discussions with our Hubspot AE to increase our seat count because of company expansion and they just added "$2,000 AI credits" to the quote, out of the blue. We didn't ask for it and they didn't even show us what we could with it during the sales cycle. Looks like AE's "must push AI tokens at all cost".

All that context and all that data and this is the "innovation" they're coming with. I don't think the question is about "will SaaS survive" for Hubspot. But one day, an AI native CRM will come around and push you guys out of the market.

Am I the only one or is everyone loving these AI features at Hubspot currently?

**End of rant**.

How are you handling board/management reporting from HubSpot? Still doing it manually?
u/Virtual-Second-4882 avatar u/Virtual-Second-4882
How are you handling board/management reporting from HubSpot? Still doing it manually?

Genuinely curious how finance and RevOps folks here approach this.

Every month-end I’m hearing about people exporting pipeline data from HubSpot into Excel, cleaning it up, converting currencies, building charts, then pasting everything into a slide deck for the board or management team. Some say it takes 3–5 hours every single month.

Is that your experience too? Or have you found a workflow that actually makes this painless?

Specifically curious about: 

•How long it takes you

•Whether multi-currency makes it harder

•What you wish existed that doesn’t