How to create Playbooks in HubSpot

In this HubSpot tutorial, we will walk you through how-to create Playbooks in HubSpot.

With the playbooks tool, you can provide guidance with interactive content cards displayed in contact, company, deal, and ticket records for your team members to reference and create standardized notes when speaking to prospects and customers.

In this tutorial, we will show you how you can create a playbook in your hubspot account.

Steps to follow:

Step 1. In your HubSpot account, navigate to Sales and click Playbooks.

Step 2. In the upper right, click Create playbook.

Step 3. You can create a playbook from scratch or create a discovery call playbook or qualification playbook using a template.

Step 4. To preview a template, click the Preview tab in the right panel.

Step 5. To make a selection, in the left panel, select a playbook type.

Step 6. Click the edit pencil icon and enter a title for your playbook.

Step 7. Click Create playbook.

Step 8. Write the playbook Body content. Use the toolbar at the top to format your content, or insert links, images, embed codes, or Questions & answers.

Step 9. To insert a URL, click the link Link icon.
To browse for an image in your file manager, upload an image from your computer, or enter an image URL, click the insert image icon.

Step 10. To allow users to ask the contact a question, then enter their answer or select their answer from a predetermined set of responses, click the Question & answer icon. In the dialog box, write a question or prompt.

Step 11. Select an Answer option.
Open text: enter responses in an open text field.

Step 12. List of answer options select from a predetermined set of responses that then save as a note on the contact record. To add a quick reply, click into the Quick replies field and enter a reply option, then click Create option.

Step 13. Then Update property select from a predetermined set of responses that then saves to a contact, company, deal, or ticket property.

Step 14. Click the Property type dropdown menu and select a property type, then select a specific property to link to.

Step 15. To review and restore a previous version of the playbook, in the upper right, click Version history. Choose a version from the left side of the dialog box, then click Restore.

Step 16. After writing your playbook content, click the Settings tab.

Step 17. To specify what type of engagement the playbook should log as when it is saved to a record, click the Engagement type dropdown menu and select an engagement type.

Step 18. When you're done, click Publish.

That’s how you can create Playbooks in HubSpot.
________________________________________________________________________

Follow HubSpot Tutorials by webdew:    / @hubdew  

With webdew's HubSpot account set-up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly.

Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.

About webdew:
webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business by offering services around:

#Website - Design & Development by delivering the best in class user experience: https://www.webdew.com/websites

#Marketing - Focused on Inbound Methodologies & Organic Growth:
https://www.webdew.com/marketing

#Videos - Explaining the Products & Services with Explainer Videos:
https://www.webdew.com/videos

#HubSpot - Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspot

Follow us:
webdew Blogs: https://www.webdew.com/blog
webdew Help Center: https://www.webdew.com/kb/hubspot
webdew Resources: https://www.webdew.com/resources

Subscribe to webdew's Weekly Newsletter for HubSpot Tips and Tricks:
https://www.webdew.com/newsletter/hub...

Get Started with HubSpot with the Free CRM Sign-up:
https://www.hubspot.com/products/get-...