How to use Playbooks in contact, company, deal, or ticket records in HubSpot

In this HubSpot tutorial, we will walk you through how-to use Playbooks in contact, company, deal, or ticket records 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.

Steps to follow:

Step 1. In this tutorial, we will walk you through how you can use the playbook tool.

Step 2. In your HubSpot account, navigate to your contacts, companies, deals, or tickets.

Step 3. Here we are selecting contacts. Click the name of a record.

Step 4. In the right panel in the Playbooks section, use the search bar to locate a playbook or click a playbook to open it.

Step 5. In the pop-up window, the playbook content will appear.

Step 6. Depending on the answer field for each question, enter notes, enter text to save to a contact property.

Step 7. When you're done using the playbook, click Log engagement type in the bottom left.

Step 8. If you're logging the playbook as a call or a meeting, use the Select an outcome dropdown menu to select a call outcome.

Step 9. Once done, The playbook will save as an engagement on the record's timeline with the questions, answers, and any notes.

Step 10. Any properties that are linked to a question & answer will be updated with the responses you selected or entered while using the playbook.

That’s how you can use playbooks in contact, company, deal, or ticket records in HubSpot.
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