HubSpot Commerce Hub Deep Dive | HubSpot User Group '26 скачать в хорошем качестве

HubSpot Commerce Hub Deep Dive | HubSpot User Group '26

What if you could bring your entire quote-to-cash process inside HubSpot—and stop juggling Xero, Stripe, Shopify and spreadsheets? In our February HubSpot User Group (HUG) virtual event, Cassy Woodforth and Jayden Hellyar show how to use Commerce Hub to connect quotes, deals, payments, automation and revenue reporting in one streamlined flow—so you can move faster, reduce admin, and get clean visibility from “quote sent” to “paid”. You’ll learn: How connected commerce works in HubSpot (quotes → payments → reporting) How to reduce payment friction and speed up collection The automations that keep follow-ups moving after the quote How to structure products/line items for reporting you can trust This is also Jayden’s last HUG with us! 😭 QUICK VIEW GUIDE: [00:00:00]: Welcome, new platform, and today’s commerce topic [00:01:18]: Commerce challenges and CPQ update [00:03:03]: Commerce Hub overview and key components [00:04:08]: Old quotes vs new approach [00:05:35]: Drag‑and‑drop, consistent quote builder [00:05:53]: Creating CPQ quotes and templates [00:06:50]: Create from deals without slowing velocity [00:07:14]: Quote modules, reordering, and attachments [00:08:31]: Line items, columns, and product images [00:09:43]: Tiered pricing managed at product level [00:10:35]: Closing Agent AI on quotes [00:12:14]: Sharing, payments, and signature options [00:13:22]: Preparing products for tiered pricing [00:13:48]: Configuring tiered pricing methods [00:15:47]: Recalling quotes to apply changes [00:16:11]: Shopify integration and Orders object [00:17:58]: Product sync and workflow triggers [00:18:34]: Streamlining payments, invoices, Xero sync [00:19:40]: Payment statuses driving automation [00:21:26]: Subscriptions, recurring revenue, forecasting [00:22:31]: Reporting benefits with centralised data [00:23:10]: Out‑of‑the‑box commerce reports [00:24:52]: Custom reporting with commerce objects [00:25:22]: Start with presets, identify data gaps [00:26:33]: Best practices: align teams, start simple [00:27:17]: Additional tips: pricing and pipelines [00:27:48]: Play Mantis plug and sign‑off LINKS: HubSpot Commerce Hub: https://www.hubspot.com/products/comm... Quotes in HubSpot: https://knowledge.hubspot.com/quotes/... E-signatures on quotes: https://knowledge.hubspot.com/quotes/... Shopify integration with HubSpot: https://knowledge.hubspot.com/integra... HubSpot Payments: https://knowledge.hubspot.com/payment... Payment links: https://knowledge.hubspot.com/payment... Invoices in HubSpot: https://knowledge.hubspot.com/invoice... Subscriptions: https://knowledge.hubspot.com/subscri... Commerce reporting: https://knowledge.hubspot.com/reports... Xero integration: https://knowledge.hubspot.com/integra... Stay updated! Join our community for the March HUG announcement:  https://hubspot-academy-community-pro... Subscribe to our channel for more videos on Digital Marketing: / @nbhco Feel free to leave questions in the comments below, and we'll get those answered! Need help moving your quote-to-cash process into HubSpot book a chat here: https://www.nbh.co/ Follow Us: Facebook: / nbhcoaus Instagram: / nbh.co Linkedin: / neighbourhood-co Youtube: / @nbhco #hubspot #crm #hubspotusergroup #commercehub