News & Insights

Accurate and timely data sharing between related records is critical for maintaining a reliable CRM system. HubSpot’s new Property Sync feature has been designed to address this need, enabling automatic …

In the world of digital marketing, managing and distributing content effectively can be a challenge, especially when dealing with multiple blogs, diverse content tags, and the need for personalized distribution …

In today’s fast-paced business environment, automation and integration are no longer luxuries—they’re necessities. The combination of Google Scripts and the HubSpot API provides a powerful toolkit for businesses looking to …

HubSpot continues to push the boundaries of CRM functionality with the introduction of a powerful new feature: default activity associations. This update significantly enhances the way activities like calls, meetings, …

In the ever-evolving landscape of CRM and automation tools, HubSpot has consistently been at the forefront of innovation, ensuring that businesses can streamline operations and improve efficiency. One of the …

On May 14, HubSpot switched all users to a new navigation system. The Goodwood team wanted to share an overview of how the HubSpot navigation is organized for you to …

At Goodwood Consulting, we specialize in enhancing CRM systems, particularly HubSpot and Salesforce, through our Insycle integration services tailored for investment managers. We focus on delivering customized features like automated …

In the complex web of investment management, relationships between entities, advisors, and clients are the lifeline of sustained growth and client retention. Investment firms, mutual fund managers, and private equity …

In today's fast-paced digital world, every industry is looking for ways to leverage artificial intelligence (AI) to optimize their operations and enhance customer experiences. Whether you're a financial advisor or …

When you think of generating or nurturing leads, you probably think about follow-ups or touch points. Typically, this process starts with an email, then setting a reminder to send a …