Use AI to Summarize a Contact Record in HubSpot, Final Sunset of Universal Analytics, Google Docs Adding Markdown Support | 3 Things Newsletter


Use AI to Summarize a Contact Record in HubSpot, Final Sunset of Universal Analytics, Google Docs Adding Markdown Support | 3 Things Newsletter

1. Google Search Document Leak & SEO Impact

I was recently looking at a contact record inside HubSpot and noticed a cool feature I wasn’t aware of. You can click the actions dropdown and select Summarize in Chatspot. This will then generate a summary of the Contact’s history with your company in an easy-to-read text format. This could help identify patterns and define a buyer’s journey by identifying recurring lead sources and activities between customers.

Read feature summary

2. Final Sunset of Universal Analytics

This month you probably saw an email notification stating the end of access to UA analytics. I came across this interview with the Google Analytics Product director Steve Ganem. It offers some key insights into why things are so different (confusing) with the new GA4 and ways they are working on improving the overall experience of Google Analytics.

Read GA4 interview

3. Google Docs Adding Markdown Support

If you are not familiar with Markdown, it’s a simple way of adding simple HTML structure to text without having to write all of the HTML tags. Google announced it will be adding more support of Markdown in Google Docs. You first need to enable it by going to Tools > Preferences > Automatically Detect Markdown.

Once that feature is enabled, you can write Markdown, and it will detect it and apply the appropriate heading styles. Their announcement article mentions the ability to paste Markdown in the document and export a document as Markdown, but when I tested this functionality, it didn’t work as expected. So, this might be something that is added later.

Learning Markdown is worth the investment because it can save you time formatting text between Google Docs and rich text editors found in content management systems like HubSpot. You could use my Markdown to HTML tool to convert Markdown to HTML code that you can then paste into the source code of any rich text editor like the one found in HubSpot.

Something to Consider

“Just a few people are going to miss the smartest in the room, but everyone is going to miss someone kind.” – Jorge Galindo

Have you ever had an unkind boss or coworker? This quote and the article linked above were good reminders to me of the importance of kindness in the workplace and everywhere. We are often driven by deadlines and project demands that can strip away our kindness and humanity, which could deter us from our goals and degrade teamwork.

 


This first appeared in the July, 2024 edition of my 3 Things email newsletter. Click here to subscribe to future editions.


Written by: Jake Lett
Jake Lett is a B2B marketing consultant with over 15 years of experience in the digital marketing industry. He specializes in SEO, HubSpot, and PPC campaign management. Jake has a proven track record of helping businesses increase their online visibility and drive more traffic, leads and sales. He is a Certified Google Ads Specialist and a Certified HubSpot Developer.

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